Automate and optimize customer outreach with CleanCloud's Automated Marketing Campaigns. This feature allows you to target customers effectively and boost engagement with personalized communication.
🚀 Automated campaigns are available to Grow/Grow+ plan subscribers. Upgrade now to unlock this feature.
Creating a New Campaign
Go to Settings → Marketing → Automated Campaigns.
Click New Campaign to begin setting up.
Step 1: Configuration
Campaign Name: Provide a descriptive name for easy identification.
Send Using: Choose your communication method:
SMS
Email
Push Notification
Templated Email
Enabled: Toggle this switch to activate or deactivate the campaign.
Campaign Templates: Select pre-configured email templates (optional).
Step 2: Content
Message: Write the campaign message.
SMS: Monitor character count and credits (1 credit = 160 characters).
Email: Add a subject, title, message body, and optional call-to-action (e.g., “Schedule a Pickup”).
Push Notifications: Only targets customers with the app installed and push notifications enabled.
Step 3: Rules
Customize your campaign with specific rules:
Customer Attributes
Account Created Anniversary: Celebrate customer signup anniversaries.
Lifetime Order Count: Target based on total lifetime orders. Combine with other rules for re-engagement or loyalty campaigns.
Signed-Up Date: Filter by when customers signed up (e.g., "older than X days").
Route Number: Target customers on specific delivery routes.
Has Online Account: Focus on customers with online accounts.
Birthday: Send personalized birthday greetings.
Customer Group: Target specific customer groups.
Source Stores (for multi-store setups): Filter by the store where customers originally registered. Use the Unknown option to include customers without source data.
Order Attributes:
First Order Anniversary: Celebrate the anniversary of a customer's first order.
Order Count: Target based on the total number of orders.
Pickup & Delivery Order Count: Focus on pickup/delivery order frequency.
Order Count in Specific Product Section: Segment by product categories.
Total Order Spending: Target based on total customer spending.
Average Order Price: Segment customers by their average order value.
A/B Testing:
Odd/Even Customer IDs: Perform A/B testing by targeting customers with odd or even customer IDs.
Business Accounts and Affected Customers
Exclude Business Accounts: Ensure rules apply only to individual customers.
View Affected Customers: Click to see a list of customers impacted by the campaign rules.
Step 4: Schedule
Determine the timing and frequency of your campaign:
Set the sending schedule including specific days and times.
Define the minimum days between subsequent sends to the same customers to avoid overwhelming them.
Once all details are configured, click Submit to save and activate your campaign.
Manage Campaigns
To manage campaigns:
Go to Settings → Marketing.
View campaign details: Name, Type, Rules, Scheduler, Next Run, Affected Customers, Enabled Status, and Last Run Status.
Actions:
Edit: Click the pencil icon to update the campaign.
Pause: Edit the campaign and disable the Enabled toggle.
Delete: Click the trash bin icon to remove the campaign.
Message History
Customer CRM Messages: Automated campaign messages are stored in the Messages tab of the customer CRM. You can access these by searching for customers manually.
One-Shot vs. Automated Campaigns:
Automated campaigns run continuously and do not appear in Settings → Marketing → History.
One-shot campaigns are tracked separately in the History section.
🪄 Tip: For detailed steps on tracking notification history, refer to this help guide.
🛟 Need more help?
Explore our Help Center articles for answers. Contact us for further assistance.