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  • DISH Guest Marketing

DISH Guest Marketing - Setting-up an Autopilot

A Guide to Setting Up DISH Guest Marketing Autopilot

Table of Contents

Here is a guide to configuring your automated marketing system. Step-by-step instructions Step 1: Accessing the Autopilot Control Center Step 2: Defining Global Incentives Step 3: Configuring Key Milestone Triggers Step 4: Creating Custom Events Step 5: Audience Targeting and Launching 🎓 Downloadable PDF

Here is a guide to configuring your automated marketing system.

With the DISH Guest Marketing AutoPilot tool, you can implement an intelligent engine that automatically delivers targeted messages.

 

46 STEPS

1. To get started with automation, hover over or click on Promotions in the top navigation bar.

2. From the drop-down menu under Promotions, select Autopilot. This is the control center where you can set up automated marketing messages.

3. On the main AutoPilot overview screen, click the orange Edit AutoPilot button to define the global rewards you want to offer your guests.

4. In the pop-up modal, choose the type of incentive you want to send. Click Discount (%) if you would like to offer a percentage based price reduction (e.g., 20% off) to entice customers.

5. In the pop-up modal, choose the type of incentive you want to send. Click Discount (%) if you would like to offer a percentage based price reduction (e.g., 20% off) to entice customers.

6. Alternatively, select VIP Perk if you want to reward your audience with special experiences or complimentary items, such as a free appetizer or a free meal.

7. If your campaign relies strictly on informational engagement without direct transactional incentives, click No bonus.

8. Once you have finalized your baseline offer structure, click Save and Close button to update your global automated messaging rules.

9. You will be redirected back to the AutoPilot engine matrix. Here, you can see all available event triggers waiting to be configured. You can also select Advanced customization for expert users.

10. Scroll down to the first trigger option: "Give a welcome bonus to customers who sign up to receive your offers." Click the orange Customize button next to Step 1 set up this event.

11. Scroll down to the first trigger option: "Give a welcome bonus to customers who sign up to receive your offers." Click the orange Customize button next to Step 1 set up this event.

12. Confirm the specific type of bonus attached to this sign-up milestone.

13. Then click Save event to lock it in.

14. Now look at Step 2: "Select where to send the messages." Click the orange Edit button next to the Email icon to customize the actual message copy your guests will receive.

15. In the email customization builder, you can tweak your text fields. Keep your main copy punchy and engaging (up to a maximum of 500 characters).

16. Click Customize button (CTA) to personalize the text on your interactive button, ensuring it guides guests directly back to your store or online ordering site.

17. Click Customize the email image to upload a compelling graphic or select a professional visual from your media library to make your email pop.

18. Before launching, ensure everything looks perfect. Click Save, send a test & close to push a real-time preview copy to your business email address.

19. Now toggle the green switch under Step 3 to Enable the event. The system will now automatically message every new customer who signs up!

20. Scroll down to the next automated block: "Offer a bonus to customers who enter their date of birth." Click Edit to configure how you want to collect and reward this valuable guest demographic.

21. Scroll down to the next automated block: "Offer a bonus to customers who enter their date of birth." Click Edit to configure how you want to collect and reward this valuable guest demographic.

22. Click on the "Landing" email tab to change the look and tone of the target screen your customers see when interacting with your birthday milestone.

23. Click Save, send a test & close to commit your changes for this segment.

24. Review the block titled "Offer customers a bonus when they enter all of their information in the sign-up page." Use this trigger to actively motivate guests to share more preferences with you.

25. Configure the "Send customers a bonus for their birthday" section to delight your customers automatically on their special day, giving them the perfect reason to book a table.

26. Look over the trigger "Offer a bonus to customers who haven't received any promotions in the last 30 days." This acts as an automated safety net to reconnect with fading or lost guests.

27. Optimize the trigger "Reward customers who have just made a purchase" to strike while the iron is hot, automatically encouraging immediate repeat business.

28. Lastly, check the "Send a super bonus to customers who haven't engaged yet with you" trigger. This gives you a high-incentive mechanism to wake up quiet subscribers.

29. Lastly, check the "Send a super bonus to customers who haven't engaged yet with you" trigger. This gives you a high-incentive mechanism to wake up quiet subscribers.

30. If our pre-built automation blocks don't cover a niche milestone you have in mind, scroll to the bottom and click Example: Create your own custom event. Give your message a striking subject line (max 110 characters).

31. In the drag-and-drop designer workspace, click on the Structure, Content and Settings tab to layout columns, margins, and content blocks exactly how you want them.

32. In the drag-and-drop designer workspace, click on the Structure, Content and Settings tab to layout columns, margins, and content blocks exactly how you want them.

33. In the drag-and-drop designer workspace, click on the Structure, Content and Settings tab to layout columns, margins, and content blocks exactly how you want them.

34. Click Settings within the workspace to control global elements like background colors, text alignment, fonts, and link aesthetics.

35. Scroll through your design options to add an Image. You can also check the Social post box if you want to reuse this specific content configuration across your connected social media channels.

36. Now simply click on Next to proceed.

37. Once your custom template is organized, click Next to pull up a full, responsive campaign preview screen.

38. Here you can Edit, Continue or Send a Review.

39. Scroll further down to see the character count tool. If you feel stuck, use the Generate a Newsletter feature to let the platform assist you in writing custom marketing prose.

40. When you're happy with the content, click Next to move forward to target audience selection.

41. The system defaults to your total customer list. Use the Filter section if you wish to narrow down targets based on age, gender, signup status, app usage, or loyalty club standing.

42. Click Next when your audience selection is locked in.

43. Choose whether this campaign should repeat or remain a one-time event.

44. Review the legal anti-spam privacy statements, check the authorization box.

45. Then click Send message now.

46. Congratulations! completed the DISH Guest Marketing AutoPilot framework.

Here's an interactive tutorial

https://www.iorad.com/player/2738805/How-to-Set-Up-an-Autopilot



Next step

Go Live

 

Step-by-step instructions

 

Step 1: Accessing the Autopilot Control Center


To begin your automation journey, navigate to the top bar of your dashboard. Hover over or click on s, and from the resulting drop-down menu, select Autopilot. This brings you directly to the central control panel for your automated marketing communications. 


Step 2: Defining Global Incentives

Before activating specific triggers, establish the baseline rewards you want to offer your guests. 

  1. Click on the Edit AutoPilot button on the overview screen. 
  2. A pop-up modal will appear, allowing you to choose the type of incentive attached to your messages. Select from the following options based on your campaign goals: 
  • Discount (%): Offer a percentage-based price reduction (e.g., 20% off) to entice diners. 
  • Coupon (€): Provide a specific monetary credit value. 
  • VIP Perk: Reward your audience with special experiences or complimentary items, such as a free appetizer or meal. 
  • No bonus: Choose this if your campaign relies strictly on informational engagement without transactional incentives. 
  1. Click Save and Close to lock in your global baseline structure and return to the main engine matrix. 


Step 3: Configuring Key Milestone Triggers


The AutoPilot dashboard features pre-built automation blocks designed around critical guest milestones. Once you click on Advanced Customization (expert users), scroll down to manage and customize the following triggers individually: 

  • The Welcome Bonus: Locate the option to “Give a welcome bonus to customers who sign up to receive your offers”. Click Customize next to Step 1 to choose the milestone-specific bonus type, and click Save event. Next, move to Step 2 and click Edit next to the Email icon to customize your message. Keep your email subject under 120 characters and your text punchy (maximum 500 characters). You can also use the Customize button (CTA) to personalize your interactive button link and Customize the email image to upload a visual. Always click Save, send a test & close to review a preview copy in your inbox before toggling the green switch to Enable the event. 
  • The Birthday Milestone: Under “Offer a bonus to customers who enter their date of birth,” click Edit. Use the “Landing” email tab to refine the look, layout, and tone of the target screen guests see when interacting with their birthday reward. Save and commit your changes when finished. 
  • The Profile Completion Bonus: Utilize the block titled “Offer customers a bonus when they enter all of their information in the sign-up page” to actively incentivize guests to share their full data and preferences. 
  • The Birthday Celebration: Ensure guest satisfaction by tailoring the “Send customers a bonus for their birthday” trigger to automatically deliver rewards right on their special day. 
  • The Win-Back Net: Configure the block to “Offer a bonus to customers who haven’t received any promotions in the last 30 days” to reconnect with fading subscribers before they forget your business. 
  • The Immediate Reward: Optimize the “Reward customers who have just made a purchase” trigger to strike while interest is high, automatically encouraging immediate repeat business. 
  • The Re-engagement Super Bonus: Check the mechanism to “Send a super bonus to customers who haven’t engaged yet with you” to wake up quiet subscribers who frequently skip opening normal emails. 


Step 4: Creating Custom Events


If you have a niche milestone in mind that isn’t covered by the pre-built options, scroll to the bottom of the matrix and select Create your own custom event. 

  1. Design Layout: Provide a striking subject line (up to 110 characters). In the designer workspace, utilize the Structure, Content, and Settings tabs to control columns, margins, content blocks, background colors, fonts, and global aesthetics. 
  2. Multi-Channel Integration: Add an image and check the Social post box if you want to mirror your content layout across your connected social media channels. Click Next to proceed. 
  3. AI Content Assistance: On the campaign preview screen, you can review your text or input key topics into the Generate a Newsletter assistant feature to let the platform help write custom marketing prose for you. Click Next when you are satisfied. 


Step 5: Audience Targeting and Launching


With your content set, finalize your delivery criteria:

  1. Filter Your Audience: The platform defaults to your total customer list. Use the Filter section to narrow down targets based on characteristics such as age, gender, sign-up status, loyalty card standing, or app usage. Click Next once your selection is locked. 
  2. Set Campaign Cadence: Choose whether the campaign is a one-time blast (Not recurring) or a recurring event (Repeat every...). 
  3. Legal Authorization: Review the anti-spam privacy terms, and check the acknowledgment box confirming that all recipients have expressly opted in to receive marketing communications. 
  4. Deploy: Click Send message now. 


Success! Once deployed, your automated guest marketing framework is fully operational, working around the clock to turn one-time diners into lifelong regulars. 

 

🎓 Downloadable PDF

Download step-by-step PDF

 

configuration autopilot

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