Brand assets (logo, colors, and fonts)

Timezone

Store locations

Contacts, by name, email, phone, medical ID, or POS customer ID

Run read-only analytics queries against business data

Answer questions about your own store data, such as top spenders, campaign results, messages sent, and discount redemptions

Find existing reports for a date range and audience (requires the retail analytics package)

Pull report details across summaries, charts, redemptions, points adjustments, Terpli questions and recommendations, Mobile app data, etc.

Campaigns information, campaign performance for a date range. Open a campaign to read the subject, preheader, content blocks, text message, and status

Verified sender addresses

Audiences, discounts, signup forms, and surveys information

Automated flows statuses (draft, inactive, or active), shared flow template library

Subject, preheader, personalized copy, content blocks, buttons, links, theme colors, and image blocks

Saved as a draft

A text message, or a linked landing page with content blocks, personalization, and discount links

Saved as a draft

Dollar or percentage off, expiration, and a redemption limit

Each discount has to target at least one audience. You can also exclude audiences

Segments from traits such as lifetime spend, email opt-in, purchase history, and loyalty status

A new audience is active right away. It is not a draft

A flow with steps such as email, text, a wait, and a follow-up

Saved as a draft

A loyalty signup form

It is live at a public join link as soon as it is created

A survey with questions

It is public right away unless you set a future start date

What timezone is my account in?

What are our brand colors? What logo are we using?

List our store locations

How did sales look over the last 90 days?

Pull the retail report for this quarter and summarize redemptions and points adjustments

What Terpli responses are people submitting, and what is being recommended?

How is our mobile app performing this month?

Compare our VIP audience with everyone for the last 30 days

Which campaigns went out in the last 30 days?

Show the subject, preheader, and status for our last birthday campaign

What is the best performing campaign and what needs improvement?

Create a draft email for our weekend sale. Include a subject, a preheader, a short note about 20% off, and a button to the shop. Use our brand colors. Do not send it.

Create a draft birthday email with a personalized greeting and a shop button. Leave it as a draft.

Write a draft text for tomorrow's flash sale. Keep it short and include a link to the shop. Do not send it.

Create a draft text with a landing page for our new arrival. Put the product image on the landing page.

Which discounts are currently available?

Create a draft 20% off discount for our VIP audience. It should expire in 14 days, and each person can use it once.

Create a draft $10 off discount for people opted in to email. Exclude anyone who already used our welcome offer.

What audiences do we have?

Create an audience of customers who have spent more than $500 and are opted in to email.

Create an audience of loyalty members who have not purchased in the last 60 days.

Which automated flows are active, and which are still in drafts?

Create a draft welcome flow: a text when someone signs up, a wait of 2 days, then an email with a first-visit offer. Do not turn it on.

Create a draft win-back flow for people who have not purchased in 45 days. Send one email, wait 3 days, then send a follow-up text.

List our active signup forms and surveys

Create a loyalty signup form with our brand name, a short headline, and the standard name, phone, and email fields.

Create a signup form headline that says "Join our loyalty program" and a thank-you message after they submit.

Create a 3-question survey asking how their last visit went, what they bought, and if they would recommend us.

Create a survey that starts next Monday asking customers to rate their budtender.

Which email addresses are verified to send from?