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Point of Sale Solution Back Office Marketing Settings

September 19, 2025

Description

How to adjust marketing settings in the Point of Sale Back Office

What's in this article?

Software PlanGrowth | Pro
 

For clients that have a Point of Sale Solution software plan that includes a marketing account, Marketing Settings allows you to view the assigned phone number and email for text and email messaging campaigns, view your messaging plan, and view and edit target customer segments for marketing promotions. Target segments are based on criteria that includes number of days since last visit and accrued loyalty point value. Each set has default criteria, but they can be adjusted to better target the audience for your marketing campaigns.

To adjust marketing promotion settings

  1. In the Point of Sale Solution Back Office, select MarketingSettings.
     
    Marketing Settings menu option in the Back Office
  2. Select a phone number to use for your marketing campaigns if you have not already selected one. This is not a number for your business, but campaigns only. Enter an area code and select a phone number.
  3. For each customer segment you would like to initiate marketing campaigns for, either keep the default setting or click Edit segments, adjust it by entering a new value in the field, and Save.

    Customer segments setting options
    Customer Segment Definitions
    Customer segmentDefault definition
    New customers
    Customers who made their first purchase within the past 30 days.
    Regular customersCustomers who made a purchase in the past 220 days.
    Inactive customersCustomers who have not made a purchase in the pat 50 days.
    High-value customersCustomers with more than 480 points.
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