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Setting up your first campaign

1

Create new campaign

Go to Campaign in the main menu and click Create new.

You'll see the campaign creation form.

2

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"

3

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

Tips

Use "Price List" campaign type when you simply want to set specific prices on individual products for the campaign.

4

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

Tip

Not sure which to choose? Check out Common Campaign Types for examples.

5

Choose what and who (optional)

Stores - Leave empty for all stores

Customer Groups - Leave empty for all customers

Tip

Start simple - you can always make it more specific later.

6

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.

Tip

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

7

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)

Minimum amount cannot be used with Qualified Products.

Review and click Save. Next, you'll add products.

8

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

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.

Once products are configured, activate the campaign.

🎉 Success! Your campaign is now live and will apply automatically at checkout.

Tips

Test the campaign with a sample order before announcing it to customers.

PreviousImportant principlesNextCommon campaign types

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