Create and Send to an Audience
In this article, you'll learn how to create an audience from the campaign builder. You’ll also learn how to send a campaign to existing audiences, or new audiences.
Create a New Audience within the Campaign Builder
- Navigate to Campaigns / Create.
- Select your campaign automation to send on a Date & Time or Recurring interval.
Note: if you select Recurring, you will need to define the cadence at which your campaign will send.
- Select your action to send an offer, email, or text message.
- Prepare and enter your offer details, email campaign mapping or text message details.
- Click Next Step.
- Turn the audience Segment ON.
- To build a new audience in the campaign builder, keep who you are sending to as + New Audience.
- Give your new audience an easily identifiable Name.
- Define whether your audience is to match any or all of the filters.
- Click (+) to add your first filter criteria.
- Select filter and set its conditions.
For example, to target those who lapsed 90 days, enter Visits | is | 0 | within last (days) | Enter value input days (e.g. Visits | is | 0 | with last (days) | 90).
(Optional) Click (+) to add new filters or (-) in a row to remove any filter parameters.
- Review your audience settings and click Next Step.
- Enter a unique Campaign Name for your internal reference.
- Schedule your campaign Start Date and time.
- Schedule your campaign End Date and time.
(Recurring campaigns only) Schedule your campaign End Date and time. If this is not defined, your campaign will be ongoing with no end date.
- Review your campaign details and click on Schedule.
Create a Campaign Targeted to Exisitng Audience
- Navigate to Campaigns / Create.
- Select your campaign automation to send on a Date & Time or Recurring interval.
Note: if you select Recurring, you will need to define the cadence at which your campaign will send.
- Select your action to send an offer, email, or text message.
- Prepare and enter your offer details, email campaign mapping or text message details.
- Click Next Step.
- Turn the audience Segment ON.
- Choose who you are sending to from the dropdown of saved audiences and click Next Step.
- Enter a unique Campaign Name for your internal reference.
- Schedule your campaign Start Date and time.
- Schedule your campaign End Date and time.
(Recurring campaigns only) Schedule your campaign End Date and time. If this is not defined, your campaign will be ongoing with no end date.
- Review your campaign details and click on Schedule.
Common Audience Filter Combinations
Spendgo offers many filter options, so you can target the right members with offers or messaging. There are endless possibilities when it comes to creating audiences in Spendgo, but there are some commonly used combinations for certain campaign goals.
In this article, you’ll learn how to create filter combinations for many common uses.
Things To Know
When using the campaign builder to send communications, make sure you have SMS messaging and/or email enabled in your account. While you can manually export and import audiences into third-party providers without integration, this isn't ideal for daily deliveries at scale. If you haven't set up email or SMS yet, please reach out to your Customer Success Manager to enable these channels and make the most of dynamic audiences.
When sending email or SMS messages, you will want to add the filter condition to target members who are subscribed to the specific channel you’re targeting. Add the following filter conditions
For targeting email subscribers, set the filter to Email Opt-in | is true.
For targeting SMS subscribers, set the filter to SMS Opt-in | is true.
Offer Expiring Soon
You can send email or SMS reminders to members whose offer is close to expiring. This encourages them to return, make a purchase, and utilize their offer. In this instance, we'll target an audience with their birthday offer expiring in 7 days as an example.
Choose all from the Members match dropdown.
Click (+) Add
For the first condition, set the filter to Offer Expiry | for | Choose your offer | is in (days) | Enter value input days (e.g. Offer Expiry | for | Birthday $10 Off | is in (days) | 7).
Click (+) Add
For the second condition, set the filter to Offer Not Used | for | Choose your offer | is true (e.g. Offer Not Used | for | Birthday $10 Off | is true).
Lapsed Members
Get in touch with members who haven't visited recently and encourage them to return soon. In this example, we’ll target an audience who has not made a visit in over 90 days.
Choose all from the Members match dropdown.
Click (+) Add
For the first condition, set the filter to Visits | is | 0 | with last (hours) | Enter value input days (e.g. Visits | is | 0 | with last (hours) | 2160).
Note: Hours is used instead of days to be more accurate to the member’s local time. Days are calculated in UTC, which means visits that may have occurred in the evening local time (within the Americas) can be logged in the next day UTC time.
New Registered Members
You can welcome new members and build their loyalty with your brand. In this example, we’ll target an audience who joined your brand yesterday.
Choose all from the Members match dropdown.
Click (+) Add
For the first condition, set the filter to Brand Join Date | within last (hours) | Enter value input days (e.g. Brand Join Date | within last (hours) | 34).
Note: this hour value is calculated based on 1 day in hours, plus the time at which the campaign is sent. For instance, if your campaign is sent at 10 am, the calculation would be 24 hours (1 day) plus 10 hours, resulting in 34 hours.
Click (+) Add
For the second condition, set the filter to Brand Join Date | not within last (hours) | Enter value input days (e.g. Brand Join Date | not within last (hours) | 10).
Note: this hour value is calculated based on the time at which the campaign is sent. For instance, if your campaign is sent at 10 am, I want to exclude the members who joined within the last 10 hours from the filter.
All Audience Filter Options
Our filter options are extensive, so you can choose a single condition or combine multiple conditions with positive and negative relationships to target the right members for each of your campaigns.
In this article, you'll find all the audience filter criteria available to you. For more information about filters, check out our Common Audience Filter Combinations articles, too.
For each filter condition we show here, you'll find a short description of what it controls, and a table that displays all of the options in the drop-down menus. In most cases, there are only three choices to make, but for some condition types, a fourth drop-down menu will appear.
Things To Know
Day filters are calculated based on the Universal Time Coordinated (UTC) timezone and include the current day when the audience is gathered. It's important to note that UTC days may start and end earlier than your local timezone. When setting up campaigns, consider how this impacts your filter criteria and scheduling.
If you schedule a campaign for the afternoon (like 5pm Pacific or later), it could result in members falling into the following UTC day. For example, if you schedule a campaign for 10am PST on August 7th with an audience filter of within 7 days, it will include members who meet the condition from August 1st to August 7th.
However, if you schedule a campaign for 6pm PST on August 7th (which is August 8th, 1:00 UTC), it will include members who meet the condition from August 2nd to August 8th PST.
An alternative approach is to use hours instead of days when configuring your filters.
Age
Filters members based on their age.
| Operators | Actions |
|---|---|
|
Choose a value input. |
Examples
Members who are 20 years old
Members who are not 18 years old
Members who are greater than 18 years old
Members who are less than 50 years old.
Average Ticket
Filters members based on their average ticket, which is calculated by dividing the combined order subtotals by the number of orders within a set time period.
| Operators | Actions | Options |
|---|---|---|
|
Choose a dollar value input. |
|
Examples
Member’s whose average ticket is $10 between August 1st, 2023 and August 8th, 2023 (between is not inclusive of the start and end dates).
Member’s whose average ticket is not $10 within the last 7 days.
Member’s whose average ticket is greater than $10 not within the last (i.e. before the last) 7 days.
Member’s whose average ticket is less than $10 within the last 24 hours.
Birthday
Filters members based on their birthday details.
| Operators | Actions |
|---|---|
|
Choose month, enter date or enter value input. |
Examples
Member’s whose birthday preference is blank.
Member’s whose birthday preference is not blank.
Member’s whose birthday is in January.
Member’s whose birthday is on the exact date August 1.
Member’s whose birthday is in 7 days (which is 7 days before in the audience builder).
When a member’s birthday is in 7 days, this means 7 days prior to a member’s birthday they will enter the audience). Note: days are calculated based on UTC timezone. Keep in mind, days end earlier in North America depending on your timezone. If you plan to run a same-day campaign to issue an offer to members with their birthday today (i.e. is in 0 days), the campaign should start no later than 4:00pm PST (00:00 UTC the following day). Otherwise, the campaign will inadvertently target birthdays that fall on the next day.
Brand Join Date
Filter members based on the date they first joined your program.
| Operators | Actions |
|---|---|
|
Choose dates or enter value input. |
Examples
Member’s who joined your brand’s program between August 1, 2023 and September 1, 2023.
Member’s who joined your brand’s program on August 1, 2023.
Member’s who joined your brand’s program after August 1, 2023.
Member’s who joined your brand’s program before August 8, 2023.
Member’s who joined your brand’s program before the last 7 days (i.e. not within last 7 days).
Member’s who joined your brand’s program within the last 7 days.
Email Opt-in Status
Filters members based on their email subscription status.
Operators |
Actions |
|---|---|
|
Choose subsctipion status of “True” for subscribed to Email, or “False” for not subscribed to Email. |
Examples
Member’s who are subscribed to Email.
Member’s who are not subscribed to Email.
Favorite Store Settings
Filters members based on their favorite store settings.
| Operators | Actions |
|---|---|
|
Choose or upload the favorite store preference(s). |
Examples
Member’s whose favorite store is the San Francisco location.
Member’s whose favorite store is not one of the locations: San Francisco, Daly City or Palo Alto.
First Visit
Filters members based on when their first visit was made. A first visit is most commonly the first purchase made by a member with your brand. In some cases, this can also be a customer who joins your program through an in-store device without making a purchase.
| Operators | Actions |
|---|---|
|
Choose dates or enter value input. |
Examples
Member’s who made their first visit on August 1, 2023.
Member’s who made their first visit after August 8, 2023.
Member’s who made their first visit before August 1, 2023.
Member’s whose first visit was not within the last 7 days.
Note: We do not recommend using the is within condition. The result will always be zero; it looks for a future date that cannot be predetermined. This condition is being deprecated in the next release.
Gender
Filter members by their gender.
| Operators | Actions |
|---|---|
|
Choose the gender preference of male, female, or undefined. |
Examples
Member’s who identify as male.
Member’s who do not identify as female.
Loyalty Status
Filters members by their loyalty status of Starter or Registered. A starter member is an entry-level member who has not completed their profile. A registered member has completed their registration process by providing the minimum of their phone, email, password and has verified their email account.
| Operators | Actions |
|---|---|
|
Choose the loyalty status of Starter or Registered. |
Examples
Member’s whose loyalty status is Starter.
Member’s whose loyalty status is not Registered.
Offer Activity
Offer data is available in the filter options, so you can identify members who earned, used, did not use, or expired a specific offer in a time period. When a member has multiple of the specified offer in their balance, all of the offers will be taken into consideration in the filter.
Note: Purchase Item, Purchase Total, Registration points campaigns will not appear in the offer options.
| Parameters | Options | Operators |
|---|---|---|
| Offer earned | Choose the specific offer. |
|
| Offer not earned | Choose the specific offer. |
|
| Offer not used | Choose the specific offer. |
|
| Offer expiry | Choose the specific offer. |
|
| Offer used | Choose the specific offer. |
|
Examples
Member’s who earned a $5 off offer after August 1, 2023.
Member’s who earned their Welcome offer within the last 48 hours.
Member’s who did not earn the Special BOGO offer.
Member’s who did not use their Special BOGO offer.
Member’s whose $5 off expiry date is within 7 days from today.
Member’s who used their Special BOGO offer before the last 7 days (i.e. not within the last 7 days)
Points Balance
Filters members based on their available points balance at the time the audience is applied. This excludes points that have already convereted or been used towards offers.
| Operators | Actions |
|---|---|
|
Choose the point input value. |
Example
Member’s whose current point balance is 39-50 points (i.e. member’s who have 40-49 points in their account).
Member’s whose current point balance is 10 points.
Member’s whose current point balance is greater than 10 points.
Member’s whose current point balance is greater than 20 points.
Member’s whose current point balance is not 10 points.
Reward Activity
Reward data is available in the filter options, so you can identify members who earned, used, did not use, or the reward expired in a time period. When a member has multiple rewards in their balance, all of their rewards will be taken into consideration in the filter.
Rewards is a legacy filter and all discounts have been migrated to use the Offers terminology.
| Parameters | Options | Operators |
|---|---|---|
|
Choose the specific reward. |
|
|
Choose the specific reward. |
|
Examples
Member’s whose $5 off reward was earned.
Member’s whose $5 off reward was earned after August 1, 2023.
Member’s whose $5 off reward was not used before August 1, 2023.
Member’s whose $5 off reward was used within the last 7 days.
Member’s whose $5 off reward expires after August 1, 2023.
Member’s whose $5 off reward does not expire (i.e. offer expiry is blank).
Spend
Filters members by the total amount they’ve spent within a timeframe. The timeframe is between the start of a date to the start of the next date.
| Operators | Actions | Options |
|---|---|---|
|
Choose the dollar input value. |
|
Example
Member’s whose spend is $1000 between Jan 1, 2023 and Jan 1, 2024.
Member’s whose spend is greater than $50 within the last 10 days
Member’s whose spend is less than $100 within the last 48 hours
Member’s whose spend is greater than $1000 not within the last 24 hours.
Text Opt-in Status
Filters members based on whether they are subscribed to your text marketing.
Operators |
Actions |
|---|---|
|
Choose subsctipion status of “True” for subscribed to your text marketing, or “False” for not subscribed to your text marketing. |
Examples
Member’s who are subscribed to receive text messages from your brand.
Member’s who are not subscribed to receive text messages from your brand.
Visits
Filters members based on their total number of visits within a specified timeframe.
| Operators | Actions | Options |
|---|---|---|
|
Choose the visit count. |
|
Example
Member’s whose visit count is 2 beteen the dates of August 1, 2023 and August 8, 2023.
Member’s whose visit count is greater than 1 within last 7 days (i.e. member has visit count of 2 or more)
Member’s whose visit count is not 0 within the last 2 days.
Member’s whose visit count is less than 10 within the last 7 days (i.e. member has visit count of 9 or less).
Getting Started with Audiences
Audiences are a list of a member’s you can send a campaign to. You can use you’re member’s profile and historical activity to filter member’s into a dynamic audience. For example, you may want to send a text message and offer to your text subscribers who have not made a purchase in the last 60 days. Spendgo offers a lot of audience filter options, so you can make the most out of your audience.
Here are some examples of audiences you can create:
SMS subscribed members who spent more than $100 within the last 7 days.
Email subscribed members who didn't use their Birthday offer.
Member’s who recently made a purchase.
Member’s whose average ticket is $20 in the month of August.
Member’s who joined recently and has not used their welcome offer.
Member’s who haven’t visited in the last 90 days.
In this article, you'll learn how to create and implement an audience.
Things To Know
Here are some things you should know about your audiences.
Audiences are dynamic, meaning members can move in and out of an audience based on the filter criteria and the time at which the audience is applied.
Audiences are compatible with the Date & Time and Recurring automations.
Days are calculated based on the Universal Time Coordinated (UTC) timezone and include the current day when the audience is gathered. It's important to note that UTC days may start and end earlier than your local timezone. When setting up campaigns, consider how this impacts your filter criteria and scheduling.
If you schedule a campaign for the afternoon (like 5pm Pacific or later), it could result in members falling into the following UTC day. For example, if you schedule a campaign for 10am PST on August 7th with an audience filter of within 7 days, it will include members who meet the condition from August 1st to August 7th.
However, if you schedule a campaign for 6pm PST on August 7th (which is August 8th, 1:00 UTC), it will include members who meet the condition from August 2nd to August 8th PST.
An alternative approach is to use hours instead of days when configuring your filters.
Definitions
Filter
We use the term 'filter' in two ways. As a verb, 'to filter' means categorizing similar members into a resulting list known as an audience. The noun 'audience filters' define the criteria for querying and identifying members who share similarities.Conditions
The rules that determine what filters members into an audience.Logic
The and/or variable that determines whether a single or all conditions must be true in an audience.
About Filters
When you create audience filters, you'll set conditions to filter members. Depending on the audience’s logic of and/or, only 1 or all conditions must be met.
| Term | Meaning | Example |
|---|---|---|
| All | This logic tells our system to filter members who meet all of your conditions. | All members who made a purchase recently. |
| Any | This logic tells our system to filter members who meet 1 or more of your conditions. | Any members who earned a BOGO offer or the Free Item offer. |
Create An Audience
Audiences can be built either in the audience builder or as a step in the campaign creation process. The following instructions are how to create an audience in the Audience builder.
To create a new audience in your Spendgo account, follow these steps.
Click the Audience icon in the left bar.
Click Add New Audience or the + icon.
Give your audience a unique name.
Define whether your audience is to match any or all of the filters.
Click (+) to add your first filter criteria.
Select the filter parameter.
Enter the filter conditions.
Click (+) to add new filters or (-) in a row to remove any filter parameters.Review your audience settings and click Save.
All Audience Filter Options
Common Audience Filter Combinations
Export Data
Use Spendgo analytics to analyze the permormance of your program. You can get reports and insights through Dashboard Insights and Export Data sections.
In Data Exports you are able to download the following reports:
Fraud Detection
Identify members with unusual activity based on those who have a high number of transactions in a single day or week time period.Loyalty Liability
Run a current balance check of your member’s unused points and rewards.Member Transactions
Retrieve a list of member transactions in a single day or 31-day period.Offers
Retrieve a list of members and their activity related to offers (earning, usage, or expiration) for a specific month or 7-day period of your choice.Rewards
Retrieve a list of members and their activity related to rewards (earning, usage, or expiration) for a specific month or 7-day period of your choice.
Member SSO Sign Ins
Retrieve a list of members who signed in using Spendgo’s Single Sign On.Member List
Retrieve a list of members related to a specific favorite store of your choice.Store List
Retrieve a list of your stores.Device List
Retrieve a list your for Spendgo-enabled devices.Store Performance
Retrieve detailed store insights for a specific month of your choice.Manually Uploaded Points and Offers
Retrieve a list of points and offers manually added to member’s accounts.Overview
Retrieve your overview KPIs for a calendar year of your choice.
Things To Know
You must have Admin, Marketing Manager role permissions to export data.
Exports will expire in 14 days and be automatically deleted.
Spendgo also allows you to download CSV reports of your Insights results.
How-to Export Data
Navigate to Insights / Export Data.
Click the “+” icon or Create New Export button.
Select your report and click Next.
Enter the required report criteria and click Export.
Your export will be initiated and show an “In Progress” status. Once your report status changes to “Completed”, your report is ready and the Download link will be displayed.Click Download.
Branding Your Progarm
Personalize your online member experiences with the power of Spendgo, while keeping your brand at the forefront.
Things To Know
Changes to your branding may take up to 4 hours to show.
For more customizations, we recommend using our Member APIs. Contact your Customer Success Manager for more details.
How-to Update your Branding
Go to Settings / Branding.
Upload your images and enter your program details in each section—Logos, Sign-In Site, Sign-Up Site, and Member Portal—that you want to display in your Member's online experience powered by Spendgo. See below for more details on Branding Configurations.
Click Save in each section before clicking into the next.
View your changes in your live site.
Note: changes may take up to 4 hours to show.
Branding Configurations
| Configuration | Details | Example |
|---|---|---|
| Logo Image |
Your logo image must be a PNG file and will appear at the top of your Sign In and Sign Up forms. File type: PNG Dimensions: 320 px wide x max. 500 px height While the maximum height allowed is 500 px, we advise against exceeding this height as it may cause your form to be pushed below the browser fold if the image is too tall. |
 |
| Square Logo Image |
Your square logo image must be a JPG file and will appear in Spendgo generated email notifications — such as, the Create Account Verification, Spendgo Welcome and Password Reset. File type: JPG Dimensions: 150 px wide x 150 px height |
 |
| Background Image |
Your background image must be a PNG file and will appear in your Spendgo Sign In and Sign Up Sites. You may upload a different background image to each section.Use the Background Image Template to avoid any cropping. File type: PNG Dimensions: 1500 px wide x 1500 px height |
 |
| Header Text |
The Header Text is optional text that can be shown at the top of your Sign In and Sign Up Sites. Different Header Text can be configured in each section. This is commonly used to provide more context to your customers before signin in or up. |
 |
| Footer Text |
The Footer Text is optional text that can be shown at the bottom of your Sign Up Site. This is commonly used to provide more privacy and term detail or links to your customers in the sign up process. |
 |
| Email Opt-In |
With the Email Opt-In Configuration, you have the option to display or conceal the email opt-in checkbox in your sign-up form. Additionally, you can input custom terms and conditions to be presented as the agreement for subscribing to your program emails. When enabled, the checkbox is default checked in the form, for further customization please contact your Customer Success Manager. |
 |
| Text Opt-In |
With the Text Opt-In Configuration, you have the option to display or conceal the text opt-in checkbox in your sign-up form. Additionally, you can input custom terms and conditions to be presented as the agreement for subscribing to your program's text messages. When enabled, the checkbox is always default unchecked in the form. |
 |
| Banner Image |
Your banner image must be a PNG file and will appear to members who are logged in to your Member's Portal. File type: PNG Dimensions: 1440 px wide x 462 px height The Banner Image will automatically adjust its size to cover the entire top part of the page. The maximum height allowed for the Banner section is 280 px. However, keep in mind that the image might appear cropped in different web browsers. For best results on desktop and mobile devices, use the Banner Image Template to avoid any cropping. |
 |
| About |
The About section is where you can share links or provide an overview of your program and brand with your Members. It's a great place to let them know more about what you offer and who you are! |
 |
Create a Winback Campaign
A winback campaign is a powerful marketing strategy that targets inactive or lapsed customers, aiming to re-engage them with your brand. This approach brings back previous customers, leading to increased conversion rates, valuable feedback, reinforced loyalty, and opportunities for upselling, making it an essential means of growing your business and connecting with your audience.
Winback Campaign Example
A common campaign example is to run a daily recurring campaign giving an offer to members who have not made a purchase within the last 90 days.
How-to Create A Winback Campaign
In your Dashboard, navigate to Campaigns / Create New Campaign.
Select Recurring automation type.
Set the interval to Daily.
Set the daily run time at which the offer will be issued to the lapsed audience, and click Next Step. We recommend it be at least 1 hour before your store opens for the day.
Select the Offer action.
Enter the details of your offer and click Next Step.
Turn on the segment, and maintain who you are sending this campaign to as a + New Audience.
Name your new audience something easily identifiable — such as, 90 lapsed members.
Maintain the Members match all conditions.
Click + Add to add an audience filter.
Enter the condition Visits | is | 0 | within last (days) | 90.
This looks for all members who did not visit within the last 90 days.Enter the condition Visits | is not | 0 | within last (days) | 91 and click Next Step.
This looks for all members who visited within last 91 days. By combining these filters with an ALL operator, you're effectively identifying people who did not visit exactly 90 days ago. When your daily campaign sends every day, those who make a visit today will be excluded from tomorrow’s send so they are not being spammed.Name your campaign.
Schedule when you want your campaign to start.
Note: if you set the start time after the daily recurring run time, the first time the offer is sent out will be the following day after the. campaign start date.Review and Save your campaign.
Store Settings
Your Store Settings is a cental place to view and manage all your store details in your account.
Stores are defined as the places where a member visits, makes purchases, earns points, or redeems offers. These activity types are associated with the store at which the event occurs. Members have the option to select a favorite store, allowing for targeted marketing tailored to their preferred shopping location. Many of your program insights can be filtered by your member’s favorite store details.
Things To Know
Stores cannot be deleted; this preserves any transation or member’s favorite store data associated with the store.
Updates to a store’s number may break your POS, e-commerce, or marketing integrations. Whenever making updates to the store details, also update all your integrated platform providers to ensure the mapping of the store numbers match and the connected integrations are not broken.
Existing store details can be edited and repurposed by an Admin or Marketing Manager user; however, this will impact past data associated with the store. For example, if “Store A” details are updated to the new labeling of “Store B”, going forward all of “Store A” past data will be associated with the new label of “Store B”. If you have any 3rd-party marketing integrations, any prior synced member store preferences will not be updated when a store label changes in the Spendgo system. A member’s store preference will only update to 3rd-party providers when a member makes an update to their account.
Create A New Store
You must be an Admin or Marketing Manager user to create a store.
Navigate to your Dashboard Settings / Stores.
Click + Create New Store button.
Enter the store details. See Store Details below for more information.
Click Save.
Manage Your Store Settings
You must be an Admin or Marketing Manager user to create a store.
Navigate to your Dashboard Settings / Stores.
In the store row, click Manage / Edit to edit your store details.
Enter the store details. See Store Details below for more information.
Click Save.
Store Details
| Field | Description |
|---|---|
| Store Name | The store name is visible to your members. Most often they will see the store name on digital transactions, in their activity feed, and their favorite store preference. |
| Store Number | The store number is a unique alphanumeric code for the store. It's important that your store numbers are in sync across your Spendgo integrations for orders and/or loyalty to work properly. |
| Street Address | Street address of the store location. |
| City | City of the store location. |
| State/Province | State/Province of the store location. |
| Zip/Postal Code | Zip/Postal Code of the store location. |
| Store Phone Number | Store phone number at the store location. |
| Status |
Store status values are:
• Open for when the store is live and open.
|
| Discount Code Override |
The Discount Code Override allows Admin and Marketing Manager users to override the campaign discount codes on a store-level. For example, if Store A's Discount Code Override is set to "DISCOUNT A", and an offer was created with the discount code of "DISCOUNT ALL", at Store A, the discount code of "DISCOUNT ALL" will be overridden and uses the "DISCOUNT A". This is most commonly used when a store has a unique POS system where there is discount code variation between stores.
Note: only one (1) Discount Code Override value can be set per store. |
Manage Campaigns
Managing campaigns in your Spendgo dashboard is easier than ever. You can view your campaign details, edit, duplicate, stop and archive campaigns all from the Campaign Management table in your dashboard.
Things to know
If you Edit or Duplicate a campaign where you’ve requests customization by the Spendgo team, those customization will not be retained.
Once a campaign is archived, this cannot be undone. This will remove it from your reporting as well as from the support tools for adding offers to Member accounts.
When duplicating a campaign the automation rules from the original campaign cannot be changed (ex. a recurring campaign that runs daily at 8am), but you can change the incentive or message being sent as well as the audience and start/end dates. Note that you should rename the campaign to something unique so that you can easily distinguish between the original can duplicates.
Tip
After creating a campaign view the details to make sure everything is set up correctly.
If you find you’ve made a mistake, it is best to stop the campaign before it starts, duplicate it, change the mistake and save it as a new campaign. Then archive the old campaign (the one with a mistake) to remove it.
View and Edit a Campaign
Note: Only Admins and Marketing Manager roles have permissions to view or edit a campaign.
Navigate to Campaigns / Manage.
In the row of the campaign to be edited, click Manage / View.
Select the field you want to edit and click Edit.
Enter changes to the campaign and Save.
Archive a Campaign
Note: Only Admins and Marketing Manager roles have permissions to archive a campaign.
Navigate to Campaigns / Manage.
In the row of the campaign to be edited, click Manage / Archive.
Confirm you want to archive the campaign. This cannot be undone once confirmed.
Stop a Campaign
Note: Only Admins and Marketing Manager roles have permissions to du a campaign. You can only stop a pending or a live campaign. If a campaign is live and Members already received an offer, the offer will not be removed from their account until it is used or expired.
Navigate to Campaigns / Manage.
In the row of the campaign to be edited, click Manage / Stop.
Confirm you want to stop the campaign.
Duplicate a Campaign
Note: When duplicating a campaign, the audience it was targeted to will need to be reselected or defined.
Navigate to Campaigns / Manage.
In the row of the campaign to be edited, click Manage / Duplicate.
Review your campaign action details, click Next Step.
Target your campaign to an all members, or turn the audience Segment ON to select or create a new audience.
Click Next Step.
Enter your Campaign Name.
Schedule your campaign Start Time.
(Optional) Schedule your campaign End Time.
Note: This is not required for a Date & Time automation.
Billing a Single User
Billing a single user for marketing is a feature that comes with the Local Store Marketing add-on. It allows users (e.g. Franchise users) to run their own campaigns and manage their own spend on text message campaigns.
Franchisee users with marketing permissions can securly subscribe and manage their payment information enabling text message campaigns in their account.
Things to Know
All payment information is hosted by a 3rd-party application, Chargebee, which allows for a secure way to manage your payment and plan information.
User-level billing is only available to Enterprise accounts with the local store marketing add-on enabled. Billing rules only apply to two roles: Franchisee - Insights & Marketing, and Franchisee - Insights, Marketing & Support. Other roles either do not have marketing permissions or are not restricted by user-level billing rules.
At minimum, a Franchise user must have an active subscription to a “Single-User Marketing” plan for the current calendar month to schedule any campaigns. You can subscribe at anytime in the month, there is no prorated rate; this is a volume based plan. Any overages will be charged to your card on file. Subscription renewals are processed on the first of every month at 00:00 AM PST.
To cancel or downgrade your subscription email billing@spendgo.com before you next monthly renewal, your services will continue to be available until the end of the month and you may be charged overages to your card on file if you exceed your plan’s messaging allocation.
Note: you must be a Franchisee - Insights & Marketing or Franchisee - Insights, Marketing & Support in a Enterprise account with local store marketing add-on enbaled to see the billing settings.
When your payment is good to go, you will see a notification that states “Status: Everything is running smoothly!”. It May take up to 30 minute for your first payment to process and for you account to be enabled.
When your payment needs attention, you will see a red notification that states: “Needs attention: Please check your billing information.”
Subscribing to a Plan
To start sending text messages, you need to first subscribe to a plan. If you have already subscribed and want to manage your payment and plan information, skip to the Manage Payment section below.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
You will see the standard “Single-User Marketing” plan on-screen. Proceed to checkout.
Your email will be auto-filled. Click Next.
Enter your first and last name and click Next.
Enter your billing information and click Next.
Enter your credit card information and click Next.
Review your information and click Pay & Subscribe.
Manage Payment
You already have a plan and you want to:
Add a message bundle to your plan
Update your billing information
Add a new payment
Update existing payment
View billing history
Reactivate subscription
Add a Message Bundle
Increase your monthly volume by adding on a message bundle to your plan. Changes are applied to the next calendar month.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
Your email will be auto-filled. Click Next.
A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.
Click on your current plan.
Click Edit Subscription.
Click Add Addons.
Select your Addons and Add.
Click Update Subscription to apply the updates to the next calendar month.
Add Your Payment Information
Add a new credit card.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
Your email will be auto-filled. Click Next.
A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.
Click Payment Methods.
Select Add New to add a new payment.
Enter in your payment details and click Add.
Update Your Payment Information
Update an existing credit card on file.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
Your email will be auto-filled. Click Next.
A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.
Click Payment Methods.
Select the payment method to edit and click Edit Payment.
Enter in your payment details and click Update.
Update Your Billing Information
Update the billing information we have on file.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
Your email will be auto-filled. Click Next.
A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.
Click Billing & Shipping Addresses.
Click on your Billing or Shipping information.
Enter in your new details and Update.
Reactivate Subscription
Reactivate your subscription at anytime.
Navigate to your Dashboard Settings / Profile
Click the Manage Payment button
Your email will be auto-filled. Click Next.
A one-time passcode will be sent to your email, enter your one-time passcode on the screen and click Login.
Click on your current cancelled plan.
Click Reactivate Subscription.
Click Confirm.