Settings
Create, Preview, Test, Send and Schedule Customer Campaigns
Campaigns send approved messages to an audience selected from customer and loyalty data. Preview and dry run are mandatory operational checks before a real send or schedule.
- Menu path
- Manage -> Marketing -> Campaigns
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
Live Posnic demo reviewed 2026-09-04, frontend/modules/settings_write.html Campaigns tab, frontend/static/script/js/modules/js/campaigns.js, Messaging integration settings
Prepare Before Composing
- Enable Marketing and configure the required SMS or WhatsApp provider under Manage -> Messaging.
- Clean customer phone numbers, categories and opt-out records before selecting an audience.
- Agree the purpose, audience, message, delivery time and approver outside the send screen.
- Use a test branch or dry run when learning; do not use a live send as a preview.
Choose the Audience
| Audience | Who it targets | Typical use |
|---|---|---|
| All customers | Every eligible customer with a usable phone and no channel opt-out. | General shop notice. |
| Loyalty tier | Customers currently in the selected tier. | Gold-member benefit. |
| Minimum points | Customers at or above a point threshold. | Reward reminder. |
| Lapsed customers | Customers without a recent visit for the chosen days. | Win-back message. |
| Customer category | Customers assigned to a named category. | Wholesale or VIP update. |
Create and Preview a Campaign
- Open Manage -> Marketing -> Campaigns and click New campaign.
- Enter a clear internal Name.
- Choose WhatsApp or SMS.
- Choose the Audience and complete its tier, points, lapsed-days or category condition.
- Write the message. Insert name, points or tier merge fields only when the selected audience has reliable data.
- Click Preview reach and inspect the expected recipients before saving or sending.
- Correct customer data or audience rules when the preview is unexpectedly broad, narrow or empty.
Test, Draft, Send or Schedule
| Action | What it does | Use it when |
|---|---|---|
| Test (dry run) | Runs delivery checks without dispatching messages. | Every campaign before approval. |
| Save draft | Keeps the campaign without sending. | Copy or audience still needs approval. |
| Send | Saves and begins a real send after confirmation. | Approval and dry run are complete. |
| Schedule | Saves delivery for the selected date and time. | The offer starts later or delivery timing matters. |
Read the Delivery Result
After a dry run or real send, Posnic reports sent, failed and skipped totals. Skipped recipients can include customers who opted out, lack a phone number or were already processed for that campaign. Failed recipients need provider or data investigation; they should not trigger an immediate blind resend.
- Compare result totals with Preview reach.
- Review Messaging credentials and provider status when failures rise.
- Correct invalid customer numbers at the customer record, not only in an external list.
- Keep the campaign record as the audit trail for message, audience, status and timing.
Campaign Safety Checklist
- Audience was previewed.
- Dry run completed without unexpected recipients.
- Message, offer dates and links were approved.
- Opt-outs and local messaging rules are respected.
- Scheduled time uses the intended branch time zone.
- A named operator will review sent, failed and skipped counts.