How to Create and Manage Campaigns in Omnitron
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In this tutorial, we will guide you through the process of creating campaigns in your Sales Channels' Marketing tab. Campaigns are essential for promoting your products and attracting customers by offering various discounts or incentives. We will break down the process into four main sections: Campaign Information, Campaign Conditions, Campaign Actions, and Summary.
Follow the Marketing sidebar and click the Campaigns page.
On this page, you can see a list of previously created campaigns.
At the top of the Campaigns page, you can filter campaigns based on campaign characteristics.
The selected filters are displayed in the Active Filters row.
Choose a campaign language from the available options listed in the Locales menu.
You may need to create independent campaigns for each language.
Ensure that the campaign message and customer warning messages are adapted to the selected language.
To create a new campaign, click the + New Campaign button in the upper-right corner.
This section is used to define the general information of the campaign.
Fill in the required fields, including:
Campaign Name: The name of the campaign.
Campaign Slug: The unique name given to a campaign in the company's ERP system.
Campaign Message: The message shown to users in the basket summary and search filters. It must match the language chosen in the 'Locales' setting.
Maximum Number of Applications (Per Cart): Indicates how many times the campaign can be used within the same basket. A value of '0' is not allowed.
Maximum Number of Applications (Per Customer): Indicates how many times a single customer can apply the campaign. Use '0' for unlimited use.
Start/End Date and Time: Sets the date and time range when the campaign is valid. It automatically activates at the start time and deactivates at the end time you choose.
Status: Switches the campaign between active and passive states.
Priority: Determines whether the campaign takes precedence over other active campaigns.
Currency: Defines the currency for the campaign. To display this field on the Campaign Information page, you need to have more than one currency defined in Dynamic Settings under Sales Channel Settings.
Combine with Other Campaigns: When selected, this campaign can be combined with other active campaigns.
Show on Product Detail: If selected, the campaign's name is displayed on the product detail page.
Show on Product List: If selected, the campaign's name is displayed on the product list page.
Show Gift Product: If the product has an associated gift, it will be displayed as part of the campaign.
Click Save and Continue after filling all necessary fields.
This section is used to define the conditions for the application of the campaign.
Fill in the required fields, including:
Select a Collection: Select a collection previously created in the products and catalogs section where you want to add the campaign.
Primary Condition Type:
Total Amount: Define specific amount or quantity thresholds for your campaign. If your campaign is based on a certain amount or quantity of products, select this option and enter the required number in the total amount/quantity field below.
Minimum & Maximum Amount: This field sets a range of amounts for your campaign.
Total Number of Products: Enables the campaign to be defined within a specific product quantity range.
Minimum & Maximum Product Quantity: This field sets the quantity range for products in the campaign.
Distinct By: If you want to limit products based on certain criteria, you can choose options such as None, SKU, Base Code, or Attributes.
Payment Step Discount: This covers discounts applied to the total basket during payment, typically during payment approval when a specific payment method is used.
Supplier: Used to create vendor-based campaigns for Unified and Seller Center.
Secondary Condition Type: This field allows you to add a secondary condition type to your campaign.
Card Type: Add custom campaign conditions based on card types defined within the system.
Installments: Add custom campaign conditions based on the number of installments.
Bank: Add custom campaign conditions based on the banks defined within the system.
Payment Type: Add custom campaign conditions based on payment options like credit card, wire, pay-on-delivery, Masterpass, and PayPal defined within the system.
Minimum Cart Amount: Set the minimum total amount for products in the cart to apply the campaign when the cart's total exceeds this limit.
Email Extension: Enter an email extension to make customers with that extension eligible for the campaign.
Email: Define a campaign for a specific email address.
Card BIN: These are the first 6 digits of a card and help the system identify the bank associated with the card.
Minimum Number of Product(s) in Cart: Specifies the minimum number of products required in the cart to apply the campaign.
User Feature: This field enables you to define additional conditions for your campaign to target specific scenarios or user groups, allows for advanced customization. For examples:
To offer free shipping for users with a "VIP" membership type, you can set the following condition:
pre_order__user__attribute__member_type = vip
Missing any necessary conditions may lead to issues (e.g., errors during checkout or incorrect campaign applications).
Important Note: This feature is highly customizable. So, If you require support or further assistance with configuring advanced conditions, please reach out to Akinon.
Shopping Platform: Options for web, Android, iOS, and Instore, allowing you to create unique campaigns for each platform.
User Membership Date: Users who registered after the selected date are eligible to use the relevant campaign.
Number of Orders: Customers who have placed orders in the specified amount are eligible for this campaign.
User Warning Message: These are messages meant to encourage customers to earn discounts.
Price Type: This field sets the campaign's application condition regarding price, with options like Unit Price, Discount Price, and Retail Price.
Application Type: Determines whether the discount will be applied to all products, products not included in other campaigns, or independently of other campaigns.
Click Save and Continue after filling all necessary fields.
This section is used to define the action of the campaign when customers meet the conditions.
Fill in the required fields, including:
Select a Collection: Select a collection previously created in the Products and Catalogs module where the campaign should apply.
Price Type:
Discount Price: the system calculates the discount price of products that are on sale due to other campaigns.
Unit Price: it is based on the product’s selling price.
Retail Price: It is used to calculate the crossed-out price in the Retail Price shop.
Application Type: This field determines whether the discount will be applied to all products or to products with no campaigns applied.
Products affected by the relevant campaign can be included in other campaigns.
Products affected by the relevant campaign cannot be included in other campaigns.
The campaign is applied independently of other campaigns.
Different action types have distinct fields associated with them. Each action type fields are explained below:
1. Price Discount
Price Discount: Specify the desired discounted price.
Discount Amount: Determine the discount amount to be applied to the basket.
2. Cheapest Item Free (Buy 3, Pay 2)
Distributing to Products that Meet the Terms of Discount: Spread the discount across multiple products during the action.
Order Type: This indicates whether the discount applies to the cheapest product, the most expensive product, or follows a gradual discount scheme.
Gradual Discount: This is a 2-4-6 discount. The discount is gradually applied to the second, fourth, and sixth most expensive products in the cart.
Discount for the Cheapest Product: The discount is applied to the cheapest product in the cart.
Discount for the Most Expensive Product: The discount is applied to the most expensive product in the cart.
Number of Products to be Applied: Specify the total number of products for which the campaign will be valid.
3. Percent Discount
Apply a discount at the specified percentage.
Percent Discount: Enter the percentage discount to be applied.
4. Free Shipping
Ensures free shipping when the campaign conditions are met.
5. Coupon
Provide a coupon defined here to anyone who meets the campaign conditions.
6. Discount Code
This option shares similarities with coupons. The key distinction is that a coupon is created within a user's account, while a discount code is provided to the user, and they are prompted to enter it during their purchase.
7. Sample Product
This action lets you include an additional product in the shopping basket. The products designated as "Sample Products" should already be listed in Omnitron as simple products.
After you are certain about what the campaign will offer and have filled in the necessary information, click Save and Continue.
On the Summary page, review all the Campaign Information, Conditions, and Actions.
If everything appears correct, click the Approve button to finalize the campaign creation process.
Select the campaigns you want to change the status of from the list.
From the dropdown menu located at the top left of the list, click Make Selected Active if you want to activate the selected campaigns, or click Make Selected Passive if you want to deactivate them.
Click the Apply button.
To make updates, click on the row of an existing campaign in the list.
You will be directed to the detail screen where you can make the necessary changes.
