Rewards: Creating Email Campaigns

This guide explains how to create and manage Email Campaigns to promote specials, events or updates. 

Key Terms: 

Email Campaigns: Scheduled Emails sent to engage customers with promotions, events or business updates. 

Email Templates: Pre-designed email layouts that can be used in Email Campaigns, Events and Points Rules.

Rewards: Discounts that can be attached to Email Campaigns, Events, or Points Rules. 

Creating a new Email Campaign: 

1.   Navigate to the Email Campaign tab  

• • Click the Add Email Campaign button to start creating a new Email Campaign. 
    

2.   Configure Campaign Details.

• Description: Provide a brief summary of the campaigns purpose.
• Send On: Choose the date and time for the email to be sent.
• Campaign Limited to: Select the target audience (Any, Registered or Imported Members).
• Enabled: Toggle this option to activate the campaign.
• Email Completion Summary to: Enter an email address to receive a confirmation when the campaign is sent.
• Click Save to finalize the campaign settings.
  

3.   Design Your Email or Use an Email Template

Email Template Selection:

• Design my own: Create an email design directly from the Email Campaign
• Email Template: use the dropdown to choose from a list of email templates

Template and Subject Options:

• Use Template Body/Subject: If using an email template and this option is selected the email subject or body will use the same Body and/or Subject as the Email Template
• Changes Allowed: If using an email template and this option is selected the email subject and/or body can be edited
  
• Click Save to finalize the campaign settings.
  

4.   Select Store(s) and/or Store Groups

• Choose individual Stores, Store Groups or a mix of both to determine the campaign's recipients.

5.   Adding a Reward to an Email Campaign

• Attach one or more rewards to a campaign.
• IMPORTANT Ensure the reward is properly configured and mapped to the POS before scheduling the email. Once the email is sent, the reward settings are saved to the member's profile.

Cheat Code: Save time by Duplicating Campaigns

• You can duplicate an existing Email Campaign to save time. 
• Select the campaign most similar to your new campaign and click the Duplicate button to create a copy.