What a campaign does
A campaign does three things at once for the customers you choose:
- changes how their loyalty card looks for a set period
- drops a message into their notifications, and optionally their email or wallet pass
- optionally attaches an offer they can redeem
You will find campaigns under Marketing.
The four steps
Pick the offer
An announcement, money off, a free item, or bonus stamps.
Write the message
A title and up to 300 characters. Optionally add a banner image.
Choose who and how
All customers or specific health segments, then the delivery channels.
Preview and send
See it as the customer will, then confirm. A sent campaign cannot be un-sent.
Once sent, a campaign can only be ended early or archived — never recalled. Only a campaign still waiting on a scheduled time can be cancelled.
Type: an announcement with no offer, money off, a free item, or bonus stamps. You can also make it visible on your public profile, and attach a promo code.
Details: a title and a message of up to 300 characters, plus an optional banner image. Choose whether it goes now or at a scheduled time, and when it ends.
Audience and delivery: everyone, or specific health segments. Then tick which channels to use.
Preview and send: see it as the customer will, then confirm.
Choosing who receives it
You can send to everyone, or to any combination of your customer health segments: regulars, returning, new, at risk and lost. Each shows a live count as you select it.
The Smart Suggestions strip above your campaign list is usually the faster route. It watches for groups worth contacting and pre-fills the audience for you:
- customers two stamps or fewer from a reward
- customers who have gone quiet
- customers you have lost
- customers who just joined
Choosing channels
Each channel behaves differently, and the differences matter:
In-app
- Adds a badge to the notification bell in the customer's StampClub
- Shows in their Deals list for 30 days after the campaign ends
- Does not buzz the phone — it is not a push notification
- Customers who turned off deal alerts can still redeem the offer
- A real email, sent from your business name
- Reaches at most 2,000 people per send
- Only goes to customers who have not opted out
- A bounce or spam report permanently stops future emails to that person
Digital wallet
- Updates the message on an Apple or Google wallet pass
- Trimmed to 180 characters
- Only appears when wallet passes are live on the platform
- Reaches only customers who added a pass
What happens after sending
A sent campaign cannot be recalled. You can only:
- end it early, which stops the offer and removes the card takeover
- archive it, once it has ended
Only a campaign still waiting on a scheduled time can be cancelled outright.
The message text is fixed once sent. If you spot a typo in a scheduled campaign, cancel it and build it again rather than trying to edit.
The card takeover
While a campaign runs, the customers you targeted see your custom header and text on their loyalty card. Two behaviours surprise people:
- the takeover disappears for a customer as soon as they collect a stamp or use a reward, because at that point they have already come in
- only one takeover shows at a time, and a campaign you sent by hand always outranks one from Autopilot
Measuring it
The campaign detail page shows how many customers were targeted and how many redeemed. Redemption rate is measured against the people you targeted, not against email opens.
Give a campaign the full length of its run before judging it. A week-long offer will look poor on day one.