Contents

FAQ

How do I get started with Marketing Assist?

You can start by navigating to the Marketing Assist tab in your SpotOn Dashboard and selecting the business category that best reflects your business. Then, click the ‘Get Started’ button to continue with the onboarding process. If you do not have an active subscription, submit the signup form and a member of the team will contact you.

Can I offer discounts in my marketing campaigns, and if so, how do I set them?

Yes, you can offer discounts in your campaigns. During onboarding, you'll have the option to set your maximum percentage off discount. Additionally, you can choose not to offer any deals if you prefer.

How can I personalize my marketing campaigns?

You can personalize your campaigns by uploading a logo, setting your business name, choosing a font, and picking your brand color. These styling options will be automatically applied to your marketing materials.

What do the campaigns look like?

Examples can be found here.

What tasks do I need to complete after onboarding to optimize my campaigns?

After onboarding, you can complete tasks such as connecting Facebook and Google Business Profile, uploading a customer list, and learning how to add customers via RPOS to drive better results from your campaigns.

How can I view and manage my upcoming campaigns?

You can view your first 5 campaigns scheduled to be sent in the Upcoming Campaigns section. Hovering over a campaign allows you to preview, edit, or delete it. You'll also receive an email 7 days prior to the publishing date to review the campaign.

Can I change the settings for my campaigns after onboarding?

Yes, you can view and change campaign settings in the Settings section, located in the Upcoming Campaigns section. You'll have the option to apply changes to only newly generated campaigns or to scheduled ones as well.

How can I track the performance of my campaigns?

You can view campaign performance in the Campaign Results section of the Marketing Dashboard. Metrics such as Views, Interactions, Deals Redeemed, Sales with a Deal, and New Customers From Deal Claims are tracked and reported for each campaign.

Can I edit campaigns before they send?

Yes, you can edit campaigns by hovering over the thumbnail in the Upcoming Campaigns section. You can also edit from the Campaign Preview emails sent 7 days before the campaign is published. Learn more about the campaign editor here.

How do I redeem the Marketing Deals in my POS devices?

Learn how to redeem deals by viewing the video below, or visiting the Knowledge Base article at this link.

How do I turn off the automated campaigns?

Visit Settings, and toggle off the ‘Campaign Activity’ switch. This will stop all future campaigns from being created and also delete any schedule automated campaigns.

How often does Marketing Assist generate automated campaigns?

Marketing Assist auto generates ~3 emails per month and a total of about 50 - 60 emails per year. These emails are based on predetermined special events identified by SpotOn and time based deals like slow day and happy hour configured by the merchant. You will receive an email 7 days before the campaign is scheduled to be published and you will have the opportunity to review and edit before it is sent if you like.

How do I cancel my Marketing Assist subscription?

You can contact SpotOn Support.