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How to set up a marketing promotion

Learn how to create and send promotions to your customers

Updated over 2 weeks ago

Loyalzoo promotions are an effective way to reach out to your existing customers and incentivize them to come back or to spend more. Your customers will receive a message via email, sms or push notification.

To set up a promotion, go to the Loyalzoo admin. Press the "Send Promotion" tab under Marketing, then Create.

Fill out the fields as follows:

  1. Subject: This field is the main message you send to your customers, and should be engaging. For example: ‘Join us this weekend for 25% off!’ Valid Sat & Sun’ or ‘Special offer! Save 50% today!’ Remember, your promotions are meant to attract customers. This will form the content of your SMS and be the subject line of an email.

  2. Details: This field gives you the opportunity to add images, more content on your promotional message and any conditions. It will form the body of your email and it will be seen in preview within SMS.

To complete, press preview & test where you can double check your promotion and even send yourself a test of the promotion to see what it will look like before sending it to your customers.

Once you are happy with your promotion hit the Send to button. This will take you to a page where you can select which customers the promotion will be sent to.

All customers = all customers that have consented to marketing

Loyalty customers = customers that have received at least 1 point or made a purchase through the app (e.g. membership)

Select the Schedule button where you will be able to set the date that your promotion will go out as well as the date that the promotion will be valid until.

You can also choose the delivery type from this page and set up any discounts (integrated version only).

Lastly you will click the Review button. This page will give you the opportunity to purchase more credits if needed and check the promotion details before sending.

Lastly, click Send and you promotions will be send immediately or scheduled for your set date.

* For best practices for SMS delivery check out the article below


Your promotion will be sent to the selected customers via the delivery type you chose. 

Example SMS:

***Please note details of your promotion are shown in preview format. The format of the preview is not guaranteed and depends on the customer's phone/network. Not available on iPhones. Be sure to write important content in the subject for SMS.

Example Email:

Example of push notification :

Your promotions will now also be viewable in the Loyalzoo software on your POS. Click the highlighted box to redeem a promotion.

A record of redeemed promotions are also viewable by tapping on the History tab in the customer profile.


If you would like to turn on double points for the duration of your promotion, follow the instructions here

If you would like advice on how to create an effective marketing campaign, follow the guide here.

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