Want to turn holidays into meaningful moments for your members without adding more to your plate? Holiday Automations make it simple to celebrate the days that matter most. Whether it’s national holidays, industry-specific celebrations, or meaningful dates unique to your organization, you can automatically send personalized messages and rewards to your employees, customers, or partners on the schedule you choose. It’s a thoughtful touch that strengthens connection, reinforces your brand, and builds lasting loyalty, one small nudge at a time.
Here’s how to set it up and let it run seamlessly in the background:
Navigate to Automation Manager
To get started, Navigate to Settings ⚙️ > Automations.
Choose an Automation to Create
Click Add to jump to the template gallery.
Then click the Holiday automation.
Create the Automation
Once inside the builder, you can choose your automation’s title, target audience, the number of points it will award, what kinds of notifications it will send, and even the graphic and message it will feature.
Choose the date that will trigger this automation. It can be the date of the actual holiday or you can choose a different date that better fits your message.
In the What section, set the number of points members will receive.
Click the Communication dropdown to customize.
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Communication Template
- Choose from pre-set templates or create a custom message.
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Custom communication
- Edit the subject and body of the message to fit your needs.
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Edit the Image
- Hover over the graphic to edit, then click the pencil icon to bring up a library of images to choose from, or upload your own.
Once you have all details correct, click Activate Automation to turn your automation on.
Please Note: Once activated, your automation will automatically run at 9:00 AM on the day you have chosen. It must be created the day before the Automation is set to run. You can make adjustments to it until 11:59 PM the night before.
Create More Automations
You can use the Holiday Automation option to create as many automations as you like.
Celebrating different holidays is a great way to ensure that members in your Hub receive messages and graphics from you that are perfectly tailored to them.
You can create another Holiday Automation by either repeating the first three steps above or by going to your Automation List and duplicating an automation you’ve already created.
To duplicate an automation, click the dots on the top right corner of the automation you’d like to copy.
Once it is copied, you can update its title and settings to fit your new holiday or audience.
Please Note: If you have more than one Holiday Automation that is set for the same date and is targeting the same audience, your audience will receive the automation with the earliest creation date. Any given member can only receive one Holiday Automation per day.
Review Your Automation History
You can see which members in your Hub have received automations by going to the Automation History tab.