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How to create a Campaign

What a Campaign is and how to set one up to text customers automatically after a specific purchase.

Written by Brett Lang

A Campaign is an automatic text sent to each customer a set amount of time after they buy something specific, like a gravel bike accessory from a certain brand. Campaigns aren't for mass texting or broadcasts. Each text is triggered by that customer's own purchase. Campaigns are available for Lightspeed R-Series.

1. Create your Campaign

  1. Go to the Marketing section in the top menu and click Create campaign.

  2. Click Edit next to Campaign Name.

  3. Give your Campaign a name.

  4. Click Save and click Edit on the next step.

2. Select locations

Select the store locations you want this Campaign to include. The Campaign will be sent to customers who made purchases at these locations.

  1. Choose locations.

  2. Click Save and click Edit on the next step.

3. Choose your audience

Decide who should receive your Campaign based on what they bought, filter by SKU or brand and/or category to get specific.

  1. Select Category & Brand or SKU.

  2. For this example, we will choose Category & Brand and select a category.

  3. In our example, we added both.

  4. Click Save and click Edit on the next step.

    šŸ’” Note: You can add a Category and Brand or just one.
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4. Set the purchase timeframe

Choose how long after a purchase the Campaign is sent, in days, months, or years.

  1. Choose how long after the purchase to send this Campaign.

  2. Choose between days, months, and years, and enter a number.

  3. Click Save and click Edit on the next step.

This example: Reach out to customers that bought a gravel bike accessory from the brand: Specialized, 14 days after purchase.
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Important note: Campaigns are based on an exact purchase date. For example, if today is the 14-day mark, the campaign will be sent to all customers who purchased a Specialized gravel bike accessory exactly 14 days ago. Tomorrow, a campaign will be sent to all those that meet the requirement from that date, and so on and so forth.

5. Craft your Campaign

Write your Campaign. This is where you bring your message to life and connect with your customers.

  1. Type up your Campaign and remember to personalize your message with smart fields (dynamic placeholders that automatically pull in customer-specific details).

  2. To add a link, use the link field. Links added there are placed at the end of the message and automatically shortened. If you type a link into the message instead, put it at the very end. Use links sparingly. They're the most common reason carriers filter a message.

  3. Scroll up and click Complete campaign.


    Campaigns only send during your store hours. After a customer gets a Campaign text, Ikeono watches Lightspeed for 30 days and counts any purchase as a conversion, so you can see how much revenue each Campaign brings in.
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