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Broadcast

A Broadcast is a message to many customers at once — a menu announcement, an opening-hours change, a weekend push. You do not build or maintain mailing lists: the customer base is already segmented and filterable, so “everyone who has gone quiet in the last month” is a set of dropdowns rather than a spreadsheet export.

  1. Create the broadcast and pick the channel — SMS, Email or Push. Match the message to the medium: push is one line and a tap, SMS is short and costs per message, email carries images and detail.

  2. Filter the audience. Available filters include customer status, membership status, customer segments, total orders, days since last order, total spend, average order value, registration period, wallet balance, reward points, churn risk, and outlets.

  3. Write the message, using the available placeholders for the customer’s name and details.

  4. Send now or schedule. A broadcast moves through draft → scheduled → processing → sent; you can pause or cancel one that has not finished.

Large sends are processed in batches, so a broadcast to a big audience will show as processing for a while before it completes. That is expected — leave it running.

Segments are computed from real ordering behaviour and stay current on their own. Five describe behaviour:

Segment Who is in it
VIP Your very best customers overall
High spender High total spend
High AOV High average order value
Repeat Orders again and again
At risk A good customer whose ordering is tailing off

Four describe lifecycle stage: New, Active, Most active and Lapsed.

The thresholds behind them are yours to set, under Dashboard → Settings → Configuration → Global (/settings/settings/global-settings) — including the recency, frequency and monetary bands used to score customers.

Send Segment Channel Message
Weekend special Active Push One line, the dish front and centre
Win-back Lapsed SMS or email A reason to come back — better still, run it as an Marketing Autopilot campaign so it never stops
Pre-churn nudge At risk Push Something new, not a discount — they have not left yet
Second-order push New Push Within days of the first order, while you are still memorable
VIP early access VIP Email A preview before everyone else; costs nothing, signals status

Two protections apply to every broadcast automatically:

  • Per-channel consent. Customers choose which channels may market to them. A customer opted out of marketing SMS is not sent the SMS, and you never have to filter for it yourself.
  • A per-customer cooldown between campaigns, so overlapping broadcasts cannot hit the same person again and again. This protects your sender reputation as much as the customer’s patience.

For anything with an offer attached, prefer a voucher campaign — a broadcast informs, a voucher converts a named individual and can be measured all the way to redemption.

  • Marketing Campaign Reports/reports/marketing-campaigns: delivery and engagement per campaign.
  • Segmentation Analytics/reports/segmentation-dashboard: how your customer base is spread across the segments and how that is shifting.

Segmentation analytics is worth a monthly look even when you are sending nothing. A growing Lapsed slice is an early warning about retention that no individual campaign report will show you.

Symptom Try this
Nothing sent The messaging integration needs Broadcast enabled under Dashboard → Settings → Integrations → Plugin Config (/configuration/integrations/integration/list); an integration set up for order notifications only will not send campaigns
Fewer recipients than expected Opted-out customers and anyone inside the cooldown window are skipped by design
SMS reached far fewer people than email SMS needs both a phone number and SMS consent — compare the delivered counts per channel in the campaign report
Stuck on processing Large audiences send in batches; give it time before cancelling
Engagement is poor A single blast to everyone almost always underperforms two targeted sends
You want to reach one customer Broadcasts target filters — for an individual offer use a Marketing Promotions campaign
You want it to repeat automatically Broadcasts are one-off; behavioural automation is Marketing Autopilot

Related: Choosing a campaign type · Marketing Autopilot · What customers experience · Reports

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