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Back Office Email Marketing in Restaurant Solution

March 13, 2024

Description

Overview of bulk email marketing and how to send recurring emails for receipts or Welcome/Miss You emails

What's in this article?

You can create email messages that help you market to your customers. You can use this feature to let customers know about upcoming events, provide soft copies of receipts rather than printed copies, welcome new customers, and touch base with customers who haven’t visited recently. Include special offers in these email messages to entice a return visit to your restaurant and to assist you in tracking the effectiveness of your email marketing campaign.

View of the Email Marketing page

There are two categories of email communications:

Bulk email

These are marketing messages to your customer base. Create a custom message to send to all customers, or to a select category of customers, letting them know about upcoming events and special menu offerings. 

  • Use the Bulk Email feature to broadcast emails to up to 2,500 customers. If you have more than 2,500 customers, the system will send the email to the 2,500 customers with the most recent purchases.
  • You can also choose to send a Bulk Email to one or more customer categories (with valid email addresses) by selecting the More option in the To field to open the Select Recipients screen. We highly recommend using categories to create targeted email campaigns.
  • Unlike the other marketing email messages, once you are satisfied with your Bulk Email and it has passed the spam check, as soon as you click Send Email, the system will send your bulk email immediately.

Multi-site customers
If you want to send a bulk email message to customers at a particular store, you can do this by creating a customer category using your store names and then assign the customers at that store to that store's customer category. If you do not select categories, only the most recent 2,500 customers will be messaged.

Recurring email

These emails are sent out at specified times or on a regular basis:

  • Email Receipts creates a custom receipt to send to customers, in lieu of a printed receipt, using an email message.
  • Welcome creates a custom email message to thank new customers and welcome them. The system automatically sends the message to a new customer as soon as you add their email address to your customer database. Use the Welcome Email feature to welcome customers to your store and to also entice them to return by attaching an offer or coupon to use on their next visit to your store.  Once you select Turn Email ON, the system will automatically send the Welcome Email to your customers as soon as you enter their email address. You can come back and make changes to your Welcome Email at any time.
  • Miss You creates a custom email message to send to customers who have not recently visited your business. You establish the number of days between visits at which to send the message.

Campaigns, social sharing, and performance

Access the tips and tools provided by Back Office to assist you in creating powerful, appealing email messages, and to track the effectiveness of your email campaign. This includes templates, an email designer, social sharing links, and more.

Each email message type uses a designer tool to assist you in creating the message. Although all types share basic similarity, each contains settings specific to that message type. Each email message type can contain up to three sections: image, text, and offer. If you do not configure a section, it does not appear in your email message.

NOTE:
You will need to ensure your Company Information is set up before email marketing. If your Company Information is not set up your emails will not pass the spam score test.

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