Marketing Features

Marketing provides tools for customer acquisition and retention: offers, loyalty programs, email/SMS campaigns, automations, banners, gift cards, SEO, upsell and engagement tools.

Note: In the current Partner Portal this is accessed via a single Marketing entry (typically /marketing/tools). It opens a unified workspace with sub-sections (Promotions / Campaigns / Website tools). The older separate top-level links for Campaigns, Gift Cards etc. have been consolidated.

Offers & Discounts

Viewing Offers

Step 1: Click Marketing in the sidebar

Step 2: Click Offers tab

Step 3: View all active and past offers

Creating an Offer

Step 1: Click Add Offer button

Step 2: Configure offer details:

• Offer name
• Discount type (percentage or fixed)
• Discount amount
• Promo code
• Start and end dates
• Minimum order amount
• Maximum uses

Step 3: Set eligibility:

• All customers or specific segments
• First-time orders only
• Specific order types (delivery, pickup)

Step 4: Click Save

Loyalty Programs

Reward repeat customers with points:

Step 1: Click Loyalty tab

Step 2: View loyalty program overview

Setting Up Loyalty

Step 1: Click Edit Program

Step 2: Configure earning rules:

• Points per euro spent
• Bonus points for first order
• Double points promotions

Step 3: Configure redemption:

• Points needed for reward
• Reward value
• Redemption limits

Step 4: Click Save

Banners

Promotional graphics for your website:

Step 1: Click Banners tab

Step 2: View existing banners

Creating a Banner

Step 1: Click Add Banner

Step 2: Upload banner image

Step 3: Configure settings:

• Banner title
• Link URL
• Display location
• Start and end dates

Step 4: Click Save

Email & SMS Marketing

Email Campaigns

Step 1: Click Email & SMS tab

Step 2: Choose campaign type:

One-Time Campaigns

Send a single email blast to customers.

Automated Campaigns

Trigger-based emails (welcome, birthday, re-engagement).

Creating an Email Campaign

Step 1: Click Create Campaign

Step 2: Select template or start fresh:

Step 3: Design your email:

• Add subject line
• Edit content
• Insert images
• Add offers

Step 4: Select recipients (all customers or segment)

Step 5: Schedule or send immediately

Step 6: Click Send or Schedule

Flyer Campaigns

Create print-ready marketing materials:

Upsell Configuration

Suggest additional items during checkout:

Step 1: Click Upsell tab

Step 2: Configure upsell settings:

• Select upsell products
• Set display conditions
• Configure timing

Step 3: Click Save

Gift Cards

Managing Gift Cards

Step 1: Click Gift Cards tab

Step 2: View active gift cards

Creating Gift Cards

Step 1: Click Add Gift Card

Step 2: Configure:

• Denomination (€10, €25, €50, etc.)
• Design template
• Validity period

Step 3: Generate codes

Step 4: Sell through website or in-store

SEO Settings

Optimize your website for search:

Location SEO

Step 1: Click SEO tab

Step 2: Configure location pages:

• City/neighborhood pages
• Local keywords

Page SEO

Step 1: Edit page meta data:

• Page titles
• Meta descriptions
• Keywords

Step 2: Click Save

Engagement Tools

Events

Promote special events:

Featured Content

Highlight special items:

Photo Gallery

Showcase your restaurant:

Forms

Collect customer feedback:

Blogs

Share news and updates:

Best Practices

Offers:

• Set clear expiration dates
• Track redemption rates
• Test different discount amounts

Loyalty:

• Make earning easy to understand
• Offer meaningful rewards
• Promote the program

Campaigns:

• Segment your audience
• Send at optimal times
• Track open and click rates

Dedicated Management Pages

For in-depth workflows, dedicated pages provide focused tools:

• Offers & Discounts: Create and manage percentage/fixed discounts, promo codes, eligibility, and redemption tracking.
• Loyalty Programs: Configure points earning, redemption rewards, bonus promotions, and program performance.
• Gift Cards: Complete management of gift card creation, selling, balances, redemptions, and reporting.
• Campaigns: Detailed creation, sending, and performance tracking for Email and SMS campaigns.
• Automations: Trigger-based sequences (welcome, win-back, post-order, birthday) for automated retention.

These complement the overview content for Banners, Upsell, SEO, and Engagement tools. All are available for the Intercom KB export.

The main Marketing entry in the Partner Portal opens a unified workspace (typically at /marketing/tools) that groups Promotions, Campaigns, and Website tools.