Recurring Campaign

The Recurring campaign allows you to send a text message or offer to an audience on a set interval. This is a great way to set a regular cadence of messaging or offers daily, weekly, monthly, quarterly or annually.

Campaign Examples

• Daily holiday promotion
  Send a holiday offer that can be redeemed daily for the campaign duration. It’s a great way to increase visit frequency during a set time period.

• Weekly March promotion
  Giving out a special offer every week for the month of March is a fun way to engage fans with your brand.

• Monthly text message
  Sending out a text message to your members at least once a month is a good practice to keep your subscriber list up to date. Scheduling a friendly monthly message is a good option to have in place to keep your list fresh.

• Quarterly Win-Back Campaign
  Target Customers who haven’t been in the last 3 months with an offer or other incentive to get them back in before they become lapsed customers.

• Annual holidays and anniversaries
  Celebrate your brands milestone with your members with a text and/or a special offer. It’s a great way to build brand loyalty and thanks members for another year of their patronage.

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Creating A Text Message Campaign

1. Go to the Campaigns tab in the Dashboard

2. Click the Create link in the top nav

3. Select the Recurring automation

4. Define the interval at which you want to send the text message (avoid sending messages too early or late in the day):
   • Daily runs daily at the set time of day
   • Weekly runs weekly on the day of the week at the set time of day
   • Monthly runs monthly, repeats every X months, on the X day of the month at the set time of day
   • Annually runs yearly on a date at the set time of the day

5. Select the Text Message action

6. Enter your text message content and click Next

7. Define the target audience to receive the message by turning on the segment and defining your audience filters. Then click Next

8. Enter a unique campaign name for your internal reference

9. Schedule your campaign start date and time

10. (Optional) Schedule your campaign end date and time. If this is not defined, your campaign will be ongoing with no end date

11. Review your campaign details and click on Schedule to create your new campaign

    Tip: You can send a test message to a mobile number during your setup process (step 6).

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Creating An Offer Campaign

See Offer types for more information.

1. Go to the Campaigns tab in the Dashboard

2. Click the Create link in the top nav

3. Select the Recurring automation

4. Define the interval at which you want to send the text message:
   • Daily runs daily at the set time of day
   • Weekly runs weekly on the day of the week at the set time of day
   • Monthly runs monthly, repeats every X months, on the X day of the month at the set time of day
   • Annually runs yearly on a date at the set time of the day

5. Select the Offer action

6. Define your offer configurations and click Next

7. Define the target audience to receive the offer by turning on the segment and defining your audience filters. Then click Next

8. Enter a unique campaign name for your internal reference

9. Schedule your campaign start date and time

10. (Optional) Schedule your campaign end date and time. If this is not defined, your campaign will be ongoing with no end date

11. Review your campaign details and click on Schedule to create your new campaign

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Offer Configuration Options

The following are the offer configurations based on the campaign and offer type selections. Not all configuration options are going to be applicable to each offer setup. The Dashboard UI will only request the relevant configurations based on the offer campaign and offer types you select to create.

Tip: Hover over the Dashboard tooltips while creating your campaign for more information on each field box.

Configuration	Description
Available	Define whether the offer can be used in-store or online. Offers that are "in-store" may only be redeemed in-stores. Offers that are "online" may only be redeemed online.
Coupon Print-out/On-Screen Display	This is an operational message that is either printed or displayed to the Staff ringing up the Member's order, instructing them to apply the offer to their order before closing the transaction. This only applies for in-store offers. This does not apply for points offers.
Discount Code	The discount code corresponds to a discount code in your POS system. For online ordering, Spendgo will pass this discount code to the POS for processing. This does not apply for points offer. The Discount Code can be overridden when the Discount Code Override value is configured on the store-level. See Store Settings for more details.
Earn Points	Earn points defines how points will be earned on a purchase for a Mulitply Points offer. On the basket subtotal - Members earn points based on the sum of all qualifying items in the basket, rounded down. On every qualifying item - Members earn points for every item in the basket listed inthe selected Items Group (items in the Items Group marked as non-qualifying for points are not included). On the basket subtotal with at least 1 qualifying item - Members earn points based on the sum of all qualifying items in the basket, rounded down, as long as at least 1 item in the basket is listed in the selected Items Group.
Ignore Modifiers As Reward	Spendgo determines the reward discount based on the lowest valued qualifying reward item. Enabling Ignore Modifiers As Reward will ignore the modifier line-items (e.g. $0.50 Ranch Dressing) as a qualifying reward item. If you want the offer to be the lowest valued parent-item and not the lowest valued modifier as the discount, you will turn on Ignore Modifiers As Reward. Note: When Ignore Modifiers As Reward is enabled it will also ignore any modifier items that are included in your qualifying item groups. Example: Parent-item: Chopped Salad $8 Modifier: Add Chicken $2 When Ignore Modifiers As a Reward is enabled, the discount is $8. When disabled, the discount will be $2.
In-store Redemption Prompt	The guest facing message to be displayed on the in-store tablet devices prompting the Member to use their offer on their order. This only applies for in-store offers. This does not apply to points offers.
Interval	Define the cadence at which your Recurring campaign will repeat. Options are daily at HH:mm, weekly on a selected day of the week, every N month on the DD day, or annually on date.
Limit Timeframe	Limiting the timeframe allows you to create day and time windows when the points can be used.
Maximum Points Per Purchase	Caps the number of points a Member can earn per qualified purchase in a Multiply Points offer type.
Minimum Purchase Value	Defines the minimum purchase amount that must be met to use the offer. This does not apply to Add Points offers.
Multiply By	In a Multiply Points offer, set the number to multiply points earned by. Points earned will be rounded down to the nearest whole number. Note: Multiple multiply points campaigns and if your points program default is more than 1 point = $1 the bonus multiple will not stack from the campaign.
Offer Description	The offer description displayed to Members in their Member Portal when they have it in their account.
Offer Expiration	Earn points defines how points will be earned on a purchase. This configuration does not apply to Add Points offers. No expiration - the offer does not expire and is available to Member till used. Expires after presented - set the number of days after an offer is prompted in-store or online to expire. This does not apply to points offers; these are never presented, they are automatically applied if the Member with the offer makes a qualifying purchase. When viewing reports, these offers may not have an expiration until the member has been presented the offer. For example, a member with a birthday offer set to expire 7 days after presented may earn their offer on their birthday of Jan 1, but will not expire until they are presented the offer on their next visit on Feb 1, and therefore theif offer actually will expire 7 days after Feb 1 (on Feb 8) when it was presented. Expires after earned - the offer expires X hour(s) or day(s) after earned. Expires on fixed date - the offer expires on a set date and time.
Offer Name	The name of the offer as you want it displayed to Members.
Offer Value	The value of the offer to be given. Example, $5 Off is a "5" value. 10% off is a 10 value. This only applies to fixed Discount ($) and (%) offer types.
Points	The number of points to give in an add points offer.
Participating Locations	Participating Locations allow you to select which stores the offer can be used at. This is independent of the audience filter for the Favorite store. For example, you can target all Members, but they will only be able to use the offer at the select participating locations. This does not apply to the Add Points offer.
Qualifying Items Group	Defines the select list of item(s) (i.e. an Item Group) that Members must have in their basket in order to qualify to use the offer. If none of the select items are in their basket, the offer will not apply to the order. This does not apply to Add Points offers.
Qualifying Rule	Qualifying rule sets the reward discount value based on the basket (i.e. the basket subtotal) or based on qualifying items being in the basket. This is only applicable to Discount ($) and (%) offer types.
Redeemable by Registered Members Only	When enabled, only Registered Members can use the offer.
Reward Items Group	Defines the select list of item(s) (i.e. an Item Group) that Members must have in their basket in order use the offer. The reward item in basket is what gets discounted. If none of the select items are in their basket, the offer will not apply to the order. This applies to BOGO, Free Item, and Price Adjustment offer types.