Marketing
By Reece
By Reece
Step-by-step guides for venue managers using the Taybl Admin Panel to run marketing: campaigns, automations, segments and reporting.
Creating a New Campaign
Send a one-off email to a chosen segment of guests, from picking your audience to designing the email itself with the drag and drop editor. Steps 1. Go to Marketing, then "New Campaign". 2. 3. Under "Name Your Campaign", give it an internal name - guests never see this, it's just for your own reference. 4. Under "Audience", choose a "Segment" to target. Use a "Quick Pick" tag for a fast pick, or pick a saved segment from the dropdown. 5. Under "Subject", write the Subject line guests will see in their inbox, and an optional Hidden Preheader, the short preview text shown next to the subject in most inboxes. 6. Under "Send Time", choose "Send Immediately" or "Schedule for Later" and pick a date and time. 7. Under "Content", click "Edit Email Content" to open the drag and drop editor - you may need to save the campaign as a draft first if you have not chosen a segment yet. 8. Pick a starting point, a Plain Email, a Promotional Offer or an Event Announcement, then choose a design to build from, or "Start blank" for the simple branded layout. 9. Choose "Start blank" to open the canvas. Drag blocks like Image, Text, Button and Divider from the left toolbar onto the layout, then click any block to edit it in the right hand panel, including colours, fonts and spacing. 10. When the design is finished, click "Save" to return to the campaign details page. 11. Back on the campaign page, choose "Save Draft" to finish it later, or "Send Now" if you set the Send Time to Send Immediately. If you chose Schedule for Later, this button will read "Schedule Send" instead.
Creating New Auto Pilot Automations
Set up an automation once and let it run in the background, sending emails automatically whenever a guest meets a chosen trigger. Steps 1. Go to Marketing, then "New Automation". 2. 2. Under "Name Your Automation", give it an internal name for your own reference. 3. 3. Under "Trigger", pick the guest event that should start the send. See the trigger list below for what each one means. 4. 4. Under "Subject", write the Subject line and an optional Hidden Preheader. 5. 5. Under "Content", click "Edit Email Content" to design the email in the drag and drop editor, the same way you would for a campaign. 6. 6. Click "Save". The automation is now live and will send automatically whenever the trigger fires, no need to send it manually. What Each Trigger Means 7. Booking created - fires as soon as a guest makes a new booking. 8. Booking cancelled - fires when a booking is cancelled, by the guest or by the venue. 9. Booking completed - fires once a booking's visit date and time has passed. 10. Guest Checked In - fires the moment a guest is checked in at the venue. 11. First visit completed - fires after a guest's very first visit to the venue, useful for a welcome email. 12. Became a Regular - fires when a guest crosses the visit count that marks them as a Regular in your Guest CRM settings. 13. Became VIP - fires when a guest is marked or automatically qualifies as a VIP. 14. Birthday upcoming - fires a set number of days before a guest's birthday, so you can send an offer ahead of time. 15. Anniversary upcoming - fires ahead of a guest's saved anniversary date. 16. Negative feedback received - fires when a guest leaves low feedback, so you can follow up and try to win them back.
Creating New Segments
Segments are groups of guests that update automatically, based on their booking history and feedback. Use a Common Segment for a quick start, or build a custom one with your own filters. Common Segments Go to Marketing, then "Segments" to see these ready-made options. Click one to pre-fill a new segment with its settings, then adjust and save it as your own. - Lapsed Guests - haven't visited in a while, welcome them back with an offer or reward. - Quick Bookers to Diners - book very close to the day and time, perfect for filling quiet nights at short notice. - Big Spenders - flagged by your team as higher than usual spend, useful for boosting turnover. - Positive Feedback - left great feedback on their last visit (4 stars or above), ideal for boosting quiet nights. - Day of the Week - most frequently visit on a specific day, fill quiet nights with guests who've visited on that day before. - Regular Customers - your most loyal guests, reinforce loyalty with an offer or message just for them. - Larger Parties - normally book larger party sizes (6 or more guests), great for filling big tables. - VIP Guests - marked as VIP by you or your team, great for new menu launches or tailored events. Building a Custom Segment Click "New Segment" on the Segments page to build one from scratch, or start from a Common Segment and adjust it. Give it a Name, then combine as many filters as you like. The "Guests currently matching" count on the right updates live as you adjust filters, so you can see how big the audience is before you save. Visit Criteria - Min. Visits - only include guests with at least this many past visits. - Last Visit Before - only include guests whose most recent visit was more than this many days ago, useful for lapsed guests. - Last Visit Within - only include guests who have visited in the last set number of days, useful for guests who visited recently. - Most Common Day - only include guests whose most frequent visit day matches the one you choose. - Avg. Lead Time (days) - only include guests whose average booking-to-visit gap falls within your chosen range, useful for finding guests who book at short notice. Feedback - Exclude Poor Feedback - excludes guests whose most recent feedback was below this rating (1 to 5 stars). Guests who've never left feedback aren't excluded, so this is useful for combining with Lapsed Guests, a win-back send skips anyone whose last visit actually went badly. - Recent Positive Feedback - matches guests whose most recent submitted feedback meets both the rating and the days window you set. Unlike Exclude Poor Feedback, a guest with no feedback does not match. Party Size - Avg. Party Size - only include guests whose average party size across all bookings falls within your chosen range. - Recent Large Party - matches guests with at least one completed booking of this size or larger, within the given window. Unlike Avg. Party Size, this looks at a single visit rather than the lifetime average. Customer Insights - Regular customers - toggle on to only include guests who count as Regulars. This definition is set venue-wide in Marketing Settings. - Lapsed customers - toggle on to only include guests who count as Lapsed. This definition is also set venue-wide in Marketing Settings. - Tags - only include guests carrying one of your chosen guest tags, such as Allergy Alert or Birthday Club. - When you're happy with the mix, click "Save Segment". It's ready to use straight away as a target Segment on a campaign or automation.
Reports & Insights
See how your campaigns and automations are performing, all the way from the email being sent through to the guest actually visiting. The Funnel Go to Marketing, then "Reports & Insights". Every send is tracked through six stages, so you can see exactly where guests drop off and where a send actually turns into revenue. - Sent - how many emails went out. - Opened - how many guests opened the email. - Clicked - how many guests clicked a link inside it, such as a booking link or offer. - Booked - how many of those guests went on to make a booking. - Attended - how many of those bookings were actually checked in at the venue, rather than cancelled or a no-show. - Revenue - the total spend recorded against those attended visits. Reading the Report - At the top, a summary bar totals the funnel across every campaign and automation you've sent. Below it, each individual campaign or automation gets its own row with the same six numbers, so you can compare which sends actually perform, not just which get opened. - Each row is also labelled "One-off" for a Campaign or with its trigger name for an Automation, so you can see which type of send is driving the numbers.