Market to Customers — Create a custom message to send to all customers, or to a select category of customers, letting them know about upcoming events and special menu offerings.
Customer Receipts as Email Messages — Create a custom receipt to send to customers, in lieu of a printed receipt, using an email message.
Welcome Email Messages — Create a custom email message to welcome new customers. The system automatically sends the message to a new customer as soon as you add their email address to your customer database.
Miss You Email Messages — Create a custom email message to send to customers who have not recently visited your restaurant. You establish the number of days between visits at which to send the message.
Email Tips and Tools — Access the tips and tools provided by Back Office to assist you in creating powerful, appealing email messages, and to track the effectiveness of your email campaign. This includes templates, an email designer, social sharing links, and more.
Each email message type uses a designer tool to assist you in creating the message. Although all types share basic similarity, each contains settings specific to that message type. Each email message type can contain up to three sections: image, text, and offer. If you do not configure a section, it does not appear in your email message.
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Note: The Receipt email message type only contains an image and offer section for you to design.
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Creating a Marketing Email Message
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In Back Office, select CUSTOMERS > EMAIL MARKETING.
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Click the email marketing message you wish to create. You can select from Market to Customers, Send Receipts via Email, Thank New Customers (Welcome), and Bring Customers Back (Miss You).
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Use the default template, or click Start New Email to choose another template for your email message.
If you click Start New Email, the Select Template screen appears. Click the template you want to use and then click Select. The Change Template prompt appears with three options. Click Discard to discard the current email content, click Copy to copy the subject and text to the new email message, or click Cancel to return to the previous email template.
If after selecting a new template, you wish to revert to the previous template, click Discard Changes.
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Click Click here to add image. The Edit Image screen appears.
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Click Browse. The Choose File to Upload screen appears.
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Navigate to the image file location, select the image file, and click Open. The system returns to the Edit Image screen.
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Click Upload. The system uploads your image to the email template. A Success prompt appears.
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Click OK.
Hover over the image frame and click 
in the top right corner to edit the image settings, the placement of the image within the message, or remove the image from the message.
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Click Click here to insert text. The Edit Text screen appears.
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Type your email message and click OK.
You can use the editing toolbar to adjust the font type and size, the layout of the text, and much more.
Hover over the text frame and click in the top right corner to return to the Edit Text screen, edit the placement of the text within the message, or remove the text from the message.
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Click Click here to add offer. The Offer Setup screen appears.
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Select an existing discount to use or select ADD NEW from the drop-down list.
If you select ADD NEW, it is necessary to type a name for the discount offer. The name does not appear in the email message.
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Note: If you use an existing discount offer, you will not be able to accurately track the redemptions from the email offer.
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Type a description for the offer. The description appears in the email message.
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Select a discount type from the drop-down list.
If you select Amount or Percent, it is necessary to enter the percentage or amount of the discount.
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Select either Item or Ticket, to specify the level at which to apply the discount.
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Type the minimum amount required to apply the discount.
Leave the amount as $0.00, if a minimum purchase amount is not required to apply the discount.
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Accept the default disclaimer information, or type your own disclaimer information for the offer.
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Click Save Changes. The system returns to the email designer.
Hover over the offer frame and click in the top right corner to return to the Offer Setup screen, edit the placement of the offer within the message, or remove the offer from the message.
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Click Save Changes.
Previewing Your Email Message
At any point during the creation of your message, click Preview to display your email message.
Using Spam Check
Back Office contains a utility that calculates the likelihood a spam checker may capture your email marketing message. Click Spam Check after creating your email message to determine which, if any, spam triggers exist in your email message.
If the spam check score is Low, you can proceed to send your email message.
If the spam check score is Medium, the utility identifies the triggers that could classify your email message as spam. You can proceed to sending your message; however, the chance exists that your customer may not receive your email message. Review your email message and modify where necessary.
If the spam check score is High, the utility identifies the triggers which classify your email message as spam. The system will not send your email message as long as the spam score remains High. Review the triggers identified by the utility, modify your email message, and run Spam Check again.
Sending a Test Email Message
Prior to sending your email message to your customers, you can send a test email message to a maximum of five email addresses. Use Test Email to verify the formatting of your email message on different email clients.
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At the email designer, click Test Email. A Send Test Email screen appears.
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Enter up to five email addresses, each separated by a comma.
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Click Send Test. The Email Queued prompt appears.
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Click OK. The system sends your email message.
