Creating a Campaign
This section, we will teach you how to create, manage and delete campaigns.
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Access your Campaign List
Here you will be able to see all your campaigns, manage and delete them if they are not in use.
Step 1: Click on the “Campaign” button at the sidebar menu
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Creating a new Campaign
Step 1: Click on the “Campaign Wizard” button at the top right side of the page
Step 2: Select the type of campaign you wish to create
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Further setup instruction for:
- Loyalty Campaign
- Promotion Campaign
- Referral Campaign
- Gift Voucher Campaign
- Birthday Campaign
- Next Visit Campaign
- Social Media Campaign (Coming Soon!)
- Seasonal Campaign
Manage a Campaign
You will be able to view the stats, make changes & configure advanced features here.
Step 1: Click on the “Manage” button at the right side of the campaign record
Advanced Features
Step 1: At the Campaigns Dashboard, click on the “Advanced Settings” button at the top right side of the page
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Deleting a Campaign
You can only delete a campaign if you have not onboarded anyone.
Step 1: Click on the “Delete” button ( ) at the right side of the campaign record
Step 2: Confirm the action to delete the campaign