Available customer groups
You can start from groups such as:- Orders on a date or in a week
- Non-closed orders on a date or in a week
- Active subscription customers
- Completed manual-order customers without an active subscription
- Active customers
- All customers
1
Create a message
Open Messages and select Create message.
2
Choose channel and customer group
Select email, SMS, or both, then choose the starting audience and required date or week.
3
Review affected customers
Inspect every matched customer. Exclude individual customers when the message should not reach them.
4
Write the content
Enter a subject for email and plain message text. Type @ to insert supported customer variables.
5
Send a test
Choose a representative sample customer and send the rendered message to a controlled email address or phone number.
6
Confirm the dispatch
Review the included count and the customers that lack a valid contact for the selected channel, then select Send message.
7
Review delivery counts
Return to Messages to review the batch status and email and SMS delivery totals.