BusinessCopilot Docs

Running a marketing campaign

Create a promo code campaign and track how it performs.

  1. Go to CRM → Campaigns and select New Campaign.
  2. Fill in a Name and a Redeemable Code (e.g. "SAVE10") — customers use this code to get the campaign's discount.
  3. Choose the Discount Type (Percent or a Fixed ₦ amount) and the Discount Amount.
  4. Optionally target a specific Segment, note the Channel you're running it on (e.g. WhatsApp, Email), and add a Cost if you're tracking ad spend.
  5. Set a Start Date and End Date, and whether it's Active.
  6. Select Create Campaign.

The New Campaign form

Once live, a customer's code is entered as the campaign code at checkout, and the discount applies automatically. The campaign list shows you how it's performing as codes get redeemed.

If you connect a real social media account to a campaign, deeper channel performance tracking lives in Business Growth — not yet covered in these docs.

Customer loyalty notifications

What BusinessCopilot tells a customer automatically when something loyalty-related happens.

Logging customer communication

Keep a record of calls, emails, and other conversations with a customer.

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