Frequently Asked Questions - Email & Text Campaigns

1. How do I create a new email or text campaign?

• Access the Campaign Module:

  • Open the left navigation menu.
  • Click on the Communication button.
  • Navigate to the Campaign tab.

• Add a New Campaign:

  • Click the Add Campaign button.
  • Enter the campaign title and select the campaign type (Email or Text).
  • If desired, schedule the campaign to run at a specific time.
  • Click Next to proceed.

• Select Your Audience:

  • Click the Add an Audience Item button.
  • Choose from options such as All Customers, All Website Subscribers, or create a custom audience.
  • The system will display the number of recipients.
  • Click Next to continue.

• Design Your Campaign:

  • Enter the email subject line.
  • Click the Edit Email button to open the Email Builder.
  • Use the Email Builder to add content elements like product carousels, text, and images.
  • After designing, click Done, then Save and Close.

• Launch the Campaign:

  • The new campaign will appear in the Campaign tab.
  • To launch it, click the three-dot button on the right and select Run Campaign.
  • Monitor the campaign's performance by reviewing the Opened and Clicked columns.

Related Article: How to Create a Campaign with a Custom Audience 

2. How can I create a campaign targeting a custom audience?

• Access the Campaign Module:

  • Open the left navigation menu.
  • Click on the Communication button.
  • Navigate to the Campaign tab.

• Add a New Campaign:

  • Click the Add Campaign button.
  • Enter the campaign title and select the campaign type.
  • Click Next to proceed.

• Select a Custom Audience:

  • In the Campaign Audience section, click the Add an Audience button.
  • Choose Custom List from the audience options.
  • If you have a previously uploaded list, select it; otherwise, click Manage Custom Lists to upload a new one.
  • Upload your prepared CSV or Excel file containing the audience data.
  • Ensure the system accurately maps your data, particularly columns like email, first name, and last name.
  • Once verified, select the uploaded list and click OK.

• Design and Launch the Campaign:

  • Proceed to customize the email subject and content.
  • After finalizing, click Save & Close.
  • To launch the campaign, find it under the Campaign tab, click the three-dot button on the right, and select Run Campaign.

Related Article: How to Create a New Campaign

3. How do I create and manage message templates for service jobs?

• Access the Message Templates Section:

  • Navigate to the Communication module in POS Admin.

  • Go to the Store Messaging tab, then select Message Templates from the top menu.

  • Click on the Services sub-tab to create templates specific to service jobs.

• Add a New Template:

  • Click Add Message Template.

  • From the dropdown, select Add Email Template.

• Fill Out Template Details:

  • Enter a Template Name and choose Transaction or Marketing for the type.

  • Set the Template Area to Services and choose a relevant Sub Area (e.g., Product or Memo).

  • Add a Description to explain the purpose of the template.

  • Click Next to proceed.

• Customize the Template Body:

  • Enter the Message Subject.

  • Choose a Header Template and Footer Template from the dropdowns.

  • Design the body of the message using placeholders like {{JobNumber}} and {{to}} to personalize content.

  • Click Save & Close when finished.

• Manage Existing Templates:

  • Use the three-dot menu next to a template to:

    • Edit the template

    • Copy it

    • Send Test to a test email

    • Delete it if no longer needed

• Testing the Template:

  • Use Send Test to preview how the email will appear with real data.

  • This ensures all placeholders render properly and the layout is correct.

Related Article: Message Templates