This guide helps you create and deliver marketing campaigns — fuel discount promotions, hangar announcements, and seasonal offers — to your FBO customer base.
Who should read this: FBO managers, marketing coordinators, and customer relationship staff responsible for promotional outreach, customer retention, and revenue growth initiatives.Prerequisites: At least one customer account should exist in the system. Campaigns are most effective when you have an established customer database with email addresses or phone numbers.
The FBO module must be enabled for your workspace. Contact your workspace administrator if you do
not see the FBO section in the sidebar.
Create a New Campaign
Step 1: Open the campaign dialog
Click the New Campaign button in the page header. A dialog opens with the campaign creation form.
Step 2: Enter a campaign name
Provide a descriptive Campaign Name that identifies the promotion (e.g., “Summer Jet-A Discount”, “Hangar Availability — Q3 2026”, “Holiday Rate Special”).
Step 3: Select the campaign type
Choose the delivery channel:
Email — sends the campaign as an email message to the target audience
SMS — sends the campaign as a text message to customers with phone numbers on file
Step 4: Define the audience
Enter the target Audience for this campaign. Describe the customer segment you want to reach, such as:
“All customers” — broadcast to your full database
“Based tenants” — customers with active hangar or tiedown contracts
“Transient customers” — customers who visited in the last 90 days without a contract
“VIP clients” — high-value accounts identified in Customer Intelligence
“Fleet operators” — customers associated with a customer group
Step 5: Write the subject (optional)
For email campaigns, enter a Subject line. Keep it concise and action-oriented (e.g., “Save $0.20/gal on Jet-A This Month”).
Step 6: Compose the message body
Write the campaign Body content. Include:
A clear description of the offer or announcement
Any applicable terms, dates, or restrictions
A call to action (e.g., “Call us to reserve your hangar” or “Mention this email for the discount”)
Step 7: Create the campaign
Click Create Campaign. The campaign is saved in Draft status, ready for review before scheduling.
Schedule and Send a Campaign
Schedule a Campaign
Step 1: Find the draft campaign
On the campaigns list, use the Draft status tab to locate the campaign you want to schedule.
Step 2: Schedule delivery
Click the clock icon button in the campaign’s action column. The campaign status changes to Scheduled.
Send a Campaign
Step 1: Find the scheduled campaign
Use the Scheduled status tab to locate campaigns ready for delivery.
Click the check icon button in the campaign’s action column. The campaign status changes to Sent and the delivery count updates.
Cancel a Campaign
To cancel a campaign that is in Draft or Scheduled status, click the close icon button in the campaign’s action column. Cancelled campaigns remain in the system for record-keeping but are not delivered.
Cancellation is permanent. Once a campaign is cancelled, it cannot be rescheduled. If you need to
send a similar campaign, create a new one.
Record the campaign name in order notes when a customer references a promotion. This builds a
direct link between campaigns and revenue.
Manage FBO Customer Groups
Organize customers into segments that you can target with campaigns.
Handle FBO Billing
Manage customer accounts and track spending that informs campaign targeting.
Manage FBO Reward Cards
Combine campaigns with the loyalty program for stronger customer retention.
Manage FBO Contracts
Convert campaign respondents into long-term contract customers.
