Overview
Home Page 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 set criteria.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.
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.
Step-by-step guides
To Create A New Campaign:
- Login as an Administrator.
- Navigate to 'Settings' --> 'Campaigns' (/zcampaign.aspx).
- Click 'New'.
- Populate the fields as indicated below: Click 'OK' to save.
- 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. Once this date has passed, the Campaign will no longer be displayed to users.
- View Campaign using Template - Leave blank (no longer in use)
- Display Template Columns - Leave blank (no longer in use)
- Bulk Email Template - Leave blank (no longer in use)
Once a Campaign has been created, it can be populated with products. This can be done either manually, or via import.
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 - 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.
If there are a large number of campaign products to be loaded, it may be more efficient to perform a product import.
It should be noted that if a Campaign already contains products, performing an import will replace the existing products with those contained in the .csv file. The imported products will not append the existing ones.
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.
The CSV flat file should contain the following header fields as Row 1: CampaignCode, ProductCode, Seq, IsHeading
Please note that:
- The Product Code field is used for the Header Description if the record is a Product Header Row.
- The Sequence must be '0' if the record is a Product Header Row
- The value of 'IsHeading' must be 'Y' if the record is a Product Header Row; the value may be 'N' or left blank if not a Header Row.
- There is no field to specify a Header Row ID for each product in the flat file. For import, products will be grouped under Header Rows as they appear in the file.
If a Campaign already contains products, performing an import will replace the existing products with those contained in the .csv file. The imported products will not append the existing ones.
Removing products from a Campaign is a straightforward process.
To Delete Products From A Campaign:
- Login as an Administrator.
- Navigate to 'Settings' --> 'Campaigns' (/zcampaign.aspx).
- Select the required Campaign from the list via radio button.
- Click 'Products'.
- Select the required Product from the list via radio button.
- Click 'Delete'.
- Repeat Steps 5-6 for additional product deletions as required.
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