Creating your First Campaign
Are you new to INTENTLY and wondering how to set up your first discount campaign?
Look no further! In this blog post, we'll guide you through the easy steps to creating your first campaign with Intently and start boosting your sales today.
Lets begin !!! 🎬
Pre-Requisite
Ensure steps mentioned are complete and Visibility Status is 'Active' in Settings Page of in Intently Dashboard.
https://www.intentlypro.com/post/getting-started-setting-up-intently
Step 1 : Go to INTENTS in Intently Dashboard.
Step 2 : Click on "Create Campaign" button for Welcome Customer's Intent
Step 3 : Fill information in the fields
Campaign Name : Name of Campaign
Discount Prefix : Prefix for Discount you want to create. Should be unique as All discounts are unique in Shopify
Discount Value : Type of Discount -> Percentage or Amount
Start Time : Start Time of Campaign. Incase you want campaign to start immediately, click on 'Now' in DateTime Picker which opens on click of Start time value field
Once done, click on "Next: Setup Display Widget" button
Step 4 : Display fields will be Auto Populated with widget details.
Feel free to change details as per your store theme:
Background Colour : represents background colour of widget
Primary Text and Secondary Text: represents text displayed in widget
Font Colour, Size and Family of Primary Text and Secondary Text
All changes will be reflected in Preview Section.
Also, do explore our pre-defined templates which can help you create beautiful widgets for your store ❤️
Once done, click on "Save Campaign" button
Step 5 : Visit your Store and Login/Sign up with a New Customer.
As we choose "Welcome Customer" Intent, it will be displayed to customers who have Signed Up for your store but, NOT YET placed an order.
Explore other Intents for handling more use cases
Congratulations !!! You have just created your first campaign.
FAQ:
How to set Countdown Timer / Claimed Deal Tracker in Discounting Widgets ?
In Step 4, click on Advanced settings and under Urgency Settings you will get an option to Activate and Countdown Timer / Claimed Deal Tracker
Can I set Countdown Timer for 15 mins ?
Yes, while setting countdown timer you will get an option to select the time you wish to show to customers
How to control which page we show the Discounting Widget on website ?
In Step 4, click on Advanced settings and under General Settings you will get an option to select the page on which you wish to Show widgets to customer for the given rule.
Default Option is : Home Page
Can I edit my Campaign ?
Yes, visit Campaigns page on Intently Dashboard and under actions column of campaign you want to edit, click Actions -> Edit
Display settings are editable but, campaigns details like name , discount details are non editable.
How to Stop Ongoing Campaign ?
Yes, visit Campaigns page on Intently Dashboard and under actions column of campaign you want to edit, click Actions -> End
or
Yes, visit Campaigns page on Intently Dashboard and click on Campaign Calendar. Click the Campaign you want to edit in Calendar View and you will find an option to End Campaign
Can I schedule campaigns in advance?
We understand scheduling is important and you can do it with Intently. Select the future time for your campaign during creation and we will auto start the campaign at the desired time.
Similarly, you can also specify end time during creation of campaign and we will automatically Stop the campaign for you.
Can I cancel a scheduled campaign ?
Yes, visit Campaigns page on Intently Dashboard and under actions column of campaign you want to cancel, click Actions -> Cancel
Creating campaign from scratch is easy but, can I Duplicate earlier campaigns ?
Yes, visit Campaigns page on Intently Dashboard and under actions column of campaign you want to edit, click Actions -> Duplicate
All data fields are copied but, Discount prefix (as codes have to be unique) and Time