Automations are curated messages Loyalsnap sends to your clients automatically when they take certain actions — like becoming a lead, hitting a number of visits, or nearing a package expiration. They save your team time and help drive sales and retention, so your team can focus on outreach in the moments that matter most.
What are automations?
An automation is a message that fires on its own when a client meets its trigger (for example, a set number of days after they're created as a lead). Automations can be sent by email, text (SMS), or WhatsApp, and they're grouped into sections so they're easy to find and manage.
Who can use this
You need the Automations permission to turn automations on or off and to edit them. Some studios can also edit certain trigger settings themselves — if yours can't, you can request changes instead (see below).
Where to find your automations
Click the Automations tab in the panel on the left of your account. Your automations appear grouped into sections.
Messaging channels
Automations can reach clients on three channels:
- Text (SMS)
- WhatsApp — if your studio has WhatsApp enabled, text automations can be delivered over WhatsApp instead of SMS. These are marked with a WhatsApp tag in your Automations list.
Organizing your automations
Automations are grouped into sections to keep them organized. You can create your own sections and move automations between them to match how your studio works — open an automation's ⋮ (More) menu and choose Move to different section.
Turning an automation on or off
Each automation has an on/off toggle. Turn it on to start sending, or off to pause it. You need the Automations permission to change this.
Editing an automation
If your studio has self-serve trigger editing turned on, you can adjust when an automation fires — see Editing an Automation Trigger. For other changes, or if trigger editing isn't enabled for you, see Add/Update Custom Automations. To control the hours automated texts are allowed to send, see Adjusting Your Automated SMS Sending Hours.
Frequently asked questions
Q: What channels can automations use?
A: Email, text (SMS), and WhatsApp. WhatsApp requires the paid add-on, and WhatsApp automations are labeled with a WhatsApp tag in your list.
Q: How do I turn an automation on or off?
A: Use the on/off toggle on the automation. You'll need the Automations permission — if the toggle is greyed out, ask a teammate with User Admin access to grant it.
Q: Can I change when an automation sends?
A: If self-serve trigger editing is enabled for your studio, you can edit the trigger yourself. Otherwise, request the change. See the linked articles above.
Q: Can I organize automations into my own groups?
A: Yes. Create sections and move automations between them using the Move to different section option in each automation's ⋮ menu.
If you're still running into issues, reach out to your Loyalsnap rep or contact support.