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Automations: the work that runs while you sleep

Welcome, win-back, birthday, almost-there nudge, review request.

Updated October 15, 2026 · 4 min

Video tutorial : Automatic messages (33 s)

Messages → Automatic gathers the messages Fidz sends for you. You set them up once and they run on their own. Each row has its own switch; a click on the row opens the message on the right (title, wording, settings, lock-screen preview), with a "Save" button.

On the card

"A customer earns a stamp" (or "points"), "A customer earns their reward" and "A customer uses their reward" appear on the customer's card at each step. You can edit the wording, and turn a message off. Milestones (a message at a stamp count you choose, "Add" button of the "Milestones" block) are part of the Growth plan.

At the right time (Growth plan and above)

A new customer joins

Sent once to each new customer, as soon as their card is in their Wallet (within 7 days of signing up). It confirms the card is active and builds trust.

A customer stops coming

Sent when a customer has not visited for a number of days you set ("After" 30 days by default). A "we miss you" message, with bonus stamps or points if you like ("Offer", up to 50). One message per absence: the customer is not chased forever, and the bonus is only given once. It goes out in the Wallet and also by e-mail, for customers who agreed to your e-mails.

A customer is almost there

Sent when a customer is a few stamps or points away from a reward ("When left" 2 by default, adjustable: "Just 2 more visits!"). The same customer is not nudged again within 14 days.

It's their birthday

Sent on the customer's birthday, with a bonus if you like. It only works if you collect birthdays on your sign-up form (My card → Sign-up form), and only for customers who gave theirs. Until then the row says "Birthday not asked at sign-up" and, once opened, offers "Ask for them". Once a year per customer, in the Wallet and by e-mail (for those who agreed to your e-mails).

A gift is about to expire

Sent a few days before a gift offered to a customer runs out ("Warn" 3 days before by default), once per gift. The reminder for the welcome gift goes out on every plan, Solo included; the other gifts, like the other automations, are included from Growth.

After a visit: Google review

Sends the link to your Google page a little while after a visit ("Send" 1 hour after the visit by default). While the link is missing, the row says "Review link missing". See the reviews articles.

Each automation has its own switch; open it to edit its message, and a note tells you when something is missing. Further down, the "Settings" block gathers the notification icon (your card logo), the "Google review" link, the sending time (mornings around 9:30) and "Near the shop" (the proximity message, set for each location). Sending times and the rules that prevent duplicates are detailed in the article "When your automatic messages go out".