Creating Email Campaigns

Email campaigns let you send targeted messages to your loyalty program members. Whether announcing a sale, promoting a new reward, or sharing news, the campaign builder walks you through every step.

Accessing the Campaign Builder

Navigate to Marketing → Campaigns and click New Campaign. Select Email as your channel to begin.

Step 1: Name and Audience

Give your campaign a descriptive name (e.g., "Summer Sale Announcement"). Then choose your audience:

⚠️ Important: Only customers with email marketing consent enabled will receive campaigns. Customers who have opted out are automatically excluded to comply with privacy regulations.

Step 2: Compose Your Email

Fill in the following fields:

• Subject Line — What customers see in their inbox (keep under 50 characters for mobile)
• Preview Text — The snippet shown alongside the subject in email clients
• Email Body — Your message content using the rich text editor

Personalization Tags

Make emails feel personal with dynamic tags that auto-fill for each recipient:

💡 Tip: Emails with personalized subject lines (e.g., "Sarah, you have 450 points!") see 26% higher open rates than generic ones.

Step 3: Review and Send

Before sending, review the estimated recipient count and preview your email. You have two delivery options:

• Send Now — Delivers immediately to all recipients
• Schedule — Pick a future date and time for automated delivery

Using Email Templates

Speed up campaign creation with pre-built templates:

1. When composing, click Use Template
2. Browse available templates by category (promotional, announcement, re-engagement)
3. Select a template to pre-fill your email content
4. Customize the content to match your message

You can also save your own campaigns as templates for future reuse.

A/B Testing

Test different approaches to optimize engagement:

1. Create your primary campaign
2. Enable A/B Test to create a variant
3. Change the subject line, content, or send time
4. Compare results in campaign analytics

After Sending

Once a campaign is sent, track performance from the campaign detail page:

• Delivered — Successfully reached the inbox
• Opened — Customer opened the email
• Clicked — Customer clicked a link
• Bounced — Email could not be delivered
• Unsubscribed — Customer opted out

Best Practices

• Subject lines: Keep under 50 characters for mobile readability
• Timing: Send mid-week (Tuesday–Thursday) for best open rates
• Frequency: Don't email more than once per week unless time-sensitive
• Segmentation: Use segments for targeted messages rather than blasting everyone
• CTA: Include one clear call-to-action in every email
• Test first: Send to a small segment before your full list

FAQ

Can I send to customers without email consent? No. Only customers who have opted in to email marketing will receive campaigns.

What happens if an email bounces? Bounced emails are tracked in campaign analytics. Repeated bounces may indicate invalid email addresses.

Can I edit a campaign after sending? No. Once sent, campaigns are locked. Create a new campaign for follow-up messages.