Email & SMS campaigns and automations

Marketing lives under Marketing → Campaigns for one-off sends and Marketing → Automation for messages that should fire by themselves.

Before you send anything

Configure a sending channel under Settings → General → Communications — an email provider (SMTP, SendGrid, Mailgun, or SMTP2GO) and, for texts, an SMS provider (Twilio, Vonage, or Sinch). WhatsApp Business is available on the higher plans. Messages will not send until a provider is configured, and delivery is logged so you can see what happened.

Sending a campaign

Pick an audience — everyone, a customer group, or a behavioural segment — write the message, preview it, and send. Email supports full HTML; SMS is plain text, so keep it short and always say who it is from.

Automation flows

Automations send on a trigger rather than a schedule. Common ones worth turning on early:

• Welcome message when a customer first signs up.
• Win-back after a period of no purchases.
• Birthday or anniversary offer.
• Post-purchase thank-you with a feedback request.

Transactional messages are separate

Receipts, order confirmations, appointment reminders, and invoice reminders are transactional and send regardless of marketing preferences. Their wording is edited under Settings → General → Email Templates.

Consent and unsubscribes

Only market to customers who have agreed to it, honour unsubscribes immediately, and keep marketing separate from transactional messages. This is a legal requirement in most markets, not just good manners.

Watching your usage

Email and SMS volumes count against your plan. Settings → Billing & Plan → Usage shows the month's sends, deliveries, and failures, so a campaign never quietly runs into a limit.

Note: your business can rename menu items (Settings → POS Configuration → Menu Labels), so the names in your menu may differ from those shown here.