Customers and Marketing: Campaigns, Discounts, Cross-Selling and Loyalty

This chapter covers the people who order from you (the Customers list) and the tools you use to keep them coming back: Campaigns (email and push), Discounts (coupons and promotions), Cross-Selling (suggested add-ons at checkout), and Loyalty (a points program).

What you can do here

• See your customer database — every guest who has ordered or registered, with their name, phone, email and main address. You can add a customer manually and edit or delete existing ones.
• Collect and review leads — turn on a lead-capture pop-up per channel (Microsites / OnsiteApp / OnsiteWeb) and review the names and phones of visitors who left their details but haven't ordered yet.
• Run an automatic email campaign triggered after an order is delivered, attaching a coupon code.
• Send scheduled push notifications to your app users — with a message template, an on-screen preview, a send schedule, and an optional promotion as the destination.
• Create discount coupons (percentage or flat amount) with an expiration date, usage limits and a minimum-order requirement.
• Build promotions (2x1 / BOGO, buy-X-get-discount, flat or percent discounts, free reward at checkout) from ready-made templates.
• Set up cross-selling — when a guest adds a "main product" to the cart, you suggest "recommended products" at add-to-cart or at checkout.
• Run a loyalty points program — define how points are earned and what they're worth, and review each customer's points balance and history.

Where to find it

Visibility — product gating. In the sidebar, Discounts and Loyalty only appear if your account has the Microsites product. Campaigns and Cross-Selling are not product-gated, but every item is also permission-gated (see each section's "Visibility" note). If you don't see a menu item, you most likely lack the product or the permission — ask your account admin.

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Customers

Where to find it: sidebar Customers → https://admin.eatsyorders.com/customers?tab=customers, tab Customers (ES: "Clientes"). The same screen has three tabs in this order: Leads (ES: "Cliente Potencial"), Customers (ES: "Cliente"), and Manage Leads (ES: "Administrar Leads"). This section is the Customers tab; the Leads and Manage Leads tabs are documented right after it.

What it's for: This is your guest database. Every person who has placed an order or registered shows up here so you can look them up and keep their contact details current.

Visibility: The Customers tab itself requires the see-customers permission. The whole /customers page (all three tabs) is wrapped behind the see-leads permission — if you don't have see-leads the page shows a "you do not have permission" message and none of the tabs load. The New customer button needs add-customer; editing needs edit-customers; deleting needs delete-customer.

Gotcha (sidebar vs. page permission mismatch — for admins assigning roles): The Customers link in the sidebar appears whenever a user has see-customers, but the page itself only opens with see-leads. So a teammate granted see-customers but not see-leads will see the Customers menu item yet hit the "you do not have permission" screen when they click it. When you build a role that should reach this page, grant both see-leads (to open the page) and see-customers (to see the Customers tab).

The list is a table with these columns:

The list loads more rows automatically as you scroll (infinite scroll) — there are no page numbers.

Note: This screen does not have an export / download button or a "message this customer" button. The only actions are add, edit and delete.

Add a customer

1. Click New customer (ES: "Nuevo cliente") in the top-right.
2. A panel slides in from the right with the Customer form.
3. Fill in the fields below and click Save. A confirmation dialog appears before the record is saved.

Edit a customer

1. Click the ⋮ menu at the end of the customer's row.
2. Choose Edit (ES: "Editar").
3. The same right-side panel opens, pre-filled. Change what you need and Save.

Delete a customer

1. Click the ⋮ menu on the row.
2. Choose Delete (ES: "Eliminar") — shown in red.
3. A confirmation dialog appears.

Gotcha (delete): Deleting a customer from this list may not remove the record in every account. If a customer still appears after you confirm delete, contact support.

Customer form fields

The first/last name and phone are the only hard requirements; everything else is optional.

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Leads

Where to find it: sidebar Customers → https://admin.eatsyorders.com/customers?tab=leads, tab Leads (ES: "Cliente Potencial"). This is the first tab on the Customers screen, so it's usually the tab you land on.

What it's for: A list of leads — people who gave you their name and phone through the lead-capture pop-up on your ordering channels (microsite, on-site app, web) but who have not placed an order yet. It's the same contact list as Customers, just filtered to the people who aren't customers yet, so you can follow up and turn them into orders.

Visibility: Requires the see-leads permission (the same permission that opens the whole /customers page). No extra product is needed for the tab itself, but you only collect leads if lead capture is switched on — see Manage Leads below.

The list is a simple table with two columns:

The list loads more rows automatically as you scroll (infinite scroll) — there are no page numbers.

What you can do with a lead

• View the lead's name and phone — that's the full set of details shown here.
• There are no New / Edit / Delete buttons on this tab. Leads are created automatically when someone fills in your lead-capture pop-up; you can't add or remove them by hand from this screen.

Note (no export / no message button): This screen has no download/export and no "message this lead" action. To work the leads, copy the phone numbers out manually (or use your marketing tools). To turn lead capture on or off, go to the Manage Leads tab.

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Manage Leads

Where to find it: sidebar Customers → https://admin.eatsyorders.com/customers?tab=lead-manager, tab Manage Leads (ES: "Administrar Leads"). This is the third tab on the Customers screen.

What it's for: Turn the lead-capture pop-up on or off per channel. When a channel is switched on, a small "leave your details" pop-up appears to visitors on that channel, and the contacts they enter show up on the Leads tab.

Visibility: Requires the see-leads permission (same as the rest of the /customers page). Each toggle saves a change to the location settings, so a teammate also needs edit access to your location to make the switches stick.

The tab is a table with two columns and one row per channel:

Turn lead capture on or off

1. Open the Manage Leads tab.
2. Find the channel you want (Microsites, OnsiteApp, or OnsiteWeb).
3. Flip its Active switch.
4. The change saves immediately — there's no separate Save button. A green "edited successfully" message confirms it saved, or a red error message if it didn't.

Gotcha (per-location, saves instantly): Each toggle applies to the location you currently have selected at the top of the backoffice, and there is no confirmation dialog — the switch takes effect the moment you click it. If you run several locations, switch to the right location first, then set the toggles for that location.

Note: Lead capture must be on for at least one channel for new leads to appear on the Leads tab. If your Leads tab is empty, check here first.

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Campaigns (email)

Where to find it: sidebar Marketing → Campaigns → https://admin.eatsyorders.com/marketing?tab=campaigns, tab Campaigns (ES: "Campañas").

What it's for: An automated email campaign that fires after an order is delivered and includes a coupon code, so the guest is nudged to order again. This is the only campaign type currently available.

Visibility: The Campaigns tab requires see-campaigns. The Add Campaign button and form require create-campaigns. Editing requires edit-campaigns; deleting requires delete-campaigns.

Limit: You can have only one "Order Delivered" campaign per location. Once one exists, the Add Campaign button disappears and the type drop-down shows "Order Delivered campaign already exists. Only one campaign of this type is allowed."

Create a campaign

1. Click Add Campaign (ES: "Agregar Campaña").
2. The Create Campaign dialog opens.
3. Leave Campaign Type as Order Delivered (the only option).
4. Choose a Campaign State.
5. Type a Coupon Code in the field — this is the code attached to the email.
6. Click Create Campaign.

Edit, change state or delete a campaign

Each campaign appears as a card showing its type, current state and coupon code.

• Edit the coupon: click the pencil icon, change the Coupon Code in the inline field, then click the check (✓) to save or the X to cancel. (Needs edit-campaigns.)
• Change the state: use the state drop-down on the card to switch between Draft / Active / Paused / Archived. (Needs edit-campaigns.)
• Delete: click the red trash icon. (Needs delete-campaigns.) There is no extra confirmation dialog on the campaign card.

Campaign fields

Gotcha: The campaign form only stores the coupon code as text. It does not verify that a matching coupon exists — make sure you've actually created that coupon (see Coupons below) or the code won't apply.

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Push Campaigns

Where to find it: sidebar Marketing → Campaigns → https://admin.eatsyorders.com/marketing?tab=push-campaigns, tab Push Campaigns (ES: "Push Campaigns").

What it's for: Scheduled push notifications sent to customers who have your app installed. You write a short message (with optional auto-filled "markers"), pick the days and times it can go out, and optionally point it to a promotion.

Visibility: The tab requires see-push-campaigns. Creating requires create-push-campaigns; editing requires edit-push-campaigns; deleting requires delete-push-campaigns. (Tabs you don't have permission for are hidden, so you might land directly on whichever tab you can see.)

Create a push campaign

1. Click Add Push Campaign (ES: "Agregar Push Campaign").
2. The push campaign builder opens (a large dialog).
3. Enter a Push title and a Message.
4. (Optional) Click any marker button to insert a placeholder into the message — see the markers table below.
5. Set the Start date and End date.
6. Under Operation days, click the weekdays the push may be sent, and set a Send time for each day.
7. Under Destination, choose No promotion (general notification) or Offers; if you pick Offers, select a Promotion.
8. Check the live phone preview on the right, then click Create Push Campaign.

Edit, change state or delete a push campaign

Each campaign shows as a card with its title, linked promotion, schedule, dates, timezone and destination.

• Edit: click the pencil icon to reopen the builder (button label becomes Save). Needs edit-push-campaigns.
• Change the state: use the drop-down on the card (Draft / Active / Paused). Needs edit-push-campaigns.
• Delete: click the red trash icon. Needs delete-push-campaigns.

Markers (placeholders in the message)

You can drop these tokens into the message and they're replaced with real values when the push is sent. Only these four are allowed; any other {{...}} token is rejected.

Push campaign fields and validation

Helpful extras in the builder:

• A "Duplicate" button on each operation-day row lets you copy that day's send time onto other weekdays.
• The header shows how many markers are "ready" (e.g. a date marker is "ready" once you've set that date) and whether the preview is ready.
• The phone preview shows your restaurant logo/name and the message exactly as the customer will see it.

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Discounts → Coupons

Where to find it: sidebar Marketing → Discounts → https://admin.eatsyorders.com/marketing/discounts?tab=coupons, tab Coupons (ES: "Cupones").

What it's for: Single discount codes a customer can type at checkout — either a percentage off or a flat dollar amount — with an expiry date, usage caps and an optional minimum order.

Visibility: Discounts is gated by the Microsites product. The Coupons tab needs see-coupons. New Coupon needs add-coupon; editing needs edit-coupon; deleting needs delete-coupon.

The coupons table shows: Coupon Code, Status (an on/off switch), Discount Type, Discount (value), Expiration Date, Limit Type, Usage Limit and Minimum Order Amount. A filter bar at the top lets you filter by code, active/inactive, type, value, expiration date and limit type. The list loads more as you scroll.

Create a coupon

1. Click New Coupon (ES: "Nuevo cupón").
2. A panel slides in with the coupon form.
3. Fill in the fields (see table), then click Create.

Edit a coupon

1. Click the ⋮ menu on the coupon's row → Edit.
2. The panel opens pre-filled. Change what you need and Save.

Gotcha (editing): The Coupon Code field is locked when editing — you can't rename an existing code. To change the code, create a new coupon.

Turn a coupon on/off

Flip the Status switch directly in the table row. It saves immediately.

Delete a coupon

1. Click the ⋮ menu → Delete (red).
2. Confirm in the dialog that appears.

Coupon form fields and validation

Note: The Loyalty section also has a Coupons tab, but that one is a read-only view of loyalty-generated coupons (see Loyalty below). The full create/edit/delete flow lives here under Discounts.

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Discounts → Promotions

Where to find it: sidebar Marketing → Discounts → https://admin.eatsyorders.com/marketing/discounts?tab=promotions, tab Promotions (ES: "Promociones").

What it's for: Richer, rule-based offers — buy-one-get-one (BOGO/2x1), buy-X-get-a-discount, flat or percentage discounts, and free-reward-at-checkout — that apply automatically based on what's in the cart and the schedule you set.

Visibility: Lives on the same Discounts screen (Microsites product). The Promotions tab needs see-promotions. Creating needs add-promotion. The "Highlight Promotion" shortcut additionally needs add-workflow.

The promotions table shows your promotions with a filter bar (by name, state, type and channel). Each row's ⋮ menu offers Edit, Duplicate, Highlight (creates a quick workflow), change state and change channels, plus Delete (with a confirmation dialog). Duplicating copies the promotion as a new draft named "… (Copia)" with its usage count reset.

Create a promotion (start from a template)

1. Click New promotion (ES: "Nueva promoción").

2. The Preset picker opens with nine cards. Choose one of the ready-made templates, or the last card to start blank.

   Heads-up on the card names: Most of the template titles appear in Spanish and are not translated even when your backoffice is set to English. The exact titles you'll see on the cards are listed below (English description, then the literal card title in quotes):

   • 2x1, same product — "2x1 Mismo Producto": buy 1, get 1 free of the same item (default 100% off the reward item).
   • 2x1, different product — "2x1 Otro Producto": buy 1 item, get a different item free (default 100% off the reward item).
   • Reward at Checkout — "Reward at Checkout" (this one is in English): grant a free product resolved when the guest reaches checkout.
   • Percent discount, no condition — "Descuento % Sin Condición": straight percent off, default 20%.
   • Flat discount, no condition — "Descuento Fijo Sin Condición": straight dollar amount off, default $5.
   • Discount with minimum purchase — "Descuento con Compra Mínima": e.g. buy 3, get 15% off.
   • Happy Hour — "Happy Hour" (in English): a timed discount — you set a duration in days right on the card; default 30% off.
   • New-customer promotion — "Promoción Nuevos Clientes": a discount that requires the customer to register, default 15%.
   • Start blank — "Empezar desde Cero" (in Spanish): no template, full control over every field.

   Some cards let you tweak the discount value (or Happy Hour days) right on the card before you pick them.

3. The full promotion form opens pre-filled from the template. Adjust and Create.

Promotion form — key fields

The form changes depending on Promotion type. Common and type-specific fields:

Gotcha (overlapping products): If you put a product into an active promotion that's already in another active promotion, the form shows a warning listing the conflicting promotions. It's a warning, not a hard stop — but overlapping promos on the same item can behave unexpectedly.

Helpful extras: When editing an eligible promotion you'll see a "Highlight Promotion" button that opens a quick-workflow tool (needs add-workflow). For Product/Discount types the form shows a live preview card so you can see how the offer reads to a customer.

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Cross-Selling

Where to find it: sidebar Marketing → Cross-Selling → https://admin.eatsyorders.com/marketing/cross-selling, tab Cross-Selling (ES: "Cross-Selling").

What it's for: Suggest add-on items to guests while they order. You define Main products (the trigger items) and Recommended products (the suggestions), and choose whether the suggestions appear when the item is added to the cart or at checkout.

Visibility: The tab needs see-cross-selling. New cross-selling needs add-cross-selling; editing needs edit-cross-selling; deleting needs delete-cross-selling.

The list shows your cross-selling rules with a filter bar (name, state, channels). Each row's actions let you Edit or Delete (Delete shows a confirmation dialog).

Create a cross-selling rule

1. Click New cross-selling (ES: "Nuevo cross-selling").
2. A right-side panel opens with the form.
3. Fill in the fields, choose your main and recommended products, set the schedule, then Save (a confirmation dialog appears).

Cross-selling form fields and validation

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Loyalty

Where to find it: sidebar Marketing → Loyalty → https://admin.eatsyorders.com/marketing/loyalty. Three tabs: Setup (ES: "Configuración"), Customers (ES: "Clientes"), and Coupons (ES: "Cupones").

What it's for: A points program — customers earn points as they spend, and redeem them for value later. You configure the rules in Setup and review balances/history in Customers.

Visibility: Loyalty is gated by the Microsites product. You can open the Loyalty page if you have any one of see-loyalty-settings, edit-loyalty-settings, or see-loyalty-customers. Which tabs you then see depends on the specific permission:

• Setup appears with see-loyalty-settings or edit-loyalty-settings. Saving changes requires edit-loyalty-settings (without it the form is read-only and shows a "view access only" note). Redemption active and related redemption controls may stay locked if your role lacks the matching redemption-edit permission — ask your account admin if you need those toggles.
• Customers requires see-loyalty-customers.
• Coupons appears with see-loyalty-settings, edit-loyalty-settings, or see-loyalty-customers. It's a read-only list.

Loyalty → Setup

Configure the program in three sections (Activation, Points rules, Expiration) with a plain-language summary at the bottom that updates as you type. Most fields are disabled until the program is turned on.

Steps to set it up:

1. Turn on Program active.
2. (Optional) Turn on Shared balance across company to pool points across locations.
3. Set Points per $1 spent and Currency unit per point (both must be greater than 0).
4. Decide on Redemption active and any Days before redemption is available.
5. Set Expiration days (0 = points never expire).
6. Click Save. A warning banner appears if any value is invalid, and the Save button stays disabled until it's fixed.

Loyalty → Customers

What it's for: Track each customer's points balance and activity for the selected location.

1. Use the search box (an autocomplete by customer name) to find a customer, or scroll the Customers found list (loads more as you scroll).
2. Click a customer to see their detail panel.

At the top you'll see four summary metrics for the current view: Visible customers, Subscribed, total Balance, and Activity (total redeemed). The customer list shows each customer's ID/name, a Subscribed / Inactive chip, their points balance and last activity date.

The detail panel for a selected customer shows their Balance, Earned, Redeemed and Expired point totals, plus a Recent activity feed of point movements:

• Earn (green, +), Redeem (amber, -) and Expire (red) movements, each with date, the related order ID (or "no order reference"), an optional expiry date, and a description.

This screen is read-only — you review balances and history here; you can't manually add or remove points from this view.

Loyalty → Coupons

A read-only list of coupons generated by the loyalty program (loyalty-type coupons). It uses the same table layout as the Discounts → Coupons tab but without the create/edit/delete/toggle controls. To manage regular discount coupons, use Discounts → Coupons.

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