Notifications
Automate birthday and win-back campaigns, and send segmented messages to your customers' app and wallet card.
The Notifications section is your customer messaging hub. It's organized in three tabs:
| Tab | What it's for |
|---|---|
| Automations | Campaigns that run on their own: birthday and win-back. This is the tab that opens by default. |
| Send notification | A one-off message, now or scheduled, to all your customers or to a segment. |
| Notification history | Everything that went out, with its segment and recipient count. |
Notifications is an admin-only section.
Automations
Two campaigns that work without you touching anything. Each one is enabled separately and reaches both the app and the customer's wallet card.
| Automation | What it does |
|---|---|
| Birthday | Automatically greets each customer on their birthday. At most once a year per customer. |
| Win-back | Messages a customer who used to buy and stopped coming. Once per inactivity period; if they buy again, the counter resets. |
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. - Send after (win-back only) — 14, 30, 60 or 90 days without a visit.
- Offer coupon (win-back only) — 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 — 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.
Win-back targets customers who used to buy and stopped, not people who signed up and never came back. If a customer buys again, they become eligible again later on.
Sending a notification
Customer segment
Instead of messaging everyone, you can target a group:
| Option | Who it reaches |
|---|---|
| All customers | No filter. |
| Inactive: no visit in 30 / 60 / 90 days | Customers who haven't bought in that long. |
| Active: visited in the last 30 days | Your live customers this month. |
| Best / Loyal / New / At risk / Lost | The RFM segments you already see on your dashboard. |
| Saved segments | The ones you named yourself (see below). |
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.
The wallet channel is how you reach most of your customers: everyone has the digital card, only some installed the 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:
| Moment | App | Wallet card |
|---|---|---|
| Stamp or points earned | ✅ | ✅ |
| Reward redeemed at the register | ✅ | ✅ |
| Reward redeemed from the customer's app | ✅ | ✅ |
| Coupon redeemed | ✅ | — |
| New reward or new coupon published | ✅ | — |
| Tier up, close to tier and tier change | ✅ | ✅ |
Customers control which of these they receive from their profile in the app.
Plan limits
| Plan | Automations | Manual sends | System notifications |
|---|---|---|---|
| Wallet | ✅ Birthday and win-back | ✅ Wallet card only (no app push) | ✅ |
| Shared | ✅ | Up to 2 per week to the Xtarly Rewards app; to the wallet card, no weekly limit | ✅ |
| Branded / Premium | ✅ | Unlimited to your branded app (the 2/week limit still applies when targeting the shared app) | ✅ |
The 2-per-week limit counts only your manual sends to the Xtarly Rewards app. System notifications (stamps, redemptions, tiers, coupons) and the birthday and win-back automations do not consume that quota, and neither does a send that only goes to the wallet card.
Send with intent: frequent or off-topic messages lead to uninstalls and to customers deleting the wallet card.