How to send a campaign to customers

Send one announcement or offer by email, push notification, or text. You can also let Tapi write the messages.

The numbers in the pictures are from a sample account.

What you want to send

What do you want to send? Pick one.

Offer

Next stays off until you pick a voucher.

• Create a new voucher saves the campaign as a draft and opens the voucher editor. The first screen asks for Loyalty, Marketing, or Promo Code. Cancel returns to this window.
• Or choose an existing voucher lists vouchers you already created. Each row shows the voucher name and number.

Select Next.

Who gets it

Who do you want to reach? The campaign starts on All locations and All customer groups. The window shows how many customers match, and how many can be reached by push, email, and SMS. Those counts follow the locations and groups you pick.

To send to fewer people, select Edit. Each list has a search box, an All row, and a checkbox for each location or group. Select Done when you are finished, then Next.

How to reach them

Pick Email, Push, SMS, or MMS. Next stays off until at least one channel is added.

The first channel is Primary. Each channel after that is a Fallback. TapMango tries Primary first. If a customer cannot be reached that way, it tries the next fallback. Each customer gets the message once, on the first channel that works.

With two or more channels, drag a row to change the order, or select x to remove one. Each row shows how many customers that channel can reach. In this picture MMS is off because SMS is already selected. Only one of those can be used. MMS is only an option if picture messaging is on your plan.

Turn on Send on all channels when customers should get the message on every channel they can receive. The list becomes Selected Channels, and the Primary and Fallback labels go away.

Select Next.

Write the messages

Choose Let Tapi write it or Write it myself.

Let Tapi write it

Generate stays off until the box has text. Select Write it myself instead to leave the prompt.

Tapi writes a message for each channel you picked. A message Tapi wrote shows Written by AI. Read it and change anything before you send. Clearing that text removes the badge.

The channels you picked are listed under the step. Select Next channel to move on. On the last channel the button is Continue. The Campaign name is shared and starts as New Campaign.

Email

Enter the Subject and the Message. The phone preview updates as you type.

• Edit design opens the email designer.
• Send a test email sends a copy to an address you enter. A test does not send the campaign.

Push

Past 178 characters, a push may be cut off on a lock screen. You can still send a longer message. The counter under the message shows how many you have used.

Send a test push uses an email address on a loyalty account that can receive push notifications.

SMS

The counter includes To unsub txt STOP and shows the segment, up to 3. The preview adds that line. Send a test SMS uses a phone number.

Tags and Rewrite

Tag on any message inserts a detail that fills in for each customer:

• Company Name
• Location Name
• Customer Name
• Customer Profile Link
• Friend Referral Link
• Friend Referral Location Link(s)
• Points Balance
• Lifetime Points
• Wallet Balance
• Assigned Points
• Voucher Description
• Voucher Number
• Instant Deal Link
• Net Promoter Survey

Rewrite opens Help me write. When the message already has text, pick Friendly, Urgent, Professional, or Shorten. When the message is empty, describe what you want and select Generate. Insert uses the suggestion. Close the panel to keep your text.

When it sends

When should your campaign send? Nothing is selected at first. Review stays off until you pick one.

Select Review.

Review and launch

Check the name, the type, when it sends, who it goes to, and any account notes. You can still change the name here. Each channel is a card. Between a channel and its fallback, the summary says If not reached.

• Now ends with Launch Campaign. That sends the campaign.
• Later ends with Schedule Campaign.
• Save draft & exit keeps your work and returns to Campaigns. The campaign shows as Draft.

If you close the window with unsaved changes, choose Keep editing, Save draft & exit, or Leave without saving. Leaving without saving keeps the last saved draft.