Learn how Corporate LSM users can create master templates, set up offers, review and approve email campaigns for LSM users.

To begin, you’ll need to be able to access Email Builder, a drag and drop email creation tool.

To access Email Builder, either type Email in the Search bar.
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Or go toMarketing Tools > Email Tool.
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​Note: If you do not have access to “Email Builder”, please check with your user administrator to adjust your permissions.
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Learn more about how to use the Email Builder in the Email Builder Guide

You can create a LSM Master Template from either a new or existing email by checking theSave this email as a templatecheckbox.
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Then checkLocal Store Marketingto make this master template available to LSM users.
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You can now set the Sender Name and Reply-To Email Address for this template. LSM users will not be able to edit these fields.
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As a corporate LSM user, you have the ability to lock a row which prevents a LSM store user from making edits to the row.

To lock a row, just select the row and on the right-hand menu there is a toggle that says Unlocked once you click the toggle it will lock the row. Corporate users will still be able to make edits to a Locked row.
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​Saved Rows

Email Builder has the ability to save row designs.

NOTE: Once you save a row you cannot delete it nor can you rename the row but you do have the ability to update a row.

To save a row, just click on the row and click on the floppy disk icon.
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Once you hit theSavebutton, you can name and select whichCategoryto save the row in.
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To use an existing saved row, navigate to the Rows tab then select a category. Click on the row then drag and drop into Email Builder.

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Select the row that you would like to update. Before making edits, click on theSavebutton again to see if the row name will prepopulated. If the row name is prepopulated then the pressing Save button will save over the existing saved row. If the row name is blank, then it will save as a new row.
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To ensure that the row name will prepopulate, sometimes it is helpful to navigate to the row tab and drop in the row you would like to update again into the email.
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To edit and update a Synced Row, you will need to select the row and click the pencil icon.

Once you finish editing the synced row you have the ability update it everywhere or unsync it.
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Only approved Master Templates will be shown to LSM users. Master templates in draft status will only appear on corporate’s My Master Templates list.
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Additionally, you can make some LSM Master Templates available for a limited period by setting a start and end date. After the end date, the LSM Master Template will disappear from the LSM user My Master Templates list.

Any unsent email created by a LSM store that uses an expired template will be able to schedule the email but corporate will be able to reject the email.

Please copy the LSM Template that you would like to use.
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Once you copy the template, there are 4 things you need to do in order to convert the template to an LSM email.
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Once you save the email you will see the Sender and Reply-To Email Address fields.
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​NOTE: Please do open an email and edit it.
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​Adding or Changing Images

To add a new image, just drag-and-drop the image content block anywhere it says Drop content blocks here.

To change images, just click on the image and click on the Change Image button. Once you click on Change Image button, it will take you to the File manager.
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Once you click on Change Image button, it will take you to the File manager.
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To upload new images, either drag and drop the image into the File manager or click on the Upload button.

There is currently no way to rearrange images once they are in the file manager so it is a good idea to have the destination folder open before uploading a new image. The file size limit of all images and GIFs is 2 MB. If you have an image larger than 2 MB please resize the image.
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To edit text, just click on the text and the text editor will appear.

Corporate users now have the ability to grant franchisees wallet adjustments permissions when sending out LSM email campaigns.
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First corporate needs to create a new permission group that allows for LSM wallet adjustments. To create a new permission group navigate to Manage Permission Groups by using the search bar.
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Then click on New Permission Group.
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Name your permission group.

Then add the following permissions:

Don’t forget to click Submit.

Note: You can create multiple Permission Groups with access to different wallets.
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Next, you can add users to this new permission group.

Either create a new user or if a user has been already created then open/edit the user. Scroll to the bottom and assign the following permission groups:

Then hit Submit.
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Click on the Permission Group View.
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​Wallet Adjustment Groups
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Find the Permission Group you created. As default, this Permission Groups gets assigned all wallets

Remove any wallets that should not be used by this Permission Group then click on OK to save.
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Now, when the franchisee goes through the LSM flow, they will see these wallets as options to apply to their campaign.
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When LSM store users go to schedule their campaign email there is a part of flow that allows them to select an offer. This section is not required so they can skip this section if they do not have the correct permissions or if they just don’t want to select an offer.
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​Offer: refers to the wallets and LSM store users can only use wallets assigned to them.

Attribute to: is for billing purposes.

Quantity: how much of the offer/wallet the LSM store would like to give out.

Expiration date: hen the offer/wallet will expire.

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Once you are done making edits hit Save and Continue.

Here, you can select your LSM Account filters.
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Alternately, you can select which store locations to send the email to. You can filter the list based on who selected that store location as their favorite store or the store that they enrolled their loyalty membership at.
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Select Your Offer
You must have permission from corporate to be able to send offers. If you do not have permission, please skip this section. Leaving this section blank will not prevent you from sending a campaign email.
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NOTE: All campaign schedules are in Eastern Standard Time.

Please select the date and time that you would like this email to be scheduled.

Review all campaign details then hit the Submit button.
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Once you see the confirmation page, then the email is scheduled.
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Before the email can be deployed, it must be approved by a LSM reviewer then it will be scheduled.

Important Note: Once an email is approved, you can only cancel an email up to 5 mins before it is scheduled to go out. Once the campaign is running, there is no way to stop the email from going out.

If you need to cancel an email, just navigate back to the email list and click on the red X symbol to cancel.
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Once you click on the red X icon, then you should see a prompt asking if you want to cancel a scheduled email.
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By clicking on the Yes, Cancel Schedule button will cancel the email from going out.
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A LSM reviewer has the ability to approve email campaigns. Corporate can assign who can review and approve emails. Once an email created by an LSM store user is ready to be approved then all LSM reviewers will receive an email notification that an email is ready for review.
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Review Emails

There are 2 ways to review an email. The easiest way is to click on Please click here to review in the LSM Email Review Required email which will take you directly to the email.
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The other way is to log into the PXS and navigate to My Emails. You can either click on the status Scheduled - Pending Review or open the email.
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Once the email is opened, you can review the details of the email campaign. There are 2 options. You can either Approve or Reject the email.
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If you approve an email, that the status will change to Approved and it will be scheduled to go out.
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Then the LSM store user will get an email notification letting them know that their email has been approved.
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If you reject an email, then you can write comments to the LSM store user about why it was rejected.
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Note: There is no way for reviewers to make edits to an email created by a LSM store user.

The LSM store user will then get an email stating that their email was rejected by the reviewer.
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