Campaigns
      Back to home
      1. Vori Help Desk
      2. Back Office
      3. Campaigns

      How to activate & edit Campaign messages for Loyalty members

      This article explains how to set up and customize campaign messages to engage loyalty shoppers through automated and custom SMS messages.

      Introduction

      The Vori Campaigns tool allows stores to send pre-made or custom marketing text messages to their Loyalty customers. Messages can include attached coupons that recipients can redeem for discounts at the POS.

      ✏️ Note - For step-by-step instructions on how to create and edit Campaign coupons that are linked to Campaign messages, click here.

      Appendix

      • Activating and editing a Custom Campaign message
      • Additional Campaign notes

      Accessing the Campaigns page

      1. Log into Vori Back Office at dash.vori.com.
      2. On the lefthand menu of Back Office, select Loyalty & Marketing then Campaigns from the dropdown.

      Campaigns Explained

      This section explains the layout of the Campaigns page and how the different types of Campaigns work:

      Understanding the Campaigns page layout

      Activities within the Campaigns page are broken into three sections:

      1. Create message

      Use the Create message button at the top of the Campaigns page to begin creating a new custom Campaign message. Click here for directions on how to create a custom Campaign message.

      2. Automated Campaigns

      Activate and edit four pre-made campaign messages, each with its own set of rules determining when it will be sent to Loyalty customers. Campaigns may include attached coupons to help incentivize customers to return to the store.

      Click here for directions on how to active and edit an Automated Campaign message.

      3. Custom Messages

      Review and edit custom campaign messages that have been created, scheduled for texting, or already sent to Loyalty customers.

      Click here for directions on how to view and edit custom Campaign messages. 

      Explanations of Automated Campaigns

      Below are brief explanations of how the different Automated Campaigns work:

      • Welcome Message - Automatically sends a Loyalty customer a marketing text message with an optional promotional coupon attached when they first sign up for Loyalty.
      • Explore the store - Automatically sends personalized coupons to Loyalty members throughout the year, encouraging exploration of the store with minimum spend requirements that exceed their average basket size, thus incentivizing larger purchases. Vori’s marketing AI continually optimizes this campaign for a more effective rewards program.
      • Come Back –Automatically sends a marketing text message with a promotional coupon to Loyalty members after a specified inactivity period, which the store can configure, along with the coupon’s expiration date, providing a timely incentive for customers to return.
      • Anniversary – Automatically sends a marketing text message with a promotional coupon to Loyalty members on the anniversary of their sign-up date.

      Explanation of Custom Campaigns

      Custom Campaigns are SMS marketing text messages in which the following traits can be fully edited:

      • Message - The text message content sent to customers.
      • Send date - The scheduled delivery date of the message.

      ✏️ Note - Campaign messages are scheduled to be delivered between 8 AM and 10 AM, based on the local time zone of the store.

      • Image - An optional image that can be included with the message.

      ⚠️ Caution - Image size is limited 700 KB. If an image file larger that this size is attached to a Custom Campaign message, the message will not be sent.

      • Optional coupon - One of four optional coupon types can be added to the message and later redeemed by the recipient at the POS.

      Activating and editing an Automated Campaign message

      Automated Campaign messages are ready-to-use marketing text messages designed to be sent to Loyalty customers according to specific criteria.

      The following information can be found within this section:

      ✏️ Note - For directions on adding & editing coupons to an Automated Campaign, click here.

      How to quickly edit and activate an Automated Campaign

      Each Automated Campaign message comes with two buttons on the main Campaigns page:

      1. Activate toggle - Enable the Automated Campaign message to start being sent to customers that fall within its rule set.
      2. Edit button - Customize the attached coupon and message of the of the Automated Campaign.

      💡 Tip -  It is recommended to edit an Automated Campaign prior to activation. This step guarantees that any optional coupons are incorporated into the Campaign's SMS messages, and it also provides users the opportunity to review all other editable details of the Campaign before it is sent out.

      Guidelines for the SMS message of an Automated Campaign

      All Automated Campaigns include a pre-made SMS message that will be sent to the recipient. These messages can be edited and previewed before sending, but a few general guidelines should be followed:

      • Store name - The store name is automatically incorporated into all Automated Campaign messages. The placeholder will be replaced with the actual name of the store when the message is sent, as illustrated in the example below.
      • Compliance disclaimer - For a Loyalty member’s first Campaign message, whether from the automated Welcome Message or a customer Campaign, it is recommended to include the final sentence: Message & data rates apply. Text STOP to opt-out. This helps avoid being flagged as spam by mobile carrier networks.
      • Coupon details - When attaching a coupon to an Automated Campaign, details about the coupon are automatically included in the SMS message and don't need to be manually added.

      Activating and editing a Custom Campaign message

      Custom campaign messages are fully customizable marketing text messages that can be sent to Loyalty customers.

      Below are the shared traits that differentiate them from Automated Campaigns:

      • Image attachment: Images up to 700 KB may be added to Custom Campaign messages. 
      • One-time send: Custom Campaign messages are only sent once at the date and time they are scheduled.
      • No pre-made message: The message portion of a Custom Campaign does not come pre-filled, but stores may enter any marketing messages they like.
      • Optional coupons: Including a coupon is optional when sending Custom Campaign messages. This flexibility allows stores to use Custom Campaigns to effectively communicate important information such as holiday hours or upcoming sales to Loyalty customers, even without attaching a coupon.

      Video Overview

      Directions

      1. To create a custom message, tap onto Create Message in the top right hand corner. This will open the Custom Campaign editing page.
      2. On the Custom Campaign editing page, enter the following required information:
        1. Send Date & Time: Choose when messages are delivered to loyalty members.
        2. Name: Give the campaign a name for easy identification.
        3. SMS Message: Insert the message for customers into this section.
          1. Select Store Name to add to the store name into the SMS message.

        4. Add Image: Pictures can be uploaded from a computer or selected using the image search tool to add visual context. After an image is selected, options to preview or remove it will be available (maximum file size: 700 KB).

        5. Add Coupon: Optionally add a coupon the the message.
          1. Click here for directions on how to add and edit coupons to Campaign messages.
      3. When fini

       

       

      • Add Image: Pictures can be uploaded from a computer or selected using the image search tool to add visual context. After an image is selected, options to preview or remove it will be available (maximum file size: 700 KB).

        \

      • Add Coupon: Refer to the text below for instructions on how to Create a Coupon.

      • SMS preview: This preview includes the message and any content that was added.

      • Mobile # to send test message: A test message can be sent to any mobile number before the campaign is sent to all customers.

      ✏️ Note - Be sure to save the message before entering a mobile number

       

       

      Opting Back In

      If a customer has opted out of receiving SMS campaigns messages by texting STOP, they can opt back in by texting START to the same number.

      Additional Notes:

      • Opting out and opting in
      • Coupons are valid from 12:01 AM on the first day of the promotion through 11:59 PM on the final day.

      • The optimal time to send SMS messages is generally from 10 AM to 2 PM. Messages default to 12 PM but can be changed.

      • Carrier networks often impose quiet hours—typically from 8 PM to 8 AM—to prevent marketing messages from disrupting recipients during late or early hours.

      ✏️ Note - Automated Campaign messages can be modified after activation, with changes applying only to future messages and coupons. Messages or coupons already sent will remain unchanged.

      💡 Tip - Click the Store Name to automatically drop the store's name into an SMS message. The will be replaced with the store's actual name in SMS message once sent.