# 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.

{% hint style="info" %}
**Automation Campaigns** run after midnight according to the timezone configured for the tenant.
{% endhint %}

{% hint style="warning" %}
**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).
  {% endhint %}

***

### 🚀 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

<figure><img src="/files/j4j7OCe7DadLovaShqPq" alt=""><figcaption></figcaption></figure>

| Trigger Type    | Fires On                            | Audience Options                                       | Common Use Cases                    |
| --------------- | ----------------------------------- | ------------------------------------------------------ | ----------------------------------- |
| **Daily**       | Every day at 00:00                  | <p>Everyone / Segment / Tier<br>Rule-based filters</p> | 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

<table data-view="cards"><thead><tr><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Creating Automations</strong></td><td><a href="/pages/X7y3Jfl1upf29W8EO08D">/pages/X7y3Jfl1upf29W8EO08D</a></td></tr><tr><td><strong>Managing Automations</strong></td><td><a href="/pages/FN9tYubBmM5jXCsKIrwx">/pages/FN9tYubBmM5jXCsKIrwx</a></td></tr><tr><td><strong>Deleting Automations</strong></td><td><a href="/pages/KGv5b5ZpUJfa5iKV31Ch">/pages/KGv5b5ZpUJfa5iKV31Ch</a></td></tr></tbody></table>


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