Creating customer groups for your SMS/MMS Campaigns allows for precise targeting of marketing messaging to your existing customer base. Targeting can be based on criteria such as buying habits, visit frequency, or loyalty point balance, among many other criteria that allow you the precision you need.
 

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Creating Customer Groups

From the KlickTrack Dashboard.

1. Select Customer Group.
2. Enter manager PIN.
3. Select the blue "+" sign at the bottom right-hand corner of the screen.
4. Enter Group Name.
5. Choose Group Target - Target Conditions from the drop-down.
   • For more information regarding target conditions, please see below.
6. Choose Target Range from the drop-down.
   • For more information regarding target range, please see below.
7. If applicable, apply buying conditions.
   • For more information regarding buying habits, please see below.
8. Select "Save".

 

Target Condition

The target condition is specific to the customer. These conditions can be made as broad as your entire customer list with All Customers, as precise as when they joined or when they last visited, or even the number of loyalty points.

 

All Customers

• All active customers will be added to the list of recipients of the SMS/MMS Campaign.
• Selecting All Customers as a target condition DOES NOT allow additional target conditions to be applied.

 

Bought

• Inventory-specific condition.
• Time-specific condition.
• Allows for additional target conditions to be applied.

 

Exact Customers

• Enter the exact customer name.
• Can be used for exclusive deals that you only want to send to your best-buying customers.
• Allows for additional target conditions to be applied.

 

Joined

• When the customer joined your loyalty program.
• Time-specific condition.
• Can be made as broad as a year to date or target specific days or weeks when a customer joined your loyalty program.
• Allows for additional target conditions to be applied.

 

Loyalty Points

• Point-based target condition.
• Enter a minimum range of loyalty points required.
• Enter a maximum range of loyalty points allowed.
• Allows for additional target conditions to be applied.

 

Not Visited

• Time-specific condition.
• Requires Target Range to be applied.
• Allows for additional target conditions to be applied.

 

Origin Shops

• Location-specific condition.
• Can ONLY be applied if you have more than one location.
• Allows for additional target conditions to be applied.

 

Visited

• Time-specific condition.
• Allows for additional target conditions to be applied.

 

Target Range

The Target Range is a time-specific condition that can be set with preset ranges or a customizable time range depending on the scope of your campaign.

 

The time-specific conditions include:

• Custom
• Day Count
• Last Week
• Month To Date
• Previous Month
• Today
• Year To Date
• Yesterday

 

Buying Habits

Buying Habits are inventory or product-specific conditions that can be set to target customers who have purchased specific inventory or product types. These conditions can be as broad as everyone who has bought flower or as precise as customers who purchased 

 

Inventory Group: This group consists of Concentrate, Edible, Flower, Liquid, Non-Cannabis, Other, Pre-Roll, Topical

 

Inventory Type: This can include, but is not limited to Beverage, BHO, Blunt Wraps, Cartridge, Distillate, Hash, Moon Rocks, Trim, etc.

 

Brands: This can include, but is not limited to Aurum Farms, Bondi Farms, Green Dragon, Kai'dro, Freddy's Fuego, etc.

 

Strains: This can include, but is not limited to Chem Cookies, GG#4, Gelato, Grand Daddy Purple, I-95, Obama Kush, etc.