Set Up an Ongoing Toast Marketing Campaign

Ideally, you know your most frequent diners by name; you might even know what they order and - better yet - what to suggest based on what they have ordered in the past. Now, what about the diners you don't see regularly or the diners you used to see but haven't seen in some time? How do you get them back in the door

Improve marketing outreach and keep guests coming back with integrated email marketing that helps you save time, drive sales, and maximize guest data.

• Use Email Marketing for the First Time
• Create an Ongoing Email Marketing Campaign
  • Recommended Campaigns
• Automated Campaigns Available

Use Email Marketing for the First Time

Note: We don't want your guests to feel spammed, so we have a rule in place that if any guest has gotten an automated marketing campaign from you in the past 28 days, they cannot receive another one.
 

1. First, log in to Toast Web. For first-time email marketing users, you will begin by using the left navigation in Toast Web and selecting Marketing. Then select from the Create new drop-down menu and select Email campaign OR scroll down to the Email marketing section of the page and select Create email campaign.
   
    
   
   
2. A banner will prompt you to enter your required information next. Select the Add required info link.
   
   
   
   
3. In this section, fill in the required information.
   
   
   
   1. Note: Use the drop-down menu to select your locations for multi-management locations.
4. Once complete, Save your changes.  

You can now build automated, one-time campaigns and view your marketing dashboard. Move forward with the steps in the next section to start your first campaign. 

Create an Ongoing Email Marketing Campaign

Bringing guests back to the restaurant lies within your ability to use the customer data available to you within Toast POS to create an automated email marketing strategy. These "set it and forget it" campaigns can help you increase revenue by increasing the frequency of visits from existing guests and driving additional sales from lapsed guests. 

1. In Toast Web, navigate to the Marketing section using the left-hand navigation. Then navigate to the Email marketing drop-down and select Campaigns.
   
   
2. Navigate to the New campaign drop-down and select Automated campaign.
   
   
3. Navigate to the Automated tab and there you can select to send to restaurant group or each location. Select Edit details for the chosen campaign:
   1. Welcome new guests: Email guests who provide their email for the first time to welcome them to your community. This is a great place to include links to your website, online ordering page, or social media.
   2. Remind guests to visit again: Email guests who have not visited in a while and encourage them to come back. These campaigns help keep guests engaged and returning.
   3. Recognize high-spending guests: Engage with your high-spending guests and let them know that you appreciate them.
   4. Thank repeat guests: Thank and reward guests who visit regularly. These campaigns are a great way to share promos as a thank you.
   5. Drive online orders: Encourage your guests to order online for the first time.
   6. Drive in store visits: Bring guests into your store for an in person visit!
   7. Follow up with your guests: Thank your guests for their business and encourage them to return.
   8. Drive Loyalty Enrollment: Invite your guests to join your Loyalty program
4. Next, you will get to see some information and editable info on the email campaign.
   1. Email campaign information
      1. Sales so far
      2. Sent to
         1. Who will receive this email? Guest emails are collected through the Toast platform. New emails are sent daily.
      3. Campaign type
      4. Status
   2. Editable Info
      1. Start and End dates (optional)
      2. Edit Email Content
         1. If you want to edit the Sender name, preview text, or the Reply-To email address of your ongoing email, select the pencil icon in the top left corner of the screen. After making your changes, select Save. 

Recommended Campaigns

You can quickly create an ongoing campaign by selecting one of the pre-built modules in the Marketing Hub.

1. Once the campaign is selected, enter the trigger information 
   1. Amount of times a guest has ordered
   2. By guest spending amount
   3. Days since a guest's last visit
2. Select Activate campaign to complete.
3. Once complete, you will receive an activation confirmation.
   
   

Automated Campaigns Available

Curious to see what automated campaign templates we have to offer? Use the chart below to learn more about each automated campaign available and find the one that best fits your restaurant's needs. 
 

Here are a few example emails you can create with some of the templates above!
 

To learn more about what you can do with Toast Marketing, watch the following video.