How Playbooks work
Standing strategies bound to your live data: they draft the right campaign at the right moment, and you always press Send.
The idea: strategies, not blasts
A playbook is a standing marketing strategy bound to your live data — not to any specific item or offer. Each run re-reads your insights (sales, inventory, guest history) and drafts a concrete campaign proposal. Butter chicken is overstocked this week? That's this week's draft. Ribeye next month? That's next month's. Same strategy, always current.
The three playbooks
Excess inventory → move it
When insights flag overstock that won't sell before it expires, the playbook drafts an enforced discount (~25% off) on that item, with the offer window capped to its shelf life. Turns waste into sales.
Lure back no-shows
Regulars who've gone quiet for 30+ days get a targeted “we miss you” (15% welcome-back) — sent only to that cohort, baited with whatever your current best seller is.
Birthday treats
Guests with a birthday in the next 7 days get a birthday offer (20%). Personal, time-boxed, feels like a gift — this is the highest-converting email a store can send (~12%).
You always have the final say
Playbooks only create drafts. Every proposal lands in Campaign Studio with its reasoning spelled out (“14 butter chicken won't sell before Friday, ~$120 at risk → $8.95 for 4 days”). Nothing sends until you review it and hit Send. Each playbook has its own on/off switch, and guests are protected by a fatigue rule — at most about one email per guest per week, with different guests getting different stories.
When they run
- Nightly, after the POS pull refreshes your sales and customer data.
- On demand — the “Run playbooks” button in the console.
Frequently asked questions
Will playbooks email my guests without asking?
Never. Playbooks only create drafts — you review every proposal in Campaign Studio and nothing sends until you hit Send.
Can I turn individual playbooks off?
Yes — each of the three (excess inventory, win-back, birthday) has its own switch in the console.
Why didn't a playbook propose anything today?
It found nothing worth doing — no overstock, no lapsed regulars, no birthdays this week. Playbooks skip honestly instead of inventing an offer.
Where do the numbers in a proposal come from?
Your own data: POS sales and inventory insights, guest visit history, and menu prices. Every assumption is shown so you can challenge it.
Do playbooks spam my list?
No — a fatigue rule caps sends at about one email per guest per week, and the targeted playbooks (win-back, birthday) go only to their own small cohorts.