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.

1. From the Homepage, click on Campaign.

2. To create a new campaign click on New Campaign, a modal window appears.

3. On clicking the Email option, an Email Campaign Dialog Box window appears. Enter the details as required.

4. Select the customers from the drop-down list. The options provided are as follows:

  • All Customers: The SMS would be sent to all customers registered in your system. This is the Default option selected.
  • Active Since: The SMS would be sent to those customers who are actively viewing or buying your products from the website.
  • Groups: These are considered to be either your loyal customers or the customers that you cater to certain specific products.
  • List of Customers: Enables to select your customers individually from a list

How to create Customer Groups for a new customer ?

Customer Groups functionality is used to identify your special customers from the normal ones. These are the customers you normally send discount notifications and special offers.

For a New Customer:

1. From the Homepage, click on Customers.

2. On the landing page, click on Add New Customer.

3.Search Customer Dialog Box will appear. Enter a customer name and click on Add New Customer.

4. You will be prompted to enter additional details. Under Customer groups enter a group name you wish your customer to be in.

If your adding a customer into an existing group, its pop-up option gets displayed.

5. To save the changes made, click on Continue.

The customer gets displayed in the list with the customer group tag along with it.


How to create Customer Groups for an existing customer ?

For an Existing Customer:

1. From the Homepage, click on Customers.

2. On the landing page, click on Manage Customers.

3. From the list, select a customer.

4. Click on Edit, under the Customer Details section.

5. Under Customer groups enter a group name you wish your customer to be in.

If your adding a customer into an existing group, its pop-up option gets displayed.

6. To save the changes made, click on Save.

The customer gets updated in the list with the customer group tag along with it.


5. Enter an email id in Send Test Email to send a trial email message to yourself or any staff member.

6. Click on Send Email to send the email to the selected customers.

7. An Email Campaign dialog box will be displayed on the screen for confirmation. Click on Send.



Note

You can save the created email campaign for further use by clicking on Save as Draft option.


Please Note
This feature is currently unavailable. You can create email campaigns only through a computer.
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2 thoughts on “Emails Campaign”

  1. how to send email campaign | how to run an email marketing campaign | how to send bulk emails | how to manage email campaigns

  2. how to save an email campaign as draft | how to set up an email campaign draft ~ #draftemail

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