Step One: Access the Marketing CRM Dashboard
Begin by logging into Lunchbox Marketing CRM. The intuitive dashboard provides access to various marketing tools designed for restaurant operators.
Step Two: Identify Audience You Want to Target
Start by selecting your target audience for the campaign. Since this one is focused on catering, we’ve chosen the ‘Catering Customers’ segment to ensure the message reaches the right guests.
Quick Insight: You can get as specific or broad as your goal requires—like targeting guests who spent over $150 in the past 90 days, previous catering customers, or those with corporate email addresses.
Step Three: Create a New Campaign
Create your campaign workflow using a mix of messaging channels like email, SMS, and push notifications. Set a schedule for when each message will be sent, ensuring timely and strategic communication throughout the user journey.
Quick Insight: Sticky notes are a great way to map out your campaign and keep key ideas top of mind as you build.
Step Four: Create Content (Build Email & Messaging)
Now it’s time to craft your campaign creative. This includes writing the copy, choosing your messaging, and defining clear calls-to-action (CTAs) for each channel—email, SMS, and push notifications. Make sure each message aligns with the overall campaign goal and feels cohesive across the entire workflow.
Quick Insight: The most effective campaigns often start with brand storytelling
or education. Save your CTA or promotional ask for later in the sequence—once you’ve built interest and trust.
Step Five: Review & Start Campaign
Before launching, take a moment to review all campaign content— double-check your messaging, links, timing, and targeting to ensure everything is accurate and aligned. Once it looks good, go ahead and set it live. Your workflow will begin firing messages based on the schedule and audience you’ve defined.
Quick Insight: You can let your campaign run continuously for anyone who qualifies for the segment, or set a specific start and end date if you’re promoting a limited-time offer.
Step Six: Analyze Results in Dashboard
Once your campaign is live, you can monitor its performance in real time. Check key metrics like open rates, click-through rates, and conversions to see how your audience is engaging and whether they’re taking action on your CTA. These insights help you understand what’s working—and what might need adjusting.
Quick Insight: For higher-value products or actions, give your campaign 2–4 weeks before making changes. It takes time for momentum to build and results to become clear.
Lunchbox Marketing CRM runs seamlessly in the background, helping you reach the right guests with the right message at the right time—without the manual lift.
Want to see it in action?
About Lunchbox
Lunchbox is the leading online ordering system dedicated to helping restaurants grow their digital revenue. With a suite of innovative products, including app and web ordering, guest loyalty, marketing, and order aggregation, Lunchbox empowers restaurant chains to take control of their digital growth strategy and enhance guest engagement. Trusted by over 5,000 restaurant locations nationwide, Lunchbox has partnered with industry-leading brands such as Bareburger, Clean Juice, Fuku, Little Sesame, and Tacombi. For more information, please visit www.lunchbox.io.