Marketing automation offered by UpMenu is primarily a tool that will help you build relationships with your customers. By automating activities such as sending messages after creating an account, placing an order or encouraging you to submit more, you will save time and ensure better contact with each customer.


Communication to customers who haven't ordered in a while

One of the most popular types of marketing automation in UpMenu is a reminder sent to customers who have not placed orders for some time.

  1. Go to "Marketing" → "Marketing automation" → "Start automation".
  2. Specify the event for which you want to automate marketing → "If the customer has not ordered for some time".
  3. Choose the type of communication - Email / SMS or both.
  4. Enter the number of days since customer's last order to specify the time to send the message.
  5. Enter the details of the message - make sure that the information contained therein inspires trust and attracts the customer's attention.
  6. Accept the terms of service.
  7. Enable the "Active" option.
  8. Save.

Communication to customers who have already ordered several times

Take care of customers who have already ordered several times by sending them a message encouraging them to buy again.

  1. Go to "Marketing" → "Marketing automation" → "New automation".
  2. Specify the event for which you want to automate marketing → "If the customer has already ordered a certain number of times".
  3. Choose the type of communication - Email / SMS or both.
  4. Enter the number of orders the customer must have made.
  5. Enter the details of the message - make sure that the information contained therein inspires trust and attracts the customer's attention.
  6. Accept the terms of service.
  7. Enable the "Active" option.
  8. Save.

Communication to customers regarding individual events

In UpMenu, you can set up automatic messages for each individual event without specifying specific parameters, e.g. after creating an account, placing an order or rating by the customer.

  1. Go to "Marketing" → "Marketing automation" → "New automation".
  2. Specify the event for which you want to automate marketing → "If the customer created an account".
  3. Choose the type of communication - Email / SMS or both.
  4. Enter the details of the message - make sure that the information contained therein inspires trust and attracts the customer's attention.
  5. Accept the terms of service.
  6. Enable the "Active" option.
  7. Save.

Tip

  • When choosing SMS communication, enter the sender's name, which will be displayed to customers instead of the phone number and will be associated with your premises, e.g. the name of the restaurant.
  • If you run a restaurant in USA, your phone number (registered and provided at the beginning of cooperation with UpMenu) is saved in the system and it is not possible to edit it while sending.
  • Costs for sent email and / or SMS messages will be added to the subscription at the end of the given billing period.
  • If you run a restaurant chain - choose a place to which costs for unassigned customers should be added.







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