Campaigns
A campaign is the entity that allows you to set up your promotions in Talon.One.
Every campaign has the following important characteristics:
In any given Application, you can create one or more campaigns, each containing at least one rule. We recommend building not more than three rules per campaign for optimal performance.
Campaign use cases
The following use cases can help you decide how to create and manage your campaigns:
- Create a group of campaigns for each of your organizational departments to manage.
- Schedule campaigns on different dates. For example, you can create a Black Friday campaign.
- Manage budget more efficiently by assigning different budgets to campaigns.
- Evaluate campaigns differently.
- Use different features in your rules (coupons, referrals, loyalty programs and giveaways).
Your contract can determine the maximum number of active campaigns that you can create in your live Applications. You can find this information in the Campaign Manager, in Account > Usage & Limits.
Campaign types
You can create different types of campaigns depending on your use case, for example, a specialized campaign that can apply discounts only to certain items in your customer's cart.
You select the campaign type when you create a campaign from scratch.
Standard campaigns
Standard campaigns can apply effects to all entities, such as customer sessions and cart items. In this type of campaign, all features and effects are available, making the campaign suitable for all use cases.
Item campaigns
Item campaigns are a specialized type of campaign that can apply effects only to individual cart items. In the Rule Builder, to add a promotion rule to an item campaign, create a cart item filter first. You can then create a rule that applies a discount, for example, only to specific items that you have filtered out.
In this type of campaign, you can only use certain campaign features and cart item-level effects.
Item campaigns that are part of campaign evaluation groups with the item scope are evaluated on a cart item-level, meaning only individual cart items are considered when evaluating the campaigns. When the evaluation mode of such a campaign evaluation group is set to first campaign or highest discount value, the Rule Engine can apply discount effects from many campaigns, as long as each individual cart item receives only one discount effect from one campaign.
Campaign states
A campaign can be in the following states:
- Disabled: The campaign is not active. You can move it to the next state after adding at least one valid rule.
- Staged: The campaign is not active. It can be tested.
- Scheduled: The campaign is active and has a future start time, when it will start running.
- Running: The campaign is active and is currently running.
- Expired: The campaign is considered active but is no longer running because its end time has passed.
- Revised: The campaign is revised with modified rules or settings. This state exists alongside an active state.
- Pending: The changes from the revision are not yet applied. This state exists alongside an active state.
The campaign dashboard
On the left-side menu of any campaign, click Dashboard. This page contains:
| Section | Description |
|---|---|
Details | This section displays: |
State | This section indicates the current state of the campaign. It also allows you to do the following: |
Schedule | This section indicates whether the campaign has a schedule. If the campaign has a schedule, it displays the start time and the end time. |
Rules | This section displays any rules present in the campaign. It also displays:
|
Performance and Budgets | This section displays any campaign budgets set for the campaign. Each budget contains a bar and a counter representing the campaign budget usage in relation to the defined limit. |
Recent Updates | This section summarizes the most recent changes to the campaign. To display a filterable list of updates, click View change history. |