Getting Started with Local Store Marketing (LSM)

Local Store Marketing (LSM) campaign features allow brands to have control over the offer and text message campaigns scheduled by their Franchisees. It’s also a great way to provide Franchisees with Templates they can easily select from to run campaigns.

Templates

With Templates, an Admin or Marketing Manager user level can predefine the offer details and an associated text message for use by Franchise users with Marketing permissions. Franchise users can use a template, complete their promotion or store specific details, and schedule at any future time within 45 days as long as it doesn’t land on a blackout date.

You can set a users schedule limits per day, week, or month to prevent too many text messages from being targeted to Members at a time.

Blackout Dates

Blackout dates allow brands to limit the days at which template campaigns are scheduled. These are managed by the Admin and Marketing Manager users only.

User-Level Billing

Sending text messages have their per message cost and can be set to be billed to Corporate or to the User. When set to bill the user, a Franchise with marketing permissions will be required to provide valid payment on their account to enable text message campaigns. Please see Billing a Single User for more information.

Things to know

• LSM features — SMS templates, blackout dates and send limits — is an Enterprise plan add-on. To enable LSM in your Dashboard, please contact your Spendgo Customer Success Manager.

• To update the number of days in advance a user can schedule a campaign from a template (e.g. you want to limit user from creating a campaign more than 45 days out), please contact your Spendgo Customer Success Manager.

• For user-level billing accounts, new campaigns cannot be scheduled until a valid payment is set and a plan has been paid for on a single-user’s account. At any point, the billing information is not up to date, any existing text message campaigns scheduled in the future will be put on pause until their payment is resolved. If the start date of the text message campaign passes before payment resolution, the campaign is cancelled and will not run. Please see Billing a Single User for more information.

• Templates that include both an offer and a text message action will appear as 2 separate campaigns — an offer and sms type — when used to schedule a campaign. The template itself will be a combined user experience for ease of use and setup.

Getting Started

1. Contact your Spendgo Customer Success Manager to configure your Dashboard for LSM.

2. Create a template.

3. Create a blackout date

4. Import users to include their SMS schedule limits in Settings / Users.

5. Share access to your users and the steps to Use a Template.

Use a Template

1. Within the Spendgo Dashboard, navigate to Campaigns / Templates, identify which template you want to use, the

2. Click “Use Template” in the row of the template you want to use.

3. Follow the on-screen steps. Depending on the campaign settings, the requested entry fields will vary.

   1. For a text messages

      Enter appropriate text to replace the variables, indicated by double curly brackets (e.g. {{day}}) See in the example, the template with variable placeholders, and the same template below with the variables filled out. The user must enter the text to replace the variable(s) or the curly bracket placeholder will be sent out. Character count and message segments may vary based on variable entries.

      Example Template:
      Stop by Juice Bar - {{location}} on {{day}} to try our new holiday flavors! While supplies last. Text STOP to cancel, HELP for help. Msg&DataRatesMayApply.

      Example message send with variables filled out:
      Stop by Juice Bar - 123 Avenue on Tuesday to try our new holiday flavors! While supplies last. Text STOP to cancel, HELP for help. Msg&DataRatesMayApply.

      Note: if there were no variables in the message, this step can be skipped.

   2. For offers
      The possible fields you may be asked to enter are:
      • Discount code (optional) - the promotion code that maps the offer discount to your POS discounts.
      • Limit timeframe (optional) - time of day in the week the offer should be available. Applies to 2x points and 3x points offers only.
      • Offer expiration - define when the offer should expire — no expiration, on a fixed date, days after earned, hours after earned (up to 24 hrs), or days after first presented to member in a display.

4. Select the Members whose favorite store you would like to target with the message. You will only be able to select from stores you have access to.

5. Give your campaign a unique name.

6. Schedule the campaign and click Save.
   You may not schedule on a blackout window, blackout dates will be greyed out in the calendar. If you have reached the maximum number of SMS campaigns that can be scheduled within a day or week period, an error will ask you to update your schedule send time. If your payment is not up to date, you will not be able to schedule a new campaign until payment is resolved.