Patrons
How do I manually adjust a patron's loyalty points?
How do I manually adjust a patron's loyalty points?
You can adjust loyalty points from both the Dashboard and the POS.From the Dashboard:
- Go to Marketing → Patrons.
- Search for the patron by name, phone number, or email.
- Click View on their profile.
- Click Edit.
- Enter a positive number (e.g., 20) to add points, or a negative number (e.g., -10) to remove points.
- Click Save.
- Press the tribar (☰) → Patrons.
- Search for the patron.
- Tap Edit Patron Info.
- Change the total points amount directly.
- Tap Save.
Gift Cards
Can we re-use physical gift cards?
Can we re-use physical gift cards?
Yes! Before reusing a card, go to Dashboard > Gift Cards and delete it first. This clears the card’s transaction history and removes the previously attached patron, so you can start fresh with a new customer.
Text Campaigns
Can we import an existing contact list for text marketing?
Can we import an existing contact list for text marketing?
No, we cannot import an existing contact list for texting marketing.For compliance reasons:
- We cannot import a contact list from another platform directly.
- We also cannot manually opt patrons into text messaging on your behalf.
- Add patrons and their info in Marketing → Patrons → Add Patron.
- Patrons must still opt in to text messaging themselves through the proper flows before you can text them marketing content.
How do I set up a text marketing campaign?
How do I set up a text marketing campaign?
Once your text marketing number is approved:
- Go to your Dashboard → Marketing → Communication → Campaigns to create and send campaigns.
- Your approved text marketing number will be visible there.
- Patrons must opt in themselves through approved flows (e.g., your ordering site/app or in-store signup).
- You must follow standard text marketing rules around: clear opt-in; easy opt-out (e.g., replying STOP); only sending messages to patrons who have given proper consent.
How can I send a campaign only to patrons that visit one of my locations?
How can I send a campaign only to patrons that visit one of my locations?
You can do this with segments. A segment lets you target a specific group of patrons, and you can build one around a location so your campaign only reaches patrons who have visited it.To create one, go to Marketing > Communication > Segments > Create Segment and add a condition for Locations Visited. You’ll then be prompted to choose which location or locations to include. Once the segment is saved, you can select it as the audience when you send your campaign.If you want to target each location separately, repeat these steps to create a segment for each one.