Create a campaign
Create a campaign with the wizard and manage all the ones you have from the list. Menu: Campaigns › All campaigns.
Creating Campaign permission to create · Starter edition or above. The Cashback type requires Growth or above.
List
The list shows all your campaigns. Switch between List and Mosaic with the buttons on the right and search by name in Search....
| Field | What it is | Notes |
|---|---|---|
| Name | Internal name. Clicking it opens the campaign detail. | |
| Campaign Type | Type chosen when it was created. | |
| Status | Current status. | Activate it or return it to draft from the detail page. |
| Start Date / End Date | Period in which the campaign is available. | |
| Actions | Menu with Manage Campaign, Raffle, the exports and Delete. | See Export data. |
Click Create New to open the wizard.
Create with the wizard
The wizard has four steps: Type, Details, Configure and Review. Use Back and Next to move around and Cancel to leave.
1. Type
Answer What kind of campaign do you want to create?
| Type | What it is for |
|---|---|
| Game | A minigame from the external games catalogue (wheel, scratch card, Plinko…) with a prize table. |
| Bonus points | A fixed prize for doing something: add N points per receipt or visit. |
| Points multiplier | Multiplies the points of each purchase, for example ×2 on Saturdays. |
| Challenge | A goal that earns a prize, for example 3 purchases in a week. |
| Cashback | Returns a percentage of the receipt. See Cashback. |
| Instant win | A draw built into the purchase, with a ladder of prizes. See Winning moments. |
| Pin codes | Redeemable codes, as QR or numeric. See PIN codes and booklets. |
The Raffle, Content contest and Sports prediction types do not appear in the wizard. For the raffle, see Raffles and Sports prediction.
2. Details
Fill in the common fields:
- Campaign name.
- Programme: required. If there is none, first create a programme.
- Start date and End date. The end date must be after the start date.
- Preferred channel (optional).
3. Configure
Each type asks for its own fields.
| Type | Main fields |
|---|---|
| Game | Choose the game (step 1. Choose game) and fill in the Prize table: Name, Probability (%) and Award (points) per slot. Probabilities must add up to 100% and at least one slot must give points. Also Max plays per member per day and Max plays total (optional). |
| Bonus points | Trigger event, Points per action, Daily cap per member (optional) and Lifetime cap per member (optional). |
| Points multiplier | Multiplier (×) between 1 and 10, Applicable days, Minimum ticket (€, optional) and Daily cap per member (optional). |
| Challenge | Challenge type (Visits, Ticket size, Streak or Total spend), Target count, Reward points, Window (days) and Minimum ticket (€, optional). |
| Cashback | Cashback percentage (%) between 0.1 and 50, Minimum ticket (€), Maximum per transaction (€, optional) and Maximum per member per month (€, optional). |
| Instant win | Game type, Trigger event, Max plays per member per day and the prize ladder. |
| Pin codes | Mode (Auto-generate or Paste list), Number of codes to generate (1–1000) or the list (one per line), Points per redemption and Expires after (days, optional). |
The trigger events are On purchase, On check-in, On QR scan and Manual.
4. Review
Check the summary under Review & launch and click Create campaign. The campaign is created as a draft (Campaign created. Ready to activate.) and its detail page opens on the General tab.
Creating the campaign does not publish it. Activate it from the detail page once you have checked prizes and probabilities. If PIN code generation fails, the campaign is still created: generate the batches afterwards from PIN codes.
Complete the campaign on the detail page
What the wizard does not ask for (participation rules, phases, prize screen texts, evidence notifications) is edited in the General tab of the campaign detail. If the campaign asks for a receipt photo, that is where the Notify the participant when their photo is reviewed switch is; it sends a message on approval or rejection, through the channel the participant used. More in Evidence. In the same Participation Rules section you can send high-amount receipts, a quality sample or high-risk receipts to manual review: see Review evidence.
Statuses and limits
- The Status column shows, in English,
Draft,Scheduled,Active,Paused,Completed,CancelledorExpired/Deserted(draft, scheduled, active, paused, completed, cancelled, or expired with no participants). - The number of active campaigns depends on your edition (see Editions).
- Deleting a campaign asks for confirmation and requires the Deleting Campaign permission.
Permissions
| Action | Permission (UI text) | Technical id |
|---|---|---|
| View list and detail pages | Campaigns | Pages.Gamification.Campaigns |
| Create with the wizard | Creating Campaign | Pages.Gamification.Campaigns.Create |
| Edit, activate, prizes and windows | Editing Campaign | Pages.Gamification.Campaigns.Edit |
| Delete | Deleting Campaign | Pages.Gamification.Campaigns.Delete |
Related
- Concept: Campaigns
- Guide: Launch a games campaign
- Campaign detail · Campaign landing page