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

# 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.

<Warning>
  Automatic Offers are the **only** paths that fire without per-offer approval. Every
  other offer still waits in the [Approvals inbox](/marketing/offers) until you
  approve it. Set these discounts carefully, because they go out on their own.
</Warning>

<Note>
  Like the rest of the Offers suite, automatic offer discounts are capped by your
  [Loyalty Engine](/settings/loyalty-engine) guardrails.
</Note>

## The three automatic offers

<CardGroup cols={3}>
  <Card title="Birthday" icon="cake-candles">
    A treat sent around each client's birthday.
  </Card>

  <Card title="Anniversary" icon="calendar-heart">
    Marks the anniversary of a client joining or their first visit.
  </Card>

  <Card title="Lapsed Member" icon="user-clock">
    Wins back a member who has gone quiet.
  </Card>
</CardGroup>

<Frame caption="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.">
  <img src="https://mintcdn.com/zovi/-jGoPdTQeb9B4m94/images/marketing-templates.png?fit=max&auto=format&n=-jGoPdTQeb9B4m94&q=85&s=ff811aa619c4429d82bf15111be26521" alt="Automatic offers" width="1440" height="1384" data-path="images/marketing-templates.png" />
</Frame>

## 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.

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

## Set up an automatic offer

<Steps>
  <Step title="Open the automatic offer">
    Go to **Marketing → Offers → Automatic Offers**, then choose **Birthday**,
    **Anniversary**, or **Lapsed Member**.
  </Step>

  <Step title="Set the discount">
    Choose the reward. Keep it within your [Loyalty
    Engine](/settings/loyalty-engine) limits. The offer will not exceed the maximum
    discount you allow.
  </Step>

  <Step title="Set the validity and the remaining settings">
    Set how long the offer stays valid, then fill in whichever remaining settings
    this automatic offer has.
  </Step>

  <Step title="Write the message">
    Fill in the **English** and **Deutsch** copy. Each client sees the wording for
    their language.
  </Step>

  <Step title="Switch it on">
    Turn it **on**. From now on it sends automatically whenever a client
    qualifies, with no approval step.
  </Step>
</Steps>

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

## Related

<CardGroup cols={2}>
  <Card title="Offers & the approval inbox" icon="ticket" href="/marketing/offers">
    Everything else, where offers wait for your approval before they send.
  </Card>

  <Card title="Discount guardrails" icon="shield-halved" href="/settings/loyalty-engine">
    Owners set the caps that automatic offers must stay within.
  </Card>
</CardGroup>