How to Engage Customers in the Valor Portal

• From the sidebar menu, click Engage My Customers.

Filter the Customer List

• Click the Filter button.

  • Choose a filter type:

    • All

    • Loyal

    • High Spenders

    • Time Slot

 Edit Filter Parameters

Click Manage to customize filter settings.

• Click the ellipsis (⋮) at the top right of the snapshot.

• Select Edit Params to configure each filter option.

• You’ll also see descriptions of what each filter does.

Select Customers for Engagement

Check the box next to one or more customer snapshots.

• Click Action, then choose:

  • Send Promotion

  • Send Campaign Promotion

 Send a Promotion

• Choose from a predefined promotion or click NEW MESSAGE to create a custom one.

Send a Campaign Promotion

A list of your campaigns will appear.

• Check the box for the desired campaign, then click Send.