Marketing Automation
Create automated campaigns and promotional offers based on guest activity to increase repeat orders.
Marketing Automation runs campaigns and promotional offers automatically based on guest activity. After you activate an automation, Menuella sends eligible messages or applies offers without requiring manual action for each guest.
Where to find it: Sales → Automation
What Marketing Automation Does
Marketing Automation supports two types of outreach:
1. Automated Campaigns
Scheduled or triggered messages sent to guest segments:
- Win-back campaigns — reach guests who have not ordered for a set number of days
- Birthday offers — send a reward or discount on a guest's birthday
- Welcome messages — greet guests when they join your loyalty program
- Re-engagement — target at-risk guests with an incentive
2. Triggered Promotional Offers
Automatic promotions that fire based on cart or order conditions:
- Buy One Get One, Buy 3 Pay 2, and cart-threshold discounts
- Offers triggered when a guest reaches a specific cart value or item count
- Promotions that activate when a guest is ready to buy
These are the same offer types available manually in Sales → Discounts, but they are triggered by guest activity instead of running for every guest at once.
Who Receives Automated Messages?
Only guests who have opted in to marketing communications receive automated messages. Menuella supports opt-in and opt-out workflows in accordance with GDPR. Guests can unsubscribe at any time.
How to Set Up an Automation
- Go to Sales → Automation
- Choose a campaign type (win-back, birthday, welcome, etc.)
- Set the trigger condition and timing
- Configure the offer or message content
- Activate the automation
Once active, the automation runs in the background. You can pause or edit it at any time.
Tracking Results
Go to Analytics to see how automated campaigns affect repeat orders and revenue. Each campaign shows sends, opens (where applicable), and attributed orders.