Push Marketing- Reach the Right Customers with Powerful Messaging
****Follow these steps if you would like to send a mass email/app/SMS (if enabled) message or an announcement to a group of your customers all at once. This feature is best used for weekly notifications to your customers as a whole.
Go to your RunLoyal staff portal on a Google Chrome browser. **All settings-related items must be updated while on a desktop or laptop.
1. Enable push notifications - Go to Settings >> Business Setup >> Click on Notification Preferences
2. Select notification preferences - Make sure there is a check mark on App, Email, and/or SMS (add-on feature required, it will be grey if you do not have the text messaging feature on your portal) before sending a push marketing message. Select update to finalize.
****You can select one notification preference or all-three, but keep in mind that the customer will receive multiple notifications at once if you choose all three preferences.
Filtering Your Pet Owners to send message
3. Navigate to "Push Marketing"
4. Click on "New Campaign"
5. Click on Add Filter: Choose the criteria to define your Pet owner list.
6. Choose Filter: Select from options such as Pet Type, Vaccination Status, Birthday, Spend Amount, or Sign Up Date. You can apply multiple filters to refine your Pet Owners.
****You can also leave blank if no additional filters are needed.
7. Click on "Next" to finalize your filter suggestions.
Selecting Services and Additional Filters
8. Choose any secondary filters from this list as well: Narrow down Pet Owners further by using filters based on Service Category, Service, Membership Type, Package Type, Appointment Status, Appointment Date, Count, or Date Range **Leave blank and select next if not needed.
9. Click on "Next" to finalize your filter options.
Selecting Pet Owners
10. Select all filtered users: Send the campaign message to everyone who qualifies based on the applied filters by marking the associated checkbox.
***You can also manually remove/uncheck any pet owners that you would like to individually remove from your campaign list as well on this screen.
11. Or Select pet owners individually: Opt for a more personalized approach by choosing individual recipients from the filtered list.
12. Click on "Next" to finalize.
Crafting Your Message
13. Type "Campaign Name" and "Campaign Message"- Specify the name of your campaign and the messaging you would like to deliver.
14. You can also personalize the pet owner name and your business name in the campaign message. Personalize your message by using {businessName} and {petOwnerName} to dynamically insert your business name and each pet owner's name for a personal touch.
15. Click on Verify: Ensure your message and targeting are accurate before proceeding.
***You cannot make any further edits after selecting verify and finalizing.
Sending and Activating Your Campaign
16. Checkmark/select the three conditions in order to send. Confirm that you agree to the terms and conditions before sending.
17. Click on Create Campaign: Launch your campaign to finalize. This will automatically create a draft campaign that you can preview once more prior to sending.
18. Click on Activate : Activate the campaign to send the message to your targeted audience.
19. Click on Activate once more to acknowledge and initiate the actual sending process. **SMS acknowledgement only apply if SMS is enabled, otherwise your push marketing message will only be sent through app and/or email based on your notification preferences.
****Campaigns are then added to a messaging queue and sent within 30 minutes.
20. Your message will now show as "sent".
