Use Marketing to bring customers back with emails, texts and push notifications. Go to More > Marketing.
The Marketing page has these tabs: Automated Flows, Scheduled Messages, Email, SMS, Push, History, Email Templates and Marketing Groups.
How to send a one-off message
Select the Email, SMS or Push tab.
Write your message:
Email: enter a Subject, Title and Message.
SMS: enter the SMS Message. The counter shows how many credits each message uses.
Push: enter a Notification Title and Push Message.
Add %CUSTOMER_NAME% or %REFERRAL_CODE% to personalize it. The preview updates as you type.
For email, select a Call to Action Button from the dropdown, such as Create Order, Use Promo, Add Repeat Pickup or Review Request.
Choose who gets it under Target Audience (see below).
Exclude Business Accounts: toggle on to leave business customers out.
Select Send a Test to check it, then select Send Email, Send SMS or Send Push.
Important: Messages go out as soon as you select send. Check the number of matching customers first.
Choose your target audience
Select Add Rule, then select a rule from the dropdown. You can combine rules. CleanCloud shows how many customers match. Select View customers to check them.
Customer Attributes: account age, signup date, route, online account, repeat pickup, subscription, birthday, customer group, store and whether they've left a review.
Order Attributes: first order anniversary, order count (total, in store, pickup and delivery or by section), total spending and average order value.
A/B Testing: odd or even customer IDs, to compare two versions.
To message a set group of customers, create a group on the Marketing Groups tab and use the Customer Group rule.
Scheduled Messages
Scheduled messages send on a schedule, such as a Happy Birthday message on each customer's birthday.
On the Scheduled Messages tab, select New.
Configuration: enter a Name, choose Send using SMS, Email or Push, and set the Status.
Content: write the message.
Rules: choose who gets it.
Schedule: choose when it sends.
Select Save.
The list shows each message's rules, schedule, next run and how many customers it reached.
Automated Flows
An automated flow is a series of messages that starts when something happens, such as a customer creating an account.
Trigger: the event that starts the flow, for example Customer Account Created.
Message: an email the customer gets at that point.
Wait: how long to wait before the next step, for example 3 days.
Condition: splits the flow into Yes and No paths, for example whether the customer has ordered yet.
Select Edit Configuration on a step to change it, and select + to add a step. Changes save automatically. Toggle on the switch at the top to make the flow active.
Your store comes with a ready-made Customer Welcome Journey: First 30 Days flow. Review the messages, then toggle it on.
History and Email Templates
History: every marketing message sent, with the channel, recipients and date.
Email Templates: save email designs to reuse. Select New Template.
Common questions
Can customers unsubscribe from emails?
Can customers unsubscribe from emails?
Yes. Marketing emails include an Unsubscribe link.
Can I send marketing on WhatsApp?
Can I send marketing on WhatsApp?
No. Meta only allows order updates and replies on WhatsApp.
Who can send marketing messages?
Who can send marketing messages?
Users with the Manage Marketing permission.