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Bulk SMS Messaging

1 Module Introduction

Bulk SMS Marketing is a core tool for F&B merchants to engage members and drive conversions. It precisely targets store members via multi-dimensional segmentation, sends personalized SMS to users with different tags and card tiers, delivers promotions and updates, boosts re-engagement and in-store visits, and achieves the dual goals of enhanced member loyalty and increased store revenue.

2 Configuration Guide

2.1 Accessing the Feature

  1. Log in to the SaaS Admin Portal.
  2. Navigate to【Membership Marketing】>【Marketing】>【Marketing Activities】.
  1. Click【Create Activity】in the top-right corner and select the Bulk SMS Messaging module.
  1. On the Bulk SMS page, click the Create button in the upper-right corner

2.2 Basic Information

  1. SMS Title: Enter a title for the SMS send-out
    • Example: “[XX Hot Pot] Instant In-Store Discounts”

2.3 Target Audience

  1. Recipient Segmentation: Select the specific audience for the campaign SMS based on 5 dimensions:
    • All Users: Applies to all store members
    • Loyalty Card Plans: Filter users by one or more loyalty card plans
    • Loyalty Card Tiers: Filter users by different card tiers under loyalty card plans
    • Member Segments: Filter users by one or more member segments
    • Member Tags: Filter users by one or more member tags (e.g., New Users, Repeat Users)

2.4 SMS Content

  1. SMS Body: Enter the content of the SMS to be sent
    • Example: XX Hot Pot Exclusive Member Perks! Spend $100, save $20, spend $200, save $50, free soup base included. Offer valid until MM/DD. Gather your friends for a hot pot feast!

2.5 Sending Time

  1. Sending Type: Select Scheduled Send or Instant Send. If Scheduled Send is selected, set the exact send time (down to hour, minute and second).

2.6 Billing Settings

  1. Benefit Account: Select the benefit account for deductions/redemption associated with this Bulk SMS campaign to complete billing configurations.
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Before finalizing the campaign, we recommend using the Test SMS feature to verify delivery and avoid unnecessary charges.

3 Activity Activation & Management

  1. Activating the Activity

    • After completing all configurations, click Save to launch the activity immediately.
  2. Activity Management & Monitoring

    • View activity performance data (including order volume and participant metrics) on the Activity Management page.
    • Pause, adjust, or archive the activity at any time as needed.
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