Step-by-step guide to creating a campaign, choosing the type, adding content, targeting member groups, and scheduling or sending it to your customers.
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STEP-BY-STEP GUIDE
Step 1: Click the ‘Campaign’ Tab then add Campaign
Step 2: Choose ‘Campaign Type’
- Push Notification: Sends an alert directly to users who installed your app or have enabled notifications. (Gets immediate attention)
- Email: Sends a full email message to your subscribers. (Best for longer messages)
- Wallet Pass Push: Sends a notification to customers who have added your digital wallet pass.
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SMS Campaign: Sends a text message directly to customer mobile numbers. (Reaches customers without internet)
Note: Ensure you have sufficient load balance before sending the message.
Step 3: Enter ‘Campaign Name’ (Internal Use)
Use a clear and descriptive name to help you identify the campaign.
Examples:
- “Weekend Promo Blast SMS”
- “Holiday Email Newsletter”
- “Push: Order Ready Notifications”
Step 4: Add the message content.
Step 5: Filter by Member Group (Optional)
Filter by Member Group:
Lets you send your campaign to a specific group of customers, not everyone. Useful if you want to target certain people like VIPs or frequent customers.
Filter by Member Join Date:
Lets you send your campaign to customers based on when they joined. Helpful for targeting new members or long-time members.
Importance:
- Avoids sending irrelevant messages
- Helps focus on VIPs, new customers, or specific groups
- Helps you send messages based on how new or old a customer is
Step 6: Enable ‘Send This Campaign’ (Optional)
Turn this option ON if you want to schedule the campaign for a future date and time. Once enabled, you can choose the exact month, day, year, and time when the message will automatically be sent.
Step 7: Click ‘Save’
- If your campaign is scheduled, it will automatically send on the date and time you set.
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If you want to send a campaign to individual subscribers or a selected members, follow the steps according to the campaign type:
- Push Notification: How to send Real time Push Notifications to Selected Members