A workflow promo engine: visual marketing automation, with no code

Marta Platform's promo engine is the loyalty programme's marketing automation system: every promotion is a visual workflow of connected nodes that decide when the promotion starts, who it applies to and what happens next.

The nodes are triggers, filters, actions, budget, waits, Instant Win and communications. Combined, the marketing team can build a simple promotion, such as “double points at the weekend”, or a longer path, such as “on the third purchase of the month, assign a badge, wait seven days and send a voucher to anyone who has not come back”. Everything is set up from the back office, with no code.

A promotion starts from a movement or from a schedule.

A movement trigger evaluates the promotion every time the programme records an event: a sale in store or online, a card activation, or an open movement from another channel, for example a game finished on WhatsApp. Scheduled triggers start on their own: on the customer's birthday, on the enrolment anniversary, or at regular intervals of days, weeks or months. You can reward both behaviour and recurring dates.

With filters, which describe the conditions the customer or the event must meet before the promotion runs.

You can filter by spend, store, period, products and categories bought, audience, tier, tag, badge, age and generation, wallet balance and dynamic fields on the customer profile. Through MARTAIA you can also use weather data, for example to run an offer only on rainy days. Rules inside the same filter combine with AND; for alternative conditions (OR) you add more filter nodes to the workflow.

It can run one or more automatic actions on the customer, on the store, or towards external systems.

The actions are: load or redeem points on any wallet, including multipliers; issue a voucher from a batch; assign a badge or a tag; change the customer's tier; send a message by email, SMS, push, WhatsApp or RCS; call a webhook to notify the e-commerce, the CRM or the company ERP. Several actions can sit in the same workflow, so one event produces the reward, the message and the profile update at the same time.

Every promotion has a budget node with limits per customer, per promotion and per period, and a winner counter that stays up to date.

You can decide, for example, that a customer receives the bonus at most once a week, or that the promotion stops after a thousand rewards. The winner history stays available, and the promotion can be switched on or paused at any time. You can also choose whether customers see it in Area Cliente or keep it hidden, for example when you want a surprise.

Yes. With the AI Promo Generator you write in everyday language what you want, and MARTAIA prepares a draft already turned into a workflow, which you can review and edit in the builder.

There is a second path: the Marta Agent, available from Claude or ChatGPT through the MCP protocol. The agent can prepare the promotion for you, but it always creates it as inactive: switching it on needs your explicit confirmation. AI speeds the work up; the final decision stays with the marketing team.

Instant Win is a workflow node that, when the customer does something, draws immediately whether they have won a prize.

Draws can run per transaction or per period, and prizes can be spread evenly across stores or across the campaign, so they do not run out in the first days. Combined with filters and budget, Instant Win supports contests such as “every receipt over €30 enters the draw”, with the prize loaded automatically on the customer's profile. Read more on the Gamification page.

No. The builder is meant for the marketing team: promotions are built by connecting nodes, starting from ready-made templates or by duplicating promotions that already exist.

Technical support is only needed when you want to connect external systems, for example with a webhook to your e-commerce, or to send Marta events from other channels through the API. For everything else, from a welcome promotion to a seasonal contest, marketing works on its own and sees the effect of its choices straight away.