Marketing integrations: email, SMS, and audiences

Overview

Marketing integrations: email, SMS, and audiences is a common workflow in TillTech. This guide covers the recommended setup path and the checks that help you avoid mistakes.

Before You Start

• Admin access
• Integration credentials (where required)
• A test window to validate sync

Recommended Steps

1. Enable the integration and authenticate with the third-party provider.
2. Map key entities (products, categories, locations) where applicable.
3. Run a test sync and validate results on both sides.
4. Monitor for 24–48 hours for delays or mismatches.
5. Document the owner of the integration (who maintains credentials and checks alerts).

Best Practices

• Make one small change at a time and validate the result.
• Test the full flow end-to-end before rolling out to staff.
• Keep permissions tight: give access only to people who need it.
• Use consistent naming for products, categories, and locations.

Troubleshooting

• If a setting appears not to apply, confirm you are editing the correct location/workspace.
• If reports don’t match expectations, verify time zone and tax settings first.
• If devices aren’t syncing, check network connectivity and re-authenticate where applicable.