How to create a new campaign
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Overview
This article will guide you through the process of creating and managing campaigns in Clicki. Campaigns in Clicki are
highly customizable, allowing you to tailor them to specific customer segments or use cases, whether for a single
promoter, a handful of customers, or even larger groups like influencers or B2B partners.
Step-by-Step Guide
1. Navigating to the Campaigns Section
- From your Clicki dashboard, go to the Campaigns tab located in the main menu.
- If you already have existing campaigns, they will be listed here.
2. Creating a New Campaign
- To start, click on the Add Campaign button.
- A pop-up form will appear where you can enter the initial settings for your campaign.
Fields to Fill:
- Campaign Name: Give your campaign a unique name. For example, if you’re creating a campaign targeting a specific
customer group, you could name it "Customer Referral Rewards."
- URL Slug: This is the part of the URL that will be unique to this campaign, making it easy to differentiate and
track. For example, www.clicki.com/campaigns/customer-rewards.
- Click Create to generate your new campaign.
3. Configuring the Campaign Settings
After creating the campaign, you will have multiple configuration options. This allows you to customize everything,
ensuring the campaign meets your needs and reflects your branding.
- Campaign Budget: Define the budget for this specific campaign.
- Landing Page Customization:
- Click on the Landing Page tab to edit the landing page.
- You can change images, text, and other elements to match the look and feel of your business or the persona you
are targeting.
- Example Use Case: If you’re creating a campaign for an influencer, you can add their image and name to the
landing page, making it more personalized.
- Email & SMS Customization:
- Customize the welcome email and text message that your promoters will receive upon signing up. This feature is
ideal for creating a unique experience for each group of promoters.
- For example, a campaign targeting realtors might include messaging like, “Welcome, EXP Realty partners! Pelican
Pest Control is thrilled to have you onboard.”
4. Adding Promoters to the Campaign
- Once your campaign is configured, it’s time to add promoters.
- Click on the Add Promoter button. A form will pop up allowing you to manually add a promoter or select from existing
ones.
- Choose the correct campaign from the Select Campaign drop-down menu.
- Important Note: If you’re managing multiple campaigns, make sure to select the right campaign before adding the
promoter to avoid confusion.
5. Bulk Upload Promoters
- If you want to add a large group of promoters at once, you can use the Bulk Upload feature.
- Go to the Bulk Upload tab, upload your CSV file, and ensure all promoters are correctly mapped to the
appropriate campaign.
- Make sure the Campaign Selection is set correctly for bulk uploads. Otherwise, promoters might end up in the
wrong campaign.
6. Use Case Examples
Clicki's campaign flexibility allows you to create a variety of campaigns for different purposes:
- Influencer Campaigns: Spin up a campaign dedicated to a specific influencer, using their branding and messaging.
- B2B Referrals: Create a campaign for partner businesses like realtors or contractors, and personalize the landing
page to highlight your relationship with them.
- Customer Referral Programs: Set up campaigns targeted specifically at loyal customers, using distinct messaging and
rewards.
7. Managing Multiple Campaigns
- Once you have created multiple campaigns, they will appear in a drop-down menu. Always double-check that you are
adding promoters to the correct campaign when managing multiple campaigns.
8. Final Tips
- Naming Conventions: Use clear and descriptive names for each campaign to avoid confusion later.
- Testing Links: Before sharing the referral link, preview your landing page to make sure everything looks as
expected.
- Monitor Campaigns Regularly: Keep an eye on your campaigns to ensure that they are performing as expected and make
adjustments as needed.
Conclusion
With Clicki's campaign creation and management features, you can easily set up tailored campaigns for any scenario,
making your referral efforts more effective and targeted. If you have any questions or need help setting up your
campaign, feel free to reach out to the Clicki support team.
