diff --git a/content/applications/sales/point_of_sale.rst b/content/applications/sales/point_of_sale.rst index ded6c4b4a6..53147c7c27 100644 --- a/content/applications/sales/point_of_sale.rst +++ b/content/applications/sales/point_of_sale.rst @@ -186,4 +186,5 @@ the **POS dashboard**. point_of_sale/restaurant point_of_sale/pricing point_of_sale/payment_methods + point_of_sale/pos_based_marketing point_of_sale/reporting diff --git a/content/applications/sales/point_of_sale/pos_based_marketing.rst b/content/applications/sales/point_of_sale/pos_based_marketing.rst new file mode 100644 index 0000000000..8aeedf4315 --- /dev/null +++ b/content/applications/sales/point_of_sale/pos_based_marketing.rst @@ -0,0 +1,112 @@ +================== +Marketing features +================== + +Use your POS system to engage with customers directly by sending them promotional offers via email +or WhatsApp. + +Storing contact details +======================= + +This feature requires your customer's contact details, either their email address or phone number. + +- **Email addresses**: automatically collected and saved in POS orders when sending a receipt by + email. +- **Phone numbers**: to store phone numbers when sending receipts on WhatsApp or by SMS, + + #. Go to :menuselection:`Configuration --> Settings` and scroll to the :guilabel:`Bills & + Receipts` section; + #. Activate the :guilabel:`WhatsApp Enabled` or :guilabel:`SMS Enabled` option(s). + +.. image:: pos_based_marketing/sms-whatsapp-enabled.png + :alt: setting to enable to store phone numbers when sending receipts + +If a customer’s contact information is missing, it will be automatically saved in POS orders when +the receipt is sent via email, SMS, or WhatsApp. + +Email marketing +=============== + +To send marketing emails to your customers from POS orders, + +#. Go to :menuselection:`Point of Sale --> Orders --> Orders`; +#. Select the orders; +#. Click :guilabel:`Actions`, then :guilabel:`Send Email` from the dropdown menu. + +Doing so opens an email composing form. Fill it in and hit :guilabel:`Send`. + +.. image:: pos_based_marketing/mail-composer.png + :alt: mail composer view + :scale: 50 % + +.. tip:: + - Save some time by saving your content as a template. Click the vertical ellipsis button and + select your template under the :guilabel:`Insert Template` section. + - You can also save your content as template for later use. Click the vertical ellipsis button + and select :guilabel:`Save as Template`. + +.. note:: + - Fill in the :guilabel:`Mass Mailing Name` field to create a mass mailing and track its results + in the :doc:`Email Marketing app <../../marketing/email_marketing>`. + - If an email address is not related to an existing customer, a new customer is automatically + created when sending marketing emails. + +.. seealso:: + :doc:`Use the email marketing app for more advanced marketing features + <../../marketing/email_marketing>`. + +Whatsapp marketing +================== + +.. _pos_based_marketing/whatsapp_config: + +Configuration +------------- + +You first need to enable the related server action to send WhatsApp marketing messages from your POS +using the phone numbers collected from POS orders. To do so, + +#. Go to the WhatsApp application; +#. Create a new :ref:`WhatsApp template `; +#. Configure the fields: + + - :guilabel:`Applies to` field set to :guilabel:`Point of Sale Orders`; + - :guilabel:`Category` field to :guilabel:`Marketing`; + - :guilabel:`Phone Field` to either :guilabel:`Mobile` or :guilabel:`Customer > Phone`. +#. Click :guilabel:`Submit for Approval`; +#. Once approved, click the :guilabel:`Allow Multi` button to create a server action in the POS + orders list view. + +.. image:: pos_based_marketing/whatsapp-template.png + :alt: approved and configured for marketing uses whatsapp template + +.. warning:: + If you modify the template's content, you must request for approval again, as its status returns + to the :guilabel:`Draft` state. + +.. seealso:: + :doc:`WhatsApp configuration <../../productivity/whatsapp>` + +Send WhatsApp marketing messages +-------------------------------- + +#. Go to :menuselection:`Point of Sale --> Orders --> Orders`; +#. Select the orders; +#. Click :guilabel:`Actions`, then :guilabel:`WhatsApp Message` from the dropdown menu. + +Doing so opens a WhatsApp message composing form. Select the desired marketing template in the +:guilabel:`Template` field and hit :guilabel:`Send Message`. + +.. image:: pos_based_marketing/whatsapp-composer.png + :alt: whatsapp composer view + +.. note:: + - To use WhatsApp marketing in the Point of Sale, approved marketing templates must have the + :guilabel:`Allow Multi` option enabled and :guilabel:`Point of Sale Orders` selected in the + :guilabel:`Applies to` field. + - If the server action is displayed without a properly configured template, an error message + appears. Click :guilabel:`Configure Templates` and complete the :ref:`WhatsApp setup + ` steps. + +.. seealso:: + :doc:`../../productivity/whatsapp` diff --git a/content/applications/sales/point_of_sale/pos_based_marketing/mail-composer.png b/content/applications/sales/point_of_sale/pos_based_marketing/mail-composer.png new file mode 100644 index 0000000000..7ba49ca72e Binary files /dev/null and b/content/applications/sales/point_of_sale/pos_based_marketing/mail-composer.png differ diff --git a/content/applications/sales/point_of_sale/pos_based_marketing/sms-whatsapp-enabled.png b/content/applications/sales/point_of_sale/pos_based_marketing/sms-whatsapp-enabled.png new file mode 100644 index 0000000000..607b6d5d5b Binary files /dev/null and b/content/applications/sales/point_of_sale/pos_based_marketing/sms-whatsapp-enabled.png differ diff --git a/content/applications/sales/point_of_sale/pos_based_marketing/whatsapp-composer.png b/content/applications/sales/point_of_sale/pos_based_marketing/whatsapp-composer.png new file mode 100644 index 0000000000..9f759f7c04 Binary files /dev/null and b/content/applications/sales/point_of_sale/pos_based_marketing/whatsapp-composer.png differ diff --git a/content/applications/sales/point_of_sale/pos_based_marketing/whatsapp-template.png b/content/applications/sales/point_of_sale/pos_based_marketing/whatsapp-template.png new file mode 100644 index 0000000000..1d8bea80ac Binary files /dev/null and b/content/applications/sales/point_of_sale/pos_based_marketing/whatsapp-template.png differ