Setting Up Your Holiday Automation

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Looking for a fun and easy way to celebrate holidays with your members? Your Holiday Automation allows you to automatically send rewards and communications to your patients on a date you choose.

Here's how to set it up:

Step 1: Navigate to Automation Manager

Click the Manage tab followed by Automation Manager

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Step 2: Choose an Automation to Create

Click Create Automation to jump to the template gallery. 

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Then click the Holiday automation.

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Step 3: 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. 

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We’ve created several graphics that you can choose from, but if you’d like to upload your own, you can do so as well!

Click the Communication button followed by the Edit Image button to see your options: 

  • Static Templates
    Choose an image that matches the holiday you want to celebrate.
  • Upload Your Own
    Upload an image that you create that best fits your message.

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You can also edit the message your members will receive.

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Finally, 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. Click Activate Automation to turn your automation on. 7.png

Once the Holiday Automation has run it will automatically be inactivated and moved to the inactive tab.

 

Please Note: Once activated, your automation will automatically run at 9:00 AM on the day you have chosen. If necessary, you can make adjustments to it until 11:59 PM the night before. 

 

Step 4: Create More Automations

You can use the Holiday Automation and 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. Note: we will be adding more graphics for new holidays throughout the year.

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. 

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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.

 

Step 5: Review Your Automation History

You can see which members in your Hub have received automations by going to the Automation History tab. 

Step 6: Meet with Customer Success to Set Up CS_Lady.png

Want help setting this up?  Click to schedule a quick one-on-one with your Customer Success Advisor! 

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