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Create Campaigns

Learning Objectives

After completing this unit, you’ll be able to:
  • Describe how to apply qualifiers to a campaign.
  • Explain how you can manage campaigns to save time.
  • List four troubleshooting questions.
  • Explain how to deactivate qualifiers.

Introduction

Brandon Wilson is ready to build his Spring campaign with the qualifiers and promotions he just created.

Here are his qualifiers.

  • Coupon: spring-code
  • Customer group: loyalty-shoppers and lapsed-shoppers
  • Source Code group: sourcecode-spring

Here are his promotions.

  • Product:
    • 20off-brandxsuperspeed
    • freebaseballwithbaseballshoes
    • buyonegetonehalfoff-brand-y
  • Order: 15%off-ordersover$50
  • Shipping: freeship-ordersover100

Brandon learns that a campaign start date and time and end date and time are optional. If there’s no start date, Salesforce B2C Commerce enables the campaign immediately. If there’s no end date, the campaign runs indefinitely. He wants to run his Spring campaign from January 15 to April 15.

And now he’s ready to create it!

Create a Campaign with Qualifiers and Promotions

Brandon is thrilled with his company’s fabulous new products and wants lots of people to wear them this spring.

Here’s how he creates his campaign.

  1. Open Business Manager.
  2. Select site > Merchant Tools > Online Marketing > Campaigns.
  3. Click New.

    The Business Manager New Campaign page.
  1. Enter the values for ID (spring-campaign) and description.
  2. Select Yes to enable (activate) the campaign.
  3. Schedule the active dates of the campaign: January 15 to April 15.

    In Business Manager, select qualifiers.
Note

Note

If you type the date, the format is mm/dd/yyyy.

He adds qualifiers.
  1. Click Edit next to Customer Groups.
  2. Select lapsed-shoppers and loyalty-shoppers.

    In Business Manager, assign         the customer groups first-time-shoppers and loyalty-shoppers.
  3. Don’t select Qualifying Customers Must Belong to All Selected Customer Groups. Brandon wants to be sure that both lapsed-shoppers and loyalty-shoppers can qualify. A shopper must meet one of the two eligibility criteria, not both.
  4. Click Apply.
  5. Click Edit next to Source Codes.
  6. Select sourcecode-spring.

    In Business Manager, assign the source         code sourcecode-spring.
  7. Click Apply.
  8. On the campaign details page, click Edit beside Coupons.
  9. Select spring-codes.
    In Business Manager, assign the coupon spring-code.
  10. Click Apply.

He adds experiences.

  1. Click Add Experience and select Add Promotion.
  2. Click the Enabled tab twice to show the enabled promotions at the top. You can also search for them.
  3. Select the promotions that you created.

    In Business Manager, assign the promotion       that you created.
  4. Click Apply.

Which Qualifiers?

Remember, Brandon wants certain promotions to use certain qualifiers. Currently, all the qualifiers apply to all the promotions.

In Business Manager, a campaign with assigned qualifiers and promotions.


He can deactivate qualifiers that don’t apply. So he reviews his campaign plan to see what he needs to do.


Discount
Qualifier
Qualifier Type
20% off Brand-X SuperSpeed running shoes
% off
Coupon
Single Coupon
20% off Brand-X SuperSpeed running shoes
% off
Customer Group
Static - loyalty-shoppers
Free baseball with baseball shoes
Bonus
Coupon
Multiple codes
15% off orders over $50
% off
Coupon
Dynamic - lapsed-shoppers
Buy one get one half off Brand-Y Xcel athletic shorts and t-shirts
% off
Customer Group
Dynamic - lapsed-shoppers
Free shipping on orders over $100
Free Shipping
Source Code

Here’s how he deselects qualifiers that don’t apply.

  1. Open the campaign.
  2. Expand the Promotions experiences.
  3. Click the beside a qualifier you want to deselect.

    In Business Manager, deselect a qualifier         from a campaign.
  4. Deselect Use Customer Groups as Promotion Qualifiers?
    In Business Manager, deselect Use         Customer Groups as Promotion Qualifiers? to remove it from a         promotion.
  5. Click Apply.
  6. Click Apply on the Campaign page as well.

Brandon can specify if Any or All qualifiers apply in the Required Qualifiers field.

  • Any means that if a shopper meets at least one qualifier, they are eligible for the promotion.
  • All means that they must meet all the qualifiers to be eligible.

 In Business Manager, select any or all for a     promotion experience within a campaign.

He can configure this for each promotion experience from within a campaign. If he configures a promotion as All, for example, then the shopper must meet ALL eligibility criteria. They must be a logged-in loyalty program member, navigate to the storefront by clicking a source code, and use a coupon code.

Brandon can also apply rank to each promotion in the campaign by clicking in the Rank field (next to the Any and All setting) for each promotion and applying a value.

Create Other Experiences

Brandon focused on promotion experiences in this module, but plans to use slot configuration and sorting rule experiences once he’s tested his promotions.

For slot configurations, he can modify the overall campaign schedule and assign more customer groups and a rank. Here he can select the slot configurations he wants to use.

In Business Manager, configure a     slot configuration experience.

For a sorting rule experience, he can select one or more sorting rules. Here, he selects the brand sorting rule.

In Business Manager, configure a     sorting rule experience.

Within a campaign, he can specify one or more categories or subcategories for each sorting rule experience.

Manage Campaigns

Once Brandon creates his first campaign, he can use it as a default campaign, which will save him a lot of time in the future. He can copy the existing campaign when he only needs to make minor changes for a new one.

Test Experiences

Brandon wants to see the effect of his campaign in the storefront. He starts by testing the order promotion: 15%off-ordersover$50

Here’s what he does.

  1. Open Business Manager.
  2. Select the site: CloudKicks
  3. Click the Storefront tab. The storefront opens in a new browser window.
  4. On the storefront, search for products and add them to the cart.
  5. Click the Cart icon.
  6. Yay! His discount callout message displays beneath the product list and above the coupon entry fields. The discount callout message displays.

If he doesn’t see his promotion, it’s time to troubleshoot. Otherwise, he moves on to test his other promotions.

Troubleshoot

When Brandon’s experiences don’t work as he expects, here’s what he checks.

  • The promotion exists in a campaign.
  • The campaign that the promotion belongs to is enabled and valid for the current date.
  • The promotion is enabled and valid for the current date.
  • Shoppers qualify for a promotion by various criteria, for example:
    • Being a member of one of the target customer groups
    • OR providing a valid coupon associated with the promotion
    • OR providing a valid source code associated with the promotion
    • AND that source code is assigned to the promotion and is enabled
  • If the The Any/All selection makes sense. A promotion might not work because it requires All eligibility criteria and the shopper meets only some of the criteria. When this happens, it's an opportunity to re-evaluate whether you want to require All.
  • If it's a product promotion, you:
    • Selected products that match the qualifying products rules, in the appropriate quantity or amount (if applicable).
    • Selected products that are eligible for the discount (if applicable).
  • If it's an order promotion, you have merchandise in your cart that exceeds the merchandise threshold specified after product discounts are applied. Gift certificates do not count towards the merchandise total.
  • If it's a shipping promotion, you have:
    • Merchandise in your cart that exceeds the merchandise threshold specified after product and order level discounts have been applied. Gift certificates don't count towards the merchandise total.
    • Provided location information so B2C Commerce can calculate shipping.
    • Selected a shipping method that’s eligible for the discount.
Note

Note

Shipping promotions are evaluated against the merchandise total of the shipment (not merchandise total of the cart).

Storefront Toolkit

Brandon can use the Storefront Toolkit to test and troubleshoot campaigns on a staging instance. The staging instance is where he brings the application and data together before deploying to a production instance.

Here are the steps he takes.

  1. Open Business Manager.
  2. Click Toolkit Beta (or enable the toolkit as a site preference by selecting site > Merchant Tools > SitePreferences > Storefront Toolkit).
  3. In the storefront, click the Toolkit icon in the upper left corner. If you use the Toolkit Beta, the tools are in the upper right corner of the storefront, as shown here.

    The Storefront         Toolkit (Beta) icons.
  4. Click Site Preview.
  5. Set a date and time for the storefront and view the storefront. He can check that his promotions work within the right time periods.
  6. Specify a customer group or source code and see how the storefront looks when logged in as a customer of the group or a customer using the code.

Let's Sum It Up

In this unit, you followed along with Brandon Wilson as he created a campaign using the qualifiers and promotions he configured in previous units. You also learned how to manage, view, and troubleshoot campaigns.

Now that you’ve learned all about qualifiers, promotions, and campaigns, promote yourself by taking the last quiz and earn a cool new badge!