Automatic offers

Set up Birthday, Anniversary and Lapsed Member offers once and let them run on their own, with no per-offer approval needed.

Automatic Offers are your always-on offers. Find them at Marketing → Offers → Automatic Offers, the fourth tab on the Offers page alongside Approvals, Live Offers and Offer History.

Unlike everything else in Marketing, an automatic offer you switch on fires without a per-offer approval each time. You approve the rules once, and Zovi sends the offer automatically whenever a client qualifies.

Automatic Offers are the only paths that fire without per-offer approval. Every other offer still waits in the Approvals inbox until you approve it. Set these discounts carefully, because they go out on their own.

Like the rest of the Offers suite, automatic offer discounts are capped by your Loyalty Engine guardrails.

The three automatic offers

Birthday

A treat sent around each client’s birthday.

Anniversary

Marks the anniversary of a client joining or their first visit.

Lapsed Member

Wins back a member who has gone quiet.

Screenshot: the Automatic Offers tab with the Birthday, Anniversary, and Lapsed Member cards, each with an on/off switch and a banner noting these fire without per-offer approval.

What you configure

All three share an on/off switch, a validity window, and message copy in English and Deutsch. Beyond that they differ, because they do different jobs.

Birthday and Anniversary

Setting	What it does
On / off	Switches the automation on. While off, nothing sends.
Discount type and value	Choose Percentage off or Amount off, then set the value (capped by your guardrails).
Validity	How long the offer stays valid once the client receives it.
Eligible treatments	The pool of treatments the offer can be redeemed against. Leave it empty to allow all of them.
Message copy	The wording the client sees, in English and Deutsch.

These two have no send delay at all.

Lapsed Member

This one wins back a member who cancelled, so it discounts the membership price, not a treatment.

Setting	What it does
On / off	Switches the automation on. While off, nothing sends.
Discount	Always a percentage off the membership price, and the type is fixed.
Validity	How long the offer stays valid once the client receives it.
Send delay	Not editable. It always sends 24 to 48 hours after the cancellation, at a randomised moment inside that window, so a batch of cancellations does not all go out at once.
Membership reactivation	How many months the discounted membership price lasts if the client re-subscribes: 1, 2, 3 or 6. After that it reverts to full price.
Message copy	The wording the client sees, in English and Deutsch.

There is no eligible-treatments pool here, because the discount applies to the membership itself.

To stop the Lapsed Member offer sending, switch it off. You cannot delay or pause it any other way.

Set up an automatic offer

1. Open the automatic offer

   Go to Marketing → Offers → Automatic Offers, then choose Birthday, Anniversary, or Lapsed Member.

2. Set the discount

   Choose the reward. Keep it within your Loyalty Engine limits. The offer will not exceed the maximum discount you allow.

3. Set the validity and the remaining settings

   Set how long the offer stays valid, then fill in whichever remaining settings this automatic offer has.

4. Write the message

   Fill in the English and Deutsch copy. Each client sees the wording for their language.

5. Switch it on

   Turn it on. From now on it sends automatically whenever a client qualifies, with no approval step.

Because these run unattended, review their performance periodically in Campaign analytics and adjust the discount or copy as you learn what works.

Related

Offers & the approval inbox

Everything else, where offers wait for your approval before they send.

Discount guardrails

Owners set the caps that automatic offers must stay within.