How does the campaign manager work?

This tutorial describes the campaign manager which creates new promotions, coupon campaigns, referral, and loyalty programs. We're going to guide you through available options to make you feel comfortable while creating your first campaign 🤩

Note!

Please note that this guide shows the campaign manager based on creating a coupon or gift card campaign. If you'd like to run a referral program or cart-level promotion, please follow respective guides:

Campaign manager 💼

To run the manager and launch new campaign, choose the Plus.

Launching Campaign Manager

You'll see a manager with available campaign types.

Campaign types

In this article, we'll show the remaining steps by using a bulk of unique codes campaign as an example. Regardless of a campaign type you'd like to run, please read on and familiarise yourself with the manager. 
We've listed all available campaigns and respective tutorials at the end of this guide 📚
After you choose what type of a campaign you'd like to create, you can see that the manager is divided into stages and creating a campaign is always a five-step process. Let's follow these steps one by one:  

Campaign Wizard Overview

Choose voucher type 🛍️

In the second stage, you can choose a type of coupons in your campaign:

  • discount coupons (percentage, amount or custom unit),
  • gift cards;

and define vouchers/gift cards value. In this stage, you can also set an upper value of a discount (in case of percentage discounts)

Voucher type

Campaign details 🔍

In the 3rd step, the manager asks for campaign details like:

  • campaign's name,
  • vouchers count,
  • prefix (optionally); adding a prefix helps to manage your campaigns by assigning the same beginning of the code to the coupons from a particular campaign,
  • auto update mode - if checked new codes will be automatically added to your campaign if you run out of the original pool of codes,
  • advanced code settings (charset, postfix, length, pattern).

Voucher details

Limits for voucher (optional) 🤚

The 4th section provides all attributes needed to customize your campaign and secure coupons from fraud. 

Limits for voucher

Start and expiration date 🗓️

Firstly, you can set the start and expiration date to define campaign duration.

Additional time limits ⌚

If you'd like to set a campaign active only in particular hours/ days, you can use validity timeframe. After you set the start date (and optionally the expiration date), you can add validity timeframes and schedule recurrent time periods when coupons are valid.

Validity timeframe

You can read more about time limits for vouchers in this guide.

Limit redemptions per code

In the 4th section, you can also set a redemptions limit and define how many times a single code can be redeemed. If you'd like to leave it unlimited, mark the checkbox. 

Voucher redemption limit

Validation rules

With validation rules, you can add specific limits and set buying circumstances required to redeem a code. They enable you to run well-targeted and customized campaigns secured with budget-based limits. 

Validation Rules

You can find a comprehensive list of validation rules and their attributes in this article.

Campaign metadata 💽

Metadata attributes enable you to assign custom properties to your campaign and its vouchers. Before you add a metadata property, please follow this guide -  What's metadata?

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