Funnels
Automated, multi-step marketing sequences that trigger on signup, birthday, and anniversary — or build your own View DocumentationA funnel is a series of timed actions — emails, tags, or internal notifications — that fire automatically when a customer event happens: a new signup, a birthday, a purchase anniversary. Once a customer enters a funnel, the whole sequence runs on autopilot, no manual follow-up required. Pointless POS ships with three ready-to-use funnels and a full template and timeline builder for creating your own.
How a Funnel Runs
Example: a sign-on funnel, from trigger to check-in.
Immediately
Send a welcome email with getting-started tips
Day 3
Follow up with top products or services
Day 7
Offer a first-purchase discount code
Day 14
Check in and ask for feedback
Three Funnels, Ready on Day One
Sign-On Funnel
Triggers when a new customer creates an account or joins your loyalty program — makes a strong first impression and drives that first purchase.
Birthday Funnel
Triggers on or before a customer’s birthday with a personalized greeting and a discount or free-item offer to drive a visit.
Customer Anniversary Funnel
Triggers on the anniversary of a customer’s first transaction — thanks them for their loyalty with an exclusive reward.
Key Features
Ready-to-Use Defaults
Sign-on, birthday, and anniversary funnels are active out of the box — cover the highest-ROI moments with zero setup.
Reusable Templates
Build a template once — subject lines, copy, offers, tags — and reuse it across multiple funnels.
Flexible Timelines
Set the delay between each step in minutes, hours, or days — different timelines for different segments.
Multiple Trigger Types
Kick off a funnel from a tag applied, a form submission, a purchase, or any custom Pointless POS event.
Segment Targeting
Target a specific segment or leave a funnel open to all contacts — and tag customers to exit a funnel early.
Test Mode
Simulate a funnel with a test contact before it goes live, so nothing reaches real customers untested.
Build Your First Funnel
Funnels are part of the FluentCRM integration included with the Pointless POS WordPress plugin — no extra subscription required.
