You’ll be able to access individual guest profiles via the Guest Search page. This profile gives you access to a wide array of information, such as demographic data, how much they’ve spent, their communication activity, and more. You’ll be able to navigate through different tabs of a guest profile. You…
Essential Portal makes it easy to search for individual guests. Just follow the steps below. 1 Finding the Guest Search Section Click on the Guest Search tab on the left-hand navigation bar. 2 Enter Guest Information You will be able to search for individual guests by their card number, first…
Segments help you to target certain types of guests based on certain characteristics. Note that your access to available segments will vary based on your package. This article will help you learn what type of segments Essential can quickly create. Accessing the Segment Catalog You can navigate to the Segment…
Note that in order to use segments, your brand will need to have at least the Core package. Segments help marketers to target specific people based on certain attributes. They are incredibly useful for those who wish to run marketing campaigns that focus on certain types of people. Segments can…
You’ll want to set up a Loyalty Program for your brand to define how members can earn and redeem rewards by engaging with your brand. Note that only one loyalty program can be created for your brand at a time. You can create a points-based loyalty program, a punches for…
Occasionally when setting up a campaign, you will have to choose from different Reward or Discount Offer types. What’s available to you may vary based on your package. Learn about each type by reading the sections below. Reward Types The Reward Types available to you may vary based on your…
Campaigns are a great way to help drive guest engagement, increase sales, raise brand awareness, and more. Take a look at some of the great campaigns that we currently offer. Please note that certain campaigns are only available with certain packages. Accessing the Campaign Catalog 1 Navigate to the Campaigns…
Both campaigns and loyalty programs help to keep your guests engaged with your brand, but it’s important to understand the difference between the two. Guests can enroll into a loyalty program to earn rewards. Guests may earn rewards by engaging with campaigns. LOYALTY PROGRAMS Your loyalty program is something you…
Essential allows for two different types of emails to be sent: Scheduled Emails and Campaign Emails. SCHEDULED EMAILS are scheduled for a specific date and time. CAMPAIGN EMAILS are triggered by a campaign rule. SCHEDULED EMAILS can be set up and then sent to the customers you choose at a…
Campaign Emails require fewer steps to set up, but probably require more thought when creating them! You’ll use Campaign Emails when sending customers emails about Birthday Promotions, or maybe a Security or Reward Notification. These emails ONLY send when a campaign rule that you set up fires. Be sure to…