Marketing features

Use your POS system to engage with customers directly by sending them promotional offers by email.

Storing contact details

This feature requires your customer’s contact details, either their email address or phone number.

  • Email addresses: automatically collected and saved in POS orders when sending a receipt by email.

  • Phone numbers: to store phone numbers when sending receipts by SMS,

    1. Go to Point of Sale ‣ Configuration ‣ Settings and scroll to the Bills & Receipts section;

    2. Activate the SMS Enabled option, click Save, then return to the setting and select the Receipt template to use.

screenshot: pos-marketing-sms-enabled
menu
Point of Sale ‣ Configuration ‣ Settings
shows
The "Bills & Receipts" section of the POS settings with the "SMS Enabled" checkbox ticked and the "Receipt template" field visible below it.
highlight
The "SMS Enabled" setting (red frame).
module
point_of_sale, pos_sms
notes
English UI, light theme, 1440px width, crop to the setting block.

If a customer’s contact information is missing, it is automatically saved in the POS order when the receipt is sent by email or SMS.

Tip

From a POS order form, navigate to the Contact Info group under the Extra Info tab, then click the (email) icon next to the Email field to send a standalone message to that customer.

screenshot: pos-marketing-standalone-message
menu
Point of Sale ‣ Orders ‣ Orders ‣ (an order) ‣ Extra Info
shows
The "Extra Info" tab of a POS order form, with the "Contact Info" group showing the "Email" field and the envelope button next to it.
highlight
The envelope button next to the "Email" field (red frame).
module
point_of_sale
notes
English UI, light theme, 1440px width, crop to the "Contact Info" group.

Email marketing

To send marketing emails to your customers from POS orders,

  1. Go to Point of Sale ‣ Orders ‣ Orders;

  2. Select the orders;

  3. Click Actions, then Send Email from the dropdown menu.

Doing so opens an email composing form. Fill it in and hit Send.

screenshot: pos-marketing-mail-composer
menu
Point of Sale ‣ Orders ‣ Orders ‣ Actions ‣ Send Email
shows
The email composer dialog opened from a selection of POS orders, with the recipients, subject, and body filled in and the "Send" button at the bottom.
module
point_of_sale, mail
notes
English UI, light theme, 1440px width; scale down to about 50 % of the page width.

Tip

  • Save some time by saving your content as a template. Click the vertical ellipsis button and select your template under the Insert Template section.

  • You can also save your content as template for later use. Click the vertical ellipsis button and select Save as Template.

  • If the Email CC and BCC module (mail_composer_cc_bcc) is installed, the composer also offers CC and BCC fields, so a copy of the message can be sent to additional recipients.

Note

  • Fill in the Mass Mailing Name field to create a mass mailing and track its results in the Email Marketing app.

  • If an email address is not related to an existing customer, a new customer is automatically created when sending marketing emails.

See also

Use the email marketing app for more advanced marketing features.