Configuring Email/Text Notification for Coupon

You can configure automated email/text messages (SMS) notifications to inform guests of a custom coupon, discount, or cashback coupon. The notification triggers when the invoice is closed. The email/text message can be customized to include details such as center contact details, guest name, coupon number, etc.
 

Table of Contents

 

Configure and Customize Coupon Email or Text Message (SMS) Template

To configure and customize the coupon email/text messages (SMS) template, follow the below steps:

  1. Ensure you are at the Organizational level.
  2. On the main menu, click the Admin tab.
    The Admin Dashboard appears.
  3. On Admin Dashboard, click Organization > Organizations. 
    The Manage Organization window opens.
  4. Click Email/Texts tab.
  5. Scroll down to the Guest section.
  6. To enable email/text notification for coupons, click Edit next to Coupon.
  7. Configure the following settings in the Edit Organization window:
    • Coupon - Email 
      1. To send automated emails, select the Turn this automated email on check box.
      2. Edit the Subject field and use the Available Macros if required.
      3. Use the Available Macros to customize the content for Plain Text and HTML emails. Depending on the recipient's browser, the email will be delivered as plain text (no formatting and images) or HTML text (includes images, links and formatting).
        Note: Click the Full Screen icon  in the editor to edit the text in full screen mode.
    • Coupon - Text Messages (SMS) 
      1. To send automated text messages, select the Turn this automated message on check box.
      2. Use the  Available Macros to customize text messages.
        Note: Messages with more than 160 alphanumeric characters will require two or more text (SMS) credits. Messages with one or more Unicode characters (international/multilingual text characters) will require one text credit for every 70 characters.
  8. Click Save.

Available Macros

A macro is a placeholder text that gets replaced with specific data when inserted into an automated email/text message. Use the below macros to customize emails/text messages to include information such as organization name, guest name, center details, etc. For example, the [OrgName] macro gets replaced with the organization name.

Available MacrosDescription

[FirstName]

First name of the guest

[CouponNo]

Custom coupon number generated for the offer (corresponds to the Coupon# field in Guest profile->Coupon tab). When redeemed, the coupon number should be applied in the POS.

[ExpiryDate]

Expiry date for the coupon (corresponds to the Expiration field in Guest profile->Coupon tab)

[CouponDescription]

Discount or cashback offer name/description (corresponds to the Description field in Guest profile->Coupon tab)

[CenterPhone]

Primary phone number of the guest's base center (corresponds to the Phone 1 field in the center settings)

[OrgName]

Name of the center’s organization

 

There are several possible reasons why an email/text message is not delivered or is not seen by a guest. Below mentioned are some common scenarios and troubleshooting tips. 

Guest cannot view an email.

  • Email could have been delivered to the guest's Spam folder instead of the Inbox. Guide the guest to check the Spam folder
Notification was not delivered.
  • Navigate to the guest profile and click the Notifications tab to review the status of notifications sent. A notification could have a SentPending or Failed status.  
    • If the status is Sent, the message has been delivered successfully. 
    • If the status is Pending, then Zenoti is awaiting confirmation that the email was delivered. Check the status after a few minutes.
    • If the status is Failed, it could mean that one of the following prerequisites have not been met:
      • Navigate to Admin > Organization >Settings and ensure Activate email and Activate text message options are selected.Navigate to Admin > Organization >Email/Texts and ensure the Coupon template is turned On in the EMAIL/TEXTS tab.
      • Verify that there are enough email and text (SMS) credits in the center to send notifications. You can view your available credits in the right panel at the organization/center level. Contact Support if you wish to add credits.
      • Verify if the guest profile has a valid phone number/email address.
      • Verify in the guest profile if the guest has opted to receive notifications. The Receive Marketing Emails and Receive Marketing Text Messages (SMS) check boxes must be selected.
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