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.

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 purposepurpose.
• Send On: SelectChoose the date and time you would likefor the campaignemail to sendbe onsent.
• Campaign Limited to: Select the member'starget stateaudience (Any, Registered or Imported Members).
you
• Enabled: wouldToggle likethis option to sendactivate the campaign to.campaign.
• Enabled: Set to enabled when you would like this campaign to be active
• Email Completion Summary to:to: inputEnter an email address if you would like to getreceive a confirmation when the campaign hasis completed.sent.
• Click Save to finalize the campaign when you are finished configuring the campaign. settings.
  

     3.   Design emailYour Email or useUse 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
• Email

  Template and Subject Template OptionsOptions:

  • • • 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
• Savefinalize the campaign when you are finished configuring the campaign. settings.
  

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

• You can selectChoose individual Stores, Store Groups or a combinationmix of Storesboth andto Storedetermine Groupsthe campaign's recipients.

     5.   Adding a Reward to an Email Campaign

• SelectAttach one or more rewards to a Reward(s)campaign.
to
• IMPORTANT attach toEnsure the Email Campaign
• **IMPORTANT**The reward willis need to beproperly configured properly and mapped to the POS before scheduling the email is scheduled to send.email. Once the email is sentsent, the reward settings associated to the Reward are saved to the Membersmember's profile and cannot be updated. profile.

Cheat Code: Save time by Duplicating Campaigns

• You can duplicate an existing Email Campaign to save time. 
• Select the email campaign that is most similar to youyour new campaign and useclick the Duplicate button to create a copycopy.
of the campaign.