User Guide

AI Campaign helps you manage venue data and generate AI-assisted marketing campaigns. The workflow is simple:

1. Create or select a venue.
2. Upload CSV data for that venue.
3. Generate a campaign based on your data.
4. Review and manage campaigns in the Campaigns area.

Use the sidebar to move between Dashboard, Venues, Campaigns, and this guide.

1. Go to Venues and click + New Venue.
2. Fill in venue name, address, currency, and tone. Save the venue.
3. Open the venue detail page and upload your CSV data.
4. Click Generate Campaign to create your first campaign.

• Create: Use + New Venue to add a venue profile.
• Edit: Open a venue card and click the edit icon.
• Delete: Use the trash icon to remove a venue and its data.
• Search: Use the search bar to quickly find venues by name or address.

Upload files from the venue detail page. Accepted CSV types and required columns:

• Orders: sale_date, item_name, item_qty, item_revenue, rank_group
• Menu: name, price
• Bookings: booking_date, total_booking, total_cover, avg_cover_per_booking
• Customers: customer_id, lifetime_spend, fav_item_list, first_visit_date

After upload, the files appear in the Uploaded Files section and are ready for analysis.

Open a venue and click Generate Campaign. Choose a campaign type:

• Item Order Analysis: Requires Orders + Menu.
• High Value Booking: Requires Bookings + Menu.
• Repeat Visit: Requires Customers + Menu.

If any required data is missing, the requirement badges show as missing and generation is disabled until data is uploaded.

• Campaigns list: Filter by type or venue, and use search to find campaigns quickly.
• Campaign detail: Open a campaign to review analysis and email copy.
• Edit & share: Use the detail view to adjust content before sending.

• Upload errors: Ensure files are CSV and column headers match exactly.
• No data detected: Re-upload the correct file type for the venue.
• Stuck loading: Refresh the page or check network access to the API.
• Campaign generation fails: Confirm required data types are uploaded.