CRM

Saved Responses
Fully booked Saturday
Menu sent
Dietary accommodations
Booking confirmed
Running 15 min late
847 guests $124,680 total revenue 3.2 avg visits 23% return rate +12 new this week · $3,840 +3 new today · $945 23 unsubscribed this month (2.7%)
NameVisitsTotal SpendAvg CheckLast VisitChannels
Segments
Wabi Intelligence — Suggested segments
$14,190
Revenue from $340 messaging costs
42x ROI
Message Credits
$142.50
est. ~2,850 SMS or ~1,780 WhatsApp
Usage This Month
SMS: 312 sent$18.72
WhatsApp: 156 sent$12.48
Email: 445 sent$0.00 (free)
Total$31.20
Auto Top-Up: ON
$50 when below $20
Messaging Costs
SMS (AU)$0.06/msg WhatsApp (marketing)$0.08/msg WhatsApp (service/reply)FREE <24h EmailFREE
Your plan: CRM Pro — $79/month
Includes: $30 message credits + unlimited emails
Additional credits: Pay as you go
WhatsApp Templates
Booking ConfirmationApproved
Order UpdateApproved
Marketing: Weekend SpecialApproved
Marketing: Event InvitePending Review (submitted 12 Feb)
Win-Back OfferRejected — promotional language
Meta requires pre-approved templates for WhatsApp marketing messages.
Drafts
Weekend Special Draft saved 2h ago
CampaignChannelSegmentSentOpenedClickedRevenueCostStatus
Automations
Frequency Cap
Max messages per guest per week:
Widget Posts
Event Tickets
Bookable Experiences
Special Offers
78
Total Sold
$10,200
Revenue
$3,420
Outstanding Balance
66%
Redemption Rate
$130.77
Avg Card Value
Card Designs
Recent Gift Card Sales
New Post
Campaign Spend
$3,240
Revenue Generated
$48,290
=
Return on Investment
14.9x
Every $1 spent on campaigns generated $14.90 in revenue
Total Spend
$3,240
This month
Revenue Generated
$48,290
+24% vs last month
Cost per Conversion
$2.18
-$0.34 vs last month
Conversion Rate
8.4%
+1.2% vs last month
Campaign Performance
Last 6 months
Messages Sent
Revenue ($)
Channel Breakdown
Performance by messaging channel
Top Campaigns
Best performing campaigns by revenue
Campaign Channel Spend Revenue ROI Sent Opened
Acquisition
New guests per month
SepOctNovDecJanFeb
Top Segments
By guest count

Email preview
Who are you reaching?
Or build custom audience
How do you want to reach them?
What's the message?
AI Draft
Unsubscribe link included
Venue name present
Character limit OK
No blocked words detected
When should it go out?
Send Now
Send immediately to all recipients
Schedule
Pick a date and time
Best time for your audience: Tuesday 11:30 AM (highest open rates)
Review your campaign
Boost Your Campaign (optional)
Pair your messaging campaign with paid ads for maximum reach. Platform ads are billed directly by each platform.
Campaign sent to 42 guests!
You'll receive a delivery report shortly
Delete guest?
This will permanently remove this guest's profile, preferences, tags, notes, and communication history from your database.
Sales data, transaction history, and financial records are never deleted and will remain in your reports.
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NameVisitsTotal SpendLast VisitTags
Edit segment
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Create segment
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Search and select guests to add to this segment manually. You can also add rules later.
0 guests match
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Add guest
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VIP Regular Corporate Press Industry Birthday
Import guest list
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CSV / Excel file
Upload a spreadsheet with guest names, emails, phones
Resy / OpenTable / SevenRooms
Import guest data from your current reservation platform
POS system export
Lightspeed, Square, Toast, Clover — export and upload
Mailchimp / email list
Import subscribers from your marketing platform
New Gift Card Design
Card Design
Liquid Glass
Black
Platinum
DA BRUNO
$100
JAMES TANDON
12/26
WABI 4728 4018 3051
Denominations
Delivery
Validity & Policies
Wallet Integration
Distribution