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Automation Campaigns

In this section, you will learn about Automation Campaigns.

What are Automation Campaigns?

Automation Campaigns (formerly known as time-based campaigns) let you schedule loyalty initiatives to run automatically - triggered by a date or a recurring schedule - without manual intervention.

Automation Campaigns run after midnight according to the timezone configured for the tenant.

Performance limitations

  • Automation Campaigns can be triggered for audiences equal to or lower than 200,000 (limit does not apply to Birthday Campaigns and Membership Anniversary Campaigns).

  • The maximum number of Automation Campaigns is 4 (active and inactive) in the loyalty program (in one tenant).

🚀 What Automation Campaigns Do

They’re designed to automatically reward members at key times:

  • Triggers include recurring schedules (daily, weekly, monthly), birthdays, and membership anniversaries.

  • Rules specify conditions (member segment, tier, custom attributes) and effects (awarding points, coupons, balance adjustments).

  • Limits & Budgets control how many rewards can be issued overall or per member.

  • Visibility & Status settings decide who sees the campaign and when it becomes active.

🎯 Summary Table

Trigger Type
Fires On
Audience Options
Common Use Cases

Daily

Every day at 00:00

Everyone / Segment / Tier Rule-based filters

Streak rewards for active members

Weekly

Chosen weekday(s) at 00:00

Same as above

Weekend promotions, weekly gifts

Monthly

Chosen date(s) or last day at 00:00

Same as above

Subscription reminders, updates

Birthday

Member birth date

Same as above

Birthday bonuses, celebratory perks

Anniversary

Membership signup date

Same as above

Loyalty anniversary bonuses

Additional filters can be applied in Rule Conditions—even if not selectable at the audience level.

✅ Best Practices

  • Schedule thoughtfully: Use appropriate frequency and timing (e.g. birthdays vs monthly).

  • Segment wisely: Target specific audiences to increase relevance.

  • Rate-control your rewards: Set sensible per-member and total limits before launching.

  • Monitor engagement: Use dashboard analytics to identify spikes or drops.

  • Iterate using duplicates: Copy campaigns for A/B testing.

  • Clean responsibly: Deactivate and export before deleting, ensuring historical reward data remains accurate.

Learn more about

Creating Automations

Managing Automations

Deleting Automations

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