Campaigns

Overview

Loyalty Campaigns let you create a series of Offers intended to achieve a particular business objective, such as signing up new Members, increasing purchase frequency, or encouraging redemptions. Campaigns can target Offers to the most optimal Segments based on a Member’s context, such as Placement. You can also rank Offers manually, by a scoring rule, to show the best Offer to each Member.

Access

To access the Campaigns screen, select Campaigns from the Main Navigation Menu, then select Campaigns from the Sub-Category menu.

Features

The Campaigns screen provides the following features:

Searching and Sorting

Search

The search feature allows you to search for a specified text string anywhere within the Campaign's Display Name, Internal Name, Category label, Category name, or Tag name.

  1. Optionally, in the search field near the top of Campaigns screen, enter the desired text string.

  2. Optionally, from the "Status" drop-down menu, select a Campaign status (or "Any status").  

  3. Optionally, from the "Effectivity" drop-down menu, select a Campaign effectivity (or "Any effectivity").  

  4. Press Enter, or click the search button (magnifying glass icon).

  5. The Campaigns screen is refreshed to show only the Campaigns that meet your search criteria. Please note that if you enter multiple search criteria, the platform displays only the Campaigns that meet ALL criteria.

  6. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Campaigns on a variety of different fields. To sort the list of Campaigns, select the desired sort option from this menu.

  • Name (the default option)

  • Created Date

  • Updated Date

  • Rank

Navigation

Once you've found the desired Campaign, you can navigate to the following other screens:

Create a New Campaign

To create a new Campaign:

  1. In the "Enter Display Name" field, enter the Display Name value for the new Campaign.

  2. Click create. The "Edit Campaign" pop-up window is displayed.

  3. The "Display Name" field is populated with the value you entered above; optionally edit this value.

  4. The "Internal Name" is automatically populated based on the "Display Name" value. This field is uneditable by default. To edit the Internal Name, check the "Edit Internal Name" check box. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

  5. In the Rank field, enter a numerical value to establish the priority of this Campaign, as compared to other Campaigns in your account. The default Rank value is "1."

  6. Optionally, to assign an image to this Campaign, click choose file. Browse to and select an image file, and click open.

  7. Optionally, in the "Description" field, enter a description of the Campaign.

  8. Optionally, in the "Categories" field, assign one or more Categories to this Campaign. Categories are used to organize Loyalty assets into groups. For more details, please see Campaign Categories.

  9. Optionally, in the "Tags" field, assign one or more Tags to this Campaign. Tags are used to help search, filter, and organize Loyalty assets within the platform (Tags are never visible to Members).

  10. Click save.  

View or Edit a Campaign

To view or edit the details of a Campaign:

  1. Search, sort, or filter the Campaigns screen as described above.

  2. Click on the desired Campaign.

  3. The Campaign Details screen is displayed and populated with all of the information about this Campaign.