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Automation Actions

Discover the available actions

Written by Farah Bahoui

Introduction

In this article, we will introduce the actions available in automations and explain their purpose.
Among the possible actions are:

  • Add points

  • Add to a list

  • Create and assign a reward

  • Multiply points.

  • Send a wallet notification

  • Grant store credit


Add points

When you add the "Add points" action, the automation allows you to grant additional points to your customers.

Action Setup

After selecting this module, you will be able to:

  • Adjust the number of points in the right-hand column

  • Delete the Action


Add a Customer to a List

When you use the "Add a customer to a list" action, the automation will automatically add the selected customer to the chosen list.

Action Setup

After selecting this module, you will be able to:

  • Choose the list that best suits your needs.

  • Delete the Action


Send a wallet notification

When you add the “Send a Wallet Notification” action, the automation will allow you to send a notification to customers who enter the automation.

Action configuration

After selecting this module, you will be able to:

  • Configure your notification.

  • Delete action


Grant a reward

When you add the "Grant a reward" action, the automation allows you to create a new reward and directly assign it to the selected customers.

Action Setup

After selecting this module, you will be able to:

  • Configure your reward


✨ To learn how to configure a reward, check out this guide.

  • Delete the Action


Multiply Points

When you add the “Multiply Points” action, the automation allows you to multiply the points associated with the action performed by the user.

Action Configuration

After selecting this module, you will be able to:

  • Configure your points multiplier

  • Delete the Action


Grant store credit

When you add the “Grant store credit” action, the automation automatically credits the store credit balance of the customers who enter the automation.

📝 Available on Shopify only, with the Store credit option or a Premium or Enterprise plan.

Action Setup

After selecting this module, you will be able to:

  • Choose the amount type:

    • Fixed amount: turn on each currency you want and enter its amount.

    • % of the order amount: only available with the Order placed trigger.

  • Set the expiration (optional): none by default, or 30, 60, 90 days, or Custom.

  • Delete the Action

✨ For full details (currency of the credit issued, immediate issue…), check out Store Credits: reward your customers with store credit.

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