Manage Marketing Lists

The 'Promote' section of ResDiary provides all the tools to prepare an email or SMS marketing campaign. When scheduling a campaign you can identify your preferred audience via the 'Manage Marketing List' option.For those restaurants within a group the default list will pull customer profiles with email or SMS and an opted in status from across the entire group.

For a site specific list, you can apply the filter 'What restaurant has customer booked' and then continue to select the site(s) that should be searched. (see the full list of filters available below)

How to create a new marketing list;

  1. Go to Promote > Manage Marketing List > Add New
  2. Enter a 'Name' and 'Description' of the list you want to create.
  3. The 'Date Range' of 'Visit' or 'Booked' selection is optional and for the entire database this can be skipped.
  4. Select the 'List Type' of 'Email' or 'SMS'
  5. Entering a 'Notification Email Address' is optional but will deliver an email notification when the list is completed.
  6. If you wish to filter the customers then you can continue to select any combination from the list and click 'Add' 
    NB: If selecting filters, ensure that you select either 'Customers that match all filters' or 'Customers that match any filter'
  7. Once you have completed the list criteria then click 'Save'
  8. You will be informed that the list has been scheduled to build.

Exporting the list

Once the list is created, you can return to the 'Manage Marketing List' section and select the 'Export' button to download a .CSV file.

Using with a marketing campaign

When using the 'Create Message' function in the 'Promote' section you can select the list you have created.

For a full guide to sending a marketing campaign see the guide here.


Using a filter or combination of filters you can specify the customer who will be included in a marketing list based on the following;

Filter Name


‘Date Booked’ or ’Date Visited’

Date ranges from and until

What day did the customer book

Weekdays Monday - Sunday

Customer Codes (Interests)

Codes are set in 'Settings' > 'Customer Codes'

Customer birthday

Nearest Weeks from current date (1-5)

Customer rank

Set in the booking process or customer profile (1-5)

VIP status

True or False

Customer spend

Value of 'less' or 'more than'

Where the booking came from

'Online', 'Internal' or '3rd Party Websites'

Customers who booked a promotion

Booking options set in 'Promote' > 'Promotions'

Customers imported

Date range for customer registration

Number of bookings

Value of 'Exactly''And more' or 'And less'

How did you hear about us

Options set in 'Settings' > 'How did you hear?'

Average spend per head

Value 'And More' or 'And Less'

Royalty Card Holders

True or False

Customer Anniversary

Nearest Weeks from current date (1-5)

Customer Type

Types are set in 'Settings' > 'Customer Types'

What restaurant has customer booked

Tick box option for those customers with bookings in any restaurants within a group

Home Restaurant

Tick box option for those customers who made their first reservation within a restaurant within a group

Video Tutorial | Marketing Campaign | Who

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