Add Smart Automations for Punch Cards

Create smart automations to manage punch cards—including sending punch cards when members join the club or punching their card after they buy specific items.

If your club uses punch cards, you need to create automations to do the following:


Send Punch Cards

The most common way to send members a punch card for the first time is when they join the club.

  • Trigger: Joins the club
  • Action: Send an Asset and select which punch card to send

    Note: You can also select to send a push notification with this punch card (such as "You've got a new punch card. Buy 5 oil changes and get the 6th for free!"). The message text is specified when creating the punch card.

 

Punch Punch Cards

You can punch a member's punch card each time they purchase a particular item.

Note: By default, when the member purchases the item more than once in the same transaction, they will only receive one punch. To punch their punch card each time they purchase the relevent items, you need to configure custom occurrences (see the example below). 


To create an automation to punch a card:

  1. For the trigger, select Makes a purchase.

  2. For the action: select Punch the Punch Card, enter the number of punches and select the punch card.

    Note: To provide one punch each time they buy a specific item, enter 1 for the number of punches.



  3. Specify the custom occurrences.

    Example: Punch the punch card each time they purchase an oil change



    Notes:
    • For the number of times (under Occurrences), leave this number as 1. Enter the number of times you want to punch the card (each time the member is eligible for a punch) in the Number of punches field above. For example, if you want to punch the card twice each time the member buys a specific item, enter 2 for the number of punches.
    • Select or create an item group to specify which items will entitle the member to a punch in their punch card.
    • Learn more about configuring occurrences here.


Both Send & Punch Punch Cards

There are two ways to send members a punch card and punch this card based on the same trigger event:

  • Using one automation that performs both actions. For example, when the member joins the club, send them a punch card and a free punch.
  • Using two automations with the same trigger. For example, when a member buys a kids meal, send them a kids meal punch card and a punch in their punch card.

    Note
    : This needs to be created using two automations with the same trigger since you need to limit the automation that sends the punch card to occur only the first time the member buys the relevent item.

When both actions are triggered by the same event, make sure the member first receives the punch card and then receives the punch. This can be done by adding an action delay to the punch action.




Renew Punch Cards

You can create an automation to send members a new punch card once they punch all the tiles in their card.

  • Trigger: Punches a punch card
  • Condition as follows:



  • Action: Send an Asset and select which punch card to send

 

Send Overflow Punches

For cases when a member is entitled to more punches than the number of punches left in their punch card, you need to create an automation to provide members with the "overflow" punches. For example, if they're supposed to get two punches for a transaction but only have one punch left in their punch card, the punch overflow automation will give them the second punch.


To create this automation:

  1. For the trigger, select Overflows punch card.
  2. For the condition:
    1. Based on: Punch Card Overflow
    2. For the condition statement, make sure the asset is equal to the name of the punch card that overflowed.



  3. For the action:
    1. Select Punch the punch card.
    2. For the number of punches, enter the following: @NumOfPunches
      Note: This parameter will ensure that the member receives the "overflow" number of punches.
    3. Select a punch card.



  4. Add a delay to the action (to make sure that the member first receives their new punch card before they receive the overflow punches).

    Note: Set the delay time to at least one minute.

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