Learn how to create a new marketing campaign, schedule it, and set it to active. This guide walks you through setting up your campaign details and ensuring it is ready to go live.
Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant
1. Select Marketing on the sidebar.
2. Click Campaigns.
3. Name the Campaign, this one will be a 20% on everything in the store for a full week.
- Since this an SMS (TEXT MESSAGE) campaign
- Click on the dropdown and change from EMAIL to SMS.
- (Optional) Choose a schedule or start time for the SMS (TEXT MESSAGE) campaign
4. Choose a scheduling time for the campaign (Optional)
5. Choose a subject (Optional)
6. Choose a description
7. Click Message Body
8. Click Requires phone
9. Description of additional fields
- Segment tags: Set Tags to filter by specific tags (e.g., VIP, Newsletter).
- Min Lifetime Spend($): Targets customers who have spent a certain minimum amount. (Leave blank if it doesn’t apply)
- No Purchase For Days: Targets customers who haven’t made a purchase within a specified number of days. (Leave blank if it doesn’t apply)
- Segment Customer Groups: Allows filtering by broad categories like Retail or Wholesale.
- Last Purchase Location: A dropdown to filter customers based on where they last shopped.
- Also click “Requires phone”, that will ensure that the campaign that is for phone only goes to recipients that have phone numbers.
10. Under Supported Placeholders, you have the option to choose how to personalize the SMS (TEXT MESSAGE) campaign by adding personalized information such as name/address etc.
Click Insert to insert into the body of the SMS message.
11. Make sure everything is lined up so when they receive the message the name is on the very top and the message is below.
12. Click Save.
13. Click Back to Campaigns.
14. Click Enroll. Anyone with a phone number will now be enrolled in the campaign.
15. The campaign has now enrolled 95 customers, those are all the customers that have phone numbers in their profiles.
16. You can change the status from DRAFT to ACTIVE when you are ready to publish and begin the campaign
17. Click Save
