Setting Up the Welcome Message

The welcome message is the first sign-up trigger — it fires the moment a customer finishes enrolling their card.

Turning it on

1. Open the Instant card

   In the Notifications tab, open the Instant card.

2. Toggle the welcome trigger on

   This is the trigger labeled for first sign-up.

3. Write and save your message

   It only sends once you've saved message text — an empty message sends nothing.

Writing a good welcome message

Keep it under 100 characters and set an expectation. For example: "Welcome! You're 1 stamp away from your first reward. See you soon."

A welcome message is the first thing a new customer sees on their lock screen after enrolling, so it's worth being specific rather than generic. Naming the reward, the number of stamps needed, or a next-visit incentive gives the customer a reason to come back, instead of just confirming their card was added.

When it fires

The welcome message fires once, at the moment of enrollment — it does not repeat for the same customer, and it is separate from the win-back trigger, which only fires later if the customer goes quiet.

Next steps

• Review all four automatic triggers
• Set up the 14-day win-back trigger
• Check your message balance