Marketing Automation

Take Targeting to a New Level

Wisely’s all-in-one CRM makes insights accessible so you can use all your data to stay connected with guests, and turn one-time customers into loyal fans.
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Level Up Your Follow-Up

With Wisely’s integrated intelligence, every guest interaction, from visit times to purchase behavior, provides the opportunity to personalize campaigns.
Omnichannel Campaigns
Triggered Emails & SMS
Track & Act On CLV
Customer Segmentation
Wisely’s Segment builder gives marketers the power to quickly create complex queries based on frequency, preferences, and more.
Number of Visits
Greater
5
and
Time of Last Visit
Date
Between
and
Lifetime Frequency
Greater
30
and
Ordered Item(s)
Contains
and
Check Prices
Average
Greater
$20
Create Segment
57,638 Guests
1.1% of all contacts
source
Casey Novak
casey.novak@example.com
Google
Casey Novak
casey.novak@example.com
Google
Send Campaign
Subject
Special delivery from Athena Grill
Audience
Top 1%
Top 1%
Last Online Order
Lifetime Frequency
Tailor Messaging
Right-size communications for the campaigns most important to your business goals.
Drive Acquisition
Boost Retention
Invest Marketing Spend Wisely
Drive Frequency
On average, Wisely clients using Marketing Automation see 28% higher average guest visit frequency.
49,424
Total Contacts
63 days
Avg. Frequency
$68.83
Avg. Checks
Visit Frequency
52% of guests in this segment have visited your restaurant more than once.
100%
1 visits
20%
2 visits
17%
3 visits
10%
4-9 visits
5%
10+ visits
Analyze & Act

Seamless Automations Build Profitability

The flow of data from collection to automation is what makes Wisely so smart—our closed-loop system captures every guest engagement and triggers actions that keep them coming back.
Valuable Chain of Guest Data
Measure changes in recency, frequency, and spend by tying POS checks and card tokens to emails and phone numbers.
Number of Visits
Greater
5
and
Time of Last Visit
Date
Between
and
Lifetime Frequency
Greater
30
and
Ordered Item(s)
Contains
and
Check Prices
Average
Greater
$20
Create Segment
57,638 Guests
1.1% of all contacts
source
Casey Novak
casey.novak@example.com
Google
Casey Novak
casey.novak@example.com
Google
Triggers & Automation
Wisely's logic works 'round the clock to monitor guest behaviors and will automatically send hyper-relevant campaigns—so you can set and forget it.
Number of Visits
Greater
5
and
Time of Last Visit
Date
Between
and
Lifetime Frequency
Greater
30
and
Ordered Item(s)
Contains
and
Check Prices
Average
Greater
$20
Create Segment
57,638 Guests
1.1% of all contacts
source
Casey Novak
casey.novak@example.com
Google
Casey Novak
casey.novak@example.com
Google
Leverage Lookalikes
Leverage Wisely to help you drive business where you need it most by targeting those who mirror your regulars in other markets.
Number of Visits
Greater
5
and
Time of Last Visit
Date
Between
and
Lifetime Frequency
Greater
30
and
Ordered Item(s)
Contains
and
Check Prices
Average
Greater
$20
Create Segment
57,638 Guests
1.1% of all contacts
source
Casey Novak
casey.novak@example.com
Google
Casey Novak
casey.novak@example.com
Google
Online Order
POS
Email
casey.novak@example.com
Credit Card Token
**** **** **** 3728
WiFi Opt-In
/novakcasy
Guest Check
POS
Ticket Closed
$71.18
Direct Feedback
Web Comment
Email
casey.novak@example.com
Casey Novak
casey.novak@example.com
Denver, CO
289-761-4386
/novakcasy
@caseynovak
@caseynovak
Reservations
Email
casey.novak@example.com
Waitlist
Phone
289-761-4386
Loyalty Member
Member ID
4929-LYZ-830Y02
Email Newsletter Opt-In
Email
casey.novak@example.com
Online Reviews
@caseynovak
$68.34
15%
Average Spend
Trigger Setting
When a guest in the
"Online Orderers" segment hasn't ordered in the past 40 days.
Send Email Campaign
Email: Lapsed Online Orderer
Subject: Take-out for the Whole Fam
{{First Name}},
Scheduled on: Apr 23, 9:00 AM
Online Orderers
1,780,040
Size
36 days
Frequency
$28
Avg. Check
$42
Value (CLV)
4.4
Sentiment
17%
% of Revenue
Top 10% Spend
326,434
Size
14 Days
Frequency
$113
Avg. Check
$1365
Value (CLV)
4.6
Sentiment
53%
% of Revenue
Campaign Published
Target: Online Orderers
Campaign Published
Target: Top 10% Spend
Attribute

Learn and Improve

Wisely consolidates campaign data for accurate and easy analysis. Get more insight into the effectiveness of messaging, dig into the outcomes of A/B testing, and view campaigns on the same dashboard.

Turnkey ROI Tracking

Wisely connects the spend of each campaign to changes in guest purchase behavior.

High-Level Attribution

Measure effects on customer lifetime value, not just first visit spend.

Demographic Analysis

For a full 360 view, Wisely connects third-party demographic details, revealing deeper patterns.