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
Schedule and Send a Campaign
Schedule a Campaign
Send a Campaign
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.Track Campaign Performance
If you want to measure campaign impact, use the Sent status tab to review delivery counts. Cross-reference timing with the Operations Center revenue trend, Customer Intelligence movement counts, or Fuel Management daily gallons to assess ROI.Related
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.