Cascade

    Loyalty emails

    Cascade sends up to six emails to your loyalty members. This guide covers which to turn on, when they go out, and how to change the wording.

    Choose which emails go out

    Each email has its own switch in the Member emails section of Settings → Loyalty. The Member emails section, with a switch and template picker for each email

    EmailWhen it sendsStarts
    Welcome a new memberOnce, the first time a customer joins. Someone who leaves and rejoins isn't welcomed again.On
    Say when points are earnedOne email per order or visit, covering everything it earned. It's the noisiest, so it starts off.Off
    Hand over a new rewardWhen a rule, or you, gives a member a reward, with the code to use at checkout.On
    Confirm a claimed rewardWhen a member spends points on a reward, with the code they just bought.On
    Warn before a reward expiresOnce per reward, if you set a warning window (below).On
    Warn before points expireOnce per batch of points, if you set a warning window.On

    Warn members before something expires

    With either warning email on, Warn this many days before appears beneath them. It sets one window for the whole program, covering both rewards about to lapse and points about to age out. Leave it empty and no warning goes out. Two weeks is a sensible starting point.

    Change the wording

    1. Open Settings → Email templates and edit the template, or create a new one of the same type.
    2. Back in Settings → Loyalty, use the template picker next to the email's switch to choose it. Leave the picker on Oldest template of this type and Cascade uses your oldest template of that type, or its own built-in copy if you have none.

    Amounts arrive already written in your program's words, so a points balance renders as "1,200 beans" and you don't need to add a unit after it. See Email templates.

    Who receives them

    A customer who opted out of marketing email still gets the code for a reward they just claimed, because they paid for it. They don't get any of the others, including the welcome.

    If something isn't working

    • A member didn't get the welcome email. Check whether they opted out of marketing email, or whether they had joined the program before.
    • No expiry warnings are going out. Set Warn this many days before under Settings → Loyalty; an empty window means no warnings.
    • A template can't be deleted. A program is still using it. Point the email at another template first.

    Next steps