Occasion Reminders

The Reminder Email is an automated feature that sends an email to a customer around a year after their purchase to remind them to order again.

 

A Reminder Email is automatically queued to be sent to customers who submitted web orders or processed a delivery order in your POS, only if the customer's email is entered and an annual event is selected in the Card Message section (under Events).

 

Reminder Emails contain the sender's name, a link to your website, your store logo, and store phone number.

 

Adding Occasion Reminder on POS Orders

 

When taking a POS order, it's possible to tag the order with a holiday or event.

Using an annual event like Birthday or Anniversary will allow you to have a Reminder Email sent to the customer a year later (using the Sympathy option will allow an acknowledgement to be added to the card portion of your super ticket printout).

 

Note that Reminder Emails are only sent if the customer's email is included in the Customer Info section.

 

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Viewing and Updating Event Reminders

 

To view existing Event Reminders, go to Reports ➜  Occasion Reminders.

Note that Reminder Emails are sent a year after the order is submitted minus two weeks by default. From the Occasion Reminders page, you can change this number to any number from 0 to 50 next to "Number of Days Before Purchase Date to Send Reminder"

 

Event Reminders can also be deleted on this page if needed.

Example Email: