User Guide on Marketing Module

Created by Surya Boddu, Modified on Tue, 2 Apr, 2024 at 3:55 PM by Surya Boddu

Overview

Marketing is a vital component in the success of any company, product line, individual, or entity. Its primary objective is to promote the services offered and encourage potential customers to make purchases while fostering loyalty to a specific brand. In today's highly competitive market, employing effective marketing strategies is crucial for businesses to thrive and connect with their target audience. This guide will outline the steps required to access the marketing module and leverage its diverse range of features. To begin, you'll need to log in to the Bitsila platform, which will grant you access to the dashboard—an all-in-one control center for managing various aspects of your business. From there, you can seamlessly navigate to the marketing module, which offers a comprehensive suite of tools and functionalities designed to facilitate effective promotion of your products or services.

Steps for Marketing Module

Step 1: Login to Bitsila

Start by visiting the Bitsila platform and entering your login credentials. This will grant you access to the platform's features and functionalities. If you don't have an account, you will need to sign up for one before proceeding.

Step 2: Navigate to the Dashboard

After logging in, you will be taken to the Dashboard. The dashboard serves as a control center where you can access various modules and manage different aspects of your business.

Step 3: Access the Marketing Module

Look for the Marketing Module on the dashboard interface, click on it to access its features.

Marketing Module Features

1. Create Offers

Within the marketing module, you can create compelling Offers to attract potential customers. Offers can include discounts, limited-time promotions, bundled deals, or any other incentives that encourage people to purchase your product or service. Follow the prompts or options provided to create and customize your offers according to your marketing goals.

Steps to Create an Offer in the Marketing Module

Click on the Offers Section

Within the marketing module, locate and click on the Offers section.

Create a New Offer

Click on the Create New button to start creating a new offer.

Select Offer Type and Parameters

Offer On

Choose the Offer trigger from the dropdown options, such as orders, items, referrals, or cart recovery.

Offer Applied On

Select the condition for the offer to Apply, like total order amount or every minimum order amount.

Set Maximum Limit Quantity

Enter the Maximum Quantity allowed for the offer.

Set Minimum Order Amount

Enter the Minimum Order Amount required to avail the offer.

Applicable To

Choose the Sales Channel(s) where the offer is applicable, like all, POS, web, app, etc.

Applicable To Type

Select the Target Audience for the offer, such as category specific, brand specific, etc.

Categories, Groups, Subgroups, Items

Select the specific Categories, Groups, Subgroups and Items to which the offer applies.

Validity/Duration

Specify the offer's Validity by setting the start and end dates, time, and applicable days.

Define Offer Code and Type

Offer Code

Enter a unique name and Code for the offer, which customers will use at checkout.

Offer Type

Select the Type of Offer, such as free item, cashback, percent off, flat off, fixed price, buy x get y.

Configure Offer Details

Sender and Receiver Items

If applicable, select items for the Sender and Receiver and specify the Quantity.

Amount for Sender and Receiver

Enter the respective Amounts for the Sender and Receiver (if required).

Referral Limit

Set a limit for Referral-Based offers.

Buy Items and Discount

If applicable, enter the Buy Item quantity, items, and specify the Discount percentage or amount.

Can Avail On

Choose whether the offer can be Availed on the same order or the next order.

Use Within Days

Specify the Number of Days within which the offer must be used.

Allow Same Day Redemption

Check this box if the offer Allows Same-Day Redemption.

Usable On

Select the conditions under which the offer can be Used, such as same offer terms, no other offer, any other offer.

Item and Quantity

Enter specific Items and Quantities for the offer (if required).

Upload Images

Optionally, Upload relevant images to enhance the offer presentation.

Create the Offer

Review the offer details and click on the Create Button to create the offer.

Edit or Delete Offer

If needed, you can Edit or Delete the offer by navigating to the respective tabs within the marketing module.

Activate the Offer

Once the offer is created, make it Active by clicking on the action button, selecting Change Status, and setting the status to Active.

Search and Filter Offers

To find specific offers, use the Search bar to search by name or apply Filters based on status (all, active, inactive, expired, completed, canceled, proposed). You can also use the filter option to search by type and updated on parameters

2. Promotions

Utilize the marketing module to effectively promote your product or service. This may involve creating marketing campaigns, selecting target demographics, and choosing suitable marketing channels. The module may offer various options, such as social media advertising, email marketing, content marketing, or influencer partnerships. Explore these options and select the ones that align with your marketing strategy.

Steps to Create Promotions in the Marketing Module

Step 1: Access the Marketing Module

Step 2: Click on Promotions

Within the marketing module, locate and click on the Promotions section.

Step 3: Create a New Promotion:

Click on the Create New button to start creating a new promotion.

Enter Promotion Details

Promotion Name and Description

Provide a unique Name and Description for the promotion.

Promo Code

Enter a Promotional Code if applicable.

Select Promotion Type

Choose whether you want to promote Offers, Catalogs, or Stores.

Choose Promotable Based On

Select the item you want to Promote based on your earlier selection, such as specific offers, catalogs, or stores.

Select Promote Channels

Choose the Channels through which you want to promote the item, such as WhatsApp, Facebook, or Twitter.

Note: Promo Code is a unique code that customers can use to avail discounts or special offers during the promotion.

Set Schedule Details

Schedule

Choose the Schedule type, such as one-time or daily.

Start and End Date

Specify the Start and End Dates for the promotion.

Date and Time

Set the specific Date and Time when the promotion should start.

Add Relevant Image

Upload an image related to the promotion to enhance its visual appeal.

Step 4: Create the Promotion

Review the details and click on the Create button to create the promotion.

Step 5: Activate the Promotion:

Once the promotion is created, click on the Action button and select Change Status. Set the status to Active to activate the promotion.

Step 6: Share on WhatsApp:

Once the status is active, click on the Action button and choose WhatsApp Webshare to share the promotion on WhatsApp.

Step 7:

To search for specific promotions, you can utilize the Search bar and enter the Promotion Code. Alternatively, you can use the Filter option to narrow down your search by selecting the promotable objects, channel, and date range. This can help you quickly find the promotions you're looking for without having to scroll through a long list.

Step 8: History

In the marketing module, you can easily track the History of promotional codes and their related activities. By accessing the history tab of a specific promo code, you will have access to valuable information, including the date and time of events, the audit type, descriptions of actions performed, the username associated with each action, and the corresponding IP address.

Additionally, you have the option to search the history based on IP addresses and specific dates.

Furthermore, the Filter option allows you to narrow down the history by selecting the audit type (such as all, update, destroy, or create) and the username associated with the actions. This comprehensive history tracking feature provides you with insights into the activities and changes made to promo codes, ensuring transparency and accountability within your marketing campaigns.

3. Catalog Sharing

In the marketing module, you can set up catalog sharing, allowing potential customers to access and browse your product catalog. This feature enables easy showcasing of your offerings and enhances the chances of conversions. Follow the instructions provided to set up and customize catalog sharing according to your business requirements.

Steps for Catalog Sharing

Step 1: Access the Marketing Module

Step 2: Create New Catalog Sharing

Click on the Catalog Sharing option and select Create New.

Details Tab

In the details tab, enter the Catalog Name, Catalog Code, and Description. Select the offer from the dropdown and set the validity period.

Upload Images

Upload relevant images that showcase the catalog or products being shared.

Add Items

Scroll down to the Items section and click on Add Items. Select the items you want to include in the catalog sharing and click on Add.

Create Catalog Sharing

Once all the details and items are added, click on Create to create the catalog sharing.

Change Status

After the catalog sharing is created, click on the Action button, select the Change Status option, and change the status to Active.

Download QR Code

Click on the Action button and select Download QR Code to download the QR code associated with the catalog sharing. The QR code can be used for easy access to the catalog.

By clicking on the particular catalog code, you can access more detailed information about that specific catalog. This allows you to view and manage the catalog's settings, items, and performance.

In addition, you can Download the QR code associated with the catalog sharing directly from the details page. The QR code serves as a quick and convenient way for customers to access the catalog using their smartphones or scanning devices.

Furthermore, you will find the URL of the catalog sharing on the details page. This URL can be shared with customers through various channels such as social media, email, or messaging platforms. Sharing the URL allows customers to access the catalog directly, even without scanning the QR code.

These features provide flexibility in how you share and promote your catalog, catering to different customer preferences and accessibility options.

Items:

You can see the items added to the catalog sharing by clicking on the Items tab.

Order Summary: Click on the Order tab to view the order summary related to the catalog sharing.

Search Orders: Use the Search bar and select the store to search for specific orders by entering the order number.

Filter Orders: Utilize the Filter option to search for orders based on criteria such as order type, delivery type, status, and date.

Export Order List: Click on the Export button to export the order list for further analysis or record-keeping.

Users:

Navigate to the Users tab to see the users associated with the catalog sharing.

Search Users: Use the search bar to search for users by entering their ID or Name. You can also search based on their Status (active, inactive, pending, declined).

Performance:

Click on the Performance tab to check recent orders and top-selling items related to the catalog sharing.

History:

Access the History tab to track the catalog sharing history. It provides information such as date and time, audit type, description, user name, and IP address.

Search the history by IP address and select a specific date to track the catalog sharing history.

You can also use the Filter option to search by audit type and user name.

Note: It is important to regularly update and refresh your catalog sharing with new products, offers, or promotions to maintain customer engagement and interest.

4. Channels

In the marketing module, channels play a crucial role in reaching your target audience through different platforms and mediums. By utilizing the channel options, businesses can effectively promote their products or services to the right audience. This guide will provide you with steps, definitions, and frequently asked questions related to channels in the marketing module.

Steps to Create or Explore Channels:

Step 1: Access the Marketing Module

Access the marketing module in your platform.

Step 2: Exploring Channels

Look for the Channels option and click on it.

If you want to search for existing channels, enter a Promo Code in the search bar and click Search.

Alternatively, you can use Filters to refine your search by selecting promotable objects, created date, channel type (e.g., push notification or SMS), and then click on the search button.

Review the list of channels that match your search criteria or explore the available options.

Note: Regularly review and analyze the performance of different channels to identify the most effective ones for your marketing campaigns.

5. Segments

Segments are a valuable component of the marketing module that allows businesses to categorize their audience based on specific characteristics or behaviors. By creating segments, businesses can tailor their marketing efforts and messages to different groups, ensuring more personalized and effective campaigns. In this guide, we will explore the steps to create segments within the marketing module, along with additional notes and frequently asked questions.

Steps to Create a Segment

Step 1: Access the Marketing Module

Access the Marketing module in your platform.

Step 2: Create New Segment

Click on the Segments option to enter the segment management section.

To create a new segment, click on the Create New button.

Enter the desired Segment Name and Description in the provided fields.

Click on the Create button to finalize and create the segment.

Step 3: Change Status

Once the segment is created, you can make it active by selecting the Actions button and choosing the Change Status option. Set the status to Active.

If needed, you can delete a segment by selecting the Actions button and clicking on Delete.

To make changes to an existing segment, click on the Edit button.

Step 4: Segment Rule

To create segment rules, click on the Segment Rule tab and select New.

In the details section, define the Segment Rule by selecting the Condition from the available options, such as order amount, number of orders, last ordered on, or signed up date. Enter the appropriate values for the condition, such as the range or specific dates.

You can edit an existing segment rule by clicking on the Edit button.

By navigating to the corresponding buttons or sections, you can check Promotions and Offers related to a particular segment.

Note: Segments allow you to categorize your audience based on specific characteristics or behaviors, enabling you to target them effectively with tailored marketing strategies.

6. Notification Templates

Notifications are an effective way to engage with your audience and keep them informed about your offers, updates, or important announcements. The marketing module may offer pre-designed notification templates that you can customize with your branding elements and messages. Explore the options available and tailor the templates to suit your marketing communication needs.

Steps to Create Notification Templates

Step 1: Access the Marketing Module

Access the marketing module on your platform.

Step 2: Create New Notification Template

Look for the Notification Templates option and click on it.

To create a new notification template, click on the Create New button.

Enter a descriptive name for the template in the Template Name field.

From the dropdown menu labeled Module, select the relevant module for which you want to create the notification template. Options may include orders, business, inventory, procurement, production, reports, marketing, catalog, delivery, finance, admin, support, or help.

Choose the appropriate Template Type from the dropdown, such as promotional or transactional, depending on the purpose of the notification.

Enter the Message Content in the designated text area, providing the necessary details and formatting as required.

If applicable, input the DLT (Distributed Ledger Technology) template ID in the respective field.

Click on the Create button to save and create the notification template.

Searching Notification Templates

To search for a specific notification template, use the Search bar and enter the Template Name.

You can further refine your search by selecting the Created Date to narrow down the results.

Filtering Notification Templates

Use the filter option to search for notification templates based on different criteria.

Select the "Message Type" to filter templates as promotional or transactional.

Choose the desired Status (enabled or disabled) to filter templates based on their current activation status.

Note: Notification templates are predefined message formats that allow businesses to send consistent and automated notifications to their customers or users.

7. Cart Abandonment

Cart abandonment is a common challenge in e-commerce, where customers add items to their shopping carts but leave without completing the purchase. The marketing module may provide features to tackle this issue, such as sending automated reminders or incentives to encourage customers to return and complete their purchase. Familiarize yourself with these features and set them up to minimize cart abandonment and maximize conversions.

Steps to Manage Abandoned Carts

Step 1: Access the Marketing Module

Access the marketing module on your platform.

Step 2: Managing Abandoned Carts

Look for the Cart Abandonment option and click on it.

To manage abandoned carts, you can input the mobile number or order ID in the Search bar to find specific carts. You can also narrow down your search by selecting a specific date.

Utilize the Filter option by selecting the abandonment Status, such as abandoned, lost, or recovered. You can further refine your search by selecting a particular store.

Creating Recovery Workflows

Click on the Recovery Workflows tab.

To create a new recovery workflow, click on the Create New button.

From the dropdown menu labeled Type, select the appropriate Type of Recovery Workflow, such as confirmation pop-up, confirmation pop-up with offer, confirmation pop-up with wallet amount, or abandoned cart reminders.

Select the Applicable Channels for the recovery workflow, such as SMS, email, or push notification.

Enter a Title for the recovery workflow.

Provide a Description explaining the purpose or details of the recovery workflow.

Set the Trigger after a specific time duration by entering a value and selecting the time scale, such as minutes, hours, days, or weeks. For example, you can trigger an email after 2 hours of cart abandonment.

If desired, check the box to send offers along with the reminder. Select the Offer from the dropdown menu.

Upload a relevant image or media file if necessary.

Click on the Create button to save and create the recovery workflow.

Searching and Filtering Recovery Workflows

To search for a specific recovery workflow, enter the keyword or workflow name in the Search bar. You can also narrow down your search by selecting the workflow type from the dropdown menu, such as confirmation pop-up, confirmation pop-up with offer, confirmation pop-up with wallet amount, or abandoned cart reminders.

Use the Filter option to refine your search by selecting the status of the workflow, such as enabled, disabled, or pending.

Performance Tracking

Click on the Performance tab to monitor the performance of your recovery workflows.

You can search for specific performance data by entering the Mobile Number or Order ID in the search bar and selecting a specific date.

Utilize the Filters option to search for workflows based on abandonment status (abandoned, lost, or recovered) and store.

Note: Effective cart abandonment management requires a combination of personalized messaging, strategic timing, and continuous analysis of customer behavior. Regularly reviewing and optimizing recovery workflows can lead to increased conversions and revenue for your business.

FAQs

Q. How do I access the marketing module in Bitsila?

A: To access the marketing module, log in to your Bitsila account and navigate to the dashboard. From the dashboard, you can find the marketing module and click on it to access its features.

Q. What can I do in the marketing module?

A: The marketing module in Bitsila provides various tools and functionalities to help you promote your products or services effectively. You can create offers, promotions, set up catalog sharing, define marketing channels and segments, customize notification templates, and address cart abandonment.

Q. Can I edit or delete an offer after creating it?

A: Yes, you can edit or delete an offer in the marketing module. Simply navigate to the respective tabs within the module and make the necessary changes or select the option to delete the offer.

Q. How do I activate an offer?

A: To activate an offer, locate the offer in the marketing module, click on the action button, select "Change Status," and set the status to "Active."

Q. How can I search for specific offers in the marketing module?

A: You can search for specific offers by entering the offer name in the search bar within the marketing module. Additionally, you can filter offers based on their status (active, inactive, expired, completed, cancelled, proposed) or apply filters for type and updated on parameters.

Q. What can I promote using the marketing module's promotions feature?

A: You can promote various items, including specific offers, catalogs, or stores.

Q. Can I provide a promotional code for the promotions?

A: Yes, you can enter a promotional code if applicable, allowing customers to avail discounts or special offers.

Q. Which channels can I use to promote my items?

A: You can choose from various channels, such as WhatsApp, Facebook, or Twitter, to promote your items.

Q. How do I schedule the promotions?

A: You can set a schedule for your promotions, including options for one-time promotions or daily recurring promotions.

Q. Can I add an image to my promotion?

A: Yes, you can upload a relevant image related to the promotion to enhance its visual appeal and attract customers.

Q. Can I edit or delete a promotion after creating it?

A: Yes, you can edit or delete a promotion. Simply locate the promotion in the marketing module, click on the respective action button, and choose the option to edit or delete.

Q. How do I activate a promotion?

A: Once you have created a promotion, click on the action button and select "Change Status." Set the status to "Active" to activate the promotion.

Q. Can I share my promotions on social media platforms?

A: Yes, you can promote your items on social media platforms such as Facebook or Twitter. Choose the relevant channels when creating the promotion, and customers will be able to view and engage with it on those platforms.

Q: How can I add items to the catalog sharing?

A: After accessing the catalog sharing creation page, scroll down to the "Items" section. Click on "Add Items" and select the specific items you want to include in the catalog. Once selected, click on "Add" to add them to the catalog sharing.

Q: How can I download the QR code for the catalog sharing?

A: To download the QR code associated with the catalog sharing, click on the action button and select "Download QR Code." The QR code can be saved and used for easy access to the catalog.

Q: How can I search for specific orders related to the catalog sharing?

A: To search for specific orders, use the search bar in the catalog sharing section. Enter the order number and select the store to find orders associated with the catalog sharing.

Q: Can I export the order list from the catalog sharing?

A: Yes, you can export the order list by clicking on the "Export" button. This allows you to save the order data in a separate file format, such as CSV or Excel, for further analysis or record-keeping.

Q: How long can a catalog sharing remain active?

A: The duration of a catalog sharing can be set during its creation. You can specify the validity period by selecting the "valid from" and "valid till" dates. Once the validity period ends, the catalog sharing will no longer be active

Q: Can I search for specific channels in the marketing module?

A: Yes, you can search for specific channels by entering a promo code or using filters like promotable objects, created date, and channel type.

Q: How can I search for a specific segment?

A: You can search for a specific segment by entering its name in the search bar within the marketing module. You can also use filters like segment types to refine your search.

Q: Can I create custom segments?

A: Yes, the marketing module typically allows businesses to create custom segments based on their specific criteria and requirements.

Q: How often should I review and update segments?

A: It's recommended to review and update segments periodically to ensure they align with the changing behaviors and preferences of your audience.

Q: What are notification templates in the marketing module?

A: Notification templates are predefined message formats that businesses can use to send automated and consistent notifications to their customers or users.

Q: Can I create different templates for different modules?

A: Yes, the marketing module typically allows you to create notification templates specific to different modules, such as orders, inventory, marketing, or finance.

Q: What is the purpose of the DLT template ID?

A: The DLT template ID is a unique identifier used in certain regions to comply with regulations related to SMS and messaging communications.

Q: Can I search for notification templates based on their message type or status?

A: Yes, you can use filters to search for notification templates based on their message type (promotional or transactional) and their current status (enabled or disabled).

Q: How often should I review and update my notification templates?

A: It's advisable to periodically review and update your notification templates to ensure they remain relevant, accurate, and aligned with your marketing strategies and business requirements.

Q: Why do customers abandon their shopping carts?

A: There can be various reasons for cart abandonment, including high shipping costs, complicated checkout processes, unexpected additional fees, comparison shopping, or simply changing their mind.

Q: How can recovery workflows help in reducing cart abandonment?

A: Recovery workflows enable businesses to engage with customers who have abandoned their carts by sending timely reminders, personalized offers, or incentives, encouraging them to complete their purchase.

Q: Can I customize the content of recovery workflow messages?

A: Yes, you can customize the content of recovery workflow messages to make them more relevant and compelling for customers. Personalized messages can help in re-engaging customers and increasing the chances of conversion.

Q: Which channels are commonly used for recovery workflows?

A: Recovery workflows can be implemented through various channels, such as SMS, email, and push notifications. It's beneficial to utilize multiple channels to reach customers through their preferred communication method.

Q: How often should recovery workflows be triggered?

A: The timing of recovery workflows depends on your business and customer behavior. It is recommended to trigger reminders within a reasonable timeframe after cart abandonment, such as a few hours or days, to maintain customer interest.