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.
Getting Started with Local Store Marketing
Local store marketing features allow brands to have control over the offer and text message campaigns scheduled by their Franchisees. It’s also a great way to provide Franchisees with Templates they can easily select from to run campaigns.
Templates
With Templates, an Admin or Marketing Manager user level can predefine the offer details and an associated text message for use by Franchise users with Marketing permissions. Franchise users can use a template, complete their promotion or store specific details, and schedule at any future time within 45 days as long as it doesn’t land on a blackout date.
You can set a users schedule limits per day, week, or month to prevent too many text messages from being targeted to Members at a time.
Blackout Dates
Blackout dates allow brands to limit the days at which template campaigns are scheduled. These are managed by the Admin and Marketing Manager users only.
User-Level Billing
Sending text messages have their per message cost and can be set to be billed to Corporate or to the User. When set to bill the user, a Franchise with marketing permissions will be required to provide valid payment on their account to enable text message campaigns. Please see Billing a Single User for more information.
Things to know
Local store marketing features — SMS templates, blackout dates and send limits — is an Enterprise plan add-on. To enable Local store marketing in your Dashboard, please contact your Spendgo Customer Success Manager.
To update the number of days in advance a user can schedule a campaign from a template (e.g. you want to limit user from creating a campaign more than 45 days out), please contact your Spendgo Customer Success Manager.
For user-level billing accounts, new campaigns cannot be scheduled until a valid payment is set and a plan has been paid for on a single-user’s account. At any point, the billing information is not up to date, any existing text message campaigns scheduled in the future will be put on pause until their payment is resolved. If the start date of the text message campaign passes before payment resolution, the campaign is cancelled and will not run. Please see Billing a Single User for more information.
Templates that include both an offer and a text message action will appear as 2 separate campaigns — an offer and sms type — when used to schedule a campaign. The template itself will be a combined user experience for ease of use and setup.
Getting started
Contact your Spendgo Customer Success Manager to configure your Dashboard for local store marketing.
Create a template
Create a blackout date
Import users to include their SMS schedule limits in Settings / Users
Share access to your users and share How-to use a template instructions (below).
How to use a template
Within the Spendgo Dashboard, navigate to Campaigns / Templates, identify which template you want to use, the
Click “Use Template” in the row of the template you want to use.
Follow the on-screen steps. Depending on the campaign settings, the requested entry fields will vary.
For a text messagesEnter appropriate text to replace the variables, indicated by double curly brackets (e.g. {{day}}) See in the example, the template with variable placeholders, and the same template below with the variables filled out. The user must enter the text to replace the variable(s) or the curly bracket placeholder will be sent out. Character count and message segments may vary based on variable entries.
Example Template:
Stop by Juice Bar - {{location}} on {{day}} to try our new holiday flavors! While supplies last. Text STOP to cancel, HELP for help. Msg&DataRatesMayApply.
Example message send with variables filled out:
Stop by Juice Bar - 123 Avenue on Tuesday to try our new holiday flavors! While supplies last. Text STOP to cancel, HELP for help. Msg&DataRatesMayApply.
Note: if there were no variables in the message, this step can be skipped.
For offers
The possible fields you may be asked to enter are:
• Discount code (optional) - the promotion code that maps the offer discount to your POS discounts.
• Limit timeframe (optional) - time of day in the week the offer should be available. Applies to 2x points and 3x points offers only.
• Offer expiration - define when the offer should expire — no expiration, on a fixed date, days after earned, hours after earned (up to 24 hrs), or days after first presented to member in a display.Select the Members whose favorite store you would like to target with the message. You will only be able to select from stores you have access to.
Give your campaign a unique name.
Schedule the campaign and click Save.
You may not schedule on a blackout window, blackout dates will be greyed out in the calendar. If you have reached the maximum number of SMS campaigns that can be scheduled within a day or week period, an error will ask you to update your schedule send time. If your payment is not up to date, you will not be able to schedule a new campaign until payment is resolved.
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.
Personalize with Variables
Variables are text placeholders within a text message. When creating an SMS template, the message can be created using variables which will later be substituted with proper content when the template is used. This allows Admin users to limit the content which is editable for local store marketing.
Things to know
Variables are only available with SMS templates.
Variables are limited to user-defined variables. Wherein the user who is creating a campaign from the template will be able to enter the values which should replace the variables in the message.
Examples
Example Template with variables
Stop by Juice Bar - {{location}} on {{day}} to try our new holiday flavors! While supplies last. Text STOP to cancel, HELP for help. Msg&DataRatesMayApply.
Example message with variables content replaced
Stop by Juice Bar - 123 Avenue on Tuesday to try our new holiday flavors! While supplies last. Text STOP to cancel, HELP for help. Msg&DataRatesMayApply.
Related articles
Mobile Passes
Allow members to easily scan their mobile pass as their method for identifying themselves. When used with loyalty, a Member will pull out their iOS or Android Mobile Pass and scan it on a barcode scanner connected to the Spendgo integration. Based on your account’s settings, the member’s non-PII information — such as the member’s points and offers — will be retrieved and displayed on the integrated platform (most commonly the point of sale).
Things to know
Mobile Passes is an in-store feature add-on. Please contact sales@spendgo.com for more information on enabling Mobile Passes for your account.
Use of Mobile Passes requires a scanner which can read QR codes and a POS integration which uses the Spendgo Member APIs. Follow your POS guidelines on how to look up a member in their system. The QR code uses either the member’s unique phone number or Spendgo Id to identify a person. Depending on your POS system and what it requires to look up a customer, this will impact how you generate the unique pass link per person. Spendgo must be connected to your connected to your email provider environment in order to populate the matching member information within the pass link.
Toast POS requires Spendgo Id to identify your members in their workflows.
Each Mobile Pass is unique per download. One unqiue pass download link for use with Android and iOS devices will be shared per account. Follow the Add pass to Wallet button in Email steps below. Spendgo SMS does not currently support sharing of the download link to members.
Two passes from the same brand that are installed on one device are considered the same pass, and these will display inline. When there is a push update to all the passes, the old version will automatically be removed. Both passes will be scannable while installed.
When a customer without a Spendgo account downloads a pass, they do not have a Spendgo account until their pass is first scanned. At that point, a Starter — entry level — account is created.
For more information on customizations, follow the Mobile Pass Branding below.
Spendgo Mobile Passes is not supported on watchOS.
Add pass to Wallet button in Email
Once your pass has been configured, you’re ready to start sharing it with your Members via the Add to Apple Wallet button, or Add to Google Wallet.
For additional ways to share, view the specific OS Add to Wallet documentation:
Before you start, you will be provided with a unique download link for your account. Example:
https://app.passcreator.com/integration/createpass/uniquepassid?barcodeValue={memberId}
Note: this above link is not a working link.
Tip
Add both Android and Apple add to wallet button links to your footer of your emails. In particular, we recommend including it in your Welcome email.
Instructions
Select your button image. Images may vary in design, above are the standard images provided by both Apple and Google.
Log into your email provider platform and go to the template or email campaign you will be scheduling.
Insert one of the button images into the template.
Select the image and define the button url using the following format:
Example link with placeholders:
https://app.passcreator.com/integration/createpass/{uniquepassid}?MemberID={memberId}
This is not a live link, it is meant to illustrate what your unique pass link may look like. Your Spendgo Customer Success Team will provide you your unique pass link with the {uniquepassid} for your brand.
The {memberId} is a unique identifier value per pass consisting of the member’s 10-digit phone number, or their Spendgo Id.
Example link with MemberID:
https://app.passcreator.com/integration/createpass/{uniquepassid}?MemberID=4155556123
This is a not a live link meant to illustrate a unique member’s pass link.
To dynamically generate unique pass links for your members in an email campaign, you can use your email provider’s placeholders to populate the member’s phone number or Spendgo Id to the link. Please note, when using placeholders to generate the pass links, the phone number or Spendgo Id must be formatted correctly (without spaces or special characters) in your contact’s profile. If the member does not have the unique identifier in their profile, the pass QR code will not be usable for identifying the member; therefore, when including a pass link in your email, we recommend targeting your campaign to contacts who has the unique identifier for the placeholder to work.
Based on your email provider, the placeholder format may be different. Please use the following url structures with the email provider specific placeholder to generate your member’s pass links.Generate a pass with the member’s phone number as the identifier:
For Mailchimp, the link format is:
https://app.passcreator.com/integration/createpass/{uniquepassid}?MemberId=|*PHONE*|For Emma, the link format is:
https://app.passcreator.com/integration/createpass/{uniquepassid}?MemberId=[% member:phone %]For Sendgrid, the link format is:
https://app.passcreator.com/integration/createpass/{uniquepassid}?MemberId={{phone}}For Infobip, the link format is:
https://app.passcreator.com/integration/createpass/{uniquepassid}?MemberId={msisdn}
Generate a pass with the member’s Spendgo Id as the identifier:
For Mailchimp, the link format is:
https://app.passcreator.com/integration/createpass/{uniquepassid}?MemberId=|*SPENDGOID*|For Emma, the link format is:
https://app.passcreator.com/integration/createpass/{uniquepassid}?MemberId=[% member:spendgoid %]For Sendgrid, the link format is:
https://app.passcreator.com/integration/createpass/{uniquepassid}?MemberId={{spendgo_id}}For Infobip, the link format is:
https://app.passcreator.com/integration/createpass/{uniquepassid}?MemberId={External Person Id}
Note: these are not live links and are only meant to be examples. Your live unique pass link will be provided to you by your Spendgo Customer Sucess Team.
Complete your template, save your campaign, and schedule your send.
Mobile Pass Branding
When customizing your Mobile Pass, please follow the iOS and Android specific requirements below. All set up and push updates to your Mobile Passes will be coordinated with your Spendgo Customer Success Manager.
For iOS
The iOS pass layout will follow Apple Pass’s store card style.
icon.png
The system includes your icon when displaying information about a relevant pass on the lock screen. Mail also uses the icon to represent your pass in an email message.
Minimum 38 W ✕ 38 H points (87 ✕ 87 pixels). Preserve the ratio if providing a larger image size.
logo.png
The system displays your logo image in the dashboard and detail view, so you want to make sure that people can instantly recognize it at various sizes.
320 W ✕ maximum 320 H pixels PNG. The height is flexible.
strip.png
The system displays your strip image in the primary fields section.
1860 W x 738 H pixels PNG
logo text
This is usually your brand name or program name and is optional. If your logo image already has your brand name/program name you want to display, logo text can be left blank.
background color HEX value
used for the front of the Pass
label color HEX value
used for the labels of the fields on the front of the Pass
For Android
The Android pass layout will follow Google Pass’s template.
logo.png
600 W ✕ 600 H pixels PNG
Hero image
1032 W ✕ 336 H pixels PNG
The following fields will follow the iOS settings configured.
Program name
Account name
Background color HEX value
Label color HEX value
Dashboard User Permissions
The Dashboard has various role permissions which you can assign to your users. User permissions can be managed from within the Dashboard individually and in bulk. See Import Users for more details.
Things to know
Only an Admin user can add and update their Dashboard Users
Depending on your plan, some permissions may vary per user role. For example, if your plan does not include loyalty, your marketing features available in the Dashboard will be limited.
Roles
Admin
The Admin Role has permissions to all features — campaigns, and store permissions in the Dashboard.
Marketing Manager
Depending on the plan you have, the Marketing Manager has permissions to all Marketing features — including campaigns, audiences, notifications, and insights — in the Dashboard. Their store permissions can be limited to view only data related to select stores.
Customer Support
The Customer Support role has access to all customer support features — including Member details and events — in the Dashboard. Their store permissions can be limited to view only events related to select stores.
Tech Support
The Tech Support role has access to all the tech support features — including events and device management — in the Dashboard. Their store permissions can be limited to view only device and events related to select stores.
Franchisee
Depending on the plan you have, there are 4 types of Franchisee roles with different access permissions:
Insights - can view their insights (excluding campaign data).
Insights & Support - can view their insights (excluding campaign data) and use the support features.
Insights & Marketing - can view their insights. For some plans without loyalty, this role does not apply. For some plans with local store marketing add-on, additional campaign features are available.
Insights, Marketing, & Support - can view their insights. For some plans without loyalty, this role will be limited. For some plans with local store marketing add-on, additional campaign features are available.
Employee
The Employee role is a Spendgo Lite only view.
Import Users
You can import a list of users into Spendgo using the Import Users feature. By uploading the required information in CSV format, you can import user settings, SMS schedule limitations, and store permissions. You can also use this operation to update users, using their email as the unique identifier.
Things to know
You must be a Dashboard Admin user to import Dashboard users.
Your CSV file should contain all the columns specific to the operation you are performing. Do not edit the column labels and make sure your file extension is .csv.
How-to format your import list
Download a sample CSV file
The following explains the column requirements:
First Name - user’s first name
Last Name - user’s last name
Email - user’s email (this must be a unique Dashboard email)
Password - user’s minimum 8-character password
User Description - user’s description can be used as an identifier, such as “AZ Franchisee”
Role - values must match exactly one of the following options:
Admin
Marketing Manager
Customer Support
Tech Support
Franchisee - Insights
Franchisee - Insights & Support
Franchisee - Insights & Marketing
Franchisee - Insights, Support, & Marketing
Employee (limited access to Spendgo lite only)
Store List - a semi-colon separated list of store names (these must be entered exacty as they are stored in the Spendgo system, navigate to your Settings / Store page for reference). Store permissions can be set for all role types except Admin roles where all stores are permitted. If no stores are specified, the user will have permissions to all stores.
Example: San Francisco; Reno; Dallas; New Orleans; Atlanta; New York
Send Limit Per Day - the maximum number of SMS messages the user can schedule within a day.
Send Limit Per Month - the maximum number of SMS messages the user can schedule within a calendar month.
Billing Status - leave blank, this is auto-generated in reports.
Timezone Display Preference - values must match exactly one of the following options:
America/Los Angeles
America/Chicago
America/Denver
America/New York
America/Phoenix
America/Puerto Rico
America/Guam
US/Hawaii
UTC
How-to import users
Navigate to Settings / Users
Click the “Import Users” link
Drag and drop or select your formatted CSV file for import
Click “Import” button
Blackout Dates
Blackout dates allow you to set dates when campaigns cannot be scheduled on by users with limited marketing permissions. The blackout dates only govern the campaigns created from a template.
Things to know
Depending on your plan, you may not have access to the blackout dates feature. Blackout dates are only available to Accounts with the Enterprise with local store marketing add-on. Blackout dates can only be managed by Dashboard Admin and Marketing Manger user roles. Franchisee users with marketing permissions are able to view blackout dates only.
Once a blackout date is deleted, this cannot be undone.
Blackout dates are saved and displayed in UTC timezone.
When a user is scheduling the send time of their campaign through the use of a template, the input will prevent the selection of blackout dates (blackout dates will be greyed out).
You can only edit blackout dates in the future. If your start date is in the past, but your end date is in the future, the end date will still be editable.
Creating a blackout date when a template campaign is already scheduled will not prevent that campaign from running. Blackout dates must be created beforehand to prevent a template campaign from being scheduled.
How-to create a blackout date
Navigate to Campaigns / Blackout Dates
Click the “+ New Blackout Date” button
Name your Blackout Date for your reference
Enter the start date (the UI will allow you to select a timezone, but after it has been saved it will be saved and displayed in UTC)
Enter the end date
Click Save
How-to edit a blackout date
Navigate to Campaigns / Blackout Dates
In the row of the blackout date to be edited, click Manage / Edit.
Enter changes to the blackout date and Save.
How-to delete a blackout date
Navigate to Campaigns / Blackout Dates
In the row of the blackout date to be edited, click Manage / Delete
Confirm you want to delete the blackout date. Once confirmed, it cannot be undone.
Templates
Templates are pre-designed layouts that help you create content for campaigns such as text messages and offers. Text message templates allow you to set certain variables, while offer templates allow you to set details for the offer itself. These templates can be accessed by other users with marketing permissions. They define the basic requirements for the campaign and limit the user to a few parameters that are specific to a store or store group.
It's important to note that each template campaign is limited to reaching audience members who are associated with the user's store permissions. For example, if a user has access to Store A and Store B, they can only target members who have Store A or B set as their favorite store. If the user chooses to do so, they can further limit the reach to just Store A when setting up their campaign.
Things to know
Depending on your plan, you may not have access to all our template options. Templates are only available to Accounts with the Enterprise with local store marketing add-on. Templates can only be managed by Dashboard Admin and Marketing Manger user roles. Franchisee users with marketing permissions are able to view and use a template, but cannot create, edit or delete any templates.
Once a template is archived, this cannot be undone.
The audience associated with your template cannot include a favorite store filter. You will not be able to select this upon creation. Once your template is saved, do not edit the audience to include a favorite store filter. This can override the favorite store filter layer applied at the time the campaign is scheduled.
Scheduling of a template campaign is governed by the blackout dates and will be limited to when blackout timeframes are not scheduled. Blackout dates do not limit regular campaigns created by Admin or Marketing Manager Users.
When an account is configured to bill on a single-user level, the users will be required to have a valid billing information and payment to schedule and run any of their existing text message campaigns. Please see billing a single-user for more details.
How to create a template
You must be an Admin or Marketing Manager user to create templates.
Navigate to Campaigns / Templates
Select all the action types you want to create (you may select one action or both):
Text Message
Offer
For the a Text Message, enter in your text message content.
To enter a static variable within your message, begin by typing double open curly brackets, {{ , and select from the available variable options:{{ day }}
{{ date }}
{{ enter text }}
{{ location }}
{{ time }}
Note: You may use as many of these static variables within your text for your template. When the template is used to create a campaign, the User will at that time be presented with the option to manually enter the value that should replace the variable.
For an Offer, select from the offer types and continue to enter your offer details.
Click Next Step
Define the target audience and click Next Step
Note: You will notice there is no favorite store filter, this is not available for templates. Favorite store targeting is applied to the template when it is being scheduled by the user.Enter a unique template name and Save.
How to use a template
You must be an Admin, Marketing Manager, Franchisee - Insights & Marketing, or Franchisee - Insights, Support & Marketing user to use templates.
Navigate to Campaigns / Templates.
In the row of the template to be used, click “Use Template”.
Depending on the template contents go through the on-screen prompts, you will be asked to fill your text message and/or offer details relevant to the pre-built actions of the template.
For a text message, you will be asked to manually enter in the text to replace the variable placeholders within the message.
Note: if there were no variables in the message, this option is not displaed and the step can be skipped.For an offer, you may be asked to enter the when the offer should expire, when the offer can be redeemed, or the POS Discount code that may be required for mapping the discount code to your POS (not all Spendgo to Third-Party integrations require this, please check with your operations for details. When not required, you can enter any placeholder and it will be ignored).
You can select to narrow down the target audience based on the member’s favorite store. However, it's important to note that you can only target members whose favorite stores are within your accessibility. To select all the stores within your access, click the Select all link and click Next.
Enter a unique campaign name.
Note: once the campaign is created, your campaign name will be displayed with a timestamp at the end of it to preserve it’s uniqueness across your brand.
Schedule the message send and click Save.
Note: you may not schedule on a blackout window, blackout dates will be greyed out in the calendar. If a User has reached the maximum number of SMS campaigns that can be scheduled within a day or week period, they will see an error and be asked to update their schedule send time.
How-to edit a template
Note: Only Admins and Marketing Manager roles have permissions to edit a template.
Navigate to Campaigns / Templates.
In the row of the campaign to be edited, click Manage / Edit.
Enter changes to the template and Save.
How-to archive a template
Note: Only Admins and Marketing Manager roles have permissions to edit a template.
Navigate to Campaigns / Templates.
In the row of the campaign to be edited, click Manage / Archive.
Confirm you want to archive the template. This cannot be undone once confirmed.
Inventory Management
You can add a list of items into your account using the Add or update your items feature. By uploading the required information in CSV format, you can import your inventory and set items to qualify to earn points at specific stores. You can also use this operation to update whether an item qualifies to earn points.
Things to know
Depending on your plan, you may not have require access and will not be able to manage an inventory.
You must be a Dashboard Admin user to add inventory to your account.
Your CSV file should contain all the columns specific to the operation you are performing. Do not edit the column labels and make sure your file extension is .csv.
Your account can be configured to automatically read and all items that come in through the Spendgo Order APIs, Order webhooks, or in-store devices. When this is enabled, any new items that enter the Spendgo system will also be considered as eligible to earn points.
Items can never be removed as they are often associated with a transaction and Member’s points.
When updating your items or if you need to see items in your inventory, you can download the current inventory list at a particular store and use that list to update your existing items.
How-to format your import list
The following explains the column requirements:
item name - this is the item’s name. It must be exactly as it would print on the receipt or be passed in the API calls to Spendgo.
earns points - identifies whether the item qualifies to earn points. Values are TRUE to earn points, and FALSE to not earn points. An example of this is if you want your coffee drinks to earn points, but do not want your alcohol beverages to earn points.
store no - identifies at which store the item will be present and earn points at. Each item association with a store must be its own row (i.e. you must enter the item twice when associating the item with two separate stores). The store number must be the store number that is configured within Spendgo (navigate to Settings / Stores for reference).
How-to add or update items to your inventory
Navigate to Settings / Inventory
Drag and drop or select your formatted CSV list
Note: any item names that already exist in the inventory at a store will be overridden with the new settings.Click the “Upload” button
Advanced Settings
In the Advanced Settings, you can set whether discounting applies to all items in your inventory or to only the items qualified to earn points.
Example order with discounting applied to all items
In this example, the full discount is applied to the order because the discount can be applied to all items.
1x Coffee $2.50
1x Cocktail $10.00
Discount - $5.00
Subtotal $7.50
Example order with discounting applied to qualified items only
In this example, the cocktail item does not qualify and cannot be discounted; therefore, only $2.50 of the $5.00 offer is used on this order. If there were 2 coffee items (or 2 qualified items in the basket), the full discount value of $5.00 would be used.
1x Coffee $2.50
1x Cocktail $10.00
Discount - $5.00
Subtotal $10.00
How-to download your inventory list
Navigate to Settings / Inventory
Scroll down to the Download your items section
Select the store you want the inventory list pulled from
Enter in your email for the report to be delivered to
Click the “Download CSV Report” button