Campaign Details

Overview

The Campaign Details screen provides detailed information on all aspects of a single Campaign.

Access

To access the Campaign Details screen, click on the desired Campaign from the Campaigns screen.

Navigation links are provided near the top of the Campaign Details screen:

  • Back to Campaigns: Click this link to return to the Campaigns screen.

  • Next / Previous: Click these links to navigate to the Campaign Details screen for the next or previous Campaign.

The Campaign Details screen is organized into different sections available by clicking the appropriate tab.

Select an item above for more details on that tab.

Objective

Audience

Targeting

Offers

Messages

Placements

Dashboard

Member Preview

Settings

The basic properties for the Campaign are displayed at the top of the screen in the Header section. The features available within this section are described below.

View or Edit Campaign Properties

To view or edit the properties of the selected Campaign:

  1. In the top section of the Campaign Details screen, click the Edit icon. The "Edit Campaign" pop-up window is displayed.

  2. Make any necessary changes to the Campaign properties.

  3. Click save.

Delete a Campaign

To delete the selected Campaign:

  1. In the Header section of the Campaign Details screen, click the Edit icon. The "Edit Campaign" pop-up window is displayed.

  2. Click delete. A confirmation dialog box is displayed.

  3. Click confirm.  

 Copy a Campaign

The Loyalty platform allows you to copy a Campaign to use as the basis for a new Campaign. To copy a Campaign:

  1. In the Header section of the Campaign Details screen, click the Copy button.

  2. The system creates a new Campaign and displays the Campaign Details screen. The default name of the new Campaign is the name of the original Campaign, followed by a counter, such as "(1)."

 Set Status and Effectivity Period

To set the status and overall effectivity period and assignees for a Campaign:

  1. In the top-right section of the Campaign Details screen, click the Edit icon. The "Edit Campaign" pop-up window is displayed.

  2. From the "Status" drop-down menu, select the desired status value -- Draft, Published, or Archive

  3. Make any necessary changes to the Campaign's effectivity. The effectivity designates the time frame during which Members can view and respond to the Offers within the Campaign. Valid values are:

  • Always: This Campaign doesn't expire.

  • Scheduled: Enter a start date and end date, and select the time zone. Optionally, check "Recurring" to use a recurring schedule. Select the desired schedule from the "Recurring Schedule" drop-down menu, or define a new recurring schedule (see below for details on that process).

Note: The individual Offers within the Campaign also have their own effectivity periods which gives you even more granular control.

  1. From the "Assignees" drop-down menu, select one or more users as assignees for this Campaign. Choosing an assignee gives ownership, or responsibility, to one or more users in your account.

  2. Click save.

To define a new recurring schedule for this item's effectivity:

  1. From the Recurring Schedule drop down menu, select Enter Schedule. The Repeat pop up window is displayed.

  2. Select a recurrence frequency of Weeklyor Monthlyfrom the Frequency drop down menu.

  3. In the text field, enter the interval.

  4. For a Weekly frequency, select one or more days of the week. For example, Tuesdays and Thursdays.

  5. For a Monthly frequency, choose one of the following options:

  • Day of month: Select one or more days of the month. Ex: the 15th and the 30th.

  • Day of week: Select one or more days of the week, for each of the four weeks within a month. Ex: the second Wednesday of the month.

  1. Click ok. The system adds the new schedule to the Recurring Schedule drop down menu.