Step 1 – What
Choose a name and action(s) for your campaign.
- Enter a name for your campaign in the Referral Campaign Name field.
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Click the Gift Type drop-down and choose what type of reward the guest will receive after a referral has been made. Depending on your choice, complete the following steps for:
... - In the Gift Reason field, add a short message describing the type/purpose of this gift-giving campaign (or leave it as the default "referral").
This message will appears in the guest's account history. - Click Next to move on to Step 2.
Step 2 – Whom
Select the types of referrals that will count for this campaign and choose your messaging.
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Configure campaign settings in the section below.
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Add Messaging for each of the notification types you want to send:
Rich messaging is implemented into campaign messaging as well, so make sure to take advantage! -
Once finished crafting your messaging, click Next to move on to Step 3.
Step 3 – When
Schedule your campaign.
- Click the Start Date field to choose a date from the calendar for your campaign to begin.
- Click the End Date field to choose a date for your campaign to end.
Warning: If you do not choose an end date, your campaign will run indefinitely, and you will not be able to end it except by contacting the Punchh team to reset it. - Once satisfied with your campaign settings, click Finish to save and schedule your new Referral campaign.