Set up SMS and email automations

An automation sends the right message after a defined customer event without requiring a manual send.

This reward flow shows the same trigger, channel, message, preview, and enable pattern used by automations.

1. Choose the event that should start the automation, such as a booking, reward milestone, inactivity, or another supported behavior.
2. Select SMS, email, or both.
3. Write a concise message with the relevant next action and business identity.
4. Add any supported delay or follow-up step and check that repeated entry will not create unwanted duplicate messages.
5. Preview and test the sequence with an internal contact.
6. Turn it on, then monitor delivery and customer response.

Use automations for repeatable journeys; use a campaign for a one-time announcement. Send marketing only to contacts with the appropriate channel consent, and keep appointment, payment, and service updates factual.