Automations – 15 Trigger Examples

Automations are "set-and-forget" – you configure them once and they run on their own. Vendion has three trigger types: event, schedule, and date field. Here are 15 ready-made recipes covering most use cases.

Event-based triggers (react to an event)

1. Welcome SMS for first-time visitors

• Trigger: First visit (first order ever)
• Delay: 24 hours after payment
• Channel: SMS
• Text: "Hi {name}! Thanks for visiting {restaurant} yesterday. We hope you enjoyed it! Book again soon: {booking_link}"
• Why: First impressions are shaped by the follow-up. 24h is the right delay – not pushy but fresh in memory.

2. Thanks after visit

• Trigger: Visit completed (order paid)
• Delay: 2 hours
• Channel: SMS
• Text: "Thanks for your visit {name}! How was your experience? See you soon."
• Why: Short acknowledgment while the experience is fresh. Sets the tone for return visits.

3. No-show follow-up

• Trigger: No-show (booking marked as no-show)
• Delay: 1 hour
• Channel: SMS
• Text: "Hi {name}, we saw you missed your booking today. No worries – book again here: {booking_link}"
• Why: Without automation, no-show guests are lost for good. A warm follow-up recovers 20-30%.

4. VIP upgrade

• Trigger: Tag added (the "VIP" tag is assigned)
• Delay: 0 minutes (immediate)
• Channel: SMS
• Text: "Hi {name}! You are now a VIP guest at {restaurant}. Thanks for your loyalty!"
• Why: Milestone marking strengthens the relationship. Exclusivity feel.

5. First-order upsell offer

• Trigger: Order paid + condition "Total visits = 1"
• Delay: 72 hours
• Channel: SMS
• Text: "Hi {name}! We hope you liked your first visit. Here is 50 kr off next time: VENDION50"
• Why: Day three is the sweet spot – memory starts fading, discount activates recall.

6. Loyalty milestone (10 visits)

• Trigger: Order paid + condition "Total visits = 10"
• Delay: 0 minutes
• Channel: SMS
• Text: "Congrats {name}! That was your 10th visit. We are treating you to a dessert next time."
• Why: Round numbers are psychologically powerful milestones. Makes loyalty visible.

7. Gift card confirmation

• Trigger: Gift card issued
• Delay: 0 minutes
• Channel: SMS
• Text: "Thanks {name}! Your gift card for {restaurant} is ready. Come use it. {booking_link}"
• Why: Confirms the purchase and drives a new visit.

8. Loyalty points notification

• Trigger: Loyalty points earned
• Delay: 0 minutes
• Channel: SMS
• Text: "Hi {name}! You've collected new points at {restaurant}. Redeem for a discount on your next visit."
• Why: Makes the value of the loyalty program visible.

Schedule-based triggers (recurring)

9. Win-back (not visited 60+ days)

• Trigger: Schedule every Monday 10:00
• Condition: 60+ days since last visit AND at least 3 total visits
• Channel: SMS
• Text: "Hi {name}, it has been a while! We miss you at {restaurant}. 10% off next visit: {booking_link}"
• Why: Early reclamation before guests are permanently lost. Monday because the weekend is planning time.

10. Monthly newsletter to VIPs

• Trigger: Schedule on the first of the month at 14:00
• Condition: Auto-tag = "VIP"
• Channel: Email
• Subject: "Menu events this month – VIPs only"
• Why: VIP-exclusive newsletters reinforce the status feel.

11. Quarterly report to big customers

• Trigger: Schedule every quarter on the 1st at 9:00
• Condition: Total spend ≥ 20,000 kr
• Channel: Email
• Subject: "Your quarterly overview – thanks for your loyalty"
• Why: Relationship building with top customers. Shows you see their value.

Date-field-based triggers (date)

12. Birthday greeting day before

• Trigger: Date field "Birthday"
• Days before: 1
• Time: 10:00
• Channel: SMS
• Text: "Happy birthday tomorrow {name}! We are treating you to a dessert on your next visit."
• Why: Day before = time to plan the celebration. Morning 10:00 = right readability.

13. Anniversary of first visit

• Trigger: Date field "First visit"
• Days before: 0 (on the day)
• Time: 11:00
• Channel: SMS
• Text: "Hi {name}! Today is one year since your first visit at {restaurant}. Thanks for letting us be part of it."
• Why: One year is an emotional milestone. Unexpected – and therefore memorable.

14. Name day reminder (Swedish tradition)

• Trigger: Date field "Birthday" with name-day logic (coming)
• Days before: 0
• Time: 09:00
• Channel: SMS
• Text: "Happy name day {name}! Come celebrate with us."
• Why: Swedish cultural tradition. Sets you apart from competitors who only congratulate on birthdays.

15. Holiday reminder (14 days before Christmas)

• Trigger: Schedule annually (December 11 at 10:00)
• Condition: Email consent = true
• Channel: Email
• Subject: "Christmas Dinner 2026 – book now before it is full"
• Why: The two-week window is perfect for Christmas dinner bookings.

Safeguards all automations follow

Vendion protects automatically against spam:

• Max 2 automation SMS per guest per week. If automations stack, excess ones are skipped.
• 30-day cooldown per automation per guest. The same automation cannot fire twice within 30 days.
• Respects opt-out. Guests who said STOP get no more automations.
• Contact gate. Guests without email get no email automations. Guests without SMS consent get no SMS.

Check before you activate

Before activating an automation on the entire base:

1. Open the automation and read through the text once more
2. Check the trigger, delay, and any segment filter
3. Toggle Active on with the switch

Monitor the first week via View log on the automation (Marketing → Automations) – there you see exactly who got what.