1. Navigate to the Campaigns Page
Open the OneShop app and go to the Campaigns page on the menu bar.
Select Create Broadcast to start a new message campaign.
2. Audience Scope
Admins: Broadcast messages can be sent to all subscribers at a store or company level.
Associates: Can send broadcasts to their specific clientele, if applicable.
Subscriber Definition: A subscriber is any customer who has opted in via text or email.
3. Set Subscriber Options
Total Subscribers: At the top, you’ll see the total subscriber count, segmented by text and email opt-ins.
Toggle Between Lists:
Text (e.g., 143 subscribers)
Email (e.g., 1309 subscribers)
Prioritize Communication Type: By default, text is prioritized over email when both are available.
4. Filter Subscribers (Optional)
Filtering Options: Customize your audience by filtering based on:
Customer names, phone or email status.
Purchase history (e.g., within a specific date range).
Brand, color, or size preferences.
Loyalty points or visit frequency.
Confirming Filters: Click Confirm to apply filters. The top number will recalculate based on the filtered list.
5. Estimate Text Credits
At the bottom, OneShop will display the estimated credits required for the broadcast.
If you run low on credits, contact your OneShop representative to purchase more.
6. Create the Broadcast Message
Title: Add a descriptive title, e.g., VIP Outreach.
Template: Select a preset template or design a custom message.
Avoid Over-Contacting: By default, clients contacted in the last 24 hours are excluded from receiving the message. Toggle this option on to include them if needed (e.g., for multiple broadcasts in a day).
7. Choose Sender Information
Sender Name: Choose a sender name, visible to the customer (e.g., "OneShop").
Sender Email: Use an authenticated email for responses (ensure it is active and monitored).
8. Add Loyalty Bonuses or Promotions
Eligibility: Set criteria, such as clients who spent over $5,000.
Bonus Types:
Dollar Discount: E.g., $20 off.
Custom Reward: Options include percentage discounts or “Buy One, Get One Free.”
Bonus Duration: Set a valid date range for the bonus (e.g., valid for one week).
9. Compose the Broadcast Message
Message Format: Choose between:
Plain Text: Simple, email-style message.
Designed Email: Custom design with logos, colors, and styles.
Saving: Save drafts periodically to avoid data loss.
10. Testing the Broadcast
Send Test: Test the message by entering email addresses or phone numbers to send previews to yourself or team members.
Verify Appearance: Check that the message displays as intended before sending.
11. Schedule or Send the Broadcast
Send Now: Click Send Broadcast to send immediately.
Schedule for Later: Select a future date and time for the broadcast.
Confirmation: After scheduling, the broadcast moves to “scheduled mode” and will automatically send at the chosen time.
12. Clone Broadcasts
To reuse a successful broadcast (e.g., for recurring VIP promotions), use the Clone feature.
Dynamic Filtering: Cloning maintains both the message content and the filter criteria, which updates dynamically (e.g., automatically including new VIPs).
13. View Broadcast History and Performance
In the Sent Messages section, review broadcast performance, including:
Open Rates: For email.
Total Messages Sent: For text and email combined.
Sales Generated: Revenue driven within a 14-day period post-broadcast.
Tip: Cloning can also be done from the history view to replicate and modify previous broadcasts easily.
This guide covers essential steps for sending targeted broadcasts in OneShop, allowing for effective customer engagement through segmented communication.