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How to create a Campaign

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Written by Parnia Alborzi
Updated over 3 months ago

Learn how to set up and launch a new Campaign to reach the right customers with the right message.

1) Create your Campaign

  1. Go to the Marketing section in the top menu and click Create campaign.

  2. Click Edit next to Campaign Name.

  3. Give your Campaign a name.

  4. Click Save and click Edit on the next step.

2) Select locations

Select the store locations you want this Campaign to include. The Campaign will be sent to customers who made purchases at these locations.

  1. Choose locations.

  2. Click Save and click Edit on the next step.

3) Choose your audience

Decide who should receive your Campaign based on what they bought, filter by SKU or brand and/or category to get specific.

  1. Select Category & Brand or SKU.

  2. For this example, we will choose Category & Brand and select a category.

    πŸ’‘ Note: You can add a Category and Brand or just one.
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  3. In our example, we added both.

  4. Click Save and click Edit on the next step.

4) Set the purchase timeframe

Choose the purchase timeframe to include customers who bought within a certain number of days, months, or years.

  1. Choose how far back we should look to send this Campaign.

  2. Choose between days, months, and years, and enter a number.

  3. Click Save and click Edit on the next step.

This example: Reach out to customers that bought a gravel bike accessory from the brand: Specialized, 14 days after purchase.

5) Craft your Campaign

Write your Campaign, this is where you bring your to life and connect with your customers.

  1. Type up your Campaign and remember to personalize your message with smart fields (dynamic placeholders that automatically pull in customer-specific details).

  2. You can also add a link if you wish, please note that for best practices your link will be placed at the end of the message and automatically shortened.

  3. Scroll up and click Complete campaign.

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