Enrol customers in a promotion from an automation
Add Enrol in promotion so qualifying customers can use the offer
Published
Josh
Use Enrol in promotion when a customer should become eligible for an offer because they qualified for an automation, not because they found the deal themselves. For example, enrol someone after a first visit, a spend milestone, or joining a Customer Group.
Add the action
Open Automations and create or edit a flow.
Add an action and choose Enrol in promotion.
Select an existing promotion, or choose Create promotion to build the offer and return to the flow.
When you create the promotion from the flow, it is limited to customers enrolled by that automation. Show and Available for unknown customers stay off, and known-customer targeting is locked to the enrolment audience.
What happens next
When the automation runs, the customer is added to the promotion’s enrolment audience and can use the offer if they still meet its other rules.
Enrolment is not the same as claiming on a Connection page. Enrolled customers do not appear in the Claimed - [offer name] group. That group is only for people who claimed the offer from a join page or check-in.
For claim and first-come caps, see Limit how many people can claim or redeem an offer. For other automation actions, see Automations – Actions.