Set up Customer Engagement / Email Campaigns in Lighthouse

Description: Lighthouse Customer Engagement is a simple and intuitive tool for creating and managing email marketing campaigns that can be sent to customers. Learn how this feature helps you better manage your email marketing campaigns by maintaining and tracking positive engagement. 

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Note: Customers in the SkyTab, Hospitality, Retail, or Echo systems sync automatically overnight. Otherwise, you can upload an Excel / .csv file. For Standalone terminals, Salon & Spa, Checkout, QSR, and 3rd party processing solutions, you are required to manually add customers.

To watch more how-to videos, visit our video section.

Creating an Email Campaign

1. To create an email campaign, log in to your Lighthouse account.
2. Select Customers > Engagement from the navigation bar on the left side of the screen.
   
3. This will take you to the Customer Engagement page.
4. Once on this page, select New Campaign on the far right of the screen.
   
5. Once you've selected New Campaign, choose a Campaign Type.
   The following options are available:
   • Holidays and promotions: Informs your customers about upcoming promotions and deals with free templates to increase customers' visits for various seasons and holidays to choose from.
   • Welcome new customer: Sends an email to newly added customers once their first ticket is closed at your location.
   • Invite to visit again: Sent to customers based on criteria you enter to encourage them to return.
   • Survey email: Allows you to gain feedback and ratings from your customers based on the criteria you are selecting.
6. Select Next to continue.
7. The Settings tab allows you to enter the specifics for this email which vary based on the campaign type selected. In the example below, we selected the Survey Email. Although they may slightly differ, the selections are as follows:
   • Campaign Name: A unique name to easily identify which campaign you are working with.
   • Locations: If there are multiple locations on the account, select which ones will utilize this campaign.
   • Email Subject: The subject line that will appear on the email in the customer's inbox.
   • From: Allows you to choose whether or not there should be a reply email address associated; if yes, enter the Name and Email Address in the boxes.
     • You can also decide if you want to Save email for selected location so it will appear for the locations selected above.
       
8. Select Next.
9. Determine who you want the email to reach.
   • Sending Rules: Determines how often this email is sent to your email address.
   • All Customers: Send to all customers.
   • Custom List: Choose specific customers to send to.
     
10. Select Next.
11. The Design tab allows you to edit or make changes to the email visually. Just select within the area you want to edit and make the appropriate changes.
    
12. If applicable, you can also select a Theme from the drop-down in the upper left corner of the screen (this was not selectable for the campaign type we chose).
    
13. Select Next.
14. The Review tab allows you to take a look at the final design for the campaign and determine the Date & Time that the email will be sent out. Once you are satisfied, select Start Campaign in the lower right corner to commit the campaign plan.
    

Editing an Existing Campaign

To edit an existing campaign, select Customers > Engagement from the navigation bar on the left and click on the campaign you wish to edit. 

This opens up the Review tab, where you can select Back to toggle through the various tabs, make changes, then Start Campaign as you would if you were creating a new campaign.

Note: When viewing campaigns, you can change the filter from All Status Types by clicking the dropdown and selecting Draft, Active, Complete, or Inactive.

Customer Engagement Settings

From the Customer Engagement screen, select the Settings tab to access the various settings available. These change how customer engagement emails work and much of the content that gets added to them. Specifically, you can add the Default Campaign Links that can either be set to Visible or Invisible for your Facebook, Twitter, Online Ordering, Online Reservation, and email accounts.

Once you select "Save," you will be asked whether these changes should reflect on Existing and Future Campaigns or just apply as Default for Future Campaigns.