This article explains how to create an automation using the Workflow Builder, from choosing a trigger to defining actions and saving the workflow.
LoyaltyPal > Left-Hand Menu > Automations > Create automation
https://app.loyaltypal.io/automations
Next to the automation, you can switch it to working mode or draft mode, as well as delete it. The counter next to the automation name shows how many times the automation has been launched (i.e., how many times the trigger has been activated).
In the automation itself, you will need to select the trigger that will start the chain
Not all triggers work with every type of card. Here’s how it works:
Points count reached → works only with cashback, reward, and gift cards.
Rewards count reached and Used reward count reached → work only with stamp cards.
This way, your automation always matches the right customer activity — collecting points on one type of card, or earning and redeeming stamps in a stamp program.
The Card bonus balance filter works specifically for reward-type cards. In this case, "reward cards" refers to the Reward card type in the system. You can use this filter to set conditions or actions based on the customer’s current bonus balance. This makes it easy to trigger automated actions — for example, sending a push notification when a customer reaches a certain bonus threshold.
Then you can add conditions and/or actions.
⚠ Important - for SMS/email mailings, you need to connect mailing services in your account.
This allows you to create long branching chains of actions.
Example:
