Introduction to Marketing & Creating Automated Emails

Once your loyalty configurations are established, you can engage your community through the Marketing hub. This lesson outlines the core differences between your communication options, walks through customizing templates using your uploaded brand assets, and demonstrates how to embed dynamic vouchers and digital wallet passes.

Key Takeaways

• Understanding Your Marketing Categories: The marketing module is split into three core zones:

  • Campaigns: One-off, manual email broadcasts that are sent exactly once and do not repeat.

  • Automated Emails: Trigger-based messages that deploy continuously on an ongoing basis when specific customer actions occur.

  • Templates: Reusable layout designs that you perfect to your exact branding specs and save for future campaigns.

• Designing with Custom Typography: When formatting your email text, your custom-uploaded brand fonts (such as Geist or Jokker Bold) will appear mixed alphabetically alongside native Google fonts. You can seamlessly apply these to headings or paragraphs and adjust sizing to match your style guide.

• Embedding Vouchers to Secure Repeat Visits: Adding a dedicated reward to a welcome communication provides an immediate incentive for new users. By dragging a Voucher content block into the template and using the Actions > Vouchers menu, you can link a specific reward (like a €5 discount). Keeping the "new voucher" setting unchecked ensures the platform dynamically generates a unique code for every individual recipient, locking in that critical second purchase.

• Integrating Digital Wallet Passes: Providing an unmissable way for customers to save their digital loyalty credentials is vital. If the default Apple or Google Wallet download buttons are missing from your initial layouts, you can navigate to Content > Wallet Pass on the right side of the editor and drag the module directly into your email body.

• Deep Personalization and Meta Controls: You can maximize email open rates by setting custom preview text and utilizing the Tags menu to inject dynamic contact info (such as the recipient's first name) directly into the visible text or the email subject line. Before saving, you can select your active sender profile, assign the message to a functional or marketing subscription category, and toggle on Google Analytics tracking.

• Testing and Asset Exporting: To ensure cross-device consistency, you can toggle between desktop and mobile wireframe views or dispatch an actual test message directly to your inbox. If you create a layout you wish to repurpose across other automated flows, clicking Save as Template pushes the design directly into your permanent asset library.

Dashboard Checklist

1. Navigate to Marketing > Automated emails and click Edit email on your chosen layout.

2. Drag and drop your brand logo imagery and apply your custom typography from the typeface drop-down menu.

3. Pull the Wallet Pass block into your email template from the Content tab.

4. Go to Actions > Vouchers, pick your predefined discount reward, and drag the Voucher block into your email body to automatically output the unique redeemable codes.

5. Access the Settings and Information tabs to input your public subject line, assign a sender profile, craft your preview text, and include personalization tokens.

6. Check your mobile layout scaling, fire off a test message to your personal inbox, and hit Publish to make the email asset available for your live automation workflows.