Operations Marketing - Create a Campaign

1. Navigate to "Campaigns" screen

   To manually create a campaign, navigate to the "Campaigns" screen under the "Marketing" section of the operations portal. To view or update campaigns, you must be an "administrator" or "superuser," or have both "campaignView" and "campaignEdit" roles.

   

2. Key in your campaign details

   To add a new campaign, fill in the "Code," "Name," and "Description" fields in the add row area below the table. Since this is a new campaign, you can just simply create and input a unique code.

   

3. Add your "Campaign" link

   Enter the full URL of the page you want to track in the "Link" field. Your system will automatically append the necessary tracking code to this URL when you save it.

   

4. Save your campaign

   To save your new campaign, press the "Enter" key.

   

5. Go to campaign details screen

   Now, to get the campaign link generated to track the actions done to the URL, go to the campaign details screen. Click the more details icon.

   

6. "Link" field

   You can find the "Link" field under the General Info section.

   

7. "Start" and "End" Date

   If you wish to track data to a specific time range, you can also update the "Start Date" and "End Date" of the campaign. Otherwise, leave these fields blank.

   

8. Using the "Site Browse" Tool

   Using the "Site Browse" tool is another way to create a campaign, especially for campaigns focused on a specific product category or filtered search results. To use this method, you must first log in to your operations portal before accessing the commerce site. Now, navigate to the desired product category page. You can apply filters for example brand and in-stock status, to narrow down the products you want to feature in your campaign. You will see that the "Actions" menu is enabled. This tool is only available if requested

   

9. Choose "Create Campaign"

   From the "Actions" menu, choose "Create Campaign."

   

10. Fill up the new campaign form

    Enter a "Name" and "Description" for your campaign, then click the "Create" button.

    

11. Get your new campaign code

    A confirmation will appear that the campaign creation was successful, providing the new campaign code and the link that was generated for you. Copy your new campaign code.

    

12. Verify new campaign in your operations portal

    The new campaign will now appear on the "Campaigns" screen in the Operations Portal. To check it, go to the "Campaigns" screen in the "Marketing" section and search for the campaign code.