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Customer Self Service's Campaign functionality can track the number of visits, product views, and sales in relation to a particular Campaign, as well as generate reports and email interested users.
The layout and look of a home page Campaign is generally configured during the implementation phase of a website, but the maintenance of Campaign content is performed by the website's Administrator.
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To Create A New Campaign:
- Login as an Administrator.
- Navigate to 'Settings' --> 'Campaigns' (zcampaign.aspx).
- Click 'New'.
- Populate the fields as indicated below:
- Campaign Code - a unique identifier for the Campaign.
- Description - A brief description of the Campaign.
- Start Date - The date the Campaign becomes active.
- End Date - The date the Campaign finishes.
- View Campaign using Template -
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- Leave blank (no longer in use)
- Display Template Columns -
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- Leave blank (no longer in use)
- Bulk Email Template -
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- Leave blank (no longer in use)
- Click 'OK' to save.
Once a Campaign has been created, it can be populated with products. This can be done either manually, or via import.
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To Manually Add Products To A Campaign:
- Login as an Administrator.
- Navigate to 'Settings' --> 'Campaigns' (zcampaign.aspx).
- Select the required Campaign from the list via radio button.
- Click 'Products'.
- Click 'New'.
- Assign values to the fields as indicated below:
- Product Code - The product's PRONTO stock code.
- Seq - The sequence or order in which the product should appear, in relation to other products within the campaign.
- Campaign Product Header Row Id -
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- The Header Row this product sits under (If Header Rows are in use within the campaign).
- Click 'OK' to save.
- Repeat Steps-5-7 for additional products as required.
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If there are a large number of campaign products to be loaded, it may be more efficient to perform a product import. |
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To Import Products To A Campaign:
- Login as an Administrator.
- Navigate to 'Settings' --> 'Campaigns' (zcampaign.aspx).
- Click the 'Import Products' tab.
- Click the 'Select' button to browse to the saved campaign products flat file (or drag and drop the file if browser-supported).
- Click the 'Create Campaign Products' button.
- A success/failure message will be displayed in the dialogue box below the 'Create Campaign Products' button. Any errors encountered will be detailed here.
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The CSV flat file should contain the following header fields as Row 1: CampaignCode, ProductCode, Seq, IsHeading Please note that:
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