Guest Conversion

Guest conversion is a tool to encourage users who have signed up using guest checkout to create an account

Example:

How to use Guest Conversion 

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Step 1 - Creating a new campaign 

To create a new campaign head to your Global Dashboard > Marketing > Guest Conversion. 

Here, you will be able to see:

• all campaigns,
• all Live campaigns
• all Draft campaigns 
  
  

You can also edit and Delete Campaigns from the screen, simply select the campaign and you will be shown a Edit (Pencil) button and Delete (Bin) button. 

To begin Creating a campaign select the "Create New Campaign" button. 

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Step 2 - Customising your campaign 

Once you have started creating your campaign you will be shown this screen.

Toggle the display pop-up on or off - When enabled, the campaign will be activated and visible to all customers as they navigate through the ordering process.

Customization: 

Internal Details - Here we can set the internal name and description these will only be viewable on the global dashboard. 

There is also a check box to make sure the popup is shown to customers who have recently opted-out of marketing.

Sign Up - In this section, you can personalize the color scheme of the campaign and select the text and colors for the title banner. If desired, you can also opt to remove the title banner by selecting the "None" option.

Success- Upon successful creation of an account by the customer, this section will be displayed. You have the option to customize its colors or upload an image instead of text to enhance the visual appeal.

Buttons - You have the ability to customize the colors of the buttons and the text displayed on them when they are in an active state.

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Step 3 - Applying the campaign 

After you have customized your campaign, remember to click on the "Save Changes" button to apply your modifications.

To make this campaign active for one of your stores select the PUBLISH TO VENUES button at the top. 

You will then be shown this screen which should list all the stores you have under that Global Dashboard, here you can select which ones should have the campaign and then click the publish button to make active. 

Also this message will appear if a store already has a campaign published to it. 

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Reporting 

This feature will add new columns to the Customers analytics page, these will show: 

Account Creation: Which part of the journey did the customer create an account

Account Creation Date: when the user created an account

Signup Campaign: Which campaign the user used to signup

Marketing Opt-in Date: "Last updated" date for user's marketing opt-in preference

Marketing Opt-in: Which part of the journey did the customer accept marketing 

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