đź“Ł Marketing / Loyalty Admin
Training for Marketing / Loyalty Admin: Discounts, segments, loyalty, memberships, and guest communication.
Discounts, segments, loyalty, memberships, and guest communication.
Everyone starts with the basics — logging in and your PIN. Below is what’s specific to Marketing / Loyalty Admin.
How to assign a PIN to access your POS Navigate to the Users Page, select the pencil icon on the user, then click the Additional Information dropdown and assign a new PIN.
Cart Rules, Segments & Loyalty/Memberships
Section titled “Cart Rules, Segments & Loyalty/Memberships” Discounts Introduction Discounts automatically appear at the end of the ordering flow upon check-out.
How to Add and Remove Customers from Discount Groups Learn how to add and remove customers from unrestricted and restricted discount segments in GoTab.
Discounts: How to Add Discounts on Your POS Add an open or segmented discount.
How to create a coupon Utilize coupons to give to guests for promotional offers, limited-time products, and for being loyal customers.
Discounts: How to Create a Discount Create a discount for all guests to redeem each time they place an order.
How To Create a Fee In this article we will cover how to create a fee within the same rules engine as discounts & coupons.
How to Create a Secret Menu Secret Menus will allow you to showcase a special menu for a segmented group of people.
How To Create an Employee Discount Learn how to create an employee discount in GoTab using segments and order rules.
How To Make a BOGO Discount Here we will cover how to make a buy one, get one discount.
How To Setup a Membership Utilize GoTab Memberships for one-time, or recurring, memberships for your clientele.
Segments: How to Manage Customers Learn how to upload customer phone numbers, add customers to unrestricted or restricted segments, and remove customers from a segment.
Segments Segments simply refer to a group of people. Examples of segments include employees, teachers, first responders, military, and locals. Once the segment is create
Selling a membership through the POS or online Learn how to sell a GoTab membership through the POS or online, including enrolling customers and setting up a membership menu.
Option Group Tagging Tag specific options for cart rules
Integrations
Section titled “Integrations” Connect your GoTab account with Klaviyo Learn how to connect your GoTab account/s with Klaviyo for streaming in real-time customer events.
How to sync email subscribers into Klaviyo A Klaviyo list must be created to sync new email subscribers from GoTab into Klaviyo.
Fishbowl Loyalty Setup and configuration guide for Fishbowl Loyalty integration with GoTab
inKind Setup and configuration guide for inKind integration with GoTab