Campaigns are the entity that allows you to set up your promotions in Talon.One. In your campaigns, you build rules that are evaluated by the Rule Engine each time your customers open a session.
You can create multiple campaigns within the same Application, each of them containing at least one rule. We recommend not building more than 3 rules per campaign for optimal performance.
Typically, you should create campaigns for the following use cases:
- Easier management of campaign strategies. For example, you can create different types of campaigns for different departments to manage.
- Scheduling campaign on different dates. For example, creating a Black Friday campaign.
- Better budget allocation management, assigning different budgets to various campaigns.
- Possibility to prioritize campaigns.
- Using different features in your rules (coupons, referrals, loyalty programs and giveaways).
The maximum number of campaigns that you can create is set in your contract. You can check it in Account > Overview.
Creating a campaign
Create a brand new campaign to manage all aspects of it.
Creating a campaign from scratch
- Select the Application where you want to create your campaign.
- Click Create Campaign in the left-side menu.
- Click From Scratch.
- In Name, type a name for the campaign.
- (Optional) In Features, select which features you want to enable:
- Coupons
- Referrals
- Loyalty
- Giveaways
Note: You can enable or disable these features in Settings > Features after creating your campaign.
- (Optional) In Campaign group, choose in the drop-down menu if you want the campaign to be added to a campaign group.
Note: This option only appears if there are one or more campaign groups available in the Application
- Click Create Campaign.
The Dashboard of the campaign appears. In the State section, the campaign status is automatically set as Draft, which means it is not active.
Note: Create at least one rule and activate your campaign in order to test it. Click Rule Builder in the left-side menu to create your first rule for the campaign.
Creating a campaign from a template
Before you start, make sure that the template you want to use is enabled and available in the Application where you want to create the campaign.
Then, you can create the campaign:
- Select the Application where you want to create your campaign.
- Click Create Campaign in the left-side menu.
- Click From a template.
- Select the template you want to use in the pop-up that appears.
- Click Create Campaign.
- In Basic info, type:
- A Name for the campaign.
- A Description to help you identify the campaign.
- Click Next.
- In Step 1: Properties, enter a value for the placeholders defined when creating the template.
- In Step 2: Budgets, you can edit the budgets of the campaign.
- (Optional) In Step 3: Schedule, set start and expiry dates for your campaign and click Save Schedule.
- Click Activate Campaign.
A notification pops up, indicating that the Campaign has been saved and is available in your Application. The campaign status is automatically set as Disabled.
Note: The Rule Engine does not validate the rules of your campaign when its status is Disabled. To test the campaign, activate it first.
The campaign dashboard
It provides you with an overview of the campaign. It contains the following sections:
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Section |
Description |
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Details |
Displays:
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|
State |
Indicates whether the campaign is running, disabled or archived. It allows you to:
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|
Schedule |
Indicates whether the campaign has a schedule. If the campaign has a schedule, it displays the start time and the end time. |
|
Rules |
Displays any rules built in the campaign. You can see:
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Performance and Budgets |
Displays any campaign budgets set for the campaign. Each budget contains a bar and a counter representing the campaign budget usage in relation to the defined limit. |
Managing a campaign
In addition to creating and managing rules, other things you can do after creating a campaign include the following:
- Setting a start time and an end time for your campaign in Settings > Schedule. We recommend you do this for security reasons.
- Creating and managing budgets in Settings > Budgets. We recommend you always set a campaign budget to better control your campaign performance and avoid overspending.
- Adding to your campaign any custom attributes that you previously created and setting their value in Settings > Custom attributes.
- Defining in Settings > Coupon Codes the characteristics of the coupon codes automatically generated by any Create coupon code effect in your campaign rules. These settings can be overridden when creating the effect.
- Defining in Settings > Referral Codes the characteristics of the referral codes automatically generated by any Create referral code effect in your campaign rules. These settings can be overridden when creating the effect.
Activating a campaign
Once you create at least one rule in a campaign, the campaign status changes from Draft to Disabled and the Activate Campaign button is enabled. Activating a campaign makes the Rule Engine validate its rules as soon as the scheduled period is reached.
To activate the campaign:
- In the State section of the campaign Dashboard, click Activate Campaign.
- Click Activate <campaign name> in the pop-up that appears.
A notification pops up, indicating that the campaign has been enabled. The campaign status changes to Running.
Important: we recommend you test the campaign after activating it.
Testing a campaign
You can test your campaigns using a dedicated Application as a test environment. Before you start testing, ensure you have:
- Built rules for the campaign.
- Activated the campaign.
To test, you typically send Update customer session or Update customer profile requests using Postman to your Application:
- You can send requests as dry requests. The request will be executed but no changes will be persisted.
- Check if the response contains the effects you expected.
Learn more about effects in the Developer docs.
When you are satisfied with the results, verify that your budget limits are in place, and launch your campaign.
Disabling a campaign
You can disable any Running campaigns for the Rule Engine not to validate their rules.
To disable the campaign:
- In the State section of the campaign Dashboard, click Disable Campaign.
- Click Disable <campaign name> in the pop-up that appears.
A notification pops up, indicating that the campaign has been disabled. The campaign status changes to Disabled.
Deleting a campaign
You can delete campaigns at any time. This action cannot be undone. Any referral and coupon codes created in the campaign are also permanently deleted.
Important: Once you delete a campaign, your customers are no longer able to use any coupon or referral codes they obtained through it.
To delete a campaign:
- In the State section of the campaign Dashboard, click the three-dot icon.
- Click Delete campaign.
- Click Delete <campaign name> in the pop-up that appears.
A notification pops up, indicating that the campaign has been deleted.
Archiving a campaign
You can archive a campaign if you are not using it but do not want to delete it permanently. Archived campaign rules are not validated by the Rule Engine.
Note: Only Running and Disabled campaigns can be archived.
To archive a campaign:
- In the State section of the campaign Dashboard, click the three-dot icon.
- Click Archive campaign.
- Click Archive <campaign name> in the pop-up that appears.
A notification pops up, indicating that the campaign has been archived. The campaign status changes to Archived.
Related pages
- Read our tutorial on how to create and test a campaign.
- Learn how to create and manage coupon codes.
- Learn how to import and manage referral codes.
- Learn how to track the performance of a campaign.
- Learn how to copy a campaign.
- Learn more about loyalty programs.