Tutorial: Automations

Customer Support
Customer Support
  • Updated

 

Use the timestamps below to jump to a specific section

  • [00:07] What are Automations?: Overview of how automations help drive engagement and save time.
  • [00:30] Navigating the Automations dashboard: View active automations, edit existing ones, or add new ones.

  • [00:50] Creating, customizing automations, communication: Edit title, assign groups, set points, add images, and personalized messages. 

  • [02:14] Activation and delivery options: Enable automation, set frequency, and choose delivery channels.

  • [02:19] QR Automations: Let members scan for points and access branded print materials.

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Action Steps 🎬    

  • Review and update existing automations under Settings > Automations

  • Create new automations tailored to birthdays, reviews, welcome messages, and more

  • Activate QR automations and use pre-made flyers to streamline office events

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Learn More 🔎 

Link to the Help Center article: Automations

 

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