Step by Step Instructions

The Revention POS has a marketing solution that allows you to query the customer data base with over 40 different parameters to choose from. This feature takes the customer data entered by the employees and allows it to be used for marketing and customer loyalty purposes. This guide will explain how to utilize the marketing feature in the Revention POS.

In the POS go to MGMT and select the Marketing button.

This will take you to the Marketing home screen.

Queries Tab

The Queries tab is the default screen you seen when going to marketing in the POS and is divided into 8 sections.

User-Defined Queries- Stores saved queries and when selected will all you to choose the one you like to run.

All Customers – This is a prebuilt query that takes 1-5 minutes to run and will query all customers in the system. This when run will show the results in the results window.

New Customers – Prebuilt query that has a preset date range for the past 30 days but it does allow for the date range to be changed before running.

Lazy Customers- Prebuilt query that when ran shows customers within a date range that have not placed orders.

Customers That Require Offers – This is a prebuilt query that shows over the range of the past 30 days customers who only ordered when they had a coupon or a discount.

Customer Special Dates- Prebuilt query that shows all customers that have a special date within the date range you choose which the query defaults to the past 30 days.

Increasing Customers – Prebuilt query that shows increasing in order count or ticket amount in their order history that is increasing over the last 90 days.

Decreasing Customers – Prebuilt Query that shows customers over the past 90 days who’s order history has decreased.

Parameters section

This section shows the selected ranges and options when running a query.

Date Range – used to set the ranges when running a query. Some options include 30 days, 45 days, 60 days, month and year to date and a custom option that can be selected as well.

Items ordered – Can be used to adjust queries for specific items, menu groups, sizes, or styles.

Customer Info – Lets you query specific customer information such as complaints, special days, yes/no email address, customer ID, and if they are a rewards member.

Location Info – can be used to gather results for queries using location types, zip codes and, zones.

Items not ordered – Can be used in a query to show information about items not included on customer orders.

Save Query - This allows you to save queries and their parameters to be used when needed. It will save them in the user defined query tab.

Orders - Allows you to query customer information adjusted to specific order options.

Adj/Cpn – Allows queries to be adjusted using specific information from coupons.

At the bottom right of the screen you will see a Clear button this will clear and reset parameters back to default on a query.

Also in the bottom right there is a Run Query button this will execute the query and parameters you have selected and you will then be able to review the information from the query on the results page.

Results Screen

Any time a query is ran the results of customer information is displayed on the results screen. You can review that information given and at the bottom of the screen there are 5 options that can be used to help review the data from the query.