What is the Messaging Module?
Messaging gives you a faster way to create, schedule, and measure targeted campaigns across channels. Use it to engage the right guests, recover lapsed visitors, and see which messages drive visits, redemptions, and spend.
Send personalized campaigns via email, SMS, and push notifications, all from one place. Messaging includes a rebuilt Campaign Builder, a Campaign Calendar, and, for Advanced Messaging customers, a full Journey Builder for multi-step guest engagement.
The module is designed to simplify your day-to-day marketing tasks and give you self-service access to the tools you use most.
📌 Note: This is version 1 of the Messaging Module. Not all features from the existing Paytronix Campaign Center are available yet. During this transition period, some tasks may require you to use both the Messaging Module and your existing Paytronix Campaign Center. Additional functionality will continue to be added and the corresponding articles will be updated and/or created.
Messaging Channels
The Messaging Module supports the following delivery channels. Each serves a distinct guest touchpoint.
Channel | Description | Common uses |
Rich HTML messages delivered to guest inboxes | Promotional offers, loyalty updates, receipts | |
SMS | Short text messages sent to opted-in guests | Flash sales, reward alerts, opt-in confirmations |
Push Notification | Native alerts sent to guests with your mobile app | Real-time reward notifications, deep-linked offers |
Pull / In-App | Messages stored and displayed inside the mobile app | Message center inbox, promotions, announcements |
Important: SMS messages may only be sent to guests who have explicitly opted in. The platform enforces this automatically — opt-in verification is performed before any SMS is delivered.
Before You Start
To use the Messaging Module, you need:
An active Messaging or Advanced Messaging subscription.
Your account migrated to Access Evo Identity (single sign-on). If you haven't migrated yet, contact support.
Appropriate user permissions for Messaging.
Messaging is the portal view for everything campaigns and messages and this article will cover the following areas:
There's a lot of information and it may take a little practice and experimentation to see what works best for your organization, and loyalty program. If you have any questions, please contact support for assistance.
Campaign Creation
Create and launch targeted messaging campaigns, including email and mobile messages with reward configurations, scheduling options, and audience segmentation. Review Creating a Campaign in Paytronix Messaging on Access Evo for guidance on creating a campaigns
Campaign Dashboard
Campaign Performance Overview
The Dashboard provides some vital stats on how your campaigns are performing:
1. First, you'll want to select a date range. Use the pull-down menu to select a date range, or to set a custom date range.
2. Campaign Impact:
Redemption - Percentage of guests that redeemed a reward
Visit Rate - Percentage of guests targeted in the campaign that visited
Avg Spend - Average spend by a guest when redeeming a reward
3. Messaging Volume:
Emails - Count of emails sent to guests
SMS - Count of SMS/text messges sent to guests
Push - Count of PUSH alerts sent to guests
Pull - Count of PULL alerts sent to guests
4. Email Summary:
Sent - % of guests who received emails
Opens - % of guests who opened an email
Clicks - % of guests who clicked on anything clickable in emails
Campaign Details
In the Campaign Details section, you can see all Scheduled, Active, Drafts and Paytronix campaigns.
Search Campaigns - Enter any keyword. For example, if you want to look at all LTO campaigns, enter LTO into the Search box.
Filter - You can sort your campaign list by status, type or frequency. By default you will see all campaigns.
If you want to do a quick filter of your campaigns click on Scheduled, Active, Drafts or Paytronix. Paytronix are those campaigns previously built in Campaign Builder.
List or Calendar View - A list view lets you sort, and filter all campaigns at once, while a calendar view allows you to view all campaigns weekly or monthly.
Here's a closer look at other information and features in this section:
This is the name of the campaign. If you click on a campaign, you can see a summary of information in Campaign Details, including wh created the campaign and who last made modifications. Depending on the campaign status at the bottom you could have options to Edit, Duplicate, Pause, Delete or Migrate to Messaging.
View additional details on the impact of each campaign:
Visits - count of total guest visits
Spend - Sum of all guest spending
$/Guest - Average spend by a guest
This is the date the campaign first ran and when the next scheduled run it, if applicable.
Depending on the status of your campaign, the following options may be available to you:
Edit - Opens the email or campaign for changes to content, audience, or schedule.
Duplicate - Creates a copy of the campaign
Pause - Stops a campaign from sending without removing it from Campaign Center. The campaign stays intact and can be resumed later.
Delete - Permanently removes the campaign from Campaign Center. You cannot delete a campaign that already ran
Migrate to Messaging - For campaigns created in Campaign Builder you can convert them to Messaging.
Clone to Messaging - For campaigns created in Campaign Builder you can clone them to Messaging.
Whether you are in list or calendar view you campaign details will show you the messaging type. whether a reward is attached, campaign type and frequency.
Campaign Results
To dig into the specifics of any one campaign, click on the name of the campaign that has run in the Campaign column of the Campaign Details section. You'll see more data about the campaign, including visualizations.
Test Campaign Lists
Reusable email lists let you save groups of addresses for test campaigns. Click Create List to build a list tied to the loyalty accounts you want to test with. When you send a test campaign, each address on the list is checked against loyalty accounts, and only addresses matched to an active account will actually receive the test message.
Message Library
Create customized emails for your campaigns using the Messaging Library. Review Using the Paytronix Messaging on Access Evo Library for guidance on creating an email.