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How to Configure Rotating Sends

How to Automate Your Promotions with Ease!

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Written by Pavan Putta Raju
Updated over 6 months ago

Overview

The Rotating Send feature in Favordrop is your time-saving tool to automate regular promotional campaigns. No more manual effort! Now, you can send cycling promotions to different customer groups on autopilot.

Why Use Rotating Send?

  • ๐Ÿ•’ Save Time: Set it once, and let it do the work for you.

  • ๐ŸŽฏ Target with Precision: Reach specific customer groups using tags, zip codes, or name filters.

  • ๐Ÿ“ˆ Maximize Engagement: Keep your customers engaged consistently without manual intervention.


Step-by-Step Guide: Setting Up Rotating Send

1. Access the Rotating Send Feature

  • Navigate to the left sidebar and click on Configure Rotating Sends.

2. Configuring Basic Info

  • Enter a campaign name in the Name of Rotating Send field.

  • Choose the relevant merchant from the Merchant dropdown.

  • A budget is required when youโ€™re sending promotions via Favordrop partners because resources need to be allocated. If you're managing your own merchant promotions, no budget is required! Youโ€™re in full control.

  • Specify how many Favordrops to send each time the campaign resets in the Number of Sends Per Reset field.

  • Use the calendar tool to set the Start Date and Time for your campaign.

  • Optionally, define an End Date if you want the promotion to stop at a certain time.

  • Set how often the send should reset (daily, weekly, bi-weekly or monthly) using the Reset Duration dropdown.

  • Eligibility criteria help define who will receive the promotion. Each filter acts like a separate option, meaning a contact only needs to match one of the criteria to be included.

  1. All Contacts: Send to your entire contact list.

  2. Name (A-L / M-Z): Filter contacts by their first or last name.

  3. Zip Codes / Area Codes: Target contacts based on their location.

  4. Tags: Send based on specific customer tags, like loyalty status or purchase history.

3. Customizing Favordrops

  • Enter the Favordrop Amount to determine the value of the promotion.

  • Optionally, set an Alias for the amount, allowing you to specify an item (e.g., "Free Coffee") instead of a dollar value.

  • Choose the duration the Favordrop will remain valid by selecting an expiration time in the Expiration Time dropdown.

  • Choose how to deliver the promotion by checking the boxes for SMS, Email, or both.

  • Customize the look of your Favordrop with a specific skin by clicking Select Favordrop Skin.

4. Messages & Notifications

  • Custom Greeting: Personalize your message with a Custom Greeting to accompany each Favordrop. You can use the wildcards to make it personal.

  • Pending Expiry Message: Notify recipients before their Favordrop expires.

  • Follow-Up Message: Send a follow-up to boost customer loyalty.

  • Send Pending Expiry Message Timing: Choose when the expiry message is sent (e.g., 30 minutes before expiration).

  • Email Notifications: Optionally, receive email alerts for status changes.

5. Submit or Save Draft

  • After configuring everything, click Submit to finalize the setup.

  • If you'd like to save your progress and return later, click Save Draft, which will be available in the Rotating Sends page.


Pro Tips ๐Ÿ’ก

  • Optimize Frequency: Play around with different reset durations (daily, weekly, monthly) to see what works best for your audience.

  • Segment Smartly: Use the eligibility filters to tailor your promotions to different customer segments for better engagement.

  • Personalize the Experience: Custom greetings and follow-up messages can boost customer satisfaction and make your promotions more memorable.


By using Rotating Send, you're streamlining your promotions and ensuring that your customers receive timely, targeted offers that keep them engaged. Set it up once and let the automation take care of the rest!

Need further assistance? Donโ€™t hesitate to chat with us! ๐Ÿ˜Š

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