Before creating your first campaign, it's really important that your organisation is setup properly. Since you will be assigning campaigns to regions, teams and categories, these must be in-line with the way your business operates.
Before creating your first campaign, check out these resources:
When creating a campaign follow these steps:
Click on 'campaigns' in the left menu.
Click 'create new campaign' in the top right.
Choose your offer type (offer types explained) and add the details of your campaign.
Click 'save' - you will be taken to your newly created campaign. You will be able to modify the settings of your campaign until it goes live.
You will notice that all of your campaign settings are visible at the top of the screen. To edit these, click on the menu icon in the top right.
💡 By default, your campaign is in draft and you are directed to the 'setup' tab. Tasks that with a yellow circle require your attention 🟡
You can finish setting up your campaign in the order you like, but make sure you add the date that you want the campaign to start. Making the campaign start date different from your offer start date, allows you to distribute passes sooner.
You can now add your offer codes, adjust your participating stores (if you chose to this option in your sales channels), create offer passes, before selecting any pre-existing passes you want to perform a pass update when the campaign is published live. Your campaign is automatically published on the campaign start date.
For help completing your campaign, follow these guides:
💡 You may sometimes notice the tabs are inactive and greyed out. This is because you have tasks remaining to get to those sections, or like analytics, the campaign needs to be live to show any analytics data.
Before you can begin creating offer passes for your campaign, you need to create a master pass. Check out these resources: