How to Create a Campaign

This guide shows you how to set up a campaign in Pulse, Campaigns let you track the performance of products over a set period of time. 

You can log in to Pulse to set up your campaign by clicking here.

Watch a short video below on how to create a campaign on Pulse ⬇

To begin, click on the 'Campaign Watch' on the left Navigation. From here, you can see all your campaigns by type. In each section, you can see all the campaigns that are currently running, and any you have set up to launch in future.

To set up a new campaign, simply click 'Create Campaign' above the table of campaigns.

In the 'New Campaign' window, select the campaign type that best reflects the type of activity you are looking to measure in your store. The different campaign types are as below:

Product push, eg. measuring the impact of putting a "Wine of the Week" message on your labels

Merchandising, eg. testing if moving the coffee machine to the back of the shop increased or decreased coffee sales
Promotion, eg. measuring the impact of putting a "special offer" message on your labels

Event, eg. measuring the impact of putting an Easter spotlight image on your labels

Discounting, eg. measuring the impact of putting "50% off" on your labels

Next, you will have to choose the start and end dates for the campaign (but don't worry - you can always change these later).

Next step is to add some products to your campaign.

There are two ways to add products to your campaign:

• Search: Simply search for a keyword eg chocolate, product name or barcode ID in the search bar and tick the products you want to add before clicking 'Add'.
• File Upload: Upload a .txt or .csv file with a single list of barcodes in a single column, making sure your column has a header that says "barcode". Once uploaded, you can choose which products you would like to include in the campaign by ticking each box, or you can select all. 

Once you have found a product you want to add to the campaign, tick the box to the left of the product name.

Once you press save, it's time to decide whether you want to add a Spotlight message to your labels. You can enter the custom message and/or image you want to appear on the label.

Toggle the button next to 'Enable Spotlight’, then add your Spotlight message in the text field. Choose whether the Spotlight message appears on top, left or right of your ESL. Alternatively, you can select a template from the dropdown menu. Once you're happy, click 'Save'.

If you have multiple stores, select which stores you want the campaign to be active and click 'Publish now' again. You will need to 'Publish' to stores if you make a change to the campaign, such as adding or removing products or changing dates.

Your campaign is now live! You can make changes at any point by navigating to 'Campaigns' from the main Pulse menu. Simply click into any of your campaigns to see how the products in the campaign are performing. You'll be able to see right away if your Spotlight messaging has had a positive impact on your sales!

(To learn more about Campaign Analysis and how it works, click here. )