Overview
Automated Marketing Campaigns is a new feature that helps you stay connected with your customers and bring them back automatically.
You can set up email campaigns that are sent out based on customer actions or special dates, like their birthday or last visit.
It’s easy to use and saves you time while keeping your customers engaged with your business.
Key Benefits
Get Customers to Come Back: Reach out to those who haven’t visited in a while.
Build Stronger Relationships: Send automatic welcome messages, birthday greetings, and special deals.
Save Time: Set it up once, and the system sends emails for you.
Keep More Customers, Spend Less: It’s much cheaper to keep existing customers than find new ones.
Available Campaign Types
Birthday Campaigns – Send special offers ahead of customers’ birthdays.
‘We Miss You’ Campaigns – Reconnect with customers who haven't purchased recently.
Welcome New Customers – Greet first-time buyers with a warm, timely email.
Reward Top Spenders – Celebrate and reward your highest-value customers.
Points Expiry Reminders – Notify customers about expiring Treats points.
How to Get Started with Automated Marketing Campaigns
If You're Already Using CRM
Qashier merchants with CRM enabled in at least one store already have access.
You can go ahead and start creating your campaigns through QashierHQ.
If You're Not Using CRM Yet
You can request access to the Automated Marketing Campaigns feature in two ways:
Method 1: Through QashierHQ
Log in to QashierHQ.
On the homepage, scroll down and click on “Automated Marketing.”
Click the “I’m Interested!” button.
4. Click “Confirm” to complete your application for the feature.
Your request will go to the local Qashier team.
Method 2: Through Support
Go to our Support Page.
Contact your local support team and let them know you're interested in using Automated Marketing Campaigns.
How to Set Up an Automated Marketing Campaign
Step 1: Choose Your Campaign
Go to QashierHQ, click “Automated Marketing”.
Select the campaign type you want (e.g. Birthday, We Miss You) and click “Next.”
⚠️ You can only run one campaign of the same type at a time.
Step 2: Set the Rules & Design the Email
Campaign Rules
Set how the campaign works based on the type:
Birthday – Choose how many days before the birthday month to send the email.
We Miss You – Set how many days since the customer’s last purchase.
Welcome New Customers – No settings needed.
Top Spenders – Set how much they need to spend to qualify.
Points Expiry – Set how many days before points expire.
Design the Email
Sender Email – Enter the email your customers will see.
Email Template – Choose from 3 designs and select the language.
Email Body – Review or edit the message, then click “Next.”
Step 3: Set Up Discounts (If Needed)
Only for Birthday, We Miss You, and Top Spenders campaigns.
Apply To – Choose who gets the discount.
Validity Period – Set how many days the discount is valid after sending.
Discount Type – Choose percentage (%) or fixed amount.
Only “Total Bill” discounts are supported — not product-specific.
Step 4: Preview & Publish
Campaign Name – For internal use (customers won’t see it).
Email Preview – See what the email looks like.
Campaign Summary – View settings, reach, and who will get it.
Click “Publish” to launch your campaign!
Using in POS
When a customer wants to redeem their discount, the merchant will process the transaction as usual and select the created discount in POS.
The discount campaign is automatically configured in the POS during setup.
2. The POS will prompt you to select the customer. Once selected, proceed with the usual payment transaction.
A message will appear if a non-eligible customer attempts to redeem a discount:
Customer Not Eligible
Customer Already Redeemed
Not the Customer's Birthday Month
Discount Validity Expired