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How to create and schedule a campaign

Learn how to create and schedule campaigns in Treez Loyalty

Written by Darin
Updated yesterday

Overview

Treez Loyalty Campaigns allow operators to send targeted marketing messaging to customers immediately or schedule blasts for a future date. 7/10, Green Wednesday, or 4/20 right around the corner? Keep valuable customers in the loop with Treez Loyalty Campaigns.

Creating a Campaign in Treez Loyalty

  1. Click on "Campaigns"
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  2. From the dropdown menu, choose the "Campaign Blasts" option.
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  3. Click on "Create campaign."

  4. Input a name for the campaign.

  5. Choose the type of campaign to be run.

  6. Select or add tags for the campaign and click on "Continue."

  7. Choose the list or segment of customers this campaign will target.

  8. Click on "Next" after selecting the segments for the campaign.

  9. Enter a Subject line for your email message, the optional Preview text (optional), the Sender name, and email address.

  10. Choose an existing template or create a new one for the campaign.

  11. Click on "Use Template" to select the template for the campaign.

  12. Select the "Next" button.

  13. After reviewing everything, click on "Schedule or Send" to continue.

  14. Choose to "Schedule" or "Send now."

  15. If choosing "Send now," please click on "Send Campaign to send to the targeted customer segment.

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