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Campaigns, Banners and Offers

Where: Marketing > Campaigns
Who can use it: Permission: marketing.view or manage marketing. Not available on SureScreen (menu board only) plans.
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The Campaigns page with the summary cards, the campaign table, and the Banners and Offers lists

This page has three parts. Campaigns is a list of your marketing campaigns with a channel (Email, SMS or Push), a message and a status. Banners are the pictures that appear on your online storefront. Offers are the deals shown on the storefront, and an offer can show a promo code from the Coupons page.

Step by step

Section titled “Step by step”

Add a campaign

Section titled “Add a campaign”
  1. Open Marketing > Campaigns and click New Campaign.
  2. Type the Campaign Name.
  3. Pick the Channel: Email, SMS or Push.
  4. Type a Subject if you want one (optional) and the Message. The message is required.
  5. Click Save. A new campaign starts as Draft.
The new campaign window on the Campaigns, Banners and Offers page
New Campaign: the window that opens.

Pause, edit or delete a campaign

Section titled “Pause, edit or delete a campaign”
  1. Use the switch in the Attribution Control column to turn a campaign between Live and Draft.
  2. Click Edit to change the name, subject, message or status. The channel cannot be changed after the campaign is created.
  3. Click Delete and confirm to remove the campaign.

Add an offer

Section titled “Add an offer”
  1. In the Offers card click Add Offer.
  2. Type the Offer Title and a Description.
  3. Pick the Type: Percentage, Fixed amount, Buy one get one, Bundle or Free item.
  4. Type the Value (0 or more).
  5. Under Promo code pick a coupon if the offer should show a code, or leave No code.
  6. Pick the Status: Active or Inactive, then click Save.
The add offer window on the Campaigns, Banners and Offers page
Add Offer: the window that opens.

Add a banner

Section titled “Add a banner”
  1. In the Banners card click Add Banner.
  2. Type the Banner Title, choose the banner Image (JPG, PNG, WebP or GIF, up to 5 MB) and pick the Status: Active or Inactive.
  3. Click Save. Use Edit or Delete on a banner to change or remove it. When you edit, leave the image empty to keep the current picture.
The add banner window on the Campaigns, Banners and Offers page
Add Banner: the window that opens.

Active banners and live offers are what your online storefront and customer app read. A banner has a picture, a position on the storefront (home top, home middle, menu page or checkout), an optional link and optional start and end dates. The title, image and status are the fields this page offers.

Every setting explained

Section titled “Every setting explained”
Setting What it does
Search box Filters the campaign table by name, channel or status.
New Campaign Opens the campaign form.
Messages Sent card The total of the sent counts stored on your campaigns.
Avg CTR card Clicks divided by messages sent, over all campaigns.
Coupon Redemptions card The total number of times your coupons were used.
Campaign Identity The campaign name.
Target Channel The channel text you typed.
Reach / CTR The sent count and the click rate stored on the campaign. They show 0 and 0% when none are stored. The app does not collect them by itself.
Status badge Live (scheduled or sending), Draft, Sent or Cancelled.
Switch Turns the campaign Live (scheduled) or back to Draft. There is no separate Paused state on the server.
Edit / Delete Change or remove the campaign.
Campaign Name (form) Required. Up to 255 characters.
Channel (form) Email, SMS or Push. Chosen when the campaign is created.
Subject (form) Optional. Up to 255 characters.
Message (form) Required. The text of the campaign.
Status (campaign form, edit only) Live or Draft.
Banner Title / Image / Status The banner name, its picture (required for a new banner), and Active or Inactive.
Offer Title / Description The name and the short text of the offer.
Type (offer) percentage, fixed, bogo, bundle or free_item.
Value (offer) The number for the offer, 0 or more.
Promo code (offer) A coupon from the Coupons page that is shown with the offer.
Status (offer, banner) Active or Inactive. Only active items are shown to customers.
Section titled “Related articles”