Campaigns

Campaigns

Group your discounts under campaigns

When creating discounts, you can assign them to a specific Campaign. This simplifies grouping, filtering, tracking, and budgeting.

Authorization

In order to be able to access this chapter, the role must have the DiscountCampaigns functionality. For additional discount-related functionalities, see Discount Related Functionalities.

Create Campaign

To start a new campaign, click the '+' icon in the upper right corner. This action initiates the campaign creation process.

The Name is the only mandatory field to complete (all other fields are optional to fill). However, the Start date field will become required if the Limit discounts to this timeframe checkbox is ticked. Selecting this checkbox indicates that all discounts within this campaign will adhere to the specified start and end dates.

Date Priority in Campaigns

If both the campaign and its associated discount(s) Active period have start and end dates specified, the dates entered at the campaign level will take precedence.

Overview/Edit Campaign

When you click on an existing campaign, you will see an interface divided into three cards: Information, Budget, and Discounts.

Information Card

This card enables you to modify all the fields that were initially available during the creation of the campaign. Additionally, you can access the Translation feature by clicking the translation symbol next to the campaign name. This feature allows you to customize the campaign's name based on the country and language for your front-end displays.

Budget Card

Here, you can set a budget limit and choose the currency for the campaign.

Currency Field

Set the base currency for your campaign's discounts here. Once you save the currency setting, the system begins to track the Spent balance, which represents the consumed portion of the campaign's budget via the associated discounts.

Campaign currency

• Once a discount is applied or the Spent balance shows a non-zero value, you cannot change the currency.
• The campaign currency might differ from the discount currency. For accurate conversions, integrating with a service like Fixer.io is recommended. See the Multiple Currency OU Documentation for details on managing exchange rates.

Budget Field

Entering a value here sets the campaign's financial cap. Once this amount is reached, all discounts linked to this campaign will deactivate automatically.

Leaving the budget field blank

You may opt to leave the budget field blank and only specify the currency. This configuration tracks the Spent balance but does not deactivate discounts when the budget limit is reached.

Discounts

This card displays all discounts associated with the campaign, along with a brief overview of each.

Clicking on a discount takes you to its General Info page.