# 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.
{% endstep %}

{% 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 %}

<figure><img src="/files/QaiVrwm8Au013i8WRROH" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Choose Discount Type or Pice List

**If you chose Campaign, select Discount Type:**

* **Cheapest Product** - "3 for 2", quantity discounts&#x20;
* **Qualified Products** - Category sales, "20% off shoes"&#x20;
* **Order Discount** - "10% off orders over $100"

**If you chose Price List, select which list:**

* **Store Price List** - Location-specific pricing (most common)&#x20;
* **Other Price Lists** - Outlet, seasonal, or special pricing

{% hint style="success" %}
&#x20;**Tip**

Not sure which to choose? Check out Common Campaign Types for examples.&#x20;
{% endhint %}
{% endstep %}

{% 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 %}
{% endstep %}

{% 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`<br>

Click **Create campaign.**

{% hint style="success" %}
&#x20;**Tip**

For recurring time-based campaigns (like daily happy hours), you'll need to create separate campaigns for each occurrence.
{% endhint %}
{% endstep %}

{% step %}

### 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.
{% endhint %}

Review and click **Save**. Next, you'll add products.
{% endstep %}

{% step %}

### 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 %}

<figure><img src="/files/kYV0BgMSuqScI3C7pKzz" alt=""><figcaption></figcaption></figure>


---

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