---
url: /campaign.md
description: >-
  How to create and manage campaigns, configure products, set availability, link
  webapps and emails, and track campaign analytics.
---

# Campaigns

A **Campaign** is the central element of the Stampix platform. It defines a promotional activity where your customers can order personalized photo products. Everything else — webapps, products, emails, surveys — connects to campaigns.

## What is a Campaign?

Think of a campaign as a container for a marketing initiative. For example:

* A summer loyalty program where customers get free photo prints
* A holiday promotion offering personalized calendars
* A brand awareness campaign with photobook giveaways

Each campaign has its own configuration, including which products are offered, where it's available, and how long it runs.

## Creating a Campaign

### Step 1: Basic Information

When creating a campaign, you'll first provide:

| Field           | Description                       | Example                           |
| --------------- | --------------------------------- | --------------------------------- |
| **Name**        | Internal name for your reference  | "Summer Photo Giveaway 2024"      |
| **Description** | Optional notes about the campaign | "Free prints for loyalty members" |

### Step 2: Availability Settings

Control where and when your campaign is active:

| Field           | Description                                |
| --------------- | ------------------------------------------ |
| **Countries**   | Which countries can participate (required) |
| **Active**      | Toggle to enable/disable the campaign      |
| **Active From** | When the campaign starts (optional)        |
| **Active To**   | When the campaign ends (optional)          |

::: tip
Leave Active From and Active To empty if you want the campaign to run indefinitely. Use the Active toggle to manually start and stop it.
:::

### Step 3: Products

After creating the campaign, add the products customers can order. See [Products](/product) for details.

### Step 4: Linked Resources

Connect your campaign to other elements:

| Resource            | Purpose                                  |
| ------------------- | ---------------------------------------- |
| **Webapp**          | The website where customers place orders |
| **Email Templates** | Custom emails (or use Stampix defaults)  |
| **Survey**          | Customer feedback questions              |

## Campaign Settings

### Display Preferences

Control what information customers must provide:

| Setting            | Options                      | Description                                  |
| ------------------ | ---------------------------- | -------------------------------------------- |
| **Gender**         | Hidden / Optional / Required | Whether to ask for gender                    |
| **Phone**          | Hidden / Optional / Required | Whether to ask for phone number              |
| **Opt-in**         | Enabled / Disabled           | Show your brand's marketing consent checkbox |
| **Stampix Opt-in** | Enabled / Disabled           | Show Stampix marketing consent checkbox      |

### User Journey & Compliance

| Setting          | Description                                                                                  |
| ---------------- | -------------------------------------------------------------------------------------------- |
| **Terms URL**    | Per-language link to your terms and conditions (shown to customers in the selected language) |
| **Redirect URL** | Where to send customers after order completion                                               |
| **NPS Survey**   | Enable email survey 21 days after order ships                                                |

## Campaign Status

A campaign shows as **Active** (green badge) or **Inactive** (red badge) in the dashboard.

### What Makes a Campaign Active?

For a campaign to be active, all these conditions must be met:

* ✅ The "Active" toggle is enabled
* ✅ Current date is within the Active From/To range
* ✅ At least one product with artwork is configured
* ✅ At least one country is selected
* ✅ A valid webapp is linked
* ✅ Emails are set up and linked to the campaign

::: warning
If your campaign shows as Inactive, check each of these requirements.
:::

## Managing Codes

Many campaigns require customers to enter a code to access them. There are two approaches:

### Code Required (Webapp Setting)

When "Code Required" is enabled on your webapp:

* Customers must enter a valid code to start an order
* You create and distribute codes through the **Manage codes** feature
* Great for controlled distribution (e.g., loyalty members, event attendees)

### Open Access

When "Code Required" is disabled:

* Anyone with the webapp URL can place an order
* Use Active From/To dates to control availability
* Good for public promotions with time limits

See [Codes](/codes) for detailed information about creating and managing codes.

## Campaign Analytics

Your campaign dashboard shows:

* **Orders over time** — Visual chart of order volume
* **Order count** — Total completed orders
* **Opt-in rate** — Percentage of customers who opted in to marketing
* **Language distribution** — Which languages customers used
* **Gender distribution** — Breakdown if gender is collected
* **Survey answers** — Aggregated responses to survey questions
* **Customer feedback** — Happiness ratings and comments

## Demo Mode

Every campaign has a demo mode for testing:

1. Click **Visit Demo** on the campaign details page
2. This opens your webapp with a special demo code
3. Orders placed in demo mode are marked accordingly

::: tip
Use demo mode to verify your entire customer journey before going live.
:::

## Best Practices

### Before Launch

* \[ ] Configure all products with artwork
* \[ ] Set up custom branding on your webapp
* \[ ] Customize email templates or verify defaults look good
* \[ ] Test the entire flow using Demo Mode
* \[ ] Create and verify your codes (if using)
* \[ ] Set appropriate Active From/To dates

### During Campaign

* Monitor order volume and feedback in the dashboard
* Export orders regularly if needed for your systems
* Watch for any customer feedback that needs attention

### After Campaign

* Export final order data before deactivating
* Review survey results and feedback
* Set campaign to Inactive or let it end automatically

## Examples

### Loyalty Program Campaign

**Use case**: Reward loyal customers with free photo prints

**Configuration**:

* Products: 10 Classic Photo Prints
* Countries: Your operating markets
* Code Required: Yes (distribute codes to loyalty members)
* Opt-in: Enabled (grow your marketing list)
* NPS Survey: Enabled (measure satisfaction)

### Holiday Promotion Campaign

**Use case**: Limited-time calendar offer during December

**Configuration**:

* Products: Desk Calendar
* Active From: December 1st
* Active To: December 25th
* Countries: All markets
* Code Required: No (open to everyone)
* Redirect URL: Your holiday landing page

### Partner Collaboration Campaign

**Use case**: Co-branded promotion with another company

**Configuration**:

* Products: Photobook
* Custom branding: Partner's colors and logo
* Custom emails: Co-branded messaging
* Code Required: Yes (track distribution channels)
* Survey: Questions about partner awareness