Overview

This document provides detailed instructions on creating and configuring a Promo Campaign using the Campaign Builder. It guides you through the key steps to set up your campaign, including defining your campaign goals, selecting the right target audience, choosing the campaign type, and customizing your settings.

Create Promo Campaign

Go to Promotions > Promo Campaigns and click Create Campaign. The New Promotion Campaign page opens. To create a Promo Campaign, perform the following five key steps:

1. Define Qualification Criteria
2. Select Target Segment
3. Set Up Reward
4. Set Up Delivery Preference
5. Publish Campaign

Define Qualification Criteria

The Start Here section is where you choose how users will qualify for the reward. The qualification criteria provide the following options:

• Past behavior/Custom list: Target users based on actions performed in the past or custom list uploaded to the CleverTap dashboard. For example, you can target users who received a specific reward but have not redeemed it yet.
• Live behavior: Trigger rewards in real-time when a user performs or does not perform an event. For example, you can trigger a reward when a user adds items to their cart but does not complete the checkout process within a set timeframe.

Select Target Segment

The Who section allows you to define who should receive the reward using the rule builder. The Target Segment rule builder Includes the following:

• Find users from segment: allows you to select users from an already existing segment.
• Create rules based on events:
  • Users who have done specific events
  • Users who have not done certain events
  • Users who have common user properties such as device type, location, are part of a particular segment, and so on.
  • Users who have common interests or behavior on your platform.
• Option to check Constant event property if needed to simplify the logic.

Set Up Reward

The What section allows you to define the reward type for your Promo Campaign. Choose from various reward options such as:

• Wallet Points,
• Coupons, OR
• Partner Vouchers

This section ensures you set up the right reward mechanism to engage your users effectively.

Promo Campaign with Wallet Points Selected

When you select Wallet Points as the type of reward when creating a Promo Campaign, you see the following options:

Promo Campaign with Coupons Selected

When you select Coupons as the reward type when creating a Promo Campaign, you see the following options:

Promo Campaign with Partner Vouchers Selected

When you select Partner Vouchers as the reward type when creating a Promo Campaign, you see the following options:

• Choose provider: Select the Provider from the dropdown. This identifies the partner brand or service from which the vouchers originate. The dropdown shows all integrated and active voucher providers available in your account.

• Choose code snippet: After selecting a provider, choose the associated code snippet. This snippet contains a batch of voucher codes ready for distribution. The list is filtered based on the selected provider.

📘

Note

• Only active and unexpired voucher lists will be displayed.
• No preview of the voucher or its properties is shown in this version.
• When a user qualifies for the campaign, a code is picked from the selected voucher list and assigned to them.
• The system ensures that each user receives a unique and unassigned voucher code.

Set Delivery Preferences

The When section defines when the campaign should start and whether it should be scheduled or sent immediately. It allows the following options:

• Send Now: Uses the current timestamp and account timezone. For example, (GMT+05:30) Asia/Kolkata.
• Schedule for later: Opens a date/time picker to select a future start time.

Publish Campaign

Once you define all the above sections, click Publish Campaign to activate or schedule the campaign.