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Onboarding Overview

Welcome to Caramel! This comprehensive onboarding guide will help you set up your account, launch your first campaign, and start generating revenue with gift cards and automated marketing.

🎯 Your Journey to Success

Section titled “🎯 Your Journey to Success”

  1. Account Setup 15 min

    Create your Caramel account, configure your restaurant profile, and connect your payment processor.

    Start Setup →

  2. Platform Orientation 10 min

    Get familiar with the dashboard, navigation, and core features that will power your marketing.

    Explore Platform →

  3. First Campaign 20 min

    Launch your first gift card campaign with proven templates and best practices.

    Launch Campaign →

  4. Marketing Automation 30 min

    Set up automated customer journeys that work while you focus on your restaurant.

    Setup Journeys →

📚 What You’ll Learn

Section titled “📚 What You’ll Learn”

Account Configuration

  • Restaurant profile setup
  • Payment processor integration
  • Team member access
  • Brand customization

View Guide →

Gift Card Campaigns

  • Campaign creation
  • Pricing strategies
  • Design customization
  • Distribution channels

View Guide →

Marketing Automation

  • Customer journey setup
  • Trigger configuration
  • Message templates
  • Performance tracking

View Guide →

Analytics & Optimization

  • Dashboard navigation
  • Key metrics tracking
  • Performance analysis
  • A/B testing setup

View Guide →

⏱️ Time Investment

Section titled “⏱️ Time Investment”

Basic Setup

30-45 minutes

Account creation, payment setup, and first campaign launch.

Complete Onboarding

2-3 hours

Full platform configuration including automation and advanced features.

Mastery

1-2 weeks

Testing, optimization, and becoming proficient with all features.

🚀 Quick Wins for New Users

Section titled “🚀 Quick Wins for New Users”

Get results fast with these proven tactics:

Day 1: Launch Gift Cards

Section titled “Day 1: Launch Gift Cards”
  • Create your first gift card campaign
  • Add bonus value (e.g., “Buy $50, get $60”)
  • Share on social media and email
  • Expected Result: First sales within 24 hours

Week 1: Automate Marketing

Section titled “Week 1: Automate Marketing”
  • Set up abandoned cart recovery
  • Enable birthday gift campaigns
  • Create welcome journey for new customers
  • Expected Result: 15-20% increase in engagement

Month 1: Optimize & Scale

Section titled “Month 1: Optimize & Scale”
  • Analyze campaign performance
  • A/B test different offers
  • Launch seasonal campaigns
  • Expected Result: 2-3x initial gift card revenue

📋 Prerequisites

Section titled “📋 Prerequisites”

Before you begin, gather these essentials:

Business Information

  • Restaurant name and legal entity
  • Business address and contact info
  • Tax ID / Business registration number
  • Operating hours and locations

Payment Details

  • Bank account for payouts
  • Payment processor account (Stripe recommended)
  • Tax rate information
  • Currency preferences

Brand Assets

  • Restaurant logo (PNG/SVG)
  • High-quality food/venue photos
  • Brand colors (hex codes)
  • Custom fonts (optional)

Team Access

  • List of team members who need access
  • Their roles and permissions
  • Email addresses for invitations
  • Manager contact information

🎓 Onboarding Paths

Section titled “🎓 Onboarding Paths”

Choose the path that matches your experience level:

Path 1: First-Time User Recommended

Section titled “Path 1: First-Time User ”

Perfect if you’re new to digital marketing platforms:

  1. Account Setup - Configure your restaurant profile
  2. Platform Tour - Learn the dashboard
  3. First Campaign - Launch with a template
  4. Basic Analytics - Track your success

Estimated Time: 1-2 hours

Path 2: Experienced Marketer

Section titled “Path 2: Experienced Marketer”

You’ve used marketing platforms before:

  1. Quick Start - Fast account setup
  2. First Campaign - Custom configuration
  3. Automation Setup - Advanced journeys
  4. Integration Guide - Connect your tools

Estimated Time: 45-60 minutes

Path 3: Multi-Location Restaurant

Section titled “Path 3: Multi-Location Restaurant”

Managing multiple locations:

  1. Account Setup - Multi-location configuration
  2. Team Management - Role-based access
  3. Location-Specific Campaigns - Targeted marketing
  4. Consolidated Analytics - Cross-location insights

Estimated Time: 2-3 hours

💡 Getting Help

Section titled “💡 Getting Help”

Live Chat Support

Get instant help from our team 24/7 through the in-app chat widget.

Community Forum

Connect with other restaurant owners and share best practices.

Join Forum →

Dedicated Onboarding

Schedule a 1-on-1 session with our success team.

Book Session →

🎯 Success Checklist

Section titled “🎯 Success Checklist”

Track your onboarding progress:

Account Setup ✓

Section titled “Account Setup ✓”
  • Create Caramel account
  • Complete restaurant profile
  • Connect payment processor
  • Upload brand assets
  • Invite team members

First Campaign ✓

Section titled “First Campaign ✓”
  • Create gift card campaign
  • Customize design
  • Set pricing and bonuses
  • Configure delivery methods
  • Launch campaign

Marketing Automation ✓

Section titled “Marketing Automation ✓”
  • Set up welcome journey
  • Enable birthday campaigns
  • Configure abandoned cart recovery
  • Test email/SMS delivery
  • Review automation rules

Optimization ✓

Section titled “Optimization ✓”
  • Review first-week performance
  • Set up conversion tracking
  • Create A/B test plan
  • Schedule seasonal campaigns
  • Join success webinar

🚦 Next Steps

Section titled “🚦 Next Steps”

Need Personalized Help?

Our success team is here to ensure you succeed. Book a free onboarding session.

Schedule Onboarding Call →

Questions? Contact our support team at support@joincaramel.com or chat with us in the app.