How to Use Marketing Automations

Automations are an excellent method for consistently engaging with your customers while requiring minimal effort on your end. Once set up, they operate automatically, saving you time and ensuring a continuous stream of customer interaction. You can customize automations to trigger at specific dates and times or customer actions, enhancing the personalized touch of your engagement strategies. Do you want to ask customers who recently disconnected to post a review on a specific website? How about welcome new customers on their first visit? Maybe provide a loyalty discount for a customer on their 10th visit, or on their birthday? You can do all of these and more with marketing automations.

New, Template, or Smart Automation

1. Navigate to the Marketing Page. Automations are on the right side.
2. Creating an Automation is started by clicking one of the 3 options at the top of the column
   • New – create a a new Automation from scratch.
   • Template – allows you to start from a pre-made automation with the fields filled in
   • Smart – uses AI to help generate an automation based on your marketing needs and desired outcomes
3. No matter which you choose, Automations 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
   • When does it work: Trigger options
   • What does it say: what does the Email or SMS look like

Creating a New Automation

Let’s create a New Welcome SMS Automation that triggers when a guest connects the first time 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 “Welcome” and click Next
4. Choose Connect, and click Next
5. Leave the optional Delay box unchecked, and click Next
6. Choose One Time, and click Next
7. Type in your Welcome message, and click Next
8. Verify the info looks good and click Save
9. The automation is all set!
10. You can manage existing Automations from the Marketing Page
    • You can view which you have created, how many times they have triggered and customer interaction data.
    • You can also duplicate, edit, delete, or disable/enable individual Automations using the buttons here