Building and Editing a Campaign

Building and Editing a Campaign

This Quick Guide will show you how to Build and Edit a Campaign from the Inzant Sales Management Portal.

To navigate to the Campaign Search screen
  1. Click Campaigns in the Side Bar Menu


Screen Layout

If you wish to Edit an existing Campaign,
  1. Click the edit button (pencil) in the Actions column.
To Add a new Campaign 
  1. click the New Campaign button.
This will provide you with a list of the available Campaign types
  1. click the Campaign Type you wish to create.
To copy an existing Campaign, 
  1. Select the campaign to Copy
  2. The Clone Button will automatically display
  3. Click the Clone button


Once you have selected the campaign for edit, or created a new Campaign, the Campaign Detail screen will load so you can complete the configuration.
Depending on the type of Campaign you have selected the display will look slightly different as not all fields will be relevant.
The display is broken into zones
  1. The Deactivate/Reactivate Button and More Options button are at the top of the screen
  2. The Header information zone contains overall information about the Campaign
  3. Detailed configuration is grouped together on different tabs
  4. The bottom zone contains lists of items, publishing and filtering information depending on the Tab selected.

Depending on the Campaign Type selected the header zone will contain different fields, complete the fields as required. If a PDF presenter type is selected, you can also upload the PDF document.



Campaigns can also be grouped into Folders.

To select an existing Folder
  1. Click the Dropdown list and select the folder

To Add a new Folder,
  1. Click the  Add Button
  2. Enter the new Folder name
  3. Click Update to save the Folder name


Items Tab

To Add Products to a Campaign 
  1. Ensure the Items Tab is selected, If not, click the Items Tab
The Items tab contains a list of all products added to the Campaign. Each row contain zones where you can configure the way the product should present on the Campaign.
The fields that are displayed depend on the Campaign Type

Paging Controls

When Viewing or Editing a Catalogue Campaign Type the top section of the Items Tab will display paging and search controls that assist you entering Product son the correct pages of the linked PDF documents.
  1. You can step through the configured pages using the page controls or go directly to a page using the go to Page control.
  2. There is also the option to Search for a product. The search will look for a match on Product Code or Name.
  3. If you click the Search button again, the search will look for the next match.
The Page Action Controls allow you to 
  1. Insert a New Page Before the current selected page
  2. Insert a New Page After the current selected page
  3. Delete the current selected page



Item Entry Controls

The Action column contains
  1. a Delete button to remove the product from the Campaign (trash can)
  2. Move Up and Down buttons to change the sort order that products appear on Campaigns
  3. Add After Line to add an item after this location in the list.
If the Campaign Type allows for the entry of recommended Quantity, Bonus Quantity or Display Value, you can click in this zone and add or change the value.

The Product search at the bottom of the Items list allows you to Add new Products to the List
  1. To add a new Product, enter either the product name or product code into the search zone.
  2. A list of available products will be shown for you to select as you type.
  3. After the product is selected you will be prompted for quantities etc. if required for the type of campaign



If you would prefer to select products from the product categories
  1. Click the More button 
This will display the Add Products popover that allows you to drill down to products using the Product Categories.

To add products to the Campaign
  1. Click the Add Button
  2. Keep adding products using the Add Button (the add button will hide once added to stop double adding)
  3. Click Close once all products are added
Note where there are a number of products in a category, page controls are provided.
  1. You can step through the pages to find the products.
On returning to the Items Tab, you can complete any quantities, discounts and Pricelist changes required. 


Publish Tab

Campaigns can be set to automatically be published and unpublished in the system. This has the effect of a Campaign not showing as available to the users.
It is useful when Campaigns may be used to coincide with certain events as it allows them to be setup in advance.

To set a Campaign to Automatically Publish
  1. Set the Can Auto Publish switch ON
  2. Add a Start date if you wish the Campaign to be published in the future
    1. Leave this field blank if it is already published and you just want the Campaign to unpublish at a later date
  3. Add and End Date if you wish the Campaign to unpublish in the future
    1. Leave this field blank if you wish it to remain active indefinitely
The current published state of a Campaign can also be set using the Is Published Switch.
  1. After making any changes to these controls you will need to Save the Campaign to complete the operation

Filter Tab

Campaigns can be set so they will only be available to complete for certain groups of Retailers. This is very useful when you want to target a survey or promotion to a group or certain demographic of customers.
This is achieved using the Filter settings.
To restrict a Campaign to a certain group of Retailers
  1. Select the field you wish to create the group using from the Retailer Qualifier
  2. Click in the Retailer Value field and select the desired values.
  3. Multiple values can be applied when List type fields are selected as the qualifier
  1. After making any changes to these controls you will need to Save the Campaign to complete the operation



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