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

# Set up bitLoyalty Triggers in Automation

> Use bitLoyalty triggers in bitCRM automation to react when a member earns, redeems, refunds, or adjusts their loyalty points.

Use this page when your automation should start from a bitLoyalty points or reward event.

## Overview

The current **bitLoyalty** trigger family includes these trigger options:

* **Points earned** — fires when a member earns loyalty points from a qualifying action
* **Points redeemed** — fires when a member redeems points for a reward or discount
* **Points refunded** — fires when points are deducted because an order was refunded or cancelled
* **Reward expiring** — fires ahead of a reward voucher's expiry date
* **Points adjustment** — fires when a member's points balance is manually adjusted

## Before you start

* Open [Automation](https://app.bitbybit.studio/bitcrm/automation-new).
* Click **Create new scenario**.
* Make sure bitLoyalty is active and connected to your store.

## Steps

1. Click **Trigger**.
2. Choose **bitLoyalty**.
3. Under **Trigger**, select the option that matches the loyalty event you want to react to.
4. Save the trigger.
5. Add the next step in the scenario.
6. Click **Save automation**.

<img src="https://mintcdn.com/asmaraku/UNpZAA4KzOotElYa/images/bitcrm/how-to-set-up-bitloyalty-triggers-in-automation-1.png?fit=max&auto=format&n=UNpZAA4KzOotElYa&q=85&s=446616b0f56af099d7d368e0e72c1531" alt="Trigger modal with bitLoyalty selected and the Points refunded option highlighted in the trigger list." width="655" height="415" data-path="images/bitcrm/how-to-set-up-bitloyalty-triggers-in-automation-1.png" />

## When to use each option

* Use **Points earned** to send a congratulation message or encourage the member to spend their points.
* Use **Points redeemed** to confirm the redemption and suggest follow-up actions.
* Use **Points refunded** to explain a deduction after a refunded or cancelled order, for example with a WhatsApp message confirming the new balance.
* Use **Reward expiring** to remind a member to use a voucher before it expires. Choose how far ahead it fires — **1 day**, **3 days**, or **7 days** before expiry. The default is **3 days**.
* Use **Points adjustment** to notify the member when their points balance has been manually updated by an admin. Narrow it to **Any**, **Points added**, or **Points deducted**.

## Filter a Points refunded automation

**Points refunded** is the one bitLoyalty trigger with conditions, so you can react only to deductions large enough to be worth messaging about.

1. Add a **Condition** after the trigger.
2. Leave **Data field** set to **bitLoyalty points refunded**.
3. Under **Run this path if**, choose **Points refunded more than** or **Points refunded less than**.
4. Enter the number of points to compare against.

<img src="https://mintcdn.com/asmaraku/UNpZAA4KzOotElYa/images/bitcrm/how-to-set-up-bitloyalty-triggers-in-automation-2.png?fit=max&auto=format&n=UNpZAA4KzOotElYa&q=85&s=6099cb9302d4514505186e15b13e5da7" alt="Condition modal showing the bitLoyalty points refunded data field with the Points refunded more than and less than options." width="650" height="313" data-path="images/bitcrm/how-to-set-up-bitloyalty-triggers-in-automation-2.png" />

Skip the condition to run the automation on every reversal.

<Note>
  This trigger reacts to a reversal that has already happened — it does not control whether points are reversed. That is the **Deduct points for refunds or cancellations** setting on the Earn points page.
</Note>

## Related

* [Set up a trigger in automation](/bitcrm/how-to-set-up-a-trigger)
* [Add steps to an automation](/bitcrm/how-to-add-steps-to-an-automation)
* [Add conditions to an automation](/bitcrm/how-to-add-conditions-to-an-automation)
* [Deduct points for refunds or cancellations](/loyalty/how-to-deduct-points-for-refunds-or-cancellations)


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