Actions & Templates

    Choose what happens when a customer matches your trigger conditions.

    Action types

    • Send SMS — Sends an SMS using a message template you've created. Requires the customer to have SMS marketing opted in.
    • Send Email — Sends an email using a template with a subject line. Requires email marketing opt-in.

    Message templates

    Templates are created in Marketing → Message Templates. They support merge tags like {{first_name}}, {{menu_link}}, and {{discount_code}}.

    Attaching a discount code

    Optionally attach a discount code to the automation. When attached, the {{discount_code}} merge tag in the template will be replaced with the actual code. If no discount is attached, the tag renders as empty.

    Opt-in requirements

    • SMS — Customer must have marketing_sms_opt_in = true and must not appear in the SMS opt-out list.
    • Email — Customer must have marketing_email_opt_in = true.