BLAZE Growth | Getting Started with Growth Outreach

What is Outreach?

Outreach is your central marketing automation hub within BLAZE Growth. Syncing directly with customer purchase data from Greenline POS, Outreach allows you to engage your customer base via Email marketing, SMS campaigns, and Push notifications (if utilizing BLAZE Mobile Apps).

1. Prerequisites & Canadian Compliance Setup

Before launching SMS messaging via Outreach in Canada, your account must complete mandatory telecommunication registration to comply with Canadian regulatory standards and CASL (Canada’s Anti-Spam Legislation).

1. In your Growth Dashboard, navigate to Settings > SMS Setup.
2. Complete and submit the SMS Application Form (10 DLC) with your store's business information, legal entity details, and sample opt-in copy.
3. Approval Window: Carrier registration typically takes 1–3 business days. Once approved, SMS capabilities will unlock in your Outreach module.
   
   

To learn more about submitting your 10 DLC form, click here

2. Campaign Types Overview

Outreach offers two main types of messaging structures: Triggered Campaigns and One-Time Campaigns.

Triggered Campaigns (Automated Workflows)

Triggered campaigns send automatically based on preset customer behaviours or timeline rules synced from Greenline POS.

• Winback Campaigns: Target existing customers who haven't placed an order or visited in a specified timeframe (e.g., 30, 60, or 90 days).
• Welcome Messages: Automatically trigger an initial discount or welcome note when a new customer profile is created in Greenline POS.
• Abandoned Cart: Automatically remind online shoppers to complete their order.

One-Time Campaigns

One-time campaigns allow you to craft custom broadcast messages sent immediately or scheduled for a future date/time. Use these for weekly specials, store announcements, or holiday promotions.

To learn more about Campaigns, click here

3. Audience Segmentation & Targeting

When building One-Time Campaigns, you can filter recipient lists using customer sales data synced from Greenline POS.

• Pre-Built Audiences: Quickly target customer tiers based on spending habits over the last 60 days (e.g., Top 10% Spenders, Recent Buyers).
• Custom Audiences: Build tailored target lists based on:
  • Purchase history & specific product category preferences
  • Total spend or visit frequency
  • Customer tag filters (e.g., VIP, Local)

To learn more about Audiences, click here 

4. Creating and Launching Your First Campaign

1. Navigate to Outreach:

From the left sidebar, click Growth > Outreach / Campaigns.

2. Select Campaign Channel & Type:

Click Create Campaign in the top right corner. Select whether you are creating an SMS, Email, or Push Notification campaign, and choose between Triggered or One-Time.

3. Define Your Audience:

Choose a pre-built segment or select a custom saved Audience filtered by Greenline transaction history.

4. Compose Content & Merge Tags:

Draft your message content. Use dynamic tags (such as {First_Name}) to personalize the message. Ensure your message includes required CASL opt-out language (e.g., "Reply STOP to unsubscribe").

5. Schedule and Send:

Choose Send Now or Schedule for Later, review your recipient count, and confirm launch.

5. Tracking Outreach Analytics

After sending a campaign, monitor real-time performance directly within the Outreach dashboard:

Metric	What It Tracks
Delivery Rate	Percentage of messages successfully delivered to customer devices.
Open & Click Rates	For Email & Push notifications, tracks recipient interaction.
Conversions & Revenue	Measures Greenline POS sales generated by customers who received the campaign.

Now that you understand the basics of Outreach, take your marketing further by exploring our guide on refining your targeting, or dive into Outreach Analytics to track revenue driven by your campaigns.