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Message Scheduler

Use this guide to create scheduled, targeted messages across Email, SMS, and Push Notifications that include an Action (e.g., add voucher, view product/category, or open loyalty). Ideal for promos, service updates, and reactivation

MOBI-Message-Scheduler-800

 

What It Does

  • Schedules messages to appear/send during specific dates/times.

  • Targets audiences by location and platform (Web, App, Kiosk)* and channel opt‑ins.

  • Attaches an Action so customers can instantly do something from the message.

  • Channels supported: Email, SMS, Push Notifications.

 


 

Video Guide

 


 

Supported Actions (in Message Scheduler)

  • Add Voucher — Applies a selected voucher/promo code.

    • UI shows: Voucher: Please Select → Choose from available vouchers.

  • View Product — Opens a selected product page.

    • UI shows: Product: Please Select → selection by product name (not ID).

  • View Category — Opens a selected menu category.

    • UI shows: Category: Please Select → selection by category name (not ID).

  • View Loyalty — Routes to Loyalty (sign‑in/join may be required).

 

Not supported in Message Scheduler

  • Open Link (Promo Banners only)

  • App Download (Receipt Customiser only)

Learn more about MOBI Actions

 


 

Message Channels

SMS Marketing

MOBI-SMS-Frame

 

  • Lower opt‑in, typically higher engagement (CTR/view rate).

  • Template is simple and includes a mandatory opt‑out message and action link; character limit of 60 apply.

  • Admin setup:

MS-SMS

 


 

Email Direct Marketing

Screenshot 2026-02-05 at 1.58.10 PM

 

  • Supports Brand Styling: brand colours and logo, these are all pulled directly from your storefront.

  • Formatting is currently fixed

  • Suitable for newsletters, promotions, and transactional‑style updates.

  • Admin setup:

    MS-email

Push Notifications

MOBI-Scheduler-Push-Notification

 

  • Available for customers using branded native apps (push‑capable version required).

  • Immediate engagement; great for reactivation or time‑sensitive campaigns.

  • Includes App Icon, Title, and Message. Actions are not trackable by analytics (no click‑through tracking from push).

  • Eligibility window: When sending Push, or when using Location filters, or when selecting any RFM segment subset, only customers who have ordered in the last 180 days are eligible.

  • Admin setup:


MS-Push


 

Guest Opt‑In (By Channel)

  • SMS & Email

    • Customers opt in at sign‑up via the storefront.

    • Users opt in to both channels together at sign‑up, but can opt out individually later.

    • The Customer Prompt model re‑prompts non‑opted‑in users periodically.

  • Push Notifications

    • Opt‑in occurs after downloading the native app and signing up/signing in.

    • Device‑level permissions govern push; if the user opts out, the device blocks notifications.

    • Requires the brand’s MOBI app on a recent version that supports push.

 


 

Creating a Scheduled Message (Steps)

  1. Choose Channel → Email, SMS or Push
  2. Targeting → Choose location(s) note customers who have ordered from that location int he past 180 days will be sent this message.
  3. Create Message → Add headline/copy (keep it short and action‑oriented).
  4. Attach an Action → Pick one of the supported Actions and complete the required selection.

  5. Schedule → Set sending time, note this uses your local timezone

  6. Preview Message → Preview how your message will look to customers in the panel to the right of the inputs.
  7. Continue to Summary → Check the selections you have made then Continue to Launch

 


 

Best Practices

  • One goal per message — Let the Action do the work.

  • Match copy to action:

    Promo → Add Voucher;

    Discovery → View Category;

    Hero item → View Product;

    Loyalty push → View Loyalty.

  • Target tightly — Limit to relevant stores or segments.

  • Respect availability — Ensure selected product/category is published and available at the target location/time.

 


 

Screenshot 2026-02-05 at 1.55.59 PM

Analytics & Tracking

  • Campaign Analytics

    • Click‑Through Tracking: Available for SMS and Email via the MOBI redirect service.

      • Each click on a tracked link counts as 1 click‑through.

      • CTR = Clicks ÷ Messages Sent × 100%.

  • Expected Reach

    • Shown as an estimate, based on segment size and channel opt‑ins.

Note: Push actions are not click‑through trackable at this time.

 


 

Location Filtering

  • A customer is associated with a location if they have ever ordered from that location.

  • Location filters can be combined with RFM groups to narrow targeting.

  • 180‑day purchase window applies when location filters are used (see Eligibility window above).

 


 

QA Checklist

  • ✅ Correct locations/segment selected

  • ✅ Message appears/sends only within scheduled window(s)

  • ✅ Action configured correctly (voucher/product/category names are valid and published)

  • ✅ Voucher eligibility rules align with location and day of the week

  • SMS length stays within limits; Push permissions confirmed

 


 

Troubleshooting

  • Message not showing/sending → Check dates/times, channel opt‑ins, and location/platform targeting.

  • Action does nothing → Ensure a valid selection (voucher/product/category) is set and is available in the target context.

  • Voucher not applying → Verify eligibility and that qualifying items are in cart.

  • Wrong destination → Confirm the product/category name matches what’s published for the targeted location.

 


 

Examples

  • Lunch deal (SMS) — 11:00–14:00 weekdays, pickup locations → Add Voucher ("LUNCH5").

  • New range (Email) — All week, all platforms → View Category ("Summer Specials").

  • Hero item push (Push) — Weekends, app users → View Product ("Smoky BBQ Burger").

  • Loyalty reminder (Email/SMS) — Evenings → View Loyalty (encourage sign‑in).

 


 

Onboarding Requirements

  • Admin access to Message Scheduler.

  • Content assets (copy, campaign names) and any voucher codes you plan to reference.

  • Published products/categories for product/category actions.

  • Branded app (for Push) with push‑capable version.

 


 

RFM Customer Segmentation (FYI — not the core focus right now)

  • Optional RFM segmentation (Recency, Frequency, Monetary) is available to reach specific subgroups.

  • Scoring: Customers are scored weekly on R, F, M and split into thirds (1 = lowest, 3 = highest). Standard groups include Champions, Loyal, Recent, Needs Attention, At Risk, Inactive.

  • Eligibility: When RFM segmentation is applied — or when using Push or Location filters — only customers who have ordered in the last 180 days are eligible.

As this area evolves, expect enhancements to dashboards, delivered/read metrics, and multi‑channel orchestration.

 


 

Summary

Message Scheduler delivers the right Email/SMS/Push at the right time/place with a storefront Action to convert attention into orders or sign‑ups.

 


 

Change Log & Ownership

  • Owner: Product Marketing / Support

  • Last Reviewed: 05/02/2026

  • Related: Actions  |  Promo Banners  |  Receipt Customiser  |  Loyalty  |  Vouchers