The automation templates explained

When creating an automation, you can choose to start with an empty automation, or choose one of the templates

How to create a new automation

To use the templates, follow these steps:

  1. Log in to your Business Dashboard
  2. Go to Tools image (8)-1 > Automations
  3. Click plusRound New automation in the upper right corner
  4. Here you can choose an automation template

What do the automation templates mean?

Empty automation

You can choose this automation when you would like to create an automation yourself, without the help of a suggested layout. You determine the trigger for this automation yourself.

The automation flow is empty at the moment of opening. You can fill in everything here according to your preferences.

Thank loyal contacts

This automation is set up to thank your contacts with an automated email after X number of visits. In Details, enter the number of visits and select the email you want to send when a contact meets this condition. 

Celebrate birthdays

With the celebrate birthdays template you can set up an automation where contacts receive an e-mail on their birthday with a birthday congratulation from your company.

This automation is set up with the enrollment filter by date of birth. For a contact to be eligible for this, it does require knowing their date of birth.

Export data with a webhook

Are you using an external platform for which you need information from Piggy? With this automation, you can, through a webhook, pass information from Piggy to an external platform.

You decide when this should happen by setting up a subscription filter.

Start a retention campaign

The loyalty of your customers and the duration of your relationship helps determine the success of your business. With a retention campaign you increase the percentage of returning customers.

With this automation, you have the ability to send out an email to encourage them to come back to you.

The enrollment filter is automatically set to Last transaction date is 60 days ago, but you can adjust this to your liking.

Reward unlocked

Encourage contacts to redeem their collected credits. You can let them know how many credits they have saved and what rewards are redeemable for them.