> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getstell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

> Set up messages that trigger automatically on customer events

An **automation** is a push message that sends itself when something happens — a customer adds your pass, has a birthday, or reaches a points threshold. Set it up once, and it keeps running until you pause it.

<img src="https://mintcdn.com/stell/C_zhUrQoTUQsZ2Th/images/portal/engage/automations.png?fit=max&auto=format&n=C_zhUrQoTUQsZ2Th&q=85&s=9a74c38fb9ed829e696355458bf09da4" alt="Automations" width="2880" height="1800" data-path="images/portal/engage/automations.png" />

## Triggers

| Trigger              | Fires                                                                                       |
| -------------------- | ------------------------------------------------------------------------------------------- |
| **Pass Installed**   | When a new pass is added to a wallet — optionally delayed by a number of hours              |
| **Birthday**         | On or around the contact's birthday — use days before or after (for example, 7 days before) |
| **Pass Anniversary** | On the anniversary of the pass installation                                                 |
| **Inactive Days**    | When a contact hasn't engaged for a number of days                                          |
| **Points Earned**    | When points reach a threshold                                                               |
| **Tier Changed**     | When the customer's loyalty tier changes                                                    |

## Create an automation

1. Open **Automations** in the sidebar and click **Create Automation**.
2. Name the automation and choose the **Trigger Type** and its settings.
3. Optionally add **Conditions** to narrow who receives it, and a **Frequency Cap** (at most N times per N days) so nobody gets spammed by a repeating trigger.
4. Write the message — up to 150 characters, with variables for personalization, and a live lock-screen preview.
5. Click **Save and Activate** to start it, or **Save as Draft** to finish later.

<Note>
  The trigger type is fixed once the automation is created. To switch triggers, create a new automation.
</Note>

## Manage automations

The automations list groups everything under **All**, **Drafts**, **Active**, and **Paused**. Open an automation to see its stats — total sent, queued, delivery rate, and when it last triggered — and use **Pause** / **Activate** to stop and resume it, or **Edit** to change its settings and message.
