To manage a selected campaign, navigate to Application > Campaigns > Campaign Name.
Once you have created a campaign or if you want to edit the settings, you can access all the most important features from the Campaign Dashboard.
Within your campaign you will find the following sections:
Here you get a quick overview of all the most important information about your campaign. When you have first created a campaign, guide boxes will appear at the top to help you build your campaign successfully. Access the features through the dashboard or via the top navigation.
Use the Rule Builder to create rules that define how your promotional campaign will operate. Campaigns require rules before they can be activated. Rules are built using Conditions and Effects following the "If a customer does this, then execute that effect".
For example, if a customer enters a valid coupon code, give a 10% discount.
Learn more about the Rule Builder.
This section will is where you can manage coupons, add new ones and export created coupons. Enable this feature in the settings
if coupons are defined as an effect of your Rules. There is also the option to add coupons
and export coupons.
This section is where you can manage your automatically generated referral codes. Enable this feature in the settings
if referral codes are defined as an effect of your Rules.
Track and monitor the results of your campaign here. Once your campaign is Active, you will see data displayed like Coupon Redemptions, Discount Costs and Campaign Basket Value. You can also filter by specific date range and by different granularity like hour, day or week. Read more here
This section is for setting important campaign information like Schedule, Budget, Priority. Learn about the campaign settings here
From this point you may want to know:
- How to build a rule
- How to add coupons to a campaign
- How to export coupons