Marketing provides tools for customer acquisition and retention: offers, loyalty programs, email/SMS campaigns, automations, banners, gift cards, SEO, upsell and engagement tools.

Note: In the current Partner Portal this is accessed via a single Marketing entry (typically /marketing/tools). It opens a unified workspace with sub-sections (Promotions / Campaigns / Website tools). The older separate top-level links for Campaigns, Gift Cards etc. have been consolidated.

!Marketing Offers List

Step 1: Click Marketing in the sidebar

Step 2: Click Offers tab

Step 3: View all active and past offers

!Marketing Offers Cards

Step 1: Click Add Offer button

Step 2: Configure offer details:

!Marketing Offer Edit

Step 3: Set eligibility:

Step 4: Click Save

Reward repeat customers with points:

Step 1: Click Loyalty tab

!Marketing Loyalty Tab

Step 2: View loyalty program overview

!Marketing Loyalty List

Step 1: Click Edit Program

!Marketing Loyalty Edit

Step 2: Configure earning rules:

Step 3: Configure redemption:

!Marketing Loyalty Program Form

Step 4: Click Save

Promotional graphics for your website:

Step 1: Click Banners tab

!Marketing Banners Tab

Step 2: View existing banners

!Marketing Banners List

!Marketing Banners Overview

Step 1: Click Add Banner

Step 2: Upload banner image

!Marketing Banner Edit

Step 3: Configure settings:

Step 4: Click Save

Step 1: Click Email & SMS tab

!Marketing Email SMS Overview

Step 2: Choose campaign type:

#### One-Time Campaigns

!Marketing Email Onetime

Send a single email blast to customers.

#### Automated Campaigns

!Marketing Email Automated

Trigger-based emails (welcome, birthday, re-engagement).

Step 1: Click Create Campaign

Step 2: Select template or start fresh:

!Marketing Email Template Editor

Step 3: Design your email:

!Marketing Email Template Menu

!Marketing Email Template Offers

Step 4: Select recipients (all customers or segment)

Step 5: Schedule or send immediately

Step 6: Click Send or Schedule

Create print-ready marketing materials:

!Marketing Email Flyer

Suggest additional items during checkout:

Step 1: Click Upsell tab

!Marketing Upsell Tab

Step 2: Configure upsell settings:

!Marketing Upsell Settings

Step 3: Click Save

Step 1: Click Gift Cards tab

!Marketing Gift Card Tab

Step 2: View active gift cards

Step 1: Click Add Gift Card

Step 2: Configure:

Step 3: Generate codes

Step 4: Sell through website or in-store

Optimize your website for search:

Step 1: Click SEO tab

Step 2: Configure location pages:

!Marketing SEO Locations

Step 1: Edit page meta data:

!Marketing SEO Pages

Step 2: Click Save

Promote special events:

!Marketing Engagement Events

Highlight special items:

!Marketing Engagement Featured

Showcase your restaurant:

!Marketing Engagement Gallery

Collect customer feedback:

!Marketing Engagement Forms

Share news and updates:

!Marketing Engagement Blogs

!Marketing Engagement Tab

Offers:

Loyalty:

Campaigns:

For in-depth workflows, dedicated pages provide focused tools:

These complement the overview content for Banners, Upsell, SEO, and Engagement tools. All are available for the Intercom KB export.

The main Marketing entry in the Partner Portal opens a unified workspace (typically at /marketing/tools) that groups Promotions, Campaigns, and Website tools.