Create a New Campaign
LimeLight CRM Support
November 09, 2010 20:31
The Manage Campaigns page is where you can build and manage your campaigns. This page can be reached under Products> Campaigns.
The first step to take on this page will be to click on the down arrow in the search bar to view advanced searching options. Advanced Searching allows you to search for campaigns by the product, gateway, and/or provider Id.
Moreover, the Actions drop down selection is where you can Add a Campaign, Export a CSV of campaigns, Add or Remove Tags on your campaigns, or Show/Hide archived campaigns.
On the other hand, the campaign Features menu is where you can edit a campaign, make an identical copy of a campaign, disable a campaign from initial orders, or delete a campaign.
Before adding a new campaign, please be sure to gather your products, upsell products, and the shipping methods that you want to assign to your campaign. In order to generate a new campaign, go to the Campaigns menu, and click on “Manage Campaigns”. Once there, click on “add campaign”, and a blank form will be displayed for you to fill in the details for your new campaign.
The following provides an explanation of the fields to assist you with selecting your campaign options:
The options listed in the illustration below are available for you to select when adding your new campaign:
Payment Routing: Select this if you would like to use payment routing instead of a single campaign gateway.
Include Tax: Select to add a sales tax profile to your campaign.
Post Back URL: Select to add a post back URL to your campaign.
Include Returns: Select to add a returns profile to your campaign.
Coupon: Select to add a coupon profile to your campaign.
Third Party Providers: Select to add third party providers to your campaign. This action can also be taken from the Settings > Providers page.
Block Prepaid Cards: Select this if you would like to block pre-paid cards from purchasing on your campaign.
BIN Blocking: This would be used to block profiles containing specific BIN numbers. In order to use this option, you'll need to first configure your BIN profiles within Payments > BIN Management.
Allow Custom Pricing: If you select this field, then this will enable you to use custom pricing on the place order page. This feature can be enabled/disabled on each of your campaigns based on your preference, and the permissions for this feature must be checked in employee accounts located under Admin Settings in order for it to be visible on the place order page.
Daily Subscription Limit: Select to enter a daily rebill dollar limit for your campaign.
Collections: If you select this field, then this will enable collections on your campaign. If you enable collections, this will allow you to receive an export of customers whose risk free trial rebill orders have declined, and are now on hold by the system. The export that is generated will allow you to pursue customers for payment of their risk free trials. The exports that are generated can be viewed by going to Clients & Fulfillment>Collections.
- Collections must be enabled on the product and campaign levels before the collection exports start to generate.
Offers: This will be enabled by default, as you will need to add the offer to the campaign to create an order.
The following provides explanation of the fields to assist you in adding your campaign:
Set up a name for your new campaign.
Submit a description for the campaign; this information is for internal purposes within your company.
Daily Subscription Limit:
This field will allow you to set a daily rebill dollar limit for your campaign.
If you are creating a single offer campaign, then you will need to search for a offer that you have created by either the offer Id or name; just select the offer you want to add after completing your search.
On the other hand, if you are creating a multiple offer campaign, then you will need to search for additional offers that you have created by either the offer Id or name; just select the offer you want to add after completing your search.
Credit Card/Checking Gateway: From the drop down menu, you will select the credit card and/or checking gateway that you want to assign to your campaign. You can only assign one credit card and/or checking gateway per campaign.
Payment Routing Configuration: From the drop down menu, you will select a payment routing profile for your campaign. The credit card gateway field will not be available once a payment routing profile is enabled.
Payment Types: These are the payment types that you would like to accept on your campaign. The payment types that are available include credit card, checking account, and offline payments, and you must select the desired payment type(s) in order for them to be included on your campaign.
Coupon: In this field, you are able to assign a coupon profile to your campaign which was created in the coupon profiles area. There is no limit on the number of coupon profiles that you can assign to your campaign.
Tax Profile(s): In this field, you are able to assign a tax profile to your campaign which was created in the sales tax profiles area. There is no limit on the number of tax profiles that you can assign to your campaign.
Return Profile(s): In this field, you are able to assign a return profile to your campaign which was created in the return profiles area. There is no limit on the number of return profiles that you can assign to your campaign.
Countries: Select the country/countries where you are directing this campaign to.
Shipping Methods: Select the shipping methods that you want to assign for your campaign. Shipping methods must be created prior to assigning them to a campaign.
*This field will be displayed only to customers using automated fulfillment centers.
If you are using an automated 3rd party fulfillment provider, then your fulfillment account will be assigned at the campaign level. This means that you will assign your fulfillment provider to those campaigns which require fulfillment. If your campaign does not require fulfillment, then you can leave this field as “Disabled”.
To see documentation about Fulfillment Providers, please go to Automated Fulfillment Technology
Risk Mitigation Account: From the drop down menu, select a risk mitigation provider. This provider must be enabled on the Risk Mitigation Providers page located under the Payment Systems menu for a provider to populate in this field.
Chargeback Account: From the drop down menu, select a chargeback provider. This provider must be enabled on the Chargeback Providers page located under the Payment Systems menu for a provider to populate in this field.
Auto Responder Account:
If you are using a 3rd party email provider for your campaign such as iContact or GetResponse, then you will need to assign this provider at the campaign level. An auto responder provider can be added to the campaigns of your choice, but it is not required on all campaigns.
When you assign an Auto Responder to your campaign, the system will ask you for the Prospect List Id, and the Customer List Id. To see more detailed documentation about List Ids for iContact API 2.0, please go to Configuring iContact API 2.0. For documentation about List Ids for GetResponse go to Configuring GetResponse API.
If you choose not to assign an Auto Responder to your campaign, you can leave this field as “Disabled”.
Other Third Party Providers: Other third party providers which include Prospects, Order Confirmation, Optimized Customer Outcome, and Membership providers will also populate as third party providers if applicable.
When all the information has been submitted, click “save” on campaign options scroll bar, and your campaign will be saved into your Lime Light CRM.
Preserving Existing Subscriptions:
If you edit and change the credit card or checking gateway, or the payment routing configuration on your campaign, then you will be given the option to maintain the existing gateways on your existing subscriptions, or have your existing subscriptions use the new gateway or any gateway within your payment routing profile. If you close the pop- up without making a selection, then the system by default will use the new gateway or payment routing profile assigned to your campaign.
The ability to preserve existing subscriptions is available on the campaign when switching from a credit card gateway to another credit card gateway, a credit card gateway to a payment routing profile, a payment routing profile to another payment routing profile, a payment routing profile to a credit card gateway, and a checking gateway to another checking gateway.
The pop-up will only show subscriptions that have not already been forced to a gateway at the time the gateway or payment routing profile is changed on the campaign. However, the force gateway option can always be removed at any time on your subscriptions on the subscription management page. When you force or maintain the gateway on your existing subscriptions, this action will be logged in the order history of an order under the order details.
Editing Field Placement and Obtaining the HTML:
Once your new campaign has been created, the system will display a pop-up with an option to edit the field placement if a two page campaign was created. Also, there is option to download the HTML code so that it can be provided to your web designer.
We recommend to always provide your web designer with the HTML code that is provided by the Light CRM before he/she designs the layout for your web pages. This will allow your designer to know the exact fields your new campaign requires.
If you need to re-download the HTML, you can go to Campaigns>Manage Campaign, find the campaign from the list of campaigns that you have created, then click on “Edit” from the Features menu. From there, you will be able to download the webform pieces under the webform integration heading.
When building a Two Page Campaign, you have the option of editing the field placement. By default, all of the customer information fields will be on page one; however, you can move any of these fields except the email address to page two if you desire. The email address will always be required on page one. Page two will always contain the credit card information fields, plus any of the customer information fields you decide to move to page two.