Automations
Automatically reach out to customers based on their behavior — no manual effort required.
What are automations?
Automations let you define rules that trigger an SMS or email when a customer matches specific conditions. Unlike campaigns — which are sent manually to a chosen audience — automations run continuously in the background and fire as soon as a customer becomes eligible.
How they differ from campaigns
| Campaigns | Automations | |
|---|---|---|
| Trigger | Manual send / schedule | Automatic — condition-based |
| Frequency | One-time blast | Fire-once per customer (resets on new order) |
| Audience | Chosen at send time | Dynamically matched |
| Quota | 5,000 SMS + 5,000 emails per month (shared across campaigns & automations) | |
Common use cases
- Lapsed customer re-engagement — Send a "We miss you!" message with a discount when a customer hasn't ordered in 60+ days.
- VIP appreciation — Thank customers who've placed 10+ orders with a special offer.
- Loyalty nudge — Remind customers with 80+ loyalty points that they're close to a reward.
- High-spender reward — Auto-send a free delivery code to customers who've spent over $500.