See below all topics explained on this page:
- What is this section for
- How to create a new campaign
- Filling the Campaign fields
- Set up the Product to the Campaign
- How to edit a campaign
- How to delete a campaign
- How to duplicate a campaign
- How to link your campaign to a checkout or upsell page
- How to activate a campaign - Active with Traffic
- Do I want to activate the campaign in the CRM when I publish? Do I do this every time?
What is this section for
In this section, users can create and edit the campaign to sell their product(s).
Additionally, once the campaign has been built, by linking it to the checkout or upsell page, it will enable all checkouts, products, and payments feature so the page is ready to accept transactions from the customers.
How to create a new campaign
Please follow the below steps to create your new campaign.
Go to the left side menu and click on SET UP and then Campaigns
From the campaign page, you can click on + New Campaign button on the top right of the page
And you’ll be redirected to the CAMPAIGN SET UP page
On the campaign, the user needs to fill the below fields.
Filling the Campaign fields
User needs to add the name of their new campaign
In the Default Language, users should select one of the languages from the drop-down menu (see below example)
Internal Campaign Name
This is an optional field that can be filled with the name of the related Internal Campaign
Parent Campaign Name
This is an optional field that can be filled with the name of the related Parent Campaign if available.
The Products for your campaign can be easily added using this area.
Set up the Product to the Campaign
To add the product, click on the +Add Product button
and fill in the details, such as the below.
A. Sale Type
The Sale Type the user should choose one of the three sales-type by which his/her products will be sold
1. Continuity: this sale type refers to subscriptions. For instance, the customer will receive a monthly charge, after which the product is shipped.
2. Hard Sale: this is a one-time sale, paid when the purchase is made
3. Installments: one-time sale, paid through XX number of installments
B. Sales Model
The Sale Model defines, according to the Sale Type chosen by the user, the overall approach to selling.
By choosing the sale type Hard Sale
The user has the below list of sales models that he/she can choose from (see the below image example)
C. Product Name
Once this has been set, the user can:
Select one of the products already available, by choosing it from the list displayed on the drop-down menu
**Please note that Products and Packages can be also easily created using the Products section.
For more information about this, please check this Helpdesk article: The Products section and how to set up Single Products or Products Packages
Create a new product or package, by clicking on the Create Product button
and just filling in the product details, on the Create New Product tab:
or create a Package
Once done, click on the Save button, and the product will be saved and added to the campaign
On the Shipping field, the user can select one of the Shipping methods available from the drop-down menu
E. Save the product in the campaign
Click on the checkmark icon, on the right side of the product section, to save the product in the campaign
F. To Delete a product from the campaign
Click on the bin icon, on the right side of the product section, to delete the product from the campaign
G. To Edit the Product
Click on the Edit icon on the top right of the product to enable the editing
When the updates have been made, click on Save
Upsells & how to add upsell(s) to the campaign
In the Upsells section, the user can add the campaign for each upsell.
Please note that for each product that users want to sell as upsell, a new campaign has to be created for it.
Each one of the upsells campaigns needs to be added to this section, of the main campaign, in order to create the flow of the funnel.
In other words, after purchasing the main product, the customer will go through each upsell, following the hierarchy set on the campaign, if more than one upsell is included (see below example):
Furthermore, if the user would like to move an upsell and set it right before or after another one, just use the clickable actions button on the right side of each campaign (see the below example):
Or to delete the upsell from the campaign, just click the Trash icon as per the below image:
On the Payment Providers section, users can select the payment provider set up, from the drop-down menu
and then add the MIDs which has been configured under the specific payment provider
Once the campaign is ready, click on the Create button to save it
How to edit a campaign
To edit a campaign, follow the below steps.
Go to the SET UP section and then Campaigns
From the list of campaigns, the user needs to hover the mouse on the one that would like to edit and click on the Actions button on the right side of the campaign
From the drop-down menu, select Edit, and the user will be redirected to the Settings page of the campaign
Once all necessary amends have been done, just scroll down and click on the Update button at the bottom of the page
How to delete a campaign
To delete a campaign, follow the below steps.
Go to the SET UP section and then Campaigns
From the list of campaigns, the user needs to hover the mouse on the one that would like to delete and click on the Actions button on the right side of the campaign
From the drop-down menu, hit on delete
How to duplicate a campaign
To duplicate a campaign, follow the below steps.
Go to the SET UP section and then Campaigns
From the list of campaigns, the user needs to hover the mouse on the one that would like to duplicate and click on the Actions button on the right side of the campaign
Then from the drop-down menu, hit on duplicate
The user is then redirected to the new Campaign Settings page where it can be edited
Once all is set up, just click on the duplicate button at the bottom of the page
How to link your campaign to a checkout or upsell page
Linking a campaign to your checkout or upsell page means enabling the page payment feature. Put differently, when the customer is on your page and decides to buy the product, he/she will be able to successfully pay and place the order.
To link a campaign to a checkout or an upsell page, please follow the below instructions.
Go to the left side menu and click on BUILD and then Websites
The user should then hover the mouse on the website, where the campaigns need to be added, and click on the Preview icon
Once all pages of the websites have been previewed, hover the mouse on the checkout or upsell page and click on the Actions button in the top right corner of the page and click on Settings
From the Checkout/Upsell page settings, lock the page
Then scroll down and on the field Campaign, just select the campaign from the drop-down list
Hit on the Update & Unlock button at the bottom of the Page Settings tab
**Please note that if the campaign has just been created and is still in PENDING STATUS, please follow the next topic to activate it. Otherwise, just go for point 7.
At last, republish the page where the campaign has just been added
How to activate a campaign - Active with Traffic
In order to activate your new campaign, follow the below steps.
Add your campaign to your checkout or upsell page, to know how to do it, please check the previous topic on this page: How to link your campaign to a checkout or upsell page
On the same website of your checkout page, create another three pages, one for Success, one for Decline orders, and one as the order confirmation or Thank You Page.
The customer is redirected to Success or Decline page, after submitting the payment to place the order. Moreover, once the transaction has been loaded, at the end of the funnel the customer will see the Order Confirmation or Thank You Page with the order details.
To add these pages, to the website, just click on the +Add New Page button, which is on the left side menu inside the Page Builder, and if you select Template
and type on the search bar Success
and Confirm, that there are already preset templates ready for this purpose
Once the campaign has been added in the checkout/upsell page settings, to activate the campaign itself and to effectively enable the payments to feature on the page, the page needs to be published.
Hence, hover the mouse again on the website and click on the Actions button
From the drop-down menu, click Publish and the Publish Settings will pop up
On the tab, the user needs to select the pages to publish, which should include:
- The Checkout with the campaign
- The Upsells (if available) each one of them linked to its own campaign
- The Success and Decline page
- The Confirmation or Thank You page
Then select the Location (the Host Service where the page is going to be published)
Or add your host by clicking on the Add New Host
Fill in the host details on the tab
And then switch to ON the Activate CRM campaigns and update required URLs - by doing, the user activates the campaign by adding the page URL to it
Click on the Next button and then confirm the actions
Do I want to activate the campaign in the CRM when I publish? Do I do this every time?
This is only required when:
The campaign is being used for the first time
When you publish to a different host and need to update the campaigns to the new URLs
To do this, you will turn on “Activate CRM campaigns and update required emails” in the first new publish
If your page has already been published and you are only publishing new changes to the same host and/or domain, you may leave it unchecked