Getting Started with the Birthday Assign Pass Automation
The Birthday Assign Pass automation will assign your specified pass to customers on their birthday! You'll also set up the email template that will also automatically send to let the customer know you have gifted them a pass on their special day!
From Manage > Passes > Automations, click Birthday Assign Pass.
You can review the details of the automation and the steps for the automation process, and click Get Started to create it:
Step 1: Create Automation Email
Here, you'll adjust the email template from the default text. This is your opportunity to add any details you want your customers to receive when they make this purchase!
You can add/edit:
A unique name for this email template
The subject for the email message
The body of the email message
Steps 2 & 3: Define the Automation and Select Pass
Next, you'll:
Create a short name for the automation,
When should the automation begin? Select Enable if you'd like to start using the automation immediately or select Paused to save as a draft.
Select the pass you wish to automatically assign to customers on their birthday.
Then click Save Automation to finish!
