After creating and saving your templates, the next step is to create the Triggered Actions.
To create a Rewards Notification action:
- Click Administrative > Automation Rules> Automation Rules. The Automation Task Rules window will open.
- Click Add Triggered Action at the bottom.
- Enter a Name, then click Next. In this example, we will create a Triggered Action for Rewards Balances.
- Choose Rewards Card Notification, then click Next.
- At the top, select Rewards Card Balance Update under the Triggers dropdown menu.
- The Select Customer(s) dropdown menu will open the Find Customer window. Enter any desired criteria and click OK.
- Select an Email or SMS Template. You can specify both if you like.
- Click Next then Finish.
Repeat these steps but instead select New Rewards Balance from the Triggers dropdown menu to create the Triggered Action for Rewards Card Activation notifications.