What is the purpose of broadcast for my restaurant? #
1. Promote New Menu Items
Purpose: Inform customers about newly launched dishes, seasonal specials, or limited-time offerings.
Why it matters: Keeps the menu feeling fresh and exciting, and encourages repeat orders from loyal customers who want to try something new.
2. Targeted Promotions & Discounts #
Purpose: Send out exclusive deals, coupons, or time-limited promotions to specific customer segments (e.g. lunch crowd, weekend diners).
Why it matters: Drives traffic during slow periods and boosts sales with strategic offers.
3. Event or Campaign Announcements #
Purpose: Announce events like live music nights, holiday specials, themed nights (e.g., Taco Tuesday), or charity drives.
Why it matters: Creates a sense of community and gives customers a reason to visit beyond just food.
4. Delivery & Service Updates #
Purpose: Notify customers of any changes in delivery zones, hours of operation, new branches, or service delays.
Why it matters: Keeps communication transparent, builds trust, and avoids customer dissatisfaction.
5. Customer Retention & Relationship Building #
Purpose: Use personalized messages to thank customers, celebrate birthdays, or follow up post-order.
Why it matters: Makes customers feel valued and encourages loyalty, which is cheaper than acquiring new ones.
6. Gather Feedback or Conduct Surveys #
Purpose: Ask for reviews or feedback through broadcast messages.
Why it matters: Helps improve services, address concerns, and shows that you care about customer opinions.
7. Brand Awareness & Visibility #
Purpose: Stay top-of-mind by regularly engaging with your audience.
Why it matters: Increases brand recall, especially when they’re deciding where to eat next
How to broadcast on Peasy Sales? #
Step 1: Import contact #
Peasy makes it easy to import your customer contacts in three ways:
1. Import from Your Phone Book (For contacts stored on your mobile)
Fast & Easy! Perfect if your customer contacts are already saved on your phone.
Go to “Contacts” in Peasy.
Click “Import Contacts from Phone Book”.
Select the contacts you want to import.
Click “Allow Contacts” to confirm the import.
2. Import via CSV File (For contacts stored elsewhere)
Best for bulk uploads if you store customer details in spreadsheets or databases.
Go to “Contacts” in Peasy. Click “Import Contacts” and download the sample CSV file. Fill in your customer details. You can add custom attributes to segment customers easily.
Example Custom Attributes:
Frequent Buyer: Yes/No
Location: Office Area / Residential
Preferred Order Time: Lunch / Dinner
Save the CSV file in UTF-8 format.
Upload the completed CSV file into Peasy.
3. Manually set Custom Attributes
Pick & Choose the custom attribute you would like to add for your customer list.
In contact, click the “Attribute” button on the contact you would like to add the tag. Choose the available attribute from the list or “Create Attribute”. If you choose to create new attribute, fill in the followings:
Attribute Name (e.g., Birthday Month or Preferred Cuisine)
Attribute Type (e.g., Text, Date, Number, List)
Value (e.g., March, Spicy Food, Frequent Diner)
Attribute Type | Description | Example Use Case | Example Value |
Text | Freeform text input | Customer’s favorite cuisine | Spicy Food |
Number | Numerical values only | Total orders placed | 10 |
Link | A clickable URL | Customer’s social media profile | https://instagram.com/johndoe |
Date | Date format (DD/MM/YYYY) | Customer’s birthday | 15/06/1990 |
List | Predefined selectable options | Preferred meal type | Breakfast, Lunch, Dinner |
Checkbox | Yes/No selection | Subscribed to newsletter? |
|
Array | Multiple values stored in one field | Favorite dishes ordered | [“Nasi Lemak”, “Chicken Rice”, “Laksa”] |
No Click “Save”.
Pro Tip: Using custom attributes makes it easier to personalize promotions and target the right customers with WhatsApp broadcasts!
Need help importing csv? Check our guide here
Step 2: Create Template Message #
Template Name – Give your message a unique name. Inbox – Default is Peasy’s communal WhatsApp. Language – Choose the language for your message. Type – Select Utility (order updates, confirmations) or Marketing (promotions, deals). Content – Write your promotional message.
Button – Add your Peasy Unique Account Code, for Example: PZ:3627.
Once your template is set up, you’re ready to send out your promotions!
Need help creating template messages? Check our guide here
How to get your Peasy Account Code? #
You MUST have your action button consisting of your Peasy code : PZ:[account code] for every template created.
If you do not incorporate the peasy code button within your template, the customer will not get any response as you are not able to receive the intended message.
You can get Peasy code : PZ:[Account code] from the Peasy App. Follow below:
- From your Peasy Sales Dashboard, Go to “Profile”
- Scroll the screen until you see “Communal Whatsapp”.
- Click on “Communal Whatsapp”. A screen similar to below will appear.
- Click on “Share my Whatsapp link” to share the communal whatsapp number with your customers or any whatsapp group.
Learn more about communal whatsapp here. Want to know when to share your Peasy Account Code, click here.
Step 3: Setup Broadcast #
With Peasy, you can do 2 types of broadcast:
- One-Off – to send broadcast with a scheduled time. Click here to learn more.
- Repeat – to send broadcast with a scheduled time and condition. For example: customer’s birthday. Click here to learn more.
Below is a video how to access to Broadcast function via Peasy Sales application .
Quick Checklist Before Broadcasting #
Before sending out your WhatsApp broadcast, make sure you have everything prepared!
Checklist Item | Details |
Audience – Customer Contact & Segmentation | Ensure you have a well-organized customer list. Segment your audience based on behavior, such as repeat customers, lunchtime buyers, or promo responders. |
When to Broadcast | Choose the best timing for maximum engagement. Example:
|
Template Message | You can use Peasy’s default template message or create your own. Ensure to incoporate your Peasy Sales Account Code as button. |
Peasy Wallet | Check your Peasy Wallet balance to ensure sufficient credit for broadcast. Click here to know more about Peasy Wallet. |
Best Practices #
How to encourage my regular customers to order food delivery? #
Step 1: Identify Your Regular Customers #
Cost & Benefits: Acquiring Repeat Customers #
Why It Matters? Instead of spending on acquiring new customers every time, nurturing repeat customers allows you to earn multiple sales from a single acquisition cost.
Customer Type | Acquisition Cost | Sales Potential | Cost Efficiency |
New Customer | Paid ads, high discount offers | May only purchase once | High cost per acquisition |
Repeat Customer | Low-cost WhatsApp broadcasts (RM0.45 per message) | Likely to make multiple purchases | Higher lifetime value, lower cost per order |
Don't Have Enough Customer Contacts to Import? Here's How You Can Grow Your List! #
The more customer data you collect, the better you can personalize offers and increase repeat sales! If you’re just starting or need more contacts, try these creative ways to build your customer database.
Click here to know more tips on how to encourage more foot traffic!
Customer Type | Creative Way to Collect Contacts | Why It Works? | Example Offer/Message |
Dine-in Customers | Place a bowl for customers to drop their name cards in exchange for a free drink or dessert. | A simple way to collect contacts while offering customers an instant reward. | “ |
Dine-in Customers | Have a QR code on tables that lets customers scan and initiate a WhatsApp chat to redeem a small gift. | Encourages instant engagement and gets customers into your database. | “ |
Delivery Customers | Attach a flyer to every delivery order with a QR code leading to a WhatsApp opt-in. | Engages customers after they’ve received their food, keeping your brand top-of-mind. | “Loved your meal? |
In-store Customers | Run a lucky draw where customers enter by submitting their phone number via WhatsApp. | Builds excitement and encourages sign-ups in an engaging way. | “ |
Office Lunch Crowd | Provide pre-order menus to nearby offices with an easy WhatsApp ordering option. | Makes it easy for office workers to place lunch orders, ensuring repeat customers. | “ |
Social Media Followers | Promote a WhatsApp-exclusive deal on Instagram & Facebook. | Converts online followers into WhatsApp contacts who will engage with your promotions. | “ |
(We’ll text you exclusive deals too!)”
Scan to chat with us & get a 
Plus, receive future exclusive promos!”
Scan here to get 
Order your office lunch ahead & avoid the queue! WhatsApp us with ‘LUNCH’ to get started!”
WhatsApp Exclusive! Get a Once you’ve collected enough contacts, the next step is to import them into Peasy for easy
Step 2: Segmenting and preparing data for contact import #
Before sending a WhatsApp broadcast, you need to import and categorize your customers in Peasy for better targeting. Below is a breakdown of how different types of F&B businesses can segment their customers based on their behavior and location.
Business Type | Customer Segments | Example Customer Behavior | Best Promotion Type |
Cafe near office area | Office workers | Order coffee or light meals on weekdays, mainly morning and lunch | Offer morning coffee deals and lunch combo discounts |
Food truck in a busy area | Walk-in customers | Order quick meals during lunch/dinner rush | Announce limited-time offers and new menu items |
Neighborhood restaurant (housing area) | Families & residents | Order mainly for weekend dinners or celebrations | Promote family meal bundles on weekends |
Bubble tea shop near university | Students | Order snacks & drinks in the afternoon or after class | Offer buy 1 free 1 deals during peak hours |
Delivery-focused restaurant | Regular delivery customers | Frequently order through WhatsApp or QR menu | Provide loyalty discounts and free delivery for repeat orders |
Once you have identified your regular customers, the next step is to import their contact information into Peasy and assign relevant tags for easy segmentation in future promotions.
Step 3: Offer a targeted promo for each segment #
To maximize sales, your promotion should:
Combine Best-Sellers with Low-Selling Items – Pair popular dishes with slower-moving inventory to balance demand. Create Value Combos – Instead of offering direct discounts, create bundles that encourage customers to spend more (e.g., Main Dish + Side + Drink at a special price). Use Time-Based Offers – Example: Lunch Specials (11 AM – 2 PM), Family Bundles (Weekends Only). Personalize Offers Based on Customer Type.
Type of Customer | Type of Promotion | Promotion Example |
Office Workers | Office workers order lunch during work hours. Send promotions at 11 AM, before they decide where to eat. | Hi [Name]! Feeling hungry? Order your lunch now & get a FREE drink! |
Families Orders | Families tend to order larger portions, so offer family meal bundles for weekends. | Weekend family dinner made easy! |
Late Night Customer | If your restaurant is open late, push midnight snack deals. | Craving something delicious at midnight? |
Order our Family Feast Set & get a FREE dessert. Limited time only! Order now: [Add the button for your communal whatsapp]
Enjoy 15% off all orders after 10 PM! Order now: [Add the button for your communal whatsapp]How to encourage customers to return for special occasion? #
Why This Matters: Don’t Miss Out on Special Occasion Sales!
Many F&B owners focus only on daily traffic, but special occasions bring in customers who are ready to spend more. When people celebrate:
They order more food & drinks than usual. They are willing to indulge in something special. They bring in friends & family, leading to larger group orders.
Fact: People are more likely to dine out on special dates. If you don’t remind them, your competitor will!
How to Know If You Are an Experiential Dining Spot? #
You don’t need a Michelin star or a luxurious setting to offer an experience worth celebrating. Ask yourself these questions: Do customers come in for birthdays, anniversaries, or festive gatherings? Do guests take photos of your food, drinks, or ambiance? Do families, couples, or groups of friends dine in for get-togethers? Do you notice more reservations or larger orders during special dates like Valentine’s, Ramadan, or Christmas? Do customers tend to order premium or “special” menu items when they dine in?
If you answered YES to any of these, your restaurant is an experiential dining spot! 
So What’s Next? Start Automating Special Occasion Promotions! #
Now that you know special occasions can boost your sales, it’s time to collect customer data and automate seasonal promotions using Peasy’s Repeat Broadcast Feature.
Instead of waiting for customers to remember you, stay ahead by sending timely reminders and exclusive offers automatically.
Step 1: Collect Customer Contact & Special Dates #
To maximize special occasion sales, you need a strong customer database with details like birthdays and anniversaries. If you don’t have enough contacts yet, here’s how you can start collecting them today!
Method | How It Works | Example for Different F&B Businesses |
Dine-in Signups | Encourage customers to share their contact details in exchange for a special treat. | Fine Dining & Romantic Cafes: Offer a free dessert when customers provide their birthday/anniversary details. Casual Dining & Fast Food: Place a QR code at the counter: “Scan to get a free drink on your birthday!” |
Delivery & Online Orders | Capture contact details & special dates during checkout. | Cake Shops & Bakeries: Ask for birthdays when customers order a custom cake: “Want a reminder next year? Share your birth date!” Pizza or Sushi Delivery: Include an opt-in: “Save your birthday & get a special discount on your big day!” |
Reservation & Booking System | Add a field for birthdays & anniversaries during table booking. | Buffet & Hotpot Restaurants: Offer a free meal for birthday celebrants when they register their birth date. Steakhouses & Seafood Restaurants: Give early access to Valentine’s Day or festive promotions for customers who provide their anniversary dates. |
Loyalty & Membership Programs | Incentivize customers to sign up with their special dates. | Cafes & Dessert Shops: Reward customers with double loyalty points during their birthday month. Bistros & Cocktail Bars: Provide a free birthday cocktail for members who join your WhatsApp list. |
Pro Tip: Automate this process by setting up an automated post-purchase message:
“Thanks for ordering! 
We love celebrating with our customers. Let us know your birthday & enjoy a special treat! Reply with your birth date: [DD/MM].”
Step 2: Prepare Customer Attributes in Peasy #
Once you collect the data, save it in Peasy under customer attributes so you can automate reminders and special promotions.
Manually Set Custom Attributes
Click here to learn more how to manually add your customer attributes.
Automatically Update Customer Attributes
You can set Peasy automation to auto-update attributes based on customer responses. Example:
If a customer replies with their birth date, Peasy automatically updates their profile.
If a customer redeems a birthday discount, Peasy marks them as “Birthday Promo Used” to avoid duplicate offers.
How to do this:
Pre-requisite:
To key in specific type attributes in Peasy: Create custom attributes for the customers’ details you wish to auto-update. You will need to create the attribute type according to the type of information required for our Peasy system to record. Click here for full guidance.
To track customers’ response in chat: Setup a custom event tracking to track your customer’s response. Click here for full guidance.
To trigger full automated interaction with customers: Create automation to trigger chatbot. Click here for full guidance.
Using chatbot to interact with your customer for automatic customer attributes update. #
As a restaurant, feedback and ratings matters. Take this opportunity to use our chatbot to interact with customers upon every visit to ask for customers’ feedback and their special occasions; anniversaries, birthdays, etc.
Start by selecting our built in template chatbot in Campaigns section. You can access the built in template list when you click on “+Create New Flow”.
Select “meetingchatbot”.
Incorporate your custom attributes and event name from your event tracking into your chatbot build.
Test your chatbot using your number!
Click here for full guidance.
Step 3: Set Up a Repeat Broadcast for Seasonal Promotions #
Once you have customer data, automate your birthday & anniversary promotions using Repeat Broadcast.
Step | Action | Example Use Case |
1. Set Your Audience – Standard Filter | Choose standard filters like name or email that contain specific keywords. | Target customers with names like “Ali” for personalized promos. |
2. Set Your Audience – Custom Attributes | Filter by customer-specific data such as “Birthday Month” containing “January.” | Send birthday discounts automatically every month. |
3. Define the Frequency | Enter the time range for when the broadcast should be triggered. | Send promotions 7 days is lesser than a customer’s birthday. |
4. Set the Scheduled Time | Choose the exact date & time for the message to be sent. | Schedule lunch deals at 11 AM to capture peak meal orders. |
5. Select or Create Your Message | Use an existing template or create a new one. | Promote festive menus before Hari Raya or Christmas! |
[Add button with your Peasy Account Code] Example Automated Birthday Promo Message:
“Happy Birthday, [Name]! Celebrate your special day with a FREE dessert at [Restaurant Name]! Show this message when you dine in. Valid until [7 days from today]. [Add button with your Peasy Account Code]”
Example Anniversary Promo Message: “Celebrate your love at [Restaurant Name]! 
Enjoy a romantic dinner with 10% OFF this Valentine’s. Reserve now! [Add button with your Peasy Account Code]“
Why Use Repeat Broadcast?
Save time—no need to manually send messages every season! Ensure customers never miss your best promotions. Personalize offers based on customer behavior.
With Repeat Broadcast, you can stay top-of-mind and drive consistent sales—without lifting a finger!
