Notifications

The Notifications section is your customer messaging hub. It's organized in three tabs:

Automations

Six messages that work without you touching anything. Each one is enabled separately and reaches both the app and the customer's wallet card (on the Wallet plan, all of them go to the wallet card only).

Across Unredeemed reward, First visit and Expiring coupon, each customer gets at most one a day: if another automation already reached them that day, the pending one waits for another day.

For each one you configure:

• Enable — the checkbox that turns it on or off. While it's off you can save the copy without anything going out.
• Title (up to 100 characters) and Message (up to 500). Write {name} inside the text and Xtarly replaces it with the customer's name, and {business} with your business name. Depending on the automation you can also use {coupon} (the coupon offer with its code), {reward} (the reward they already reached) and {expires} (the date the coupon expires); each card's help tells you which ones apply.
• Send after the visit (Rate us only) — 30 minutes, 1 hour, 2 hours or 4 hours.
• Send after (Win-back) — 14, 30, 60 or 90 days without a visit. (Unredeemed reward) — 3, 7, 14 or 30 days without a visit.
• Send after sign-up (First visit only) — 3, 7, 14 or 30 days without a first purchase.
• Warn (Expiring coupon only) — 1, 3 or 7 days before it expires.
• Offer coupon (Win-back and First visit) — optional: pick an active coupon from your business so the message arrives with an offer. Write {coupon} in the message and Xtarly replaces it with the offer and its code, for example "20% off with code ABC123".
• Send hour (all but Rate us, which goes out after each visit) — the hour it goes out, on the hour, in Central Mexico time.

Hit Save on the automation card to apply your changes.

How the win-back offer works

• The coupon rules. If the coupon you pick has its own inactivity days, those days decide who gets the message (the Send after field shows as "Set by the coupon").
• Nobody gets an offer they can't redeem. Xtarly honors the coupon's requirements (required tier, minimum purchases or points, redemptions per customer) when picking recipients, and never sends more offers than the coupon has uses left.
• The code goes in the text because the wallet card shows plain text: the customer shows it at the register and the cashier redeems it like any coupon.
• If the coupon expires or runs out, the message goes out with "a surprise waiting for you" instead — a discount that no longer exists is never promised.

Sending a notification

Customer segment

Instead of messaging everyone, you can target a group:

When you pick a segment, Xtarly tells you how many customers fall inside before you send, and View customers opens the actual list so you can review it.

Saved segments

If you use the same group often, name it (for example Asleep 60 days) and save it: it shows up in the selector under Saved segments for one-click reuse. You can delete it when you no longer need it.

Where it lands

Every send picks its channel, and you can tick both:

• Send as push notification to the app — reaches customers who have your app installed.
• Send to wallet cards — reaches every customer with the card in Apple Wallet or Google Wallet, whether or not they have the app. Capped at 3 alerts per customer per day (a wallet limit, not ours).

On Branded and above you also get Target app: both apps, only the Xtarly Rewards app, or only your branded app.

Scheduling and tiers

• Scheduled for — turn it on to pick a future date and time instead of sending now.
• Tier audience (Tier programs only) — send to everyone, or to a specific tier and above.

History

The history tab keeps everything you've sent with its type, the segment it went to and the recipient count. That's where you tell your manual sends apart from the system's automatic ones.

Automatic system notifications

On top of the above, Xtarly notifies on the key moments by itself. Not all of them use the same channels:

Customers control which of the app and wallet ones they receive from their profile in the app. The WhatsApp column is something you turn on, alert by alert — and there are WhatsApp alerts for moments this table doesn't cover: welcome, reward ready, membership and the visit survey.

Automated WhatsApp alerts

On top of the app and the wallet card, Xtarly can notify your customers over WhatsApp, from your own number. There are 11 ready-made alerts with the copy already written and approved: you choose which ones go out, at what time and — for the promotional ones — with which coupon.

You set them up in WhatsApp → Automated alerts tab, not in this section.

The 11 alerts

Transactional — they confirm something that happened in the customer's account:

Promotional — they invite the customer back:

Visit recorded also goes out when the sale arrives through your connected POS, not only when the cashier records it in the app: only if the sale arrived within the last 30 minutes, so you never announce a visit your customer had hours ago (batches and historical imports don't trigger it). Membership only shows up on plans that include memberships (Branded and Premium): on Wallet and Shared it isn't offered, because that event can't happen there.

Every card shows a preview of what your customer receives. The copy is fixed and identical for every business; what changes are your business details and the variables (name, progress, balance, offer).

Transactional vs. promotional

The difference isn't style, it's Meta's rules and cost:

• Transactional. Meta doesn't charge you if the customer messaged you in the last 24 hours; outside that window it bills the message to you.
• Promotional. Meta always charges you, and they only reach customers who explicitly gave permission for promotions. Meta also caps how many promotional messages one person receives per day across all businesses.
• The birthday alert counts as promotional for Meta even without a discount.

Permission for promotions

The four promotional alerts don't go out "by default". Your customer has to give permission, and there are only two ways:

• At sign-up, through an optional, unchecked box ("I also want to receive promotions and news from your business on WhatsApp"). That box only appears if your business has WhatsApp.
• From the card portal, under WhatsApp promotions.

Above the promotional group, the panel tells you how many customers have that permission today. If it's zero, the alert can't be turned on and the screen says so. A customer without recorded permission never receives a promotional message, even if the alert is on.

How to turn an alert on

The possible states are Not active, Under review, Approved and running, Approved (turned off), Rejected (with Meta's reason and a Try again button), Paused and Recategorized by Meta.

Schedule and caps

So your alerts don't feel like spam — and so your number doesn't lose quality — all of them go through the same locks:

• They're only sent between 9:00 and 21:00, Mexico City time. Outside that window they're deferred.
• At most 3 automated alerts per customer per week, across all of them.
• At least 1 hour between two alerts to the same phone.
• At most 1 promotional message per customer per day.
• Each alert also respects its own frequency (the column in the tables above).
• An alert that couldn't go out within 6 hours is dropped: a late "you redeemed" is worse than none.

When a customer asks to opt out

Every alert closes with "Reply BAJA…". When a customer does, Xtarly permanently stops messaging them on WhatsApp and sends an acknowledgement making clear that their card, their stamps and their rewards are untouched.

Only unambiguous requests count, matched against the whole message: baja, dar de baja, darme de baja, stop, stopall, unsubscribe, desuscribir, desuscribirme, cancelar suscripción, no molestar, no enviar más mensajes, no quiero más mensajes. A bare "no" or "cancelar" — which in a normal conversation answers something else — no longer opts anyone out.

Plan limits