Creating a campaign

Required option: None  
Allowed profiles: Brand manager, Sales administrator, Sales manager, Sales representative

The Campaigns tool allows you to communicate with your existing and prospect clients. The first email sent from a campaign will allow your clients to create their password and order on your showroom. The Campaigns tool can be used also as a reminder of your sales events or to promote seasonal limited-time offers.

Note : Your previous invitation templates are now available as draft campaigns in the Draft tab. You can use them again by either sending the draft by following this tutorial or use the "Quick start" dropdown menu while you create a new campaign by following the steps below (step 5).

To create a campaign:

1. Navigate to the Customers menu > Campaigns
   
   
2. Click on Create a campaign button on the top right
   
   
3. Fill a new name to create a new campaign or reopen a previous campaign by selecting a campaign from the dropdown menu. Please note that only previous campaign in Draft or Live status can be reopened. Click on OK button to validate your choice
   
   
4. Select one of several retailers then click on Compose message button to proceed
   
   
5. Fill the different fields or use the content message of a previous campaign by using the "Quick Start" dropdown menu on the right
   
   
6. Fill the "Button label" field to have an explicit button where buyers can click on. Your buyers will be redirected to your homepage by default if you do not fill the "Button URL" field
   
   
7. Highlight a specific collection if you wish by selecting a collection on the drop-down menu and upload a bottom image if needed. This step is not mandatory
   
   
8. Click on Preview message to proceed
   
   
9. Review the invitation and click on Send to recipients to finish the process. Please note that if you want to save your campaign as a draft to send it later, click on the Close editor button at the top right