Training guide · Marketing (beyond email)

From "what's slowing down" to a published post or an automatic discount

Marketing Hub is the one home for every channel — social, email, SMS/WhatsApp (roadmap) — plus a live health check on your Facebook connection. Marketing Insights turns your own sales and stock data into two plain- English worklists. Social Auto-Pilot drafts Facebook/Instagram posts with AI and holds them for your approval before anything goes out. Promotions & Deals is the discount engine that applies automatically at the till and online — no codes to hand out. Mass Email Campaigns is covered in a separate CRM guide.

Modules Marketing Hub, Marketing Insights, Social Auto-Pilot, Promotions & Deals Access needed Customers module (Hub/Insights/Auto-Pilot) or Products module (Promotions) Time ~16 minutes

Marketing → Marketing Hub

Marketing Hub

"One home for every channel you use to reach customers." It opens on your Facebook connection's health, then a KPI strip and a channel grid — some channels live and working today, a couple clearly marked as roadmap rather than pretending to be finished.

1

Connect Facebook once, everything else uses it

Social Auto-Pilot and FB Studio both need a Meta (Facebook/Instagram) connection, so the Hub surfaces its health right at the top rather than burying it in Settings: Healthy, Token expiring soon, Connection broken — reconnect, or Not checked yet. If your organisation hasn't set up its own Meta App yet, a "Set up your Meta / Facebook App" panel appears asking for the App ID, App Secret, and OAuth Redirect URI first.

Marketing Hub

🟢 Healthy — Meta connection covers Marketing + CRM Lead Ads

Run health checkCheck permissions Refresh tokenDisconnect
First time connecting? — a "Quick prerequisites checklist" is tucked under a details toggle right next to the Connect Facebook button, so you know what Meta will ask for before you start the OAuth flow.
2

Channels at a glance

A KPI strip counts Social drafts pending review; Email, SMS, and WhatsApp show as a dash because those live in their own modules or aren't built yet. The channel grid underneath is the honest map of what's actually available today.

Marketing Hub · Channels
Social Drafts
6
6 pending review
Email Campaigns
Open Email Campaigns to view
SMS Sends
Coming soon
WhatsApp
Coming soon
ChannelDescriptionStatus
Social Auto-PilotAI-drafted Facebook & Instagram posts on your cadenceActiveOpen Social Auto-Pilot →
Promotions & DealsDiscount codes and bundles — lives under POSActiveOpen Promotions →
SMS BroadcastsRoadmapComing soon
WhatsApp BusinessRoadmapComing soon
3

Marketing Automation: post drafts triggered by what's happening in-store

A separate queue lives at the bottom of the Hub itself (not its own nav item) — "Auto-draft posts from POS events — new arrivals, promotions, low stock. Review & publish in one click." Four trigger types: 📦 New product arrival, 🏷️ Promotion activated, ⚡ Low stock FOMO, 🏆 Weekly best-sellers.

Marketing Automation
Settings+ Add post to queue

Brand Voice: Fun & casual 😊 · Hashtags: Auto-suggest 5 tags · Publish Mode: 👁 Queue for review first

TypeTriggerStatus
📦 New arrivalAmoxicillin 500mg added to cataloguePending Review
⚡ Low stockParacetamol 500mg below thresholdPublished
Not the same queue as Social Auto-Pilot — these two systems both draft Facebook/Instagram posts, but from different triggers — POS/stock events here versus the cadence-and-AI-brief workflow in Social Auto-Pilot below. Both funnel into the same review-before-publish habit.

Marketing → Marketing Insights

Marketing Insights

Two plain worklists built from your own sales and stock data, computed with simple date thresholds — not an AI model. "At-risk," "lost," and "slow-moving" are just recency counts against numbers you set yourself.

1

Set your own thresholds

Threshold settings lets you decide what "at-risk," "lost," and "slow-moving" mean for your business — the defaults are 60 days (at-risk), 120 days (lost), and 45 days (slow stock), but a fast-moving pharmacy and a slow-moving furniture store shouldn't use the same numbers.

Marketing Insights · Threshold settings
60
120
45
CancelSave
2

Customers to win back

At-risk and lost customers are combined into one list, each with a plain suggestion line generated straight from their own order history — no AI copywriting, just the facts.

Customers to win back
At-risk Customers
18
Lost Customers
7
CustomerContactSuggestion
137 Mott Pharmacy Incsutariapankit@gmail.comNo purchase in 74 days (12 past orders, $2,140 total) — consider a win-back offer.
3

Stock that isn't moving

The same idea applied to inventory: products that haven't sold recently, with the dollar value of stock tied up in them and a one-click way to act on it.

Stock that isn't moving
Slow-moving Products
9
Capital Tied Up
$3,412.00
In slow-moving stock
ProductCategorySuggestion
Vitamin C 1000mg (VITC-1000)Supplements48 units in stock, last sold 61 days ago — consider a clearance promo or bundle.Create Promo →
Create Promo — jumps straight into Promotions & Deals with the product already in mind, so a slow-moving line doesn't sit on the shelf while you go build a discount from scratch.

Marketing → Social Auto-Pilot

Social Auto-Pilot

AI-drafted Facebook and Instagram posts — genuinely AI-generated, with a choice of provider — held in a draft queue for you to review, edit, and approve before anything publishes. Nothing posts on your page without a human step in between, unless you deliberately turn auto-publish on.

1

Set brand voice and pick an AI provider

Settings covers who's writing (Claude — shared, or your own Gemini/Groq key), your brand name, voice (Formal / Friendly / Playful / Bold), industry, emoji and hashtag style, max post length, and which content sources to draw from — Products, Promotions, Seasonal events, Custom prompts, and live Market Trends via web search.

Social Auto-Pilot · Settings
Claude (shared)
Friendly
Moderate
Trending mix

Auto-generation cadence: Weekdays (Mon–Fri) at 9:00 AM

No AI key configured? — drafts still get generated, just from a template built directly off your products and promotions instead of a language model — the queue marks each draft "📊 Template-based" versus "🤖 Claude AI" so it's always clear which one wrote it.
2

Generate a batch of drafts

Generate drafts opens a small brief — an optional note on what to focus on this round, and how many to produce (3/5/8/10) — at roughly $0.01–0.03 per generation shown up front so there's no surprise. New manual post skips the AI entirely and drops your own text straight into the same review queue.

Generate drafts
Push the new Vitamin C stock, casual tone
5
CancelGenerate
3

Review, approve, and publish

Every draft sits at draft until someone acts on it — ✓ Approve, ✕ Reject, or Edit first if the wording needs work. Publish now only appears once a post is approved and Facebook is connected; Schedule queues it for a set date/time instead. Copy is there for posting manually through Meta Business Suite if you'd rather not connect the account at all.

Social Auto-Pilot · Active
AllDraftApprovedRejectedFailed
PostPlatformSourceStatus
"New shipment of Vitamin C just landed 🍊"Facebook🤖 Claude AIDraftApprove · Reject · Edit
"Weekend special: 15% off supplements"Instagram📊 Template-basedApprovedPublish now · Schedule
Auto-publish is opt-in, not the default — Settings has an "Auto-publish approved drafts to Meta" toggle for teams who want it, and even then a "Require email approval before publishing" option can route a scheduled post through an email link instead of firing automatically.
4

FB Studio: a manual composer for one specific promotion

A related but separate tool, opened from a promotion's 📱 Post button (or "Create Facebook Post" on the Promotions header) — a composer tied to one product or promo, with goal/tone/ style pickers and caption suggestions. It doesn't post directly: 🚀 Post to Facebook via Social Auto-Pilot hands the finished post into the same draft queue above, so it still goes through the same review step.

Requires "Create Social Media Posts (FB Studio)" — a specific permission (or Manage Promotions) gates this feature, separately from general Social Auto-Pilot access, since it's reached from the Promotions screen rather than Marketing.

Marketing → Promotions & Deals

Promotions & Deals

The discount rules engine — ten promotion types across percentage-off, bundle, and free-item mechanics, applied automatically at checkout. There's no coupon code to generate or hand out: if a cart qualifies, the discount applies.

1

Ten promotion types, two families

Discounts (percentage or fixed off): Bill Min, Cat Spend, Item Count, Bundle $, Tiered Qty, Time Window, Member Tier. Free Items (BOGO-style): Bill Free, Combo Free, Multibuy (buy N get M free), Cheapest Free.

Promotions & Deals
🟢 Live Now
5
💸 Discounts
7
🎁 Free Item
3
📋 Total
10
LabelTypeRuleChannelStatus
Spend & SaveBill Min10% off orders $100+POS, OnlineActive
Buy 2 Get 1 Free — SupplementsMultibuyBuy 2, get 1 freePOSActive
2

Building one: validity, channels, and who it's for

+ Add Promotion asks for a label, the promotion type, then a 📅 Validity block (start/end date, start/end time, which days of the week) and an ⚙️ Restrictions block — Channels (POS and/or Online), and optionally Members Only (Bronze/Silver+/Gold) or a specific customer list via 🎯 Assign to Specific Customers (with a "💤 Suggest Lapsed Customers" shortcut).

+ Add Promotion
Spend & Save
Bill Min — % off entire bill ≥ $X

📅 Validity

01/08/2026
31/08/2026
Fri, Sat, Sun

⚙️ Restrictions

☑ POS   ☑ Online  ·  ☐ Members Only

Cancel+ Create
No code to type, ever — a matching cart gets the discount automatically at POS or checkout the moment the promotion is active — there's nothing for a customer or cashier to enter. Turning a promotion Off is instant and reversible; deleting one that already has sales against it archives it instead of removing history.