---
url: /getting-started.md
description: >-
  Introduction to the Stampix Dashboard, core concepts overview, and
  step-by-step guide to setting up your first campaign.
---

# Getting Started

Welcome to the Stampix Campaign Management Dashboard. This guide will help you understand the key concepts and get your first campaign up and running.

## Core Concepts Overview

Before diving in, it helps to understand how the main elements work together:

```
Organization
    └── Campaigns
            ├── Webapp (customer website)
            │       ├── Branding (colors, fonts)
            │       └── Content (text, images)
            ├── Products (what customers can order)
            │       └── Artwork (product designs)
            ├── Emails (order notifications)
            ├── Survey (customer feedback)
            └── Codes
```

| Concept      | Purpose                                                                                                  |
| ------------ | -------------------------------------------------------------------------------------------------------- |
| **Campaign** | The central element that ties everything together — defines what products are available, where, and when |
| **Webapp**   | The customer-facing website where orders are placed                                                      |
| **Products** | The physical items customers can order (prints, calendars, etc.)                                         |
| **Branding** | Visual customization (colors, fonts, shapes) for your webapp                                             |
| **Content**  | Text translations and images shown on the webapp                                                         |
| **Emails**   | Automated notifications sent to customers about their orders                                             |
| **Survey**   | Questions to gather feedback from customers                                                              |
| **Codes**    | Promotional codes to control campaign access                                                             |

## Setting Up Your First Campaign

### Step 1: Create a Webapp

The webapp is where your customers will place their orders. Start here because you'll need it when creating your campaign.

1. Go to **Set up → Webapps**
2. Click **Create Webapp**
3. Fill in:
   * **Name**: Internal name for your reference (e.g., "Summer Promo 2024")
   * **Key**: This becomes your URL (e.g., `summerpromo` → summerpromo.stampix.com)
   * **Languages**: Select which languages your customers can use

::: tip
You can customize the branding and content later. Focus on getting the basics set up first.
:::

### Step 2: Create a Campaign

Now create the campaign that will use your webapp.

1. Go to **Campaigns & orders → Campaigns**
2. Click **Create Campaign**
3. Fill in the required fields:
   * **Name**: Campaign name (e.g., "Summer Photo Giveaway")
   * **Countries**: Where your campaign is available
4. After creating, you'll configure:
   * **Products**: Which items customers can order
   * **Linked Webapp**: Connect your webapp from Step 1
   * **Availability**: Active dates and status

### Step 3: Add Products

Products define what your customers can order.

1. In your campaign settings, find the **Products** section
2. Click **Add products**
3. Select from available product types (Photo Prints, Calendars, etc.)
4. For each product, select the **Artwork** (design templates)

::: tip
Artwork designs should be set up and prepared by your Stampix Account Manager.
Once they have your design configured, you will be able to select it on the Campaign Edit page.
:::

### Step 4: Create Codes (if needed)

If your campaign requires access codes:

1. Go to your campaign and click **Manage codes**
2. Create either:
   * **Generic codes**: Reusable codes with usage limits
   * **Unique codes**: One-time-use codes for each customer

::: tip
When creating unique codes, you can choose to export unique URLs or the codes themselves.
Unique URLs have the codes embedded. By opting for this export method, your customers don't have to enter their code manually and skip the code input screen. This provides a better user experience.
:::

### Step 5: Activate Your Campaign

Once everything is configured:

1. Ensure your webapp is set to **Active**
2. Set your campaign to **Active**
3. Set the **Active From** and **Active To** dates
4. Share your webapp URL & codes (or unique URLs) with customers

## What's Next?

* [Campaigns](/campaign) — Deep dive into campaign configuration
* [Webapps](/webapp) — Customize the customer experience
* [Products](/product) — Learn about available products
* [Branding](/branding) — Match your brand identity
* [Emails](/emails) — Customize order notifications