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Step-by-step guide

Create your first segment

Start with recency and visit count, such as guests with three or more visits who have not returned in 30 days, then add tags to narrow the message.

Guide 1 of 4 5-10 minute read Operator checklist

Before you change anything

  • Confirm the correct venue
  • Keep current settings handy
  • Test with one device first

Create your first segment

Start with recency and visit count, such as guests with three or more visits who have not returned in 30 days, then add tags to narrow the message.

Before you begin

Make sure you are signed in as an account owner or administrator and have selected the correct venue.

What to do

  1. Open the relevant area in your WeefyBox dashboard.
  2. Review the current settings before making changes.
  3. Complete the workflow described above.
  4. Test the result with a single guest or test address.
  5. Confirm the activity appears in the relevant report.

Need more help?

Return to the Campaign guide page for related guides, or contact support with the venue name and the exact step that failed.