Adding Actions and Dynamic Tokens to Emails

Beyond simple text, your emails can directly reward customers by automatically injecting points, generating unique vouchers, or distributing gift cards. This lesson covers how to attach specific behavioral actions to your email layouts, use dynamic content blocks, and properly categorize your templates when using these tokens in automation workflows.

Key Takeaways

• One-Off Campaigns vs. Templates: You can pull a saved design from your Templates tab and convert it into a Campaign. This allows you to broadcast a one-off, manual email to your list (e.g., a sudden point gift) instead of building an automated, trigger-based workflow.

• Adding Loyalty Points (Credits vs. Loyalty Tokens): When rewarding customers with points via email, navigate to Actions and select Credits. While the system offers a Loyalty Token variant, it requires customers to click an extra button and navigate to the portal to claim their points. Selecting Credits automatically injects the points straight into their balance upon receipt, removing unnecessary friction. Once configured, copy and paste the dynamic credit reception token into your layout.

• Generating Dynamic Promotion Vouchers: To attach a discount, switch your action type to Vouchers and select your predefined offer (e.g., a €5 discount) from the promotions drop-down list. Leaving the "existing unlinked voucher" option turned off forces the platform to generate a brand-new, unique code for every single recipient when the email deploys. Drag the native Voucher Component from the content sidebar to neatly format the live QR code and voucher numbers.

• Issuing Live Gift Cards: To distribute loaded store credit, set your action type to Gift Cards, link the appropriate business profile and program, and input your exact amount (e.g., €25). Drag the Gift Card block into the body layout to automatically output the secure card hash and a scannable registration code. You can also retain or delete the built-in "Check Balance" button based on your preference.

• Crucial Automated Email Categorization: If you are building these token rewards into ongoing Automated Emails rather than manual campaigns, you must match your backend email category to the asset you are sending:

  • Gift Card Actions: Set the category type to Gift card recipient email.

  • Voucher Actions: Set the category type to Voucher recipient email.

  • Point/Credit Actions: Set the category type to Loyalty token email. Aligning these backend categories ensures that your dynamic assets generate cleanly and deliver to your customers without a hitch.

Dashboard Checklist

1. Open an existing layout under your Templates or Automated emails menu.

2. Click the Actions tab in the sidebar and define your transaction type: Credits, Vouchers, or Gift cards.

3. Fill out the corresponding parameters (point amounts, business location, currency value, or promotional discount rules) and click Submit.

4. Move to the Content tab on the right side of the screen and drag the corresponding visual layout blocks (Voucher Component, Gift Card Block, or Credit text tokens) into your email copy.

5. If configuring an Automated Email: Navigate to the Information tab and select the matching system category profile (Loyalty token, Voucher recipient, or Gift card recipient).

6. Save your template progress or hit Publish to put the dynamic reward email into active circulation.