Vendion
    Marketing

    Create a Custom Automation

    1 min read#13

    Build a custom automation.

    Step by step:

    1. Go to Marketing → Automations
    2. Click Create automation
    3. Choose trigger:
      • Event: Choose event type (first visit, visit completed, no-show, tag added, event booking, resource booking)
      • Schedule: Choose weekday and time + optional condition (e.g. "Last visit >60 days")
      • Date field: Choose field (birthday) + number of days before
    4. Delay (for event triggers): Set how long after the event the message should be sent
    5. Filter (optional): Limit to a segment or specific tags
    6. Channel: SMS, email, or both
    7. Message: Write text with variables ({name}, {restaurant}, {booking_link})
    8. AI suggestions: Click to get text suggestions in three tones
    9. Save and activate

    Protection mechanisms:

    • Cooldown: Max 1 automation of the same type per guest per 30 days
    • Weekly limit: Max 2 automation messages per guest per week
    • Opt-out respect: Guests who unsubscribed receive no messages
    • Contact requirement: Guests without phone/email are skipped

    This feature is part of Vendion Marketing.

    Curious how it looks in practice? Read more about the product or book a short demo.

    Read about Vendion MarketingBook a demo

    Was this article helpful?