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Creating and editing campaigns

How to create, edit, duplicate, change status, and delete campaigns

These are the steps for creating, editing, duplicating, changing the status of, and deleting discount campaigns. You can perform them in any order.

Create a new discount campaign.

(1) Open the create screen

Open "Discounts" in the left menu, then select "Create campaign".

(2) Enter the fields

Complete Campaign overview, Discount, Eligibility conditions, Restrictions, Active dates, and Display settings.

(3) Save

Select "Save".

Edit a saved campaign.

(1) Open the campaign

From the "Discounts" list, select the campaign to edit.

(2) Save

Change the fields, then select "Save".

You can duplicate an existing campaign to create a similar campaign.

(1) Duplicate

From "More actions" on the list or edit screen, select "Duplicate".

(2) Review the details

The duplicated campaign is named "Copy of (original name)." Edit it as needed, then select "Save."

Tip: You can select the application method (automatic or manual) only when creating or duplicating a campaign. It cannot be changed for an existing campaign.

When the status is "Active," the discount applies during the configured period when its conditions are met. It does not apply when the status is "Draft."

Prerequisite: A paid plan is required to activate campaigns. Before upgrading, campaigns are saved as Draft.

(1) Select the status

On the edit screen, select "Activate" or "Set as draft".

(2) Save

Select "Save".

Delete campaigns you no longer need.

Caution: Deleting a campaign also deletes its associated discount. This action cannot be undone.

(1) Delete

From "More actions" on the edit screen, select "Delete".

(2) Confirm deletion

On the confirmation screen, select "Delete campaign".