The marketing system provides a new Campaigns user interface, in addition to the legacy campaign system, for managing campaigns and discounts.
In Episerver Commerce, you use campaigns to manage discountCommerce: A deduction applied to an online purchase, typically implemented as part of a marketing campaign. The discount might apply to items, shipping costs, total order amount and so on.s when deploying targeted marketing efforts. You can assign a campaign to a specific market, to serve local needs, or to all markets. You can also limit a campaign to members of selected visitor groupSite visitors with something in common, such as age, geographic location, and so on. Used in the personalization feature of Episerver CMS. (See Personalizing Content.)s.
When setting up a campaign, you define its essential information, such as active date range, target market, eligible visitor groups, and discounts.
To view existing campaigns or create new ones, go to the global menuA group of options that appears in the uppermost part of the user interface when logged in. The global menu displays products and systems integrated with your website. It also displays links to the user guide and user settings, and to a global search. See the User interface topic for further information. and select Marketing. The Campaign view displays each campaign's status and discounts.
The view's left pane displays facets. Use them to filter information by selecting a campaign status, and one or more discount types and marketOne or more countries, regions or customer groups, to which you want to apply languages, catalogs, currencies or promotions. The market features support targeted merchandising and personalization.s. If you select facets, the view is refreshed, showing only campaigns and discounts that include your selections. Next to each facet is a number indicating how many campaigns and discounts include it.
From the Campaign view, you can perform tasks such as create new campaigns, edit existing ones, create and edit discounts, and so on.
Colors and icons on the Campaign view
The view sorts campaigns by status (identifiable by background color), described below.
- Active (green). Active box is checked, Available from date is in the past, and Expires on date is in the future.
- Scheduled (orange). Active box is checked but Available from date is in the future.
- Expired (red). Active box is checked, but Expires on date is in the past.
- Inactive (gray). Active box is unchecked.
Below each campaign, its discounts appear on a white background.
On the Campaign view, each discount has an icon that illustrates the discounted object.
- Discount applies to entire order.
- Discount applies to items.
- Discount applies to shipping costs.
To create a campaign, identify the following:
- State (active or inactive)
- Revenue goals
- Google tracking code
- Visitor groups
You can watch the following demonstration video, Demo of creating a campaign and discount. (4:46 minutes)
- From edit viewA section of the user interface where you edit content items, such as pages and blocks. To access edit view, log in and select CMS > Edit. (See admin view for comparison.), select Commerce > Marketing.
- Select Create > Sales Campaign.
- Assign a name to the campaign. The Edit Campaign view appears.
- Complete its fields using the following information, then click Save.
—Table: campaign fields—
Field Description Name The campaign name appears. Edit if desired. The name appears on the Campaign view and on dialogs that let users select campaigns. Description Enter a description of the campaign. It only appears on this view. Scheduling and Status Available from Select the date and time when the campaign is available.
The campaign is active only if the shopping date/time is between the Available from and Expires on dates/times and the Active box is checked.
The time refers to local time on the Episerver server. For example, you manage the website from Stockholm, Sweden and set a campaign to expire at 11:00 PM. Due to a nine-hour time difference, for a customer in California, USA, the campaign expires at 2:00 PM.
Expires on Select the date and time when the campaign is no longer available. Active Select the box to make the campaign active, or clear it to make it inactive.
For a campaign to be active, the Active box must be selected and the shopping date/time must be between the Available from and Expires on dates/times.
Active check box examples
- When you set up a new campaign (including its discounts), keep Active cleared. When everything is correct, select Active, and the campaign goes live.
- An active campaign is configured incorrectly. Clear Active to pause the campaign, correct it, then select Active to enable it.
Market and Revenue Target market Select a target market or ALL. If you choose a market, only products assigned to it are eligible for the discount.
Also, if you create a discountCommerce: A deduction applied to an online purchase, typically implemented as part of a marketing campaign. The discount might apply to items, shipping costs, total order amount and so on. for this campaign that involves an amount reduction, the list of currencies is determined by the active currencies for countries in this market.
Specify a revenue goal for the campaign.
The Commerce system does not currently use this value—you must manually track campaign revenue.
Use to enter a tracking code for campaign analytics. This field must be specifically implemented for your site.
If you want to limit this campaign to certain visitor groupSite visitors with something in common, such as age, geographic location, and so on. Used in the personalization feature of Episerver CMS. (See Personalizing Content.)s, select them. If you do, only group members can use the campaign's discounts. See also Personalization.
If more than two visitor groups are selected, hover over the ellipsis to see them all.
Discounts See Discounts
- From the Campaign view, hover over a campaign. On the far right side, a context menu appears.
- Select Edit.
- Modify the fields.
See also: Discounts