Skip to main content
On the Automatic tab of Notifications, you set up messages that send themselves when the moment is right, so you capture reviews, win back quiet customers, and celebrate birthdays without lifting a finger. Automations are configured per card. Pick a card from the Choose a card dropdown, and four automations appear.
The Automatic tab: the Feedback, Next visit reminder, Birthday congratulations, and Name Day automations, each with an on/off toggle, an editable message template with a First Name variable, and its timing.

The four automations for a card

​
The four automations

Sent once, a set number of hours after a customer’s first purchase, while the visit is fresh. Perfect for asking for a Google review. Default timing: 2 hours after. It pairs with the review link on the card, which also appears after that first visit, so the reminder and the link arrive together.
Sent at 9:00 AM once a customer has not visited for the number of days you set, a gentle “we would love to see you again”. Default: 30 days after the last visit.
Sent at 9:00 AM around the customer’s birthday. Set how many days before to send (0 = on the day itself). Default: 3 days before.
Sent on the customer’s name day at 9:00 AM, a lovely touch in countries where name days are celebrated. Pick the country whose name-day calendar to use (for example Slovakia, Czechia, Hungary).

​
Setting one up

Each automation card has the same controls:
  • A toggle to turn it on or off.
  • The message, which you can edit freely. It supports the same personalisation and emoji as a manual message: click First Name to drop in a First Name tag that becomes the customer’s real name when the message is sent (see personalising with First Name).
  • The timing (hours or days), or, for Name Day, the country.
  • A Save button for that automation.
At the top, a live preview mirrors the automation you are editing, and an Automation Status panel shows how many are active (for example “All automations are active”).
You can write each automation’s message in multiple languages. Each customer receives it in their own language, so a Slovak customer gets the Slovak version and an English customer the English one. Use the language switcher while editing to set each variant.

​
Writing good automated messages

The same four automations work for any business; only the wording changes. A few rules that make them land:
  • Keep the First Name tag near the start, a message that opens with the customer’s name feels personal, not mass-sent.
  • Give the feedback message a clear ask. For a review, link the intent (“rate your experience”) rather than a bland “thanks for visiting”.
  • Make the win-back worth returning for. A reason to come back (“your stamps are waiting”, a small offer) beats “we miss you” alone.
  • Keep birthday and name-day messages warm and short. These are goodwill, not a sales pitch, a genuine wish plus a small treat is plenty.
  • Stay within 200 characters and add an emoji or two so it stands out on the lock screen.

​
Examples by business type

Ready-to-use wording for each automation. Hover over an example and click the copy icon, then paste it into the automation’s message and tweak it.
{firstName} in the examples is the personalisation token. Paste it as part of the message and it becomes the customer’s real name when sent, showing as a First Name tag in the message box. You can also insert it with the First Name button instead of typing it.

​
Café & bakery

Feedback
Next visit
Birthday

​
Restaurant & bar

Feedback
Next visit
Birthday

​
Salon & beauty

Feedback
Next visit
Birthday

​
Gym & fitness

Feedback
Next visit
Birthday

​
Retail & shop

Feedback
Next visit
Birthday
All four automations are switched on when you create a card (cards run by a few partner integrations start switched off), with default wording in your card’s languages. Review the texts and switch off what you do not want. The Feedback automation is the highest-value one for most businesses: a well-timed review request a couple of hours after the first visit steadily grows your Google rating. Customers who turned Marketing messages off do not receive automatic messages.