Printed from https://zeropos.shop/help/send-an-offer
Send an offer to your customers
Pick a template, choose who gets it, send yourself a test, then send. Once it starts it can't be recalled, and the campaign page shows who got it.
Owners can change what each role may do.
A campaign is one template sent to one audience. Only customers who may receive marketing email get it: Record whether a customer wants offers.
Before you start
- Your own email provider connected and the postal address filled in: Connect your email and set up marketing emails.
- A template, checked with a test: Write an offer email.
Steps
1 · Template
- Step 1
On BACKOFFICE › Marketing › Offers, open Campaigns and tap New campaign.
- Or tap Use in a campaign on a template.
- Step 2
Type a Campaign name. Only your team sees it.
- Step 3
Choose the template and tap Next.
2 · Audience
- Step 4
Pick who gets it: All customers, Lapsed regulars, Quiet big spenders, Layaway, Birthdays this month or Pick customers.
- Step 5
Read the count: how many will receive it, and who is left out and why.
- Step 6
Tap Next.
3 · Review
- Step 7
Check Going to, Template and the Preview.
- Step 8
Tap Send me a test and read the email in your own inbox.
- Step 9
Tap Send to … customers.
- Step 10
Check the number once more and tap Send now.
What happens next
- Sending starts within a minute, at your Sending pace, and you get a notification when it finishes.
- The campaign page becomes the delivery log: Sent, Failed, Skipped and Waiting, with one line per customer and why anyone was skipped.
- Each campaign gets a web page with the same products and prices, linked from the email as See this offer as a page. It greets nobody by name, so it is safe to share.
- A customer who taps Unsubscribe is never sent offers again, whichever customer file has their address.
Who is left out, and why
No email: the file has no address. Unsubscribed: they said no, and nothing overrides it. Not eligible: they never bought here and never said yes; existing customers count as eligible while Email existing customers who have not opted out is on.
Same inbox as another customer: two files share one address, so it gets one copy. Record merged into another: the file was merged into another one.
Questions
Can I send it later?
What does cancelling do?
How many customers can I pick by hand?
What does “Failed” on a customer mean?
If you see this…
On screen
Nobody in this audience can receive email right now.
What to do
Everyone in the audience is left out. Pick another audience, or check who may receive offers: Record whether a customer wants offers.
On screen
No email sender of your own is set up. Offers cannot go out through the shared one.
What to do
Connect your email first: Connect your email and set up marketing emails.
On screen
Add a postal address in Settings → Marketing emails before sending.
What to do
Fill in the Postal address on MANAGE › Settings › Marketing emails, then send again.
On screen
“The audience has moved since you looked: it is now …”
What to do
Someone was added, unsubscribed or bought since you opened the review. Read the new number and confirm again.
On screen
This campaign has already been sent.
What to do
Nothing to do. To send it again, start a New campaign with the same template.