Emails Campaign

This module allows you to send promotional emails to your customers so that they are updated about your products/services.

Multiple Outlets
Before sending any Campaign, make sure you select the Outlet from which you want to send the campaign.

Step 1.
From your main menu, navigate to the Marketing section and select Campaign from the drop-down options.The following page will be displayed. A list of all the campaigns run previously can be viewed on this page.

Date: This column displays the date and time on which the campaign was sent.
Campaign Name: This column displays the name of the campaign run.
Campaign Type: This displays where the campaign was run i. e was an SMS sent to the customer or a notification was displayed on the app.
Status: This displays whether the campaign has been sent or saved as draft

Step 2.
Click on New Campaign and the following modal will be displayed.

Step 3.
Click on Email and the following page will be displayed on the screen.

Step 4.
Enter the Campaign Name.

Step 5.
The Select Customer By section allows you to choose a set of customers to whom you want to send the promotional SMS.

Select Customers to Send Campaign

There are four options by which you can select customers to send campaigns.

All Customers

Step 1.
Select All Customers, and all the customers that are present in your system will be selected and the count will be displayed along with View list button.

Step 2.
Click on View List to view the list of all the customers.

Click on Continue to proceed.

Active customer

Step 1.
Select Active Customer and it will display the options with radio button like 7days,30 days,90 days,180 days and 365 days.

  • Since 7 days: Selects the customer that were active since 7 days.
  • Since 30 days: Selects the customer that were active since 1 month.
  • Since 90 days: Selects the customer that were active since 3 months.
  • Since 180 days: Selects the customer that were active since 6 months.
  • Since 365 days: Selects the customer that were active since 1 year.

On selecting any of the options above ,total count of  customer will be displayed along with the View list button.

Step 2.
Once done, click on Send SMS button.

Group

Step 1.
Select Group and it will display all the groups create by you along with the All Group option.

13

On selecting any of the groups, total count of  customer will be displayed along with the View list button.

Step 2.
Click on Send SMS once you have made the necessary changes.

List of Customer

Step 1.
Select List of Customer and the following slider will be displayed on the screen

The customer list has the following tabs:

  • Add Customer: Displays the name of the customers in your system.
  • View Selected: Displays the name of the selected customer.

Step 2.
Select the customers to whom you want to send the SMS.

Step 3.
Click on the Continue once the customers are selected.


View Selected

In the view customer tab you can remove the selected customer by clicking on 'X'.

  • You can clear all the selected customers by clicking on Clear All.
  • You can also search for a customer in given search bar.

Step 4.
Click on Send SMS once you have made all the changes.

Step 6.
Enter the sender name that you wish to be displayed in your emails in the From section. For example you can enter your name, brand name, email ID etc.

Step 7.
Enter the heading/subject of the email in Email Subject.

Step 8.
In the Reply To section, enter the email address to which the customer’s reply will be sent in case he/she replies to your email campaign.

Step 9.
Enter a detailed and clear message you want to send to your customers in Compose Email Message section. The message should be such that it attracts the customer to find out more about the campaign.

Step 10.
Enter a mobile number in Send Test SMS to send a trial message to yourself or any staff member.


Important Note
You can save the created campaign for further use by clicking on Save as draft .

Step 11.
Click on Send Email to send your email to your customers.

Step 9.
An Email Campaign dialog box will be displayed on your screen for confirmation. Click on Send button.

The newly created campaign will appear in the Promotions/Campaigns page.

This feature is currently unavailable for mobile
Help us improve our Support Center. Was this article helpful?
Thank you for the feedback
Thank you for the feedback
Still can't find what you're after? Write to us so that we can help you out.

One thought on “Emails Campaign”

Comments are closed.