Email Campaigns
Switch on automated email alerts, design how they look, and send campaigns to your customer base with ready-made templates and personalized variables.
The Email Campaigns section lets you reach your customers by email — welcome messages, birthday gifts, win-back offers and promotions — using templates that adapt to your loyalty program.
Email Campaigns is an admin-only section. You need the owner or admin role to manage it.
Automated email alerts
The first tab, Automated alerts, holds five ready-written emails that go out on their own when what they describe happens. There's nothing to set up to get started: you flip a switch and they go out carrying your logo and your colors.
| Alert | When it goes out | Type |
|---|---|---|
| Welcome | On sign-up, with their card and how to start collecting. | Transactional |
| Reward ready | When they complete their card and can redeem. | Transactional |
| Birthday | On their birthday, with the offer from the coupon you pick. | Promotional |
| We miss you | To anyone who hasn't come back in X days (you choose how many). | Promotional |
| What's new | When you publish a new coupon or reward. | Promotional |
- Transactional alerts go out as soon as the event happens and don't need promotional consent.
- Promotional ones only reach customers who gave their promotional opt-in, and only between 9:00 and 21:00 (Mexico City time). On Birthday and We miss you, you choose the coupon that travels as the offer inside the email.
- If the same alert is also switched on over WhatsApp, the card warns you: your customer would get both.
- Every card has See example, which renders the real email with sample data without sending anything.
Which address they come from
You don't need to connect anything to switch them on: they go out from notificaciones@xtarly.com under your business name. If you connect your domain in Resend (below), they automatically start going out from your own address.
Customizing the copy
With Customize copy you write the subject, the title, the body and the button label yourself. Any field you leave empty keeps going out with our default copy, and where the button leads is always set by Xtarly.
You can use variables that fill in automatically at send time: {{nombre}}, {{negocio}} and, on alerts with an offer, {{offer_text}}.
{{offer_text}} comes from the coupon you picked and is left empty if that coupon is no longer valid. Don't write the offer by hand in the body: whatever you write is sent even if the offer no longer exists.
Unsubscribes and bounces
Every promotional alert carries its unsubscribe link. Opting out of promotions does not turn off transactional alerts. If an email hard-bounces or the customer marks it as spam, that address is suppressed and stops receiving everything — that's the recipient's decision and it can't be reversed from the dashboard.
Email design
Under Design how they look you choose, once, how all five alerts look: colors, logo, greeting block and cover image. The copy of each alert is still edited on its own card.
- Colors. By default they're inherited from your loyalty card, so the email looks like the business your customer already knows. You can set the primary color, the title color, the accent (button and offer box) and the page background.
- Header. Your logo at the top: the one from your card, another one you upload, or no logo. You choose its size and whether it sits on white, on the primary color, or inside the title block.
- Title block. The greeting band (“Hi, Ana!”): gradient, solid color, with a photo, or no band at all. The photo can be your card's, your sign-up page cover, or one you upload, with a light or dark overlay so the text stays readable.
- Image below the title. Optional, full width, under the greeting.
The preview on the right is the real email built by the server, not an approximation.
Desktop Outlook doesn't render background images: there the title block shows your solid color. That's why the primary color matters even when you use a photo.
Connect your Resend account
Campaigns (the sends you create and trigger yourself) always go through your own Resend account (bring-your-own), from your verified domain. Connecting it is optional for the automated alerts above, but required to send campaigns. Open the Connection tab and provide:
- Resend API key — starts with
re_. It's validated against Resend and stored encrypted; only the last 4 characters are shown afterward. - Sender email — the address campaigns are sent from (e.g.
promos@yourbusiness.com). - Sender name — the display name recipients see (e.g. your business name).
After connecting, the Domains list shows your Resend domains. You need at least one verified domain before you can send.
Webhook (optional but recommended)
So delivery metrics (sent, delivered, opens, clicks, bounces, complaints) flow back into Xtarly, the connection panel shows a webhook URL to add in Resend and a signing secret field. The secret is stored encrypted and never shown again — paste a new one only if you want to replace it.
Templates
Every organization starts with 5 base templates you can edit or duplicate:
| Template | Use |
|---|---|
| Welcome | Greet a customer who just joined. |
| Birthday | Send a birthday gift or offer. |
| Reactivation | Win back customers who haven't visited in a while. |
| Reward ready | Nudge customers who are close to (or have) a reward. |
| Special promotion | Announce a limited-time offer. |
Personalized variables
Insert variables that are filled in per customer at send time. The available set depends on your program type:
| Variable | Available in |
|---|---|
{{nombre}}, {{email}}, {{telefono}}, {{cumpleanos}}, {{codigo}} | All programs |
{{puntos}}, {{puntos_historicos}} | Points and Tiers |
{{sellos}} | Stamps |
{{nivel}} | Tiers |
Images and live preview
From Images and logo you can upload an image (PNG, JPG, WEBP or GIF, up to 5 MB) and it's inserted into the email, or insert your organization logo with one click. The live preview on the right renders the email with sample data and updates as you type.
Create and send a campaign
Customers who unsubscribed or are on the suppression list are always excluded. You can only edit a campaign while it's a draft; scheduled or sending campaigns can be cancelled.