Customers Settings for Email

Adjust the settings for the email functionality in WorkstandIQ.

To view the overall email send logs, navigate in the WorkstandIQ Dashboard to Customers > Settings.
An overall list of the emails sent will be displayed.
Click on the "Log Title" to view the actual send details for that specific email.
Click on the Campaign or Email link to view the actual campaign or email for that email that was sent.

To view the customers that are unsubscribed from email, navigate in the Dashboard to Customers > Settings > Unsubscribes.
A list of customers who have unsubscribed are listed along with the reason and date they unsubscribed.
Information populates directly from the Point of Sale (POS).
In Lightspeed, customers are unsubscribed by default, see the following Help Center article for more information: Ensure Customers are Subscribed to Your Emails in Lightspeed.
The "+ Unsubscribe new email address" button can be used to manually unsubscribe a customer in WorkstandIQ.
The "Download CSV" button can be used to download the unsubscribe list.
The "Upload CSV" button can be used to upload an unsubscribe list. The CSV file should be a single column containing the email address and no header.
The unsubscribe information is mainly populated from the customer record in the Point of Sale system so keeping customer records up to date and accurate in the Point of Sale is very important.

A MailChimp account can be connected to pull in unsubscribe email addresses from the connected MailChimp account.
In the Dashboard, go to Customers > Settings > MailChimp.

Using the "Click here to authorize RTK to access MailChimp" button can be used to connect the MailChimp account to WorkstandIQ.
Once connected the authorization can be refreshed in this same area.

Once the MailChimp account is connected, selecting the box for "Enable Loading Unsubscribes from MailChimp" will allow the unsubscribes to populate in Loyalty from the MailChimp account.
Unsubscribes from individual lists that are set up in the MailChimp account can also be done by selecting the box for the appropriate list(s).

To adjust the weights of the individual metrics that make up the score within the Customer Profile, navigate to Customers > Settings > Settings.
The weight boxes of each individual metric can be adjusted to change how that metric affects the overall Customer Profile score.
The individual weight boxes need to all add up to 100.
The Target boxes are essentially goals for each metric.
- For example, if there is a goal for customers to buy at least 3 items, on average, during each visit. Change the Target box under Units Per Purchase to 3.

To adjust the labels for how your emails are grouped as well as the groups people see that they can opt out of, navigate in the Dashboard to Customers > Settings > Mail Groups.
Adjust the Name(s) and/or Description(s) as needed.
Press the "+ Add Row" button to add a new row.
Press the trashcan button on the right-hand side to delete a row.
Some rows cannot be edited or deleted and they are required to be there and/or remain unchanged.
If a change is made, press the "Save" button before moving on.