Creating a Campaign

You create campaigns to hold promotions, slot configurations and sorting rules. The campaign definition includes details that are inherited by the promotions, slot configurations and sorting rules defined within the campaign:

Tip: You should include promotions with similar schedules within one campaign. If you have a promotion that doesn't share characteristics with any other promotions, you should put it in a separate campaign.
See Creating Campaigns and Promotions for details on the overall process.
  1. Select site > Merchant Tools > Online Marketing > Campaigns.
    A campaign can contain experiences, namely promotions, slot configurations and sorting rules. You can use campaigns to define a schedule and qualifiers for an entire group of promotions or slot configurations.
  2. On the Campaigns list page, you can see the elements included in the campaign, such as schedule, qualifiers, and if the campaign is enabled.

    You can right-click links on this grid to perform standard actions such as opening the selection in a new tab or window.

    Expand a campaign row to view the promotion and content slot assignments, and a graph of the schedule timelines.

    Click the ID, Description, and Enabled column headers to sort by them.

  3. On the Campaigns page, click New to create a new campaign.
    1. On the New Campaign page General section, enter the values for ID and description.
    2. Select Yes to enable (activate) the campaign.
      When a campaign is disabled, all the promotions within it are also disabled.
    3. Schedule the active dates of the campaign.
      See Schedules. Campaign start date and time and end date and time are optional. If there is no start date, the campaign is immediately effective. If there is no end date, the campaign runs continuously.

      For testing, use the Storefront Toolkit.

    4. To make the campaign effective for certain customer groups, click Edit.

      On the Assign Customer Groups page, use search and navigation controls to find the customer groups you want.

      Select one or more customer groups.

      Select Qualifying customer must belong to all the selected customer groups if membership in all selected customer groups is required for the customer to qualify. When this isn't selected, membership in only one customer group is required for the customer to qualify.

      Click Apply.

    5. To make the campaign effective only for certain source codes, click Edit.
      On the Assign Source Code Groups page, select one or more source code groups and click Apply.
    6. To make the campaign effective only for certain coupons, click Edit.
      On the Assign Coupons page, select one or more coupons and click Apply.
  4. Define campaign experiences in the Experiences section.
    1. Click Add Experience for each experience you want to add.
    2. For promotions, you can modify the schedule and assign customer groups, source codes, coupons, and rank. You must change exclusivity and enable/disable it from within the promotion.
      The promotion ID is clickable, so you can easily edit the promotion.
    3. For slot configurations, you can modify the schedule and assign customer groups and rank. You must enable/disable it within the slot configuration.
    4. For sorting rules, you can select one or more categories.
    5. Click Apply to accept your changes.

      The Campaigns page opens with the new campaign added to the list.