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  1. Navigate to the Marketing Section

    • Go to the marketing section in your platform's dashboard.

    • Choose between SMS Marketing or Push Notification Marketing.

      • Tip: Use both for maximum customer engagement and order generation.

  2. Select Campaign Type

    • For this guide, we'll focus on SMS Marketing (the process is similar for push notifications).

    • Name your campaign (e.g., "Test").

  3. Access the AI Feature

    • Locate and click the "Create with AI" button.

  4. Choose an AI Model

    • Select between:

      • ChatGPT: More creative and flexible in its approach.

      • Claude: More formal and structured (better for professional audiences).

    • Choose based on your audience and marketing familiarity.

      • Example: Use ChatGPT if you're new to marketing for a creative boost.

  5. Define the Campaign Goal

    • Select one of four goals:

      • Promotional Offer: E.g., free delivery or a new deal with a restaurant.

      • Announcement: E.g., introducing a new restaurant partner.

      • Event Reminder: E.g., reminding customers of a weekly free delivery day.

      • Re-engagement: Target customers who haven’t ordered recently.

    • Example: Choose "Promotional Offer" for a free delivery deal.

  6. Specify the Target Audience

    • Options include:

      • All Customers

      • New Customers

      • Inactive Customers

      • VIP Customers

    • Example: Select "All Customers" for broad reach.

  7. Set Campaign Details

    • Write a clear instruction for the AI.

      • Example: "Promote a free delivery offer for all delivery orders over $40 on Wednesday."

    • Choose a tone:

      • Professional, Casual, Urgent, or Friendly.

      • Tip: Casual or Friendly tones work well for promotional campaigns to avoid seeming too formal or pushy.

    • Set a character limit:

      • 160 characters for a single text (very short).

      • 320 306 characters for two texts per customer (recommended starting point).Note: Messages over 306 characters may cost two credits per message sent.

  8. Incorporate Dynamic Parameters (Optional)

    • Add personalized fields like First Name, Last Name, or Email to tailor the message.

      • Example: "Structure a message using First Name and offer free delivery on orders over $40."

    • The AI will inject these fields (e.g., "Hey [First Name], great news! Enjoy free delivery...").

  9. Generate the Message

    • Click Generate Text to create the campaign message.

    • Review the output. Example:

      • "Hey there, enjoy free delivery on all orders over $40 this Wednesday! Treat yourself to your favorites without the extra charge. Order now! Reply STOP to opt out."

    • Note: The generated text is for preview only; it won’t send until you confirm.

  10. Refine and Test

    • Adjust the message, tone, or character limit if needed.

    • Use Contact Search Criteria to target specific customers.

      • Example: Target users who ordered via the app for higher re-engagement rates.

    • Send a test message to yourself to ensure it looks correct.

  11. Launch the Campaign

    • Once satisfied, proceed to send the campaign to your selected audience.

    • Monitor performance and gather feedback to optimize future campaigns.

  12. Apply to Push Notifications

    • Repeat the same steps for Push Notification Marketing if desired.

  13. Seek Support

    • If you have questions or need help, contact the platform’s support team.

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