The system sends emails automatically at key moments — welcome, reward alerts, and referral confirmations.

Steps

Emails are triggered automatically based on customer actions:

  1. Welcome Email — sent when a customer activates their referral link
  2. Reward Won Email — sent when a customer unlocks a new reward milestone
  3. Referral Completed Email — sent to the referrer when their friend converts
  4. Monitor email activity on your Dashboard under the Email Summary section
  5. View pending emails and next send time (emails are batched, typically sent at 8pm ET)

Outcome

Fully automated customer communication — every milestone and conversion triggers the right notification without any manual work.

Tips

  • Emails are batched to give you a grace period to make corrections before they send
  • Check the Dashboard email summary daily to stay informed about communication volume