A. How to Encourage My Regular Customers to Order Food Delivery from My Restaurant? #
Why focus on regular customers?
Acquiring a new customer costs 5x more than getting an existing one to reorder. Your repeat customers already trust your food, so convincing them to order again is much easier and cheaper!
1. Identify the suitable customer segments who are most likely to order food delivery from you. Choosing the right target audience increases your sales probability by 35%, click here for guide on how to select the right customers.
2. Ensure that your customer CSV file contains the necessary attributes to set them apart for broadcasting later. Click here to learn more.
3. Import your contact into Peasy. You can choose to either import it from your phone book or CSV. Click here to learn more
4. Identify the right promotion that will encourage them to order from you immediately. You want to encourage your customers to order directly from you, rather than any other food delivery service. You’re building and formulating a new behaviour. So it’s crucial that you adopt a long-term view. For example, you might offer a RM 5 coupon despite the average order value being just RM 10. But if the customer orders repetitively from you for the next 1 year, that RM 5 is a worthwhile investment compared to the commissions you have been paying to the food delivery service provider. Click here to get some promotion ideas
5. Once you have identified your promotion. Create your promotion using the template message creator. This will ensure that your WhatsApp message will not be banned nor blocked. Click here for detailed instructions
6. Now, you’re finally ready to create your WhatsApp broadcast to drive food deliveries order. Click here for detail instructions on how to create a WhatsApp broadcast.
✅ Step 1: Identify Your Regular Customers (Import Contact) #
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.
Identifying Regular Customers Based on Business Type & 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.
Key Steps to Import & Tag Customers #
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.
1️⃣ Go to “Contacts” in Peasy.
2️⃣ Click “Import Contacts from Phone Book”.
3️⃣ Select the contacts you want to import.
4️⃣ 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.
1️⃣ Go to “Contacts” in Peasy.
2️⃣ Click “Import Contacts” and download the sample CSV file.
3️⃣ 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
4️⃣ Save the CSV file in UTF-8 format.
5️⃣ 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.
1️⃣ In contact, click the “Attribute” button on the contact you would like to add the tag.
2️⃣ Choose the available attribute from the list or “Create Attribute”.
3️⃣ 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 | |
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? | ✅ Yes / ❌ No |
Array | Multiple values stored in one field | Favorite dishes ordered | [“Nasi Lemak”, “Chicken Rice”, “Laksa”] |
4️⃣ 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
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.
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. | “💡 Drop your business card & enjoy a FREE drink with your meal! 🍹 (We’ll text you exclusive deals too!)” |
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. | “📲 Scan to chat with us & get a FREE iced tea! 🍵 Plus, receive future exclusive promos!” |
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? 😍 Scan here to get 10% off your next order!” |
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. | “🎉 Join our monthly lucky draw! Send ‘LUCKY’ to our WhatsApp & stand a chance to win a FREE meal!“ |
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. | “🍱 Order your office lunch ahead & avoid the queue! WhatsApp us with ‘LUNCH’ to get started!” |
Social Media Followers | Promote a WhatsApp-exclusive deal on Instagram & Facebook. | Converts online followers into WhatsApp contacts who will engage with your promotions. | “🔥 WhatsApp Exclusive! Get a Buy 1 Free 1 deal when you order via WhatsApp! Click the link to start chatting!” |
Once you’ve collected enough contacts, the next step is to import them into Peasy for easy
💡 Goal: To train your customers to think of your restaurant first when they’re hungry!
✅ Step 2: Offer Targeted Promotions Based on Customer Behavior #
One-size-fits-all promotions don’t work. Personalization increases orders! Tailor your promotions to fit your customers’ daily habits: #
One of the biggest advantages of targeted promotions is that they reduce customer acquisition costs while increasing repeat sales.
Cost & Benefits: Acquiring Repeat Customers
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 |
📌 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.
Components of a Good Promotion
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! 🍹 Only valid till 12:30 PM. Click here to order: [Add the link for your communal whatsapp] |
Families Orders | Families tend to order larger portions, so offer family meal bundles for weekends. | Weekend family dinner made easy! 🍕🍗 Order our Family Feast Set & get a FREE dessert. Limited time only! Order now: [Add the link for your communal whatsapp] |
Late Night Customer | If your restaurant is open late, push midnight snack deals. | Craving something delicious at midnight? 🌙 Enjoy 15% off all orders after 10 PM! Order now: [Add the link for your communal whatsapp] |
Not sure on how to get the communal whatsapp link? Don’t worry, click here for a step by step guidance.
Quick Checklist Before Broadcasting Your Promotion #
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: ✅ Morning (7-9 AM): Best for breakfast deals. ✅ Lunchtime (11 AM-1 PM): Great for office workers. ✅ Afternoon (3-5 PM): Ideal for snacks or coffee promos. ✅ Evening (6-8 PM): Target families ordering dinner. |
Template Message | You can use Peasy’s default template message or create your own. |
Sending Out Your Promotion with One-Off Broadcast #
Now that you’ve completed the checklist, it’s time to send your promotion! 🎉
With Peasy’s One-off Broadcast, you can send special deals, promotions, and announcements to your customers effortlessly.
📌 Follow these simple steps:
1️⃣ Go to “Broadcast” in your Peasy dashboard.
2️⃣ Click the “+” button to create a new broadcast.
3️⃣ Select “One-off” as your broadcasting option.
4️⃣ Set up your audience filters and schedule the best time to send your message.
5️⃣ Choose an existing template or create a new one for your promotion.
6️⃣ Review your details and click Confirm to send your broadcast!
The system will prompt you with the Eligible audiences of broadcast and Maximum audiences for broadcast according to your available credit balance. You will be given the option to top up if your balance is less than the broadcasting budget.
🛠 Key Steps to Top Up During Broadcast Setup #
1️⃣ Go to “Broadcast” in Peasy.
2️⃣ Set up your broadcast message and select your target audience.
3️⃣ Peasy will calculate the estimated cost based on your audience size.
4️⃣ If your wallet balance is insufficient, a Top-Up button will appear.
5️⃣ Click “Top Up”, enter the required amount, and complete the payment.
6️⃣ Your balance updates instantly, and you can proceed with your broadcast without interruptions.
📌 Pro Tip: Keep a buffer balance to ensure smooth broadcasts, especially during peak sales periods!
📝 Creating a Template Message in Peasy #
You can quickly insert a message template using / and selecting from available templates, or you can create a new one.
📌 If you choose to create a new template, a pop-up module will guide you through the setup:
1️⃣ Template Name – Give your message a unique name.
2️⃣ Inbox – Default is Peasy’s communal WhatsApp.
3️⃣ Language – Choose the language for your message.
4️⃣ Type – Select Utility (order updates, confirmations) or Marketing (promotions, deals).
5️⃣ Content – Write your promotional message.
6️⃣ Button – Add call-to-action buttons like “Order Now”, “View Menu”, or “Claim Discount”.
Once your template is set up, you’re ready to send out your promotions!
🔗 Need help creating template messages? Check our guide here
B. How to Easily Encourage Customers to Return for Special Occasions (Valentine’s, Birthdays, Anniversaries)? #
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: Store & Auto-Update 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
1️⃣ Go to “Contacts” in Peasy.
2️⃣ Click the “Attribute” button for the contact you want to update.
3️⃣ Select an existing attribute (e.g., “Birthday”) or create a new one:
- Attribute Name: Birthday
- Type: Date
- Value: 12/05 (DD/MM format)
4️⃣ Click Save.
✅ 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!
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 |
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. |
Set Your Audience – Custom Attributes | Filter by customer-specific data such as “Birthday Month” containing “January.” | Send birthday discounts automatically every month. 🎂 |
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. |
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. |
Select or Create Your Message | Use an existing template or create a new one. | Promote festive menus before Hari Raya or Christmas! 🎄✨ |
✅ 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].”
✅ Example Anniversary Promo Message:
📩 “Celebrate your love at [Restaurant Name]! 💖 Enjoy a romantic dinner with 10% OFF this Valentine’s. Reserve now!“
🔔 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!
Step 4: Import & Organize Your Customer List for Special Promotions #
Once you’ve collected contact details and special dates, import them into Peasy and segment them properly:
1️⃣ Go to “Contacts” in Peasy.
2️⃣ Choose an Import Method:
- Phone Book Import: If contacts are saved on your phone.
- CSV Upload: If you have a list stored in an Excel file.
3️⃣ Tag Customers with Custom Attributes (e.g., “Birthday,” “Anniversary Special,” “Festive Diner”).
4️⃣ Click Save & Start Automating Special Occasion Promotions!
💡 Pro Tip: Customers love feeling special! A simple personalized message on their birthday or anniversary can bring them back to your restaurant—before they go to your competitors.
🔗 Need help importing CSV? Check our guide here: Peasy Knowledge Base – Import Contact
Final Thoughts #
🎯 If you are not capturing customer attributes, you are losing sales!
Special occasions drive higher spending, larger group orders, and stronger customer loyalty.
Use Peasy’s automation & repeat broadcast to keep customers coming back—without extra manual work. 🚀
Would you like help setting this up? Let’s get started today!
