46 STEPS

1. To get started with automation, hover over or click on Promotions in the top navigation bar.

2. From the drop-down menu under Promotions, select Autopilot. This is the control center where you can set up automated marketing messages.

3. On the main AutoPilot overview screen, click the orange Edit AutoPilot button to define the global rewards you want to offer your guests.

4. In the pop-up modal, choose the type of incentive you want to send. Click Discount (%) if you would like to offer a percentage based price reduction (e.g., 20% off) to entice customers.

5. In the pop-up modal, choose the type of incentive you want to send. Click Discount (%) if you would like to offer a percentage based price reduction (e.g., 20% off) to entice customers.

6. Alternatively, select VIP Perk if you want to reward your audience with special experiences or complimentary items, such as a free appetizer or a free meal.

7. If your campaign relies strictly on informational engagement without direct transactional incentives, click No bonus.

8. Once you have finalized your baseline offer structure, click Save and Close button to update your global automated messaging rules.

9. You will be redirected back to the AutoPilot engine matrix. Here, you can see all available event triggers waiting to be configured. You can also select Advanced customization for expert users.

10. Scroll down to the first trigger option: "Give a welcome bonus to customers who sign up to receive your offers." Click the orange Customize button next to Step 1 set up this event.

11. Scroll down to the first trigger option: "Give a welcome bonus to customers who sign up to receive your offers." Click the orange Customize button next to Step 1 set up this event.

12. Confirm the specific type of bonus attached to this sign-up milestone.

13. Then click Save event to lock it in.

14. Now look at Step 2: "Select where to send the messages." Click the orange Edit button next to the Email icon to customize the actual message copy your guests will receive.

15. In the email customization builder, you can tweak your text fields. Keep your main copy punchy and engaging (up to a maximum of 500 characters).

16. Click Customize button (CTA) to personalize the text on your interactive button, ensuring it guides guests directly back to your store or online ordering site.

17. Click Customize the email image to upload a compelling graphic or select a professional visual from your media library to make your email pop.

18. Before launching, ensure everything looks perfect. Click Save, send a test & close to push a real-time preview copy to your business email address.

19. Now toggle the green switch under Step 3 to Enable the event. The system will now automatically message every new customer who signs up!

20. Scroll down to the next automated block: "Offer a bonus to customers who enter their date of birth." Click Edit to configure how you want to collect and reward this valuable guest demographic.

21. Scroll down to the next automated block: "Offer a bonus to customers who enter their date of birth." Click Edit to configure how you want to collect and reward this valuable guest demographic.

22. Click on the "Landing" email tab to change the look and tone of the target screen your customers see when interacting with your birthday milestone.

23. Click Save, send a test & close to commit your changes for this segment.

24. Review the block titled "Offer customers a bonus when they enter all of their information in the sign-up page." Use this trigger to actively motivate guests to share more preferences with you.

25. Configure the "Send customers a bonus for their birthday" section to delight your customers automatically on their special day, giving them the perfect reason to book a table.

26. Look over the trigger "Offer a bonus to customers who haven't received any promotions in the last 30 days." This acts as an automated safety net to reconnect with fading or lost guests.

27. Optimize the trigger "Reward customers who have just made a purchase" to strike while the iron is hot, automatically encouraging immediate repeat business.

28. Lastly, check the "Send a super bonus to customers who haven't engaged yet with you" trigger. This gives you a high-incentive mechanism to wake up quiet subscribers.

29. Lastly, check the "Send a super bonus to customers who haven't engaged yet with you" trigger. This gives you a high-incentive mechanism to wake up quiet subscribers.

30. If our pre-built automation blocks don't cover a niche milestone you have in mind, scroll to the bottom and click Example: Create your own custom event. Give your message a striking subject line (max 110 characters).

31. In the drag-and-drop designer workspace, click on the Structure, Content and Settings tab to layout columns, margins, and content blocks exactly how you want them.

32. In the drag-and-drop designer workspace, click on the Structure, Content and Settings tab to layout columns, margins, and content blocks exactly how you want them.

33. In the drag-and-drop designer workspace, click on the Structure, Content and Settings tab to layout columns, margins, and content blocks exactly how you want them.

34. Click Settings within the workspace to control global elements like background colors, text alignment, fonts, and link aesthetics.

35. Scroll through your design options to add an Image. You can also check the Social post box if you want to reuse this specific content configuration across your connected social media channels.

36. Now simply click on Next to proceed.

37. Once your custom template is organized, click Next to pull up a full, responsive campaign preview screen.

38. Here you can Edit, Continue or Send a Review.

39. Scroll further down to see the character count tool. If you feel stuck, use the Generate a Newsletter feature to let the platform assist you in writing custom marketing prose.

40. When you're happy with the content, click Next to move forward to target audience selection.

41. The system defaults to your total customer list. Use the Filter section if you wish to narrow down targets based on age, gender, signup status, app usage, or loyalty club standing.

42. Click Next when your audience selection is locked in.

43. Choose whether this campaign should repeat or remain a one-time event.

44. Review the legal anti-spam privacy statements, check the authorization box.

45. Then click Send message now.

46. Congratulations! completed the KI-Marketingassistent AutoPilot framework.