What You Will Learn in This Guide
How to enable StoreHub Engage in BackOffice.
How to send Automated SMS messages to customers.
Before You Begin
StoreHub Engage is a paid add-on for merchants on the Advanced or Pro plan. It is not available on the Starter plan.
Activating StoreHub Engage
1. At your BackOffice page, click the Engage title page in the menu on the left.
2. Then click Start Your 30 day FREE Trial.
3. Choose the type of campaign to set up:
'Welcome New Customers' (or 'Welcome New Members' if your store has Membership turned on)
'Cashback Reminder'
'Win Back Lost Customers'
'Birthday Promotion'
'Expiring Cashback Alert'
Note: 'Custom Campaign' is part of Engage, and its results show in 'Campaign Insights'. It lets you write a one-time SMS (also called an SMS blast) and send it to the customers you choose. It is not an automated campaign, so it has its own setup steps.
To send a one-time SMS, click 'Engage' in your BackOffice, go to the 'Custom Campaign' section, then click 'One-Time SMS Campaign'. For the full steps, read How to Send SMS to Customers.
To see 'Custom Campaign' results, click 'Engage', go to 'Campaign Insights', then scroll to the 'One-Time SMS Campaigns' section.
4. You will then be brought to the Set Up Campaign page.
Fill in the required information to set up your campaign:
'Brand Name': The name of your business/store
'SMS Content': The message you would like to send to your customers. The character limit for one SMS is 160 characters, or 70 characters if your message has emojis or characters from languages such as Chinese. Your brand name and any attributes you add count toward this limit. A longer message counts as 2 or more SMS and uses more SMS credits.
'Attributes': Automatically insert values such as a customer’s first name or remaining cashback amount, into the SMS content
'Target Customers': Criteria regarding customer info that the campaign will target: amount of cashback balance, last purchase date, and days before the birth date to send SMS.
'Schedule': Set the campaign start date (you can start on the same day, but you can't choose a past date) and what time the SMS is sent daily.
Note: SMS content for "Cashback Reminder" cannot be edited to optimise for best result.
For examples of how to write your SMS message, read this article here
5. If you are not ready to publish your campaign yet, click Save to keep a draft of your settings that you can return to later.
If you are ready to publish, click Save & Next to proceed to the Review & Publish page.
6. On the 'Review & Publish' page, check the estimated campaign reach for the first day and the estimated initial campaign cost. Only some campaign types show this estimate.
Note: The reach and cost estimate appears only for these campaign types, and only if you have never published the campaign before:
'Cashback Reminder'
'Win Back Lost Customers'
'Expiring Cashback Alert'
'Welcome New Customers' ('Welcome New Members' for Membership stores) and 'Birthday Promotion' do not show an estimate.
Note: Reach numbers and campaign costs on subsequent days will vary depending on your target audience.
7. Check that your campaign settings are correct, then click Publish.
Review the pop-up reminder and then click Confirm to publish your campaign.
Note: You can always edit the details of your campaign even after it has been published.