Campaigns

Under Review

This section reflects the previous release and will be updated soon. If you need to use this feature before documentation is updated, please reach out to your Client Success Representative or Technical Solutions Architect.

note

This feature is only available if you have access to ES Loyalty Boost™ (campaign automation), which is an optional add-on to ES Loyalty™. This feature is managed by your account's Technology Solutions Architect (TSA).

A campaign is a framework within which offers and the member list (or seed list) can be managed. The campaign feature allows you to enable or disable a campaign, set the schedule (start and end dates), view associated metrics, manage campaign iterations, manage the offer slots used by the campaign, and associate reporting identifiers with the campaign.

When setting up a campaign, make sure the start and end dates align with your campaign goals. For example, for a seasonal campaign targeting Christmas shoppers, starting in early November and ending on or just after December 25th gives you a good balance between capturing early shoppers and covering post-holiday deal seekers. The specific dates depend on your business, target audience, and historical sales data. It's also important to account for promotional events such as Black Friday or Cyber Monday that fall within the campaign period.

Find an existing campaign

1. Navigate to Promotions > Campaign Automation > Campaigns to open the Campaigns page.
2. Scroll down to see the existing campaigns.
3. Use the Previous and Next buttons or the page numbers at the bottom of the page to navigate to additional pages. You can also change the Show setting to display more or fewer campaigns per page.

View campaign details

Click the campaign name in the list. The campaign details page opens.

Filter campaigns by status

1. Navigate to Promotions > Campaign Automation > Campaigns to open the Campaigns page.
2. Click the Filter button on the right side of the page.
3. In the filter window, choose a status: Enabled or Disabled.
4. The Campaigns page updates to show only campaigns with the selected status.

Enable or disable a campaign

1. Navigate to Promotions > Campaign Automation > Campaigns to open the Campaigns page.
2. On the Enable Campaign dropdown for a campaign, select No to disable the campaign or Yes to enable it.
3. Click Accept in the confirmation window. A message confirms the change in status and the campaign reflects the status you selected.

Create a campaign

1. Navigate to Promotions > Campaign Automation > Campaigns to open the Campaigns page.

2. Click +Campaign.

3. In the Identifiers section, enter a Campaign Name. The name must be unique.

4. Enter a Reporting Tag for the campaign to ensure metrics are directed to the correct report. The tag must also be unique.

5. If a Business Unit is associated with your Console implementation, it appears in the next field. This field is greyed out and can't be edited.

6. In the Scheduling section, click the calendar button and select an Initiate Date — the date on which campaign targeting begins. To start immediately, choose any date in the past.

7. If the Time Zone is editable, select the appropriate time zone. In some implementations it may be fixed.

8. Select a Schedule Type: Weekly or One Time.

9. Enter the Number of Iterations to indicate how many times the campaign will run.

10. In the Slots section, choose an audience from the Audience Inclusion dropdown (only members in that audience will be eligible to receive offers in that slot), or leave it set to the default All Members. Audiences in the list include those built manually or generated using Audience Recommender — AI-generated audiences are indicated by the icon () next to the audience name.

11. Choose an offer template from Available Offer Templates. Options depend on your implementation but may include Basket Builder Templates, Category Templates, and Vendor Templates.

12. Choose an Optimization Objective:

    • Affinity: Maintain a member's existing buying habits within categories, brands, or products they have a connection with, and sustain their general spend level with the retailer.
    • Stretch: Grow overall spending by encouraging members to spend more than they typically do.
    • Penetration: Drive sales in categories, brands, and products where the member has had no spend within a defined period.
    • Random: Select one of the other optimization types at random.
    • Redeem: Increase redemption by providing incentives for members to use their balance. Note: Only one Redeem slot is allowed per campaign. A validation error appears if you try to add more than one.

13. In the Start Day and Time section, select a start day from the dropdown (Monday to Sunday), then click the time field and select a start time.

14. In the End Day and Time section, select an end day from the dropdown (Monday to Sunday), then click the time field and select an end time.

15. If the time zone is editable, select the appropriate time zone. In some configurations it may be fixed.

16. Enter Display Ahead Days — the number of days before the campaign launches that its details may be previewed.

17. To add more slots, either select Duplicate from the dropdown on the right to copy the current slot and adjust as needed, or click Add Slot and fill in all the details for the new slot. Most campaigns use 5 to 10 slots, with a maximum of 20. Use the Expand/Collapse All button to manage how slots are displayed.

18. To reorder slots, drag the handle on the left side of a slot (next to the slot name) to a new position. Collapsing the slots before dragging makes this easier. Slots are renumbered automatically when moved — verify that each slot is in the correct position after reordering.

19. To delete a slot, select Delete from the Action menu on the right. To copy a slot, select Copy — the copy is added as the last slot with the same data. Adjust settings as required.
20. Once all slots are configured, click Save Draft (to save without activating the campaign) or Initiate Campaign (to save, begin processing, and activate the campaign on the specified date). If you click Initiate Campaign, a confirmation window opens to verify the offer pool details — click Accept to confirm. A draft campaign shows no values for Processing Status, Current Iteration, Total Iterations, or Schedule Type, and displays a status of Draft.

If a campaign fails during execution, you can initiate it again with the same data.

To cancel the creation of a campaign, scroll down to the bottom toolbar in the editing window for the new campaign and click Cancel.

Duplicate a campaign

1. On the Campaigns page, click the campaign name to open it.
2. Scroll down to the bottom toolbar and click More > Duplicate.
3. Click Accept in the confirmation window. The duplicate campaign opens.
4. Enter a new Campaign Name and Reporting Tag, as these must be unique.
5. Adjust the Initiate Date to the current date or leave it as is.
6. Click Create Campaign. The campaign is initiated.

Preview a campaign

1. When creating or editing a campaign, scroll down to the bottom of the page.
2. Click Preview. A preview of the campaign details is displayed. The details shown depend on whether the campaign is Weekly or One Time.

Approve or reject a campaign

1. On the Campaigns page, click the campaign name to open it.
2. In the Campaign Iterations section, click the Approvals dropdown, then select Approve (to allow the campaign to run) or Reject (to prevent it from running). Note that once a status is selected, it can't be changed. The action date and agent name are recorded on the page.

Note: The Approvals dropdown is only visible if your user account has the appropriate permissions. Contact your Technology Solutions Architect (TSA) for more information.

Download campaign data

1. On the Campaigns page, click the campaign name to open it.
2. In the Campaign Iterations section, click the Summary & Review dropdown, then select a download file to download that data.
3. In the download window, click Open to view the file, or click Save As, navigate to a local directory, and click Save.

View a preview of summary counts for a campaign

1. On the Campaigns page, click the campaign name to open it.
2. In the Campaign Iterations section, click the Summary & Review dropdown, then select Preview Summary Counts.
3. View the Campaign Metrics Preview in the popup window. The top 20 targeted offer templates are shown.
4. To add or remove offers from the preview, click the offer name in the legend. Clicking toggles whether the offer is displayed. A strikethrough on the name indicates the offer is hidden from the preview.
5. Hover over a bar in the preview to view the offer template name, text, and count.

6. If offers are grouped by permutation grouping tags, a second report in the Campaign Metrics Preview shows the top 20 targeted offers by permutation group. The same options apply as described above.
7. Additional summary metrics are shown at the bottom of the preview: Total Unique Offer Templates, Total Unique Members, Total Unique Member Offers, Total Members with a Test Offer, Total Members with a Control Offer, and Total Members with a Replacement Offer.