# Setting up your first campaign
{% stepper %}
{% step %}
### Create new campaign
Go to **Campaign** in the main menu and click **Create new**.
You'll see the campaign creation form.
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{% step %}
### Name your campaign
**Name** (required) - Internal name only you see
* ✅ Good: "Summer Sale - Shorts - Week 23"
* ❌ Bad: "Campaign 1"
**Display Name** (required) - Shows on receipts
* ✅ Good: "Summer Sale"
* ❌ Bad: "SMRSALE2025\_SHORTS\_W23"
{% endstep %}
{% step %}
### Choose Campaign Type
Select the type of campaign you want to create (required).
**Campaign**
* For discounts based on quantity, rules, or conditions
* Use for: "3 for 2", "20% off", member discounts
**Price List**
* For setting fixed campaign prices on specific products
* Use for: "Shorts for $19.99", outlet sales, seasonal pricing
{% hint style="success" %}
#### **Tips**
Use "Price List" campaign type when you simply want to set specific prices on individual products for the campaign.
{% endhint %}
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{% step %}
### Choose Discount Type or Pice List
**If you chose Campaign, select Discount Type:**
* **Cheapest Product** - "3 for 2", quantity discounts
* **Qualified Products** - Category sales, "20% off shoes"
* **Order Discount** - "10% off orders over $100"
**If you chose Price List, select which list:**
* **Store Price List** - Location-specific pricing (most common)
* **Other Price Lists** - Outlet, seasonal, or special pricing
{% hint style="success" %}
**Tip**
Not sure which to choose? Check out Common Campaign Types for examples.
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{% step %}
### Choose what and who (optional)
**Stores** - Leave empty for all stores
**Customer Groups** - Leave empty for all customers
{% hint style="success" %}
**Tip**
Start simple - you can always make it more specific later.
{% endhint %}
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{% step %}
### Set when it runs
**Valid From / Valid To** (required)
Examples:
* Full day: `01.06.2025 00:00` to `30.06.2025 23:59`
* Happy hour: `01.06.2025 15:00` to `01.06.2025 17:00`
Click **Create campaign.**
{% hint style="success" %}
**Tip**
For recurring time-based campaigns (like daily happy hours), you'll need to create separate campaigns for each occurrence.
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### Set Discount & Rules
**Discount:**
* Type: Amount or Percentage
* Applies to: Cheapest product, All qualified products, or Entire order
* Enter the discount value
**Optional settings:**
* **Campaign code** - For manual activation by customer
* **Customer group** - Limit to specific customers
* **Minimum quantity** - Required number of products
* **Minimum order amount** - Required order total
* **Combine with other campaigns** - Allow stacking
* **Maximum usage** - Limit to first X customers (e.g., first 50)
{% hint style="warning" %}
Minimum amount cannot be used with Qualified Products.
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Review and click **Save**. Next, you'll add products.
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### Add products & Activate
After saving, specify which products qualify for the campaign.
**Include Products**
* Add specific products or categories that qualify
* Use when: Campaign applies to a limited selection
* Example: "3 for 2 on t-shirts" - add only t-shirts
**Exclude Products**
* Add products that should NOT qualify
* Use when: Campaign applies to almost everything except a few items
* Example: "20% off store-wide except sale items" - exclude sale items
**Leave empty** - Campaign applies to all products
{% hint style="success" %}
#### **Tips**
Use **Exclude** when you want the campaign on most products with just a few exceptions. This is much faster than adding thousands of products individually.
{% endhint %}
Once products are configured, **activate the campaign**.
🎉 **Success!** Your campaign is now live and will apply automatically at checkout.
{% hint style="success" %}
#### **Tips**
Test the campaign with a sample order before announcing it to customers.
{% endhint %}
{% endstep %}
{% endstepper %}
