How to use Broadcast Marketing Tools

Now that your customers have shared their emails and phone numbers, what’s the next step? Broadcast marketing comes to the rescue as a fantastic way to entice these customers to return. You can use it to offer coupons, request reviews, or keep them in the loop about upcoming events and promotions. It’s a win-win strategy that keeps your customers engaged and coming back for more! Let’s take a look at what options are available.

New, Template, or Smart Broadcast

1. Navigate to the Marketing Page. Broadcasts are on the left side.
2. Creating a Broadcast is started by clicking one of the 3 options at the top of the column
   • New – create a a new Broadcast from scratch.
   • Template – allows you to start from a pre-made Broadcast with some fields pre-filled in
   • Smart – uses AI to help generate a Broadcast based on your marketing needs and desired outcomes
3. No matter which you choose, Broadcasts are comprised of a few customizable components
   • Which method: Email or SMS
   • Which location: If you have more than 1 location, which locations do you want this Automation to work with
   • What does it say: what does the Email or SMS look like

Creating a New Broadcast

Let’s create a New Promotion SMS Broadcast for a sale you have going on so you can familiarize yourself with the process.

1. Click on New
2. Choose SMS, and click Next
3. Make sure all locations are checked, name the Automation “Spring Sale” and click Next
4. By default, all contacts are selected, click Next. (You can add filters if you wish to limit which contacts get this marketing SMS message.)
5. Type in your sales promotion message, and click Next
6. Verify the info looks good and click Save
7. Once back on the Marketing page, you can send the Broadcast whenever you’re ready by clicking on the paper airplane
8. Here is where you can manage all future Broadcasts as well.
   • You can view which you have created and customer interaction data.
   • You can also duplicate, edit, delete, or re-send individual Broadcasts using the buttons here