All campaigns have the following standard settings unless otherwise stated:
Customer Inclusion Filter: Active Customers Last 2 Years
Customer Exclusion Filter: Must be custom-made and added to campaigns.
Sending Priority: Email First, If No Email address Exists Send SMS
For a comprehensive understanding of all settings, please reference the Campaign Settings Overview guide. All campaign settings can be edited. What you see in this guide are standard preset settings.
Before Activating Your Campaign:
Check Your Audience: Double check that you don’t have changes to the customer group being used for each campaign. You are able to select any customer group in Marketing Customer Filters.
Review Your Email Templates: Each campaign features an email template tailored to the campaign parameters (including any coupon being offered). A business has the option to edit images and wording to their liking. Important: If you change the parameters of a standard coupon (i.e. change the percentage, coupon validity, etc), ensure you have updated the email and SMS as well. Edits are made by clicking on Email Templates.
Confirm Your Promotion Amount: Check whether you want to use the standard promotion for applicable campaigns or make any changes. Changes can be made directly in the promotion module. Reminder to update the wording of emails/SMSs at the same time.
Database Campaigns
AR Past Due Campaign:
Purpose: Reminds statement customers with overdue A/R that they have an outstanding balance.
Send Parameters: Sends on the 15th of every month.
Day of the Month to Send: 15
Email Template Used: AR Past Due
Promotion Offered: None
Inventory Reminder Campaign:
Purpose: Notifies customers if an order is still in inventory X days after the order ready date. Can set different messages for different time intervals.
Send Parameters: Sends on days 7, 15, 30, 60, 90, and 180 after an order is due.
Days Passed :
7
15
30
60
90
180
Email Templates Used:
Days 7, 15, 30, 60: Inventory Reminder 1-4
Day 90: Inventory Reminder 5
Day 180: Inventory Reminder Final
Promotion Offered: None
Thank You Campaign:
Purpose: Sends a "thank you" message after an order is returned, acting as a customer appreciation message.
Send Parameters: Sends once every 30 days to maintain customer engagement.
Frequency: 30 days
Email Template Used: Thank You
Promotion Offered: None
Update Your Information Campaign:
Purpose: Prompts customers to provide missing account information (phone number, email address, credit card on file).
Send Parameters: Sends every 8 weeks as a reminder to update any missing information on the customer account.
Frequency Value: 8
Frequency Type: Weeks
Email Template Used: Update Your Information
Promotion Offered: None
Message Type: Determine the type of information you want to ask your customers for:
Update Credit Card
Update Email
Update Phone Number
Customer Retention Campaigns
Customer Signup, No Orders Campaign:
Purpose: Sends a message to new customers (route or store) who have signed up but have not placed an order after a predetermined number of days. Set trigger timing in campaign settings.
Send Parameters: Starts at 2 weeks from sign-up and sends every 2 weeks for a maximum of 4 messages if the customer has not placed an order.
Frequency Value: 2
Frequency Type: Weeks
Email Template Used: Customer Signup - No Orders
Toggle Options: Enable for Store Customers, Route Customers
Promotion Offered: None
Happy Anniversary Campaign:
Purpose: Sends a coupon to customers on the anniversary of their signup date as recorded in SMRT.
Send Parameters: Once a year.
Email Template Used: Happy Anniversary
Promotion Offered: Marketing Happy Anniversary
Lost Big Customer Campaign:
Purpose: Targets top customers (top 40% of spenders) who drop to a lower spending demographic, encouraging them to come back.
Send Parameters: Checks for customer spending once every 4 weeks to ensure they are still in the top 40% of spenders. Sends a message once if a customer drops demographic in an attempt to bring them back.
Frequency Value: 4
Frequency Type: Weeks
Spending Demographics
Top Spenders
Good Spenders
Email Template Used: Lost Big Customers
Promotion Offered: Marketing Lost Customer
New Customer Retention Campaign:
Purpose: Keeps new customers engaged with promotions towards their next orders. Triggered after the first order is completed. Customers will receive two messages unless the value in the "max messages" text box is updated.
Send Parameters: Sends a thank you offer once every 14 days for a maximum of 2 messages to encourage repeat orders.
Max Messages: 2
Email Template Used:
Store: New Store Customer Retention
Route: New Route Customer Retention
Toggle Options: Enable for Store Customers, Enable for Route Customers
Promotion Offered: Marketing New Customer Retention
New Customer Welcome Campaign:
Purpose: Welcomes new customers and can be used in place of the POS welcome message.
Send Parameters: Sends a thank you message after the customer completes their first order. Does not send if the client reaches the maximum days to wait without completing an order.
Maximum Wait Days: 21
Email Template Used:
Store: Welcome New Store Customer
Route: Welcome New Route Customer
Promotion Offered: None
No Orders Since Last Campaign:
Purpose: Targets customers who have not placed a new order a certain number of days after their last order and offers an incentive to return. Intervals can be set in campaign settings.
Send Parameters: Sends a promotional offer if no order has been placed for a specified number of days.
Spending Demographics
Good Spenders
Average Spenders
Low Spenders
Days Passed:
30 Days
60 Days
90 Days
Email Template Used:
30 Days: No Orders Since Last - 30 Days
60 Days: No Orders Since Last - 60 Days
90 Days: No Orders Since Last - 90 Days
Promotion Offered:
Marketing No Orders
One and Done Campaign:
Purpose: Targets new customers who have only had one order in X days. Triggered by the first order returned.
Send Parameters: Sends a message every 14 days for 30 days if a second order is not created.
Maximum Wait Days: 14
Email Template Used: One and Done
Promotion Offered: Marketing One and Done
Reviews Thank You Campaign:
Purpose: Sends a one-time thank you gift after a customer leaves a 4- or 5-star Google review. This campaign requires a SMRT Reviews subscription.
Send Parameters: One time per customer. SMRT Reviews are required for this campaign to be activated.
Email Template Used: Thank You New Review
Promotion Offered: Marketing Reviews
Star Rating: 4 Stars, 5 Stars
Top Customer Thank You Campaign:
Purpose: Sends regular thank you messages to top spending customers with or without a coupon. The coupon would be set in the email template. Must have one order created in the last 90 days.
Send Parameters: Every 90 days customers are sent a thank you promotion for being a top spender.
Interval: 90
Spending Demographics: Top Spenders
Email Template Used: Thank You - Top Spenders
Promotion Offered: Marketing Top Customers
Upselling/Cross-Selling Campaigns
Comforter Promotion Campaign:
Purpose: Comforter promotion sent to 1/3 of customers each month of the quarter. Includes a reminder message.
Send Parameters: First message is sent on the 1st of the month and reminder message is sent on the 15th. Reminder changes based on whether or not the customer redeemed the coupon (if not, they receive a second copy of the first message).
Email Templates Used:
Initial: Quarterly Comforter
Reminder: Quarterly Comforter Promotion Reminder
Day of the Month to Send:
Initial: 1st
Reminder: 15th
Promotion Offered: Marketing Comforter
Counter to Route Campaign:
Purpose: Facilitate the conversion of a counter customer to a route customer. Includes an auto-applying promotion towards the first delivery order. Customers must schedule pick-up to receive promotion. Promotion can be disabled as needed.
Send Parameters: Sends a message to store customers every 30 days with a promotion. If no order is received after 21 days the promotion is not valid and the customer is placed in the queue again if qualifications are met.
Maximum Wait Days for an Order: 21
Frequency: 30
Email Template Used: Counter to Route
Promotion Offered: Marketing Counter to Route
Upsell by Department Campaign:
Purpose: Checks customer spending across various departments. Sends incentive to try new departments on a rotating basis (one per month). Departments can be changed based on your business growth goals and services offered.
Send Parameters: Sends every 28 days to customers that have not spent a minimum of $24 in the specific department.
Frequency: Once every 28 days
Departments:
Households
Dry/Wet Cleaning
Wash & Fold
Laundered Shirts
Alterations
Email Templates Used:
Households: Marketing By Department - Households
Dry/Wet Cleaning: Marketing By Department - Dry Cleaning
Wash & Fold: Marketing By Department - Wash & Fold
Laundered Shirts: Marketing By Department - Laundered Shirts
Alterations: Marketing By Department - Alterations
Promotion Offered:
Households: Marketing By Department Households
Dry/Wet Cleaning: Marketing By Department Dry Cleaning
Wash & Fold: Marketing By Department Wash & Fold
Laundered Shirts: Marketing By Department Shirts
Alterations: Marketing By Department Alterations