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 🤩

Useful links:

In this section:

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:

You can also follow our video tutorial:

Campaign Manager 💼

To run the Campaign Manager and launch a new campaign, choose Plus.

You'll see a Manager with available campaign types.

Campaign types

In this article, we'll show the remaining steps by using the  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 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:  

Choose voucher type 🛍️

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

  • bulk codes (unique, one-off codes),
  • standalone (fixed) code (public, multi-use code).

Unique bulk codes

Here, you can also establish other details:

💡 Auto-update mode makes sure that new codes will be automatically generated for your campaign if you ever run out of the original pool of codes.

Campaign details (timeframe) 🔍

In the 2nd step, the manager asks for campaign details like:

  • start and end date of your program,
  • particular validity timeframe (e.g. only for 3 hours every day),
  • particular days only (e.g. Wednesdays special discount code),
  • counter of coupon validity. 

Campaign timeframe

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

Discount value and voucher limits (optional) 🤚

In the 3rd section, you will be able to set up the type and value of your discount, plus establish optional redemption limitations (aka validation rules).

Discount type and value

You can choose between:

  • amount type (the currency of the discount is set per project. Go here to learn more),
  • percentage type (here you can also define the upper limit of the discount),
  • unit type (based on Products).

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. 

Coupon 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?

Now, you're ready to create your first campaign! Find the one you're interested in and tutorials will guide you through manager step by step:

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