Overview

Create, Engage, and Thrive with Campaigns

The Campaigns Section is your command center for building stronger customer relationships through loyalty. Here, you can easily create new campaigns, manage existing ones, and fine-tune your approach to keep customers engaged and coming back. Whether you’re offering points-based rewards, discounts, coupons, referrals, or special birthday perks, our campaign tools make it simple to craft promotions that resonate with your customers.

This section empowers you to increase engagement, boost loyalty, and grow your business through smart, effective campaigns that are tailored to your customers' needs.

Your Campaign Control Center: Think of this as the heart of your loyalty efforts. From launching new campaigns to managing the performance of active ones, all the tools you need are at your fingertips.

Quick Campaign Creation: If you're just getting started, this feature lets you set up campaigns in minutes—perfect for quickly driving results without the complexity.
New Campaign Creation: When you're ready to take things further, explore our highly customizable features to create targeted, results-driven campaigns. Exclude certain products or focus on specific customer segments to maximize your efforts and profits.

The Power of Customer Insights: Understanding how your customers behave helps you run more successful campaigns. Tailoring your offers based on their habits can increase customer engagement and drive profits by up to 35%.

Remember
Each campaign is an opportunity to strengthen your customer relationships and drive business growth. Execute with purpose, and watch your efforts translate into measurable success!

1. Navigating the Campaign Section

When you enter the Campaigns Section, you will find three options on the campaign dashboard page. To get started, choose one of these options:

-Quick Campaign Creation: Ideal for getting a campaign live quickly, this feature allows you to create campaigns that apply to all products and customer groups with just a few clicks. Choose from predefined campaign options like Percentage Discount, Flat Discount and Fixed Points. Whether it’s a seasonal promotion or a time sensitive rewards, Quick Campaign Creation is your go-to for meeting immediate business needs efficiently.

-New Campaign Creation: This option offers more control and customisation. Design an enterprise level campaign by specifying rewards, VIP tiers, and products. Ideal for businesses seeking more granular control over who gets what offer and when.

-Manage Existing Campaigns: Easily activate, edit, copy, or deactivate your campaigns by choosing this option.

Once you create a campaign, you can activate, copy, edit or deactivate your campaign by clicking on the three vertical dots in the “Action Column” located at the far right-hand side of the related campaign row of the campaign main page.

Here’s a quick guide to the features of the main campaign page:

-Create New Campaign: Click on the “Create New Campaign” button in the top right corner to start a new campaign.

-Filter: Apply filters from the top right corner to narrow down your search.

-Export: Click on the "Export" button in the top right corner to generate a report of your campaigns.

-Page View: Customize the number of campaigns displayed per page and navigate between pages using the arrow buttons at the bottom right corner.

-Action Column: Modify your campaigns by clicking on the “Action Column” represented by three vertical dots located at the far right-hand side of the related campaign row on the campaign main page.

2. Campaign Types

Whether you are creating a new campaign from scratch or editing an existing campaign from the action tab, this section will be the first option you will need to choose from so that you can immediately edit and tailor the campaign to meet your needs.

-Point Campaigns: A promotional strategy where members earn points for specific actions, such as purchases or engagement, which can later be redeemed for rewards or discounts.

-Discount Campaigns: A marketing initiative where discounts or exclusive offers are provided to members as an incentive to make a purchase or take specific action.

-Coupon Campaigns: Create discount coupons to increase repeat purchases and visit frequency. We use the term coupon interchangeable with gift cards.

-Sign-Up Campaign: A welcome campaign designed to express gratitude to new members who have just joined to the loyalty program.

-Birthday Campaign: Set up a birthday campaign to celebrate your loyal members on their special day with points that can be redeemed for purchases.

-Referral Campaign: A campaign designed to encourage existing members to refer new customers to your business. Both the referrer and the referee are rewarded through points, promoting customer engagement and business growth.

3. Campaign List

The main page displays a list of all your campaigns with the following details:

Campaign ID	Unique identifier for the campaign.
Campaign Title	Name of the campaign
Campaign Type	Type of loyalty campaign (e.g., points-based, discount-based).
Start Date	When the campaign begins.
End Date	When the campaign ends.
Status	Status of the campaign (active, inactive).
Created By	Merchant portal user who created the campaign.
Created On	Date and time of creation.
Modified By	Merchant portal user who last modified the campaign.
Modified On	Date and time of the last modification.
Action	Options to activate, edit, copy or deactivate the campaign.