Pick a trigger, optionally filter by sport / tier / venue, set a delay, and write the email and/or push content. Once saved, the automation fires automatically forever — welcome emails, championship congrats, return-player reminders, all hands-off.
Every automation is built on the same screen. From the Director Dashboard, open 🤖 Automations, then tap 🤖 New Automation. The form has four sections in order: trigger, filters, delay, and content.
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A. Milestone Triggers
Pick exactly one trigger per automation. The trigger picker is a grid of tiles (not a dropdown) — tap to select.
🎯 The seven triggers
📝 Player Registers — fires when a new player profile is created.
🔗 Account Claimed — fires when an invited player finishes account claim.
🏆 First Tournament Completed — fires after a player's first finished tournament.
🔄 Every X Tournaments — fires on a recurring tournament count. Asks for "Every how many tournaments?" (1–100).
⚔️ First Match Completed — fires after a player's first finished match.
🥇 First Win — fires the first time a player wins any match.
👑 Championship Win — fires every time a player wins a tournament.
Tip: "Every X Tournaments" is great for loyalty milestones — send a perk when a player hits their 5th, 10th, or 25th tournament.
🎯
B. Conditional Filters
Only shown for tournament-scoped triggers (First Tournament, Every X, First Match, First Win, Championship). All three filters are single-select dropdowns — leave at "Any" to fire on everything.
🔍 Narrow the scope
In the 🎯 Conditional Filters (optional) section, pick a Sport — "Any sport" or any sport your org runs.
Pick a Tier — Any tier, Weekly, State, Regional, National, or Major.
Pick a Venue — Any venue or one of your saved venues.
If you set any filter, only events matching that filter will fire the automation.
Tip: Combine Sport + Tier to spotlight specific events. Example: Sport = "Pool", Tier = "Major" → only fires for pool majors at any of your venues.
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C. Delay Scheduling
Send immediately, or wait minutes / hours / days after the trigger fires. Two fields: a number and a unit dropdown.
⏰ Configure the wait
Find the ⏱ Delay (optional) section.
Enter a number from 0–9999 in the left field.
Pick a unit from the dropdown: minutes, hours, or days.
Helper text confirms: "Wait this long after the trigger fires before sending. 0 = send immediately."
Tip: A 1-hour delay on the championship trigger gives you time to take the trophy photo and tag it before the auto-email goes out.
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D. Email + Push Content
Each automation can send an email, a push notification, or both. Check the boxes for what you want, and the corresponding content sections appear below.
📧 Email content
Check the 📧 Email box at the top of the content section.
The 📧 Email Content section appears.
Enter a Subject (text, max 200 chars).
Write the Body (textarea, max 2000 chars, 5 rows).
Use template variables: {playerName}, {orgName}, {tournamentCount}, {matchCount}, {winCount}.
🔔 Push content
Check the 🔔 Push Notification box.
The 🔔 Push Notification Content section appears.
Enter a Title (text, max 100 chars).
Enter a Message (text, max 300 chars).
The same template variables work here.
Template variables
{playerName} — recipient's display name.
{orgName} — your organization name.
{tournamentCount} — total tournaments the player has entered.
{matchCount} — total matches played.
{winCount} — total match wins.
Tip: Use both channels for important moments (welcome, championship). Use push only for time-sensitive nudges and email only for longer-form content.
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