Campaigns FAQs

Frequently asked questions about the WorkstandIQ Loyalty email marketing tool, Campaigns.


Can I use WorkstandIQ Campaigns to replace my current email marketing service?

  • Yes, however, there are some slight differences in how Campaigns works.
  • Campaigns emails customers that are present in your point-of-sale system
  • You cannot upload lists of addresses you'd like to email.
  • Target emails specific to prior purchases
    • Those that have previously purchased a particular product or service from you. 

Will emails I make be formatted properly for all devices – desktop, tablets, and mobile?

  • The email design templates, along with all of the provided design content blocks, utilize responsive design. These emails automatically scale and adapt to look great on any device.

How can I receive a test email sample?

  • Preview an email design with live customer data by clicking the "Preview" button on the email design page, or click "Send Test Email" to send a preview to whomever you'd like.
  • If there are no transactions that meet the criteria, or if the criteria are logically faulty, no data can be previewed, and therefore no test email can be sent. 

What is the difference between Transactional  and Promotional mail groups ?

  • By law, any emails that are directly related to a purchase, (a transaction) such as a receipt and thank you messages, are not required to include an unsubscribe option or adhere to unsubscribe preferences.
    • Transactional emails typically contain information a recipient wants or needs and consequently have very high open rates. Common transactional email use cases might include:
      • Purchase receipts
        Account creation emails
        Password resets
        Account notifications
        Social media notifications
    • In the past, spammers have used transactional email protocols to bypass spam protection and take advantage of the high open rates. 
    • This results in heavy penalties if a promotional email is sent as a transactional email because, without the unsubscribe link, the recipient does not have the ability to opt-out, out and does not have recourse without the sender's address.
  • Conversely, any marketing messages that are promotional in nature and not related to a transaction must adhere to unsubscribe preferences and include an unsubscribe link.

Why does a Transactional email campaign require approval?

  • In order to help prevent transactional emails from going to the wrong recipients, we have implemented a light approval system that allows our Client Success team to give your transactional campaigns a final glance to make sure they are sent to the right people with the desired results.
  • To request approval, create your campaign, and the emails within it.
  • Click "Request Approval for this Campaign" at the top of the campaign's page.
  • Once submitted, we will review the criteria and content and either approve the track or recommend changes to bring the transactional emails into compliance with the law.

Can I place a coupon code in emails?

  • Yes! The best way is to generate a barcode image for your coupon code using a barcode generator and then place the barcode image in your email.

How do I make an image stretch the full width of the email?

  • To make an image in the “Hero” content slot stretch the full width of the email and automatically adjust to different devices:
  • Click on the placeholder image
  • Select to replace the image from the tool pop-up.
  • Select the replacement image and place it.
  • On the inserted image, click to resize the image and enter “100%” in the width field.
  • Learn more about images in emails

Can I upload my own fully custom email HTML in place of the WorkstandIQ framework?

  • No. Currently, to help ensure your emails are well-formed and consistently responsive, we do not offer the ability to override the entire email format.
  • However, a significant degree of customization can be applied by using the HTML editing mode within the email editor.