Automation examples

A variable stores a field on the card. A segment collects customers by conditions. A trigger runs one action for that segment: a push, an SMS, an email, a template change, a balance update, or a new variable value. Pick the pairs that fit and build the scheme from them.

The first days with the card

Scenario	Segment	Trigger
Welcome on the day of install	Installed, created today	On entering the segment — a push on how to open the card
Reminder the next day	Created yesterday, no installs	After 1 day — a push with the install link
Second install reminder	No installs	After 3 days — a push
SMS reminder	No installs	After 5 days — SMS (beta)
Email with the card link	No installs	After 10 days — email (beta)
How bonuses work	Card installed	After 7 days — a push with the rules
Bonus for the first visit	order_count = 0, card installed	After 14 days — add balance and send a push
A larger bonus if there is still no visit	order_count = 0, card installed	After 21 days — a larger credit and a push
First-month recap	Card installed	After 30 days — a push
A short note on Apple	Apple installs greater than 0	After 45 days — a push
A quarter with the card	Card installed	After 90 days — a push
Half a year with the card	Card installed	After 180 days — a small credit
A year with the card	Card installed	After 365 days — add balance and send a push
Bonus for a campaign promo code	The campaign promo code	On entering — add balance
Bonus for a partner code	A different promo code	On entering — its own credit and a push
Welcome from checkout	Signup form “checkout”	On entering — a push that the card works at the till
Welcome from the website	Signup form “website”	On entering — a push on how to add the card to Wallet
Welcome from a QR form	QR signup form	On entering — a short push
Card from Telegram	Telegram signup form	On entering — a message in the Telegram bot, if the module is connected
Web push without a wallet	Apple installs = 0 and Google installs = 0	After 2 days — a web push, if the module is connected
A second device after Apple	Apple greater than 0, Google = 0	After 3 days — a push about Google Wallet
A second device after Google	Google greater than 0, Apple = 0	After 3 days — a push about Apple Wallet
The card on several devices	Installs greater than 1	After 1 day — a push that the balance is shared
Not in the CRM yet	Sync = no, created today	On entering — write the variable needs_sync
Balance already came from the CRM	Sync = yes, balance greater than 0	On entering — a push that the amount is already on the card
Complete the profile	Age = 0	After 5 days — a push with the profile-enrichment link
Ask again to fill in the profile	Age = 0	After 14 days — a second push
No date of birth	Age = 0	After 3 days — a push on why the date is needed
Gender is not set	Gender “not specified”	After 7 days — a push asking them to complete the profile
How stamps work	Stamp-card template, current stamps = 0	On entering — a push: one purchase, one stamp
Where to see the discount	Discount-card template	On entering — a push that the discount is on the front
A starter template for three days	Created today	On entering — switch the template and remove it after 3 days
First onboarding step	Card installed	On entering — write onboard_step = 1
Second onboarding step	onboard_step = 1	After 7 days — a push and set onboard_step = 2
Third step with no purchases	onboard_step = 2, order_count = 0	After 14 days — a bonus and onboard_step = 3
A check on a list of card numbers	Card numbers separated by commas	Now — a test push
Only after phone verification	A form with phone verification	On entering — a welcome push
Issued with no promo code	Promo code is empty	On entering — a general welcome
A link on the back of the card	Card installed	After 3 days — a push about the link on the card
How to share the card	Card installed	After 7 days — a push on passing the card on
A template for staff	The staff variable is on	On entering — the staff template
No privileges yet	Balance = 0, bonus = 0, discount = 0, card installed	After 7 days — a push on how a bonus or discount appears
A discount is already on the card	Discount greater than 0	On entering — a push with the discount size
A bonus is already on the card	Bonus greater than 0	On entering — a push on where to see the bonus
An event signup form	Signup form “event”	On entering — a push inviting them to visit
A separate counter form	Another signup form	On entering — its own welcome text
The welcome was not sent yet	Installed, push text does not contain the welcome	On entering — send the welcome
A short note on day two	Installed, order_count = 0	After 2 days — a short push
An offer on day ten	order_count = 0, installed	After 10 days — a push with an offer
A last email if the card was never installed	No installs	After 60 days — email (beta)

Birthdays and campaign dates

Scenario	Segment	Trigger
Announcement 30 days ahead	Birthday in 30 days, card installed	30 days before — a push
Announcement 14 days ahead	Birthday in 14 days, card installed	14 days before — a push
Announcement 7 days ahead	Birthday in 7 days, card installed	7 days before — a push with the gift terms
Announcement 3 days ahead	Birthday in 3 days, card installed	3 days before — a push
Reminder the day before	Birthday tomorrow, card installed	1 day before — a push
Gift on the birthday	Birthday today	On the birthday — add balance
Birthday template for one day	Birthday today	Switch the template and remove it after 1 day
Birthday template for 3 days	Birthday today	Switch the template and remove it after 3 days
Birthday template for a week	Birthday today	Switch the template and remove it after 7 days
Gift for women	Birthday today, female	Its own amount and its own push
Gift for men	Birthday today, male	A different amount and different text
A shared gift when gender is empty	Birthday today, gender not specified	A shared bonus and shared text
Gift under 18	Birthday today, age under 18	Its own bonus, without an adult offer
Gift at 18–24	Birthday today, age from 18 to 24	Its own bonus and text
Gift at 25–34	Birthday today, age from 25 to 34	Its own bonus and text
Gift at 35–44	Birthday today, age from 35 to 44	Its own bonus and text
Gift at 45–59	Birthday today, age from 45 to 59	Its own bonus and text
Gift from 60	Birthday today, age over 59	Its own bonus and text
Birthday with no install, SMS	Birthday today, no installs	SMS (beta)
Birthday with no install, email	Birthday today, no installs	Email (beta)
Greeting on Apple	Birthday today, Apple greater than 0	A push
Greeting on Google	Birthday today, Google greater than 0	A push
A large balance on the birthday	Birthday today, balance above a threshold	A push that bonuses are already on the card, with no new credit
Zero balance on the birthday	Birthday today, balance = 0	Add balance
A discount already exists on the birthday	Birthday today, discount greater than 0	A push about the discount that day
Birthday and no purchases yet	Birthday today, order_count = 0	A bonus and an invitation to the first visit
A champion’s birthday	Birthday today, purchases are frequent and recent	A larger credit and a push
Birthday after a long gap	Birthday today, order_days greater than 180	A win-back bonus
Reminder to spend the gift	Gift variable = 1, balance greater than 0	1 day after the birthday — a push
Remove the birthday template	Birthday-template variable = 1	After 3 days — the regular template and clear the variable
The gift is still unspent	Gift variable = 1, order_days greater than 7	After 7 days — one more push
One greeting per year	Birthday today, the year variable is not the current year	Add balance and write the year
New Year push	Card installed	On a date — a push
New Year template	Card installed	On a date — a template, removed after 14 days
8 March	Female, card installed	On a date — a push
23 February	Male, card installed	On a date — a push
Start of summer	Card installed	On a date — a push and the seasonal template
End of summer	Season variable = 1	On a date — the regular template and clear the variable
A season for younger customers	Age under 25, card installed	On a date — a push
Seasonal sale	Card installed	On a date — a push
Announcement that the campaign is ending	Campaign variable = 1	On the day before the end — a push
Campaign close	Campaign variable = 1	On the end date — the regular template and clear the variable
Announcement a week before the start	Card installed	On a date — a push that the start is soon
Opening date	Card installed	On a date — a push to the whole database
Program anniversary	Card installed	On a date — add balance and send a push
Birthday and the website form	Birthday today, form “website”	Its own push text
Birthday and the checkout form	Birthday today, form “checkout”	Its own push text
A one-off greeting for birthdays today	Birthday today	Now — a push
A staff birthday	Birthday today, staff variable on	Its own template, no guest bonus
A greeting in Telegram	Birthday today, Telegram form	A message in the Telegram bot, if the module is connected

Purchases and RFM

Recency and frequency bands come from RFM analysis: the variables order_days and order_count. You set the band edges.

Scenario	Segment	Trigger
Champions	Buy often and visited recently	On entering — a push with early access
Loyal	Visited recently, medium frequency	On entering — a thank-you push
Newcomers with potential	Visited recently, few purchases	A second-purchase bonus and a push
Frequent customers cooling off	Used to buy often, mid recency	A win-back offer
Middle	Mid recency and mid frequency	An offer to visit more often
Rare guests	Mid recency, few purchases	One gentle reminder
Lost champions	Used to buy often, away for a long time	A stronger bonus and a push
Rare and long gone	Away for a long time, few purchases	One reminder
Lost	Away for a long time, almost no purchases	One last message
A status template for champions	Buy often and visited recently	Switch the template
Loyal customers in Telegram	Visited recently, medium frequency	A message in the Telegram bot, if the module is connected
Newcomers without a wallet	Visited recently, few purchases, no installs	A web push, if the module is connected
Cooling-off customers with no install	Used to buy often, no installs	SMS (beta)
Lost customers with no install	Away for a long time, no installs	Email (beta)
Remember the cell	Buy often and visited recently	Write the variable rfm_cell
Guests only, not staff	Frequent and recent, staff variable off	A push
Exactly one purchase	order_count = 1	An offer for the second purchase
Exactly two purchases	order_count = 2	A small credit
Exactly three purchases	order_count = 3	A push
Fifth purchase	order_count = 5	Add balance
Seventh purchase	order_count = 7	A push with the next threshold
Tenth purchase	order_count = 10	A regular-guest template and a push
Fifteenth purchase	order_count = 15	An extra bonus
Twentieth purchase	order_count = 20	A VIP template
Twenty-fifth purchase	order_count = 25	A credit and a push
No purchases yet	order_count = 0, card installed	On entering — an invitation to the first visit
Thanks on the day of the visit	order_days = 0, order_count greater than 0	On entering — a push
Mark a fresh visit	order_days under 2, order_count greater than 0	Write recent_visit = 1
A two-week gap	order_days greater than 14, order_count greater than 0	A push
A month of quiet after real visits	order_days greater than 30, order_count greater than 2	An offer and a push
A 45-day gap	order_days greater than 45	A push
A 60-day gap among frequent buyers	order_days greater than 60, order_count greater than 3	A stronger bonus
A 90-day gap	order_days greater than 90	A template for 14 days, then remove it
A 120-day gap	order_days greater than 120	One message
Half a year away and no install	order_days greater than 180, no installs	SMS (beta)
A year away	order_days greater than 365	One email (beta)
First stamp	Current stamps = 1	A push with how many are left
Second stamp	Current stamps = 2	A push
Third stamp	Current stamps = 3	A push
One stamp away from the gift	Current stamps are 1 below the gift slot	A push that the next visit is the gift
The stamp gift is complete	Current stamps reached the gift slot	A push to collect the gift
Mark the gift as given	Stamps are at the maximum, the reward variable is empty	Write that the gift was given
Frequent buyers with a small ticket	Buy often, average ticket below a threshold	A push about another category
Frequent buyers with a high ticket	Frequent and recent, average ticket above a threshold	A closed offer
Back after a gap	order_days under 2, order_count greater than 5, a win-back offer was already sent	A thank-you push and clear the offer variable
Do not send the win-back twice	order_days greater than 30, push text does not contain the win-back offer	A push
A purchase on the day the card was issued	order_count = 1, created today	On entering — a thank-you push
Three purchases and a month of quiet	order_count at least 3, order_days from 30 to 60	An offer
One purchase and two months of quiet	order_count = 1, order_days greater than 60	An invitation to the second purchase
Champions already in the CRM	Sync = yes, frequent and recent	A push only for synced cards

Balance, tier, and pass design

Scenario	Segment	Trigger
Spend a balance from 100	Balance greater than 100	On entering — a push
Spend a balance from 300	Balance greater than 300	On entering — a push
Spend a balance from 500	Balance greater than 500	On entering — a push
Spend a balance from 1000	Balance greater than 1000	On entering — a push
A closed offer from a balance of 5000	Balance greater than 5000	On entering — an invitation push
A bonus sitting for two weeks	Bonus greater than 500, order_days greater than 14	A push
A bonus sitting for a month	Bonus greater than 100, order_days greater than 30	A push that the bonuses are waiting
Balance back at zero	Balance = 0, order_count greater than 0	A push on how to earn again
Balance in a narrow band	Balance from 100 to 300	A gentle push
A 5% discount on the front	Discount = 5	Switch the template
A 10% discount on the front	Discount = 10	Switch the template
A large discount	Discount at least 15	A template where the discount is large
The discount is gone	Discount = 0, the discount template is still on the card	Restore the regular template
Bronze tier	Tier variable = bronze	The bronze template
Silver tier	Tier variable = silver	The silver template and a push
Reaching gold	Tier variable = gold	The gold template, a push with the terms, and a write of the tier
Platinum tier	Tier variable = platinum	The platinum template and a push
From gold down to silver	Tier variable = silver after gold	Switch to the silver template
Tier back to standard	Tier variable = standard	The regular template
A new amount on the card	Balance crossed a set threshold	On entering — a push about the amount
Remember the spend offer	Balance above a threshold, the offer variable is empty	A push and write offer_state
Do not repeat “spend it”	offer_state = spend, balance still above the threshold	The spend trigger is not attached to this segment
A campaign look for a week	Balance above a threshold	Switch the template and remove it after 7 days
A discount with no balance	Balance = 0, discount greater than 0	A push that the discount stays on the card
A large balance and no install	Balance above a threshold, no installs	SMS (beta)
A large bonus on Apple only	Bonus above a threshold, Apple greater than 0, Google = 0	A push
A large bonus on Google only	Bonus above a threshold, Google greater than 0, Apple = 0	A push
Guest balance	Balance above a threshold, staff variable off	A push
Only cards from the CRM	Sync = yes, balance above a threshold	A push
A premium template	Balance greater than 1000	Switch to the premium template
How to earn faster	Balance under 50, order_count greater than 5	A push
The first bonus	Bonus greater than 0, seen_bonus is empty	A push and write seen_bonus
The discount got bigger	Discount is above the value stored as the previous size	A push and write the new size
Copy for a 5–10 discount	Discount from 5 to 10	Its own push
A template for a 10–20 discount	Discount from 10 to 20	Its own text and template
A large discount figure	Discount greater than 20	A template with a large figure
A bonus on entering gold	Tier = gold, bonus = 0	Add balance
The date of the tier change	Tier = gold	Write a variable with the transition date
A month on the tier with no visit	Tier = gold, order_days greater than 30	A push with the tier terms
A temporary discount on the card	The temporary-discount variable is on	The discount template, removed after 30 days
The temporary discount ended	The temporary-discount variable is off	The regular template
A new card still at zero	Balance = 0, order_days under 7	This segment is kept out of the “spend your bonuses” trigger
A large balance and a small ticket	Balance above a threshold, average ticket below a threshold	A push on what to spend it on
A small balance and a high ticket	Balance below a threshold, average ticket above a threshold	A push on how to earn more
The threshold in Telegram	Balance crossed a threshold	A message in the Telegram bot, if the module is connected
The threshold without a wallet	Balance above a threshold, no installs	A web push, if the module is connected
Balance is there, the card was never installed	Balance above a threshold, no installs	Email (beta)
Balance fell back under the threshold	Balance below the threshold, offer_state = spend	Clear offer_state
Stamps with a saved bonus	Bonus above a threshold, stamp-card template	A push that the gift is close
Staff with a balance	Staff variable on, balance above a threshold	Keep the staff template instead of a guest one

Events and custom fields

An event comes from the website, the app, or another system. How to create one is in Working with events.

Scenario	Segment	Trigger
Abandoned cart the next day	An abandoned-cart event, no purchase after it	On the event — a push the next day
Abandoned cart on day three	An abandoned-cart event, still no purchase	After 3 days — a second push
A bonus on an abandoned cart	An abandoned-cart event, order_count greater than 0	A small credit and a push
A cart after a long gap	An abandoned-cart event, order_days greater than 30	A stronger offer
Viewed a product	A product-view event	A reminder push
Viewed a specific product	A product-view event, value is the product name	A push about that product
Visited the site and did not buy	A site-visit event, order_days greater than 1	A push
Three visits and no purchase	A visit event at least 3 times, order_count = 0	An offer for the first order
Opened an email	An email-open event	A follow-up push for the offer
Opened a message	A messenger-open event	A push
A booking was created	A booking event	A confirmation push
A booking for tomorrow	A booking event, value = tomorrow	A reminder
Left a review	A review event	A small bonus and a thank-you push
Added to favorites	A favorite event	A push when the next availability event arrives
Opened the app again	An app-open event, order_days greater than 30	A push
Searched the catalog	A search event	A push on the topic from value
Viewed a category	A category-view event	A push for that category
Favorite category	The category variable equals the value you need	A push for that category only
Home store	The store variable equals a location	Push text that names that location
Text in French	Language variable = fr	A push in French
Text in English	Language variable = en	A push in English
Text in German	Language variable = de	A push in German
A campaign only for people who opted in	The consent variable is on	The campaign push goes only to this segment
Staff kept apart	The staff variable is on	Its own template; customer campaigns are not attached to the segment
City on the card	The city variable equals a value	A push with a city offer
Came from social	Source variable = social, a first-visit event	Its own push
Came from a QR	Source variable = qr	Its own text
A high average ticket	The average-ticket variable is above a threshold	An invitation to a closed offer
A list of card numbers	Card numbers separated by commas	A personal push
A bonus for another list	A second list of card numbers	Add balance
Already received this campaign	Push text contains the campaign name	The next wave is not attached to this segment
The card is not in the CRM	Sync = no	Write the variable needs_sync
An empty profile after a site visit	Age = 0, a visit event happened	A push with the profile-enrichment link
A stamp is already on the card	A purchase event, current stamps greater than 0	A push with how many stamps are on the card
An English template	Language variable = en	Switch to a template with English text
A cart in Telegram	An abandoned-cart event, Telegram form	A message in the Telegram bot, if the module is connected
A cart without a wallet	An abandoned-cart event, no installs	A web push, if the module is connected
A cart by SMS	An abandoned-cart event, no installs	SMS (beta)
A cart with no purchase for a week	An abandoned-cart event, no new purchase	After 7 days — email (beta)
A visit and a birthday soon	A visit event, birthday within 7 days	A push with the gift ahead of time
A view by a champion	A view event, purchases frequent and recent	Early access instead of the general offer
A visit with a large balance	A visit event, balance above a threshold	A push to spend
A promo code and a site visit	The campaign promo code, a visit event	An extra push for the campaign
A cart from the website form	Form “website”, an abandoned-cart event	Text about returning to the order
Category and gender	The category variable is set, gender is set	Offer text for that pair
A class booking	Age under 25, a booking event	A reminder before the class
A check on test card numbers	A list of card numbers	Now — a test push
Remember the offer from the event	An event whose value is an offer code	Write offer_state to that value
A purchase closes the offer	A purchase event, offer_state is not empty	Clear offer_state
Consent is off	The consent variable is off	Campaign triggers do not use this segment