WalletPush Help

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WalletPush automations

Build WalletPush automations that fire on signup, tags, webhooks, or schedules — then send a push, email, offer, or points update.

Open Automations (/business/automations) and click Create Automation.

An automation is a trigger plus one or more actions. Typical flow: member enrolls → welcome push + email. Or: tag added → issue an offer.

Steps

  1. Open Automations → Create Automation.
  2. Name it (example: “Welcome push”).
  3. Choose a trigger, such as:

- Pass created / member enrolled - Tag added - Webhook received - Schedule / time-based

  1. Add actions: send a push, send email, update points, attach an offer, or call a webhook.
  2. In push and email text, use placeholders (${First_Name}, ${Points}, ${Pass_Serial_Number}). Customer fields are filled from live member data when the automation runs.
  3. Save and turn it on.

Placeholders

Two layers:

  • Trigger context (what just happened): serial number, points delta, new balance.
  • Member data (who it is): first name, points, offer, email.

Write the message the way you want it to read on the phone. Test with a real enroll or a real push, not only a “saved” toggle.

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