Create a Custom Automation

Build a custom automation. Automations are created and edited on a dedicated page (not in a popup) with a step flow — the same pattern as campaigns:

Trigger → Kanal → AI-utkast → SMS → Mail → Målgrupp → Aktivera

The SMS and Mail steps appear based on your channel choice. The step circles at the top show where you are — when editing an existing automation the circles are clickable so you can jump straight between steps.

Open: Go to Marknadsföring → Automationer and click Ny Automation in the top right. (Redigera on an existing card opens the same page with everything pre-filled.)

The steps in order:

1. Trigger — choose what fires the automation:
   • Vid händelse: Första besök, Besök avslutat, No-show, Tagg tillagd, Eventbokning skapad, Resursbokning skapad, Lojalitetspoäng intjänade, Uppgraderad till ny nivå, Presentkort utfärdat (till sändare), Klippkort — gästen gick med, Klippkort — 1 stämpel kvar, Klippkort fullt — belöning klar. For events you also set a delay as a free number in minutes, hours, or days (unit selector).
   • Schema: Build the schedule with weekday buttons and a time (e.g. Mondays at 10:00). The condition is structured: "Alla i målgruppen (inget villkor)" or the win-back combination (at least 60 days since last visit and at least 3 visits).
   • Datumfält: Birthday + number of days before and time. Requires the birthday to be filled in manually on the guest card — when you select the trigger, the editor shows how many of your guests have a birthday on file.
2. Kanal — SMS only, email only, or SMS + email (both). With "both", the guest receives the message in both channels; SMS is billed per SMS part, email is included in the subscription. If the guest lacks one contact detail, the other channel still sends.
3. AI-utkast — let the AI write a first draft of the messages, or skip and write your own.
4. SMS (shown when SMS is part of the channel choice) — write the SMS text with variables: {namn}, {restaurang}, and {bokningslänk} are always available, and trigger-specific variables like {nivå} (the guest's new loyalty tier), {nivåförmåner} (the tier's perks), and {minasidor} (link to the guest's My Pages) appear as buttons when the trigger has them — these are the product's actual Swedish variable strings, so type them exactly as shown. AI-förslag offer text in three tones: Friendly, Exclusive, and Urgent.
5. Mail (shown when email is part of the channel choice) — write a subject line and build the email from content blocks in the email builder.
6. Målgrupp (optional) — limit to a segment and/or require a tag ("Kräv dessutom tagg"). If you pick both a segment and tags, the guest must match both. The audience is a restriction on who receives the send — the automation sends to the guest who triggers it.
7. Aktivera — review the summary of the whole automation and set the Aktiv toggle: "Active — starts sending when the conditions are met" or "Inactive — saved without sending".

Protection mechanisms:

• Cooldown: Max 1 send per automation and guest per 30 days
• Weekly limit: Max 2 send occasions per guest per rolling 7 days — one occasion = one automation (a "both" send with SMS + email counts as ONE occasion)
• Consent per channel: Unsubscribed guests are skipped entirely; guests who declined SMS or email consent are skipped in that channel
• Contact requirement: Guests without contact info for the channel are skipped

Review before activating: Adapt preset texts to your actual offers. A VIP tag does not automatically prioritise bookings. Advertising requires the guest’s consent and a clear way to opt out. Campaign SMS includes an automatic unsubscribe link, but automation SMS does not; include a contact method for opting out in the message and record the guest’s request in their profile. Schedules use Swedish time. Failed attempts can also count towards the weekly limit.