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Contents



Overview

Product Campaigns are a simple way to feature a group of products on a website. Campaign products might be sale items, top sellers, highlighted brands, or any other criteria you fancy. 

With Commerce Vision's BPD platform, you can track the number of visits, product views, and sales for the products in your campaign. Adding, removing, and editing campaigns is quick and easy. Your eCommerce team can even drag and drop an entire campaign from one location to another on the page.  

This guide will step you through the process of creating, editing, and displaying a product campaign. 




Creating a Campaign

1.      In the CMS, navigate to Campaigns & Promotions→ Campaigns.

2.      Click Add New Campaign.



3.      Give the campaign a Description and define the Start and End Dates



4.      Now add products. Enter the product code or description into the lookup field. Suggestions will appear as you type at least three characters. 



5.      Select the correct item from the list and hit Enter or click Add Product.

6.      Repeat Steps 4 & 5 for all required products in the campaign.

7.      You can drag and drop the products in the list to reorder them. This reflects the order in which they'll appear to your customers. 



8.      To remove a product, click Delete on the right hand side of the product. 


9.      Click Save at the top of the page, and you're finished! 


Editing a Campaign

1.      Once your campaign is created, it will appear as the latest tile on the Campaigns page. (Note- the most recently edited campaign will appear first).  


2.      Select the tile to view the campaign details.

 

3.      On this page you can: 

•  Edit the Description, Start, and End Dates

•  Add and Remove Products

•  View Campaign Statistics (as long as tracking is enabled on the Campaign Slider Widget)

•  Delete Campaign

•  Export and Import Products to the Campaign

4.      Save your changes.


Export/Import Products to the Campaign 


You can add products to the campaign. To add a product individually, click the +Add Product button. You can also import products in bulk. For this option:


  1.    In the Options menu, select Import Products or click the Import Products button next to the + Add Products button.  


2.     Create a CSV file for the products you want to import. In the Campaign Product Import page, you can download an example template. This template provides details of the headers needed and an example of a product. 


3.     For each product you want to import, under 'CampaignDescription', enter the Campaign Name, under 'ProductCode', enter the product's code, and under 'Sequence', enter the number you want the product to appear in. Save the file.

4.     In the File Upload section, for Import Type, select 'Append' if you want to add more products to the campaign or 'Overwrite' to replace existing products.

5.     Click Select files....

7.     Select the CSV file you created earlier. 

8.    Check the Import Log section for system messages about your import. If one or more products were successfully imported, 'Import Successful' is displayed.  

       You may see one or more other Import Log messages:

        i.     If the Import Type selected is 'Append' and the product is already in the campaign, this message is displayed. If a message is specific to a product, the row number in the CSV file for the product is included. 

          Import Log Message Append Note


       ii. If the Campaign Name does not match the current campaign, this message is displayed:

          Campaign Name Error


10.    If you want to change the order of the existing products, then alter the sequence number in your CSV file. For instance, we have changed CV148 to display at the top (1) and all other products move down in the list.

As you can see, it's the Sequence # that controls the display order, not the position the product sits in the CSV file.

11.    Select Import Type Overwrite and click Select file...


12.     The product order now reflects the sequence in the CSV file.

13.     If you want to add a new product and re-sequence existing products, then select Import Type Overwrite.

14.     Review the products in your campaign to confirm they match your CSV sequence.



Displaying a Campaign 

Once your campaign is created, you can display it on your site with a widget.

1.      In the CMS, navigate to the page you want the campaign to appear on. For example, Content → Other Pages & Templates, and select the Home page template. 

2.      Select the appropriate zone according to your page layout, and click 'Add Widget'. 

3.      Search for 'Campaign Slider' and click 'Add Widget'. 




4.     Select your campaign from the 'Campaign' drop-down, and configure options as required. If you'd like statistics on your campaign's performance, tick the 'Track Campaign' option.

You can find full widget documentation here - Campaign Slider Widget.

5.      The carousel options give you control over the display and functionality of your campaign slider. 

6.      To change a value, highlight the option and click Edit.

7.      Alter the value and click +Update.



8.      You can add more features by clicking the down-arrow and selecting a feature–there are many to choose from.

9.      You can remove a feature by clicking Remove, or disable it by toggling the Enable/Disable button when you edit the feature.


10.      Click 'Save'.


11.      Load your website in another browser or incognito tab and check that your campaign is displaying as expected. 




Want to try something trickier? Check out our guide on Splitting Campaigns.


Minimum Version Requirements


**.**.**

Prerequisites


--

Self Configurable


Yes

Business Function


Products & Categories

BPD Only?


Yes

B2B/B2C/Both


Both

Ballpark Hours From CV (if opting for CV to complete self config component)


Contact CV Support

Ballpark Hours From CV (in addition to any self config required)


Contact CV Support

Third Party Costs


n/a

CMS Category


 Promotions






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