The basic work flow for SMS Marketing is:



1. Set up one of the following offer types listed under the marketing tab:

  • Sign Up Offer
  • Top Customer Offer
  • or one of the other listed offer types...
We recommend getting started with a Sign Up Offer as that is simple to setup and try out.

2. As you take orders in the Register application, you will see the SMS Marketing button which will allow you to create new customer or lookup existing customers.  Use this popup in the register to create and find your customers.



3. If the customer has allowed marketing then we will send a opt-in SMS message to that number and once your customer confirms the opt-in then they will start getting offers from you.



4. The customer will then receive SMS messages which will have the offer which you have setup earlier.  When your customer brings that offer in the next time that they visit, you can then scan the offer by clicking the "Scan QR Code" button.  It will then apply a discount to the customers order.