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How to Send a Quick Campaign

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Sherry
  • Updated

A Quick Campaign sends one announcement, in-store voucher, or Instant Deal to the customers you choose.

Start the campaign

1Step 1Click the red Create a Campaign button, then click Create Campaign.

Campaign name and type

Enter a Campaign Name. This identifies the campaign internally. Customers cannot see it.

Choose one of three campaign types.

Campaign type What it sends
Announcement An SMS, email, or push notification without a voucher. Use it to announce something to your customers.
In-Store Voucher/Coupon Promotion An SMS, email, or push notification with a voucher. Select a voucher from the dropdown, or create a new one.
Promote Instant Deal An SMS, email, or push notification with an Instant Deal. Select an Instant Deal from the dropdown, or create a new one.

When you have selected a campaign type and, if it applies, a voucher or Instant Deal, click Continue.

Recipients

Select who receives the Quick Campaign by location, customer group, or both. Learn how to create customer groups in How do I create Customer Groups?.

A preview shows the total number of customers the Quick Campaign can reach. These numbers are the customers who consent to receive each type of communication, based on the locations or customer groups you selected.

All customers consent to receive SMS and email during registration, in store or online, and can revoke that consent at any time.

When you have selected the locations and customer groups, click Continue.

How to send

Send the Quick Campaign as SMS, MMS, push notification, or email. You can select one communication type, up to a maximum of three. The first method you choose takes priority over the second and third. Each customer receives one type of communication per Quick Campaign.

To send more than one communication type, finish and schedule the Quick Campaign for a future date and time. Open Campaigns, then open Campaigns. Click the Promotions folder and find the Quick Campaign you scheduled. Click the Send action for the SMS, MMS, email, or push notification, select Edit, check Force Send, and save.

When you have selected how to send and the priority, click Continue.

Message

Create the SMS, MMS, email, and push notification in this section. The Quick Campaign creator asks for the email first, then SMS or MMS, then the push notification, regardless of the priority you chose.

On the email, SMS, MMS, and push notification message boxes, click TapMango AI to improve the text you entered. See Boost Your Promotions with TapMango AI.

Email

1Step 1Enter the Email Subject, then click Continue. The subject is the first thing a customer sees in their inbox before opening the email.

Generic template

1Step 1Enter your message in the text box and click Continue to generate a generic email template.
2Step 2Click Insert Tag to add your business name or other details with special tags.

Generic templates use a logo saved under Device Creatives as an Email Logo or Tablet Logo.

Custom template

1Step 1Click Build Designed Email above the text box to select a campaign template.
2Step 2Choose a premade template and edit it to match your branding. Find templates you created under Saved Templates, past templates under Previous Emails, or click Start From Scratch to create one.

Selecting a template opens the email template editor. Click Save and Exit to return to the Quick Campaign creator and save the template to the Quick Campaign.

Test the email

1Step 1After the email is saved to the Quick Campaign, click Send Test Email.
2Step 2Enter an email address, then click Send Test.

The subject line of a test email always states that it is a test. Customers see the subject line you saved earlier.

When you are happy with the email, continue to the next communication if you selected SMS, MMS, or a push notification.

SMS

1Step 1Enter your message in the text box and click Continue to save it to the Quick Campaign.
2Step 2Click Insert Tag to add details with special tags, such as the voucher description and validity. Location Name and Voucher Description add the business name, the voucher description, and the validity period.
3Step 3After the content is saved, click Send Test SMS.
4Step 4Enter your phone number without the country code (+1), then click Send Test.

Notes about SMS

  • One SMS message, or segment, has a limit of 129 characters. If you go over 129 characters, the message counts as more than one SMS per customer. Quick Campaigns allow a maximum of 3 segments. Contact support or your account manager to increase the segment limit.
  • A character count appears at the bottom of the text box as you type.
  • Emoji count as more than one character, and they cause every character in the message to count as two instead of one.
  • "To unsub txt STOP" is added to the end of every SMS campaign. It does not count toward the 129-character limit.

MMS

A multimedia message (MMS) is a text message that contains an image. MMS is an option when SMS marketing guidelines restrict the items you can market, such as cannabis, tobacco, or CBD.

For the send steps, use Picture Messaging (MMS).

After an image is added, click Send Test MMS, enter a phone number, then click Send Test.

Notes about MMS

  • MMS is an add-on with separate pricing from SMS, and it is not enabled automatically. Contact your account manager or support to turn it on.
  • You can upload one image. An SMS can be sent with the MMS to include further details, when the account allows it.

Push notification

Push notifications appear in the mobile app for customers who have it installed.

1Step 1Enter your message in the text box and click Continue to save it to the Quick Campaign.
2Step 2Click Insert Tag to add details with special tags, such as the voucher description and validity.
3Step 3After the content is saved, click Send Test Notification.
4Step 4Enter the email address on your loyalty account, then click Send Test. After a few moments, the push notification appears on your mobile device.

Notes about push notifications

  • Push notifications are part of the TapMango branded app. They are a separate add-on and are not enabled automatically. Contact your account manager or support to turn them on.
  • Push notifications are unlimited.
  • A test does not appear in the Notifications tab in the mobile app. It only shows the push notification.
  • Push notifications are text only. For in-app promotions with images and text, see Promotion Badges.
  • Push notifications go only to customers who have your branded app installed and push notifications enabled. A customer can have push enabled in the app while their phone settings block it.

When to send

After the messages are created, schedule the release. You can send immediately or later.

Important: Schedule the campaign at least 15 minutes after you finish setup, so you can make a change or pause it if something comes up.
Important: For SMS, schedule the send between 8am and 9pm in the customer's local time. Sending outside those hours is discouraged and may expose you to liability. Quiet-hour rules vary by state.

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