Online Ordering Best Practices Guide


Revel makes it easy for you to connect your hungry customers to online ordering for your establishments. Check out this online ordering best practices guide for tips on getting started!

Online Ordering Best Practices Guide

Online Ordering Best Practices

Fast-tracked for many businesses by the COVID-19 pandemic, online ordering has been a gradually adopted offering for many restaurants and retailers. After all, this option allows businesses to connect with even more consumers than they could possibly attract to local brick-and-mortar locations alone.

Offering online ordering isn’t enough to set a business apart from the competition, though. Follow the online ordering best practices outlined in this guide to set your solution up for success!

1. Set Objectives and Goals

Set Objectives and Goals | Revel Systems

When implementing online ordering, it is important to establish a plan to ensure success. As they say, “What gets measured, gets done.” Spend time thinking about the purpose for adding online ordering and what you want to achieve. The most powerful goals follow the SMART goal setting method. Your goals should be:

  • Specific
  • Measurable
  • Attainable
  • Relevant
  • Time Bound

Check out the list below for some ideas about what kinds of goals you should set:

  • X number of online orders placed a month
  • X dollars brought in per month on online ordering
  • X number of visits to your online ordering platform
  • Increase sales during dinner hours by X%.

After identifying your goals, make sure to document your goals and then let’s move on to identifying the right customers to help you achieve your goals.

2. Identify Customers

Identify Customers | Revel Systems

Who will be placing online orders? Take some time to think about your target online ordering customers. By identifying the potential users, you’ll be able to think strategically how to achieve your goals.

New businesses: If you’re just getting into business and are using online ordering, this can be a great opportunity to set your business apart and appeal to the customer groups that are likely to use online ordering

  • Millennials – This generation grew up on the internet and has been dubbed the “Instant Gratification Generation.” Features like online ordering and delivery are expected, so reach out to this group as a key target audience.
  • Commuters – Online ordering opens your business up to those who otherwise may not have come in. With the added convenience of online ordering, on-the-go customers can place orders ahead enjoy your offering.

Existing businesses: If you are using a customer relationship manager (CRM) to keep track of your customers, you have information that will help you reach your customers.

  • Your frequent customers are a great place to start
  • Customers who have become less than frequent visitors are another group of individuals to target. Take this opportunity to grab their attention with your new ordering tool.

3. Prepare Your Team

Online ordering adds a new set of responsibilities within your establishment. With orders coming in through your online ordering platform, you should plan and assign your responsibilities accordingly.

Educate your team. As with any other tool you introduce to your establishment, make sure your team understands the way online ordering works and how orders come through into your queue.

Assign an online order taker. Just as you have staff taking orders in person, make sure one member of your staff holds the responsibility of monitoring incoming online orders. You don’t want online orders to go unfulfilled.

Pro Tip: Since online orders are sent directly to your Revel iPad POS, monitoring online orders just requires somebody who knows orders will be coming and can keep an eye out for incoming orders.

4. Marketing and Promotion

Adding online ordering alone will not bring in revenue. It is important to implement smart marketing and communication tactics to make sure your target audiences are aware and excited about your gift cards.

Test coupons and promotions. Online ordering allows you to test promotions on your online platform, and determine which are the most effective in bringing in new customers.

Go social. Reach your customers where they are – online. Reach each of your target groups where they spend their time, millennials

Share your new offering. Get social and let your loyal customers know you now offer online ordering. Share the link on your Facebook or Instagram – anywhere you have a presence is an opportunity to share.

Photos are important online. Especially for new customers who are not familiar with your business, compelling photos highlight your offerings and your establishment. If you don’t have photos of your food online, make sure your online ordering platform features enticing photos that showcase your best.

Explore delivery. Once you’ve got a hold on online ordering, think about adding delivery. Whether through your online ordering platform, or with third party partners like GrubHub or UberEats, delivery opens your business to more customers and adds yet another stream of revenue.

Pro Tip: Having a search-optimized website plays a role too. Just as Maple Street Biscuits wants their restaurant to pop up in the searches when a hungry customer searches for biscuits in Jacksonville, FL., you want your establishment to be high in the search results. Check out this blog for more!

5. Track and Evaluate

Track the results of your establishment’s investment in online ordering. Use your reporting data to measure the goals you established. Monthly evaluation is important to keep you on track to achieving your goals.

Keep your goals top of mind. One way to do this is to keep track with a chart or log to clearly measure your performance against your goals. Revisit your chart each month to measure! Example:


GoalActual – JanuaryActual – FebruaryActual – March
Process 20 online orders a month101822
Achieve $1000 in monthly online ordering revenue$200$370$550

Track and Evaluate | Revel Systems

Final Thoughts

If you didn’t meet your expectations one month, take some time to evaluate your marketing and promotional strategy. Adding the option for customers to place orders online is a proven method to increasing revenue, but as with any added service, it will take work to get up and running, and running smoothly.

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