Loyalty automations that send themselves
An automation watches for one thing and sends the moment it happens. Nine things can set one off: someone joining, a visit, a reward earned, getting close to one, a birthday, an anniversary, a milestone visit, fourteen days of silence, or a schedule you pick. Set it once and it runs on every customer.
What can trigger a message automatically?
Nine things. The first three happen while the customer is still in your shop; the rest are the ones you could never catch by hand, which is most of the reason to automate anything.
| Trigger | Fires when | What you would send |
|---|---|---|
| When someone joins | Someone adds your card to their wallet | Welcome to the club. Your first stamp is already on there. |
| After a visit | Your staff scan a customer's card | That's another one. Three more and your next coffee is on us. |
| When a reward is earned | A customer completes their card | Your card is full. Claim your free one next time you're in. |
| When they're close to a reward | A customer is one visit away, by default | One more visit and the next one is on us. |
| When they stop coming | No visit for 14 days, by default | We've not seen you in a while. Here's double stamps this week. |
| On their birthday | The birthday they gave you, once a year | Happy birthday. Your cake is on us any time this week. |
| On their anniversary | Each year on the date they joined | A year since you joined. Here's a thank you. |
| On a milestone visit | A set number of visits, 5 by default | That's five visits. You're officially a regular. |
| On a schedule | The days and time you pick | Thursday roast is on. Tables are going quickly. |
What can an automation do after it fires?
Three kinds of step, up to twenty of them in one flow. Most useful flows are a send, a wait, and then something else.
| Step | What it does |
|---|---|
| Send | A message on any of push, email or SMS, or on more than one at once. |
| Action | Change something on the customer's card rather than message them. |
| Wait | Hold for a set number of hours or days before the next step runs. |
The actions a step can take
- Add a stamp. Put one more on their card.
- Add points. Credit a set number of points.
- Start a boost. Make visits worth more for a while, for that customer.
How often will a customer actually hear from you?
Three times a week at most, by default, and once if it is a text.
| Limit | Default | Counted across |
|---|---|---|
| Marketing messages | 3 in 7 days | All channels together |
| Push notifications | 3 in 7 days | Push only |
| Texts | 1 in 7 days | SMS only |
| Promotional texts | 1 in 14 days | Offers and promotions only |
The count is kept per customer and covers your automations and your campaigns together, so a flow you switched on months ago cannot quietly use up someone's week. When two messages would both land, the more important one displaces the other rather than both going out. And one message sent on all three channels counts as one interruption, not three.
What does Passumo deliberately not do?
The four things people most often assume an automation tool does.
- Messages that escalate from one channel to the next. There is no read or open tracking, so nothing knows whether a message landed. Each flow picks its channels up front.
- Quiet hours. Nothing is held back by time of day. The weekly cap is what protects a customer, not a curfew.
- Scheduling a campaign for later. Campaigns send now. The scheduled trigger is how you pick a day and time in advance.
- Granting a reward automatically. A flow can add stamps or points and let the reward unlock itself, but it cannot hand one out directly.
What does a finished flow look like?
Five built from the triggers above, with the runtime's real defaults.
- WelcomeThe first hour after someone joins is the only time you know for certain they're thinking about you. Use it.
- When When someone joins
- Then Send a notification
- Then Wait 3 days
- Then Add 1 stamp
- Close to a rewardOne stamp from a free coffee is the single most persuasive moment in a loyalty card. It should never pass unmentioned.
- When When they're close to a reward
- Then Send a notification
- Win-backA regular who's stopped coming rarely decided to leave. They just fell out of the habit, so remind them.
- When When they stop coming
- Then Send a notification
- Then Wait 7 days
- Then Send an email
- BirthdayThe one message a year nobody minds getting, and the easiest excuse a customer will ever have to come in.
- When On their birthday
- Then Send a text
- MilestoneBeing noticed on your fifth visit is what turns a customer into a regular. It costs you a handful of points.
- When On a milestone visit
- Then Send a notification
- Then Add 50 points
25 pre-built flows, ready to switch on
You don't start from a blank canvas. Pick the outcome you're after, check the wording, and turn it on. The trigger, the timing and the message are already written.
Rewards
Stamps, points and freebies worth coming back for.
- Double-stamp day
- Happy hour
- Surprise reward
Promotions
Launches, discounts and limited-time offers.
- Flash promotion
- Seasonal offer
- Run a discount
Retention
Birthdays, milestones and reasons to feel like a regular.
- Birthday treat
- Customer anniversary
- Ask for a review
Win-back
Bring back the customers who have drifted.
- We miss you
- Win-back ladder
Events
Nights out, tastings and the weekly fixtures people plan around.
- Weekly fixture
- New menu preview
Challenges
Streaks, missions and goals that turn visits into a game.
- Visit streak
- Visit goal
Find your business. We set the whole thing up for you.
No signup, no credit card. Search for your business, tell us your goal, and leave your email. We design your wallet card, set up the follow-up, and send you an invite to your ready-made dashboard.
- No account
- No credit card
- We build it for you
Automation questions
What fires, what you can change, and what stops it going too far.
Automation questions
Something else on your mind? Email us. A human answers.
Give customers a reason to come back
Find your business and we set it up for you. Your first customers can join this week, and the follow-up starts the moment they do.
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