Skip to main content

Getting started with Nomni POS Email & SMS Campaigns

How to set up your campaign manager

L
Written by Lucien Hopkinson

Quick answer: Click into Contacts in the left panel, and then into Lists . Here you can view your contact lists and sort them. Click Add a new list , and a popup window will appear asking you to name the list, and then add contacts into that list. This can be done either by importing a CSV fil


In this article:

  • Set up your Campaigns account: Click into Contacts in the left panel, and then into Lists. Here you can view your contact lists and sort them. Click Add a new list, and a popup window will appear asking you to name the list, and then add contacts into that list. This can be done either by importing a CSV fil

  • Get to know the Campaigns dashboard: Click into Contacts in the left panel, and then into Lists. Here you can view your contact lists and sort them. Click Add a new list, and a popup window will appear asking you to name the list, and then add contacts into that list. This can be done either by importing a CSV fil

  • Import contacts from Nomni POS: Click into Contacts in the left panel, and then into Lists. Here you can view your contact lists and sort them. Click Add a new list, and a popup window will appear asking you to name the list, and then add contacts into that list. This can be done either by importing a CSV fil

  • Add a contact list: Click into Contacts in the left panel, and then into Lists. Here you can view your contact lists and sort them. Click Add a new list, and a popup window will appear asking you to name the list, and then add contacts into that list. This can be done either by importing a CSV fil

  • Creating campaigns: Click into Contacts in the left panel, and then into Lists. Here you can view your contact lists and sort them. Click Add a new list, and a popup window will appear asking you to name the list, and then add contacts into that list. This can be done either by importing a CSV fil


Set up your Campaigns account

Nomni POS Email & SMS Campaigns are an optional add-on to your subscription. Contact the sales team to add Email & SMS Campaigns to your subscription.


Add your License Key

  1. Upon logging into your account on Nomni Console (app.abacus.co), go to Add-Ons > Campaigns

  2. Enter the License Key that was provided to you by the Nomni POS team when you signed up to Email & SMS Campaigns

  3. Click Save


Log in

  1. In Loyalty Marketing > Email & SMS Campaigns, click Go to Campaigns.

  2. Log in with your Nomni POS Campaigns details provided by Nomni POS


Get to know the Campaigns Dashboard

Dashboard

You will be met with the Dashboard, which you can consider as your central hub. It will outline:

  • The number of contacts you have registered

  • Shortcuts to create campaigns

  • Your previous campaigns and drafted campaigns.

Your Credits will be displayed to the left of the screen, below Settings. This indicates how many emails you have the ability to send, i.e. Every 1 credit = 1 email sent.
​


Settings

1. From your dashboard, click Settings located on the left panel.
2. From here, the essential fields you will need to configure are:

  • Default Settings— Set your local time, and if you wish you can also set your defaults for: From name, from email, header, footer & reply-to email.

  • Test List— This is the list of emails you wish a tester to be sent to for initial review. These emails need to be part of your contact list first before being included in this list, which you can learn about below.

  • Your Senders— This will allow you to link your account to an email domain you wish to use as the sender of your emails (e.g. support@business.com).


Import contacts from Nomni POS

All your customers can be imported from Nomni POS to Campaigns:

  1. Go to Loyalty Marketing > Email & SMS Campaigns > Sync Contacts.

2. A green banner will appear when the sync has been successful.

3. When you go back to Campaigns, and click Contacts, you will see your new contacts in the table.


Add a Contact List

A contact list is a folder of contacts. Even though you have imported your contacts already, it is good practice to also create a list to house those contacts, so when you send out a campaign, you only need to select a list instead of each separate contact.

  1. Click into Contacts in the left panel, and then into Lists. Here you can view your contact lists and sort them.

  2. Click Add a new list, and a popup window will appear asking you to name the list, and then add contacts into that list. This can be done either by importing a CSV file with contact details, adding a single contact’s details manually or copying and pasting a list of contacts.

  3. Once you have created your contacts, you can now start creating your email campaign.


Creating campaigns

With your Nomni POS Campaign account set, you're ready to start designing some campaigns!

See:

Creating SMS Campaigns:

  1. Go to Campaigns > SMS > Create an SMS campaign

  2. Input:


Create an email template

Follow these steps:

  1. To create a template, click into Templates in the left panel under Email.

  2. You will be welcomed with lists of your active and inactive email templates. Click New Template at the top right of the screen.

  3. The process from here is almost identical to the steps listed earlier on how to create an email campaign. You may enter your:

    • Template name—This is a name only visible by you, to help you identify your templates.

    • Subject Line

    • From Email

    • From Name

  4. Once you are satisfied, click Next Step, and you will be taken to the Design page where you can create your email. Again, like creating an email campaign this process is exactly the same. Choose between: Drag & Drop Editor, Rich Text Editor or Paste Your Code.

  5. Once you are happy with your template, you may click Send a test to view it on your email client or mobile device, or click Save & Activate.


Need help?

Email support@nomni.ai or call 1300 445 483.

Did this answer your question?