Create a Campaign | SpotOn Marketing

1. From the Dashboard menu, select Marketing from the lefthand menu

2. Select My Campaigns from the drop-down menu

3. At the top of the Campaigns page, click Create Campaign

3. Select the blue Create Campaign button on the upper right side of the screen

4. From the Create a Campaign menu, users may choose to create a new campaign using the following options:

• Build My Own Campaign

• Build a Campaign Using Pre-Made Marketing Templates

1. Select the +Build my own button on the upper left to build a customized marketing campaign

2. A preview of each channel will display on the right

3. Enter the desired text into the needed fields for each channel of the campaign

4. Use the Campaign Components on the left side of the menu, to choose to add Photos, Graphics, Text, or a Deal

Photos Component

1. Select the Photos Icon from the left side of the screen

2. Select the location to upload photos from

   • By Unsplash

   • Local Upload

   • From Facebook

3. Select desired photo(s)

4. Select Apply

5. Drag the uploaded photo to desired location in the email campaign

6. To Edit/Remove a photo, hover the cursor over the needed photo to choose to Flip, Crop, Change, or Delete

Graphics Component

1. Select the Graphics icon from the left side of the screen

2. Select the desired graphic option(s) to add to the new campaign design:

• Button

• Divider options

• Facebook, Instagram, Twitter, and YouTube icons

3. Drag and drop the newly added graphic(s) to the desired location in the body of the email campaign

4. Link the appropriate business social media accounts to any added social media icon

Text Component

1. Select the Text icon from the left

2. Select the style of text to add

3. Drag the text to the desired spot in the email channel campaign preview

4. Select the text to edit and format with the following options:

• Format

• Font

• Size

• Bold font

• Italicized font

• Underlined font

• Text color

• Highlight

• Alignment

• Link

• Numbered list

• Bullet point list

• Emoji

Deal Component

1. From the menu on the left, select the Deal icon

2. Drag and drop the Deal component to the desired location within the body of the email campaign preview

3. Enter the desired text in the Deal Title and use the text editing options as needed

4. Click on the Start/Expires dates to open the Deal Settings menu to the enter the start and end date and time for the promotion, or choose to check the Valid all day check box

5. Enter name in the Deal Name field

6. To customize the appearance of the Deal, click on the Deal component and use the Background and Text tabs to update the color and text as needed

Select the Back Arrow (<) in the upper left corner to return to the Deal Settings menu

5. After all needed components have been added to the campaign, select the Review & Publish button in the top right corner of the screen

6. From the Review Campaign Settings menu, select the Publish tab

7. The Publish now toggle will automatically set to On. To publish at a later time, set the toggle to Off

8. Enter the needed Time and Date for the campaign to publish live

9. Select the Back Arrow (<) on the top left corner of the Target audience menu to return to the Campaign Settings screen

10. Select the Target Audience tab and choose the desired target audience for the campaign using the All Customers toggle, or choose specific customer groups using the Check Mark next to the group name:

• Active

• Lapsed

• Imported

• New this week

11. Check Send me a copy to receive an emailed customer copy of the campaign

12. Select the Back Arrow (<) on the top left corner of the Target audience menu to return to the Campaign Settings screen

13. From the Channels tab, ensure the campaign has proper channels set for publication

14. To Add/Remove a Channel, select the Channels tab and use the Check Boxes to check/uncheck the needed Channels

15. Select the Back Arrow (<) on the top left corner of the Channels menu to return to the Campaign Settings screen

15. From the Deal Settings tab, ensure the correct start/end date and time for the deal are set and edit as required

16. Select the Back Arrow (<) on the top left corner of the Deal Settings menu to return to the Campaign Settings screen

17. Once satisfied with the campaign, select the blue Publish button in the lower right corner

1. On the Create a Campaign screen, select a campaign goal option on the left side of the screen:

• Offer a deal

• Send an update

• Announce a new product / service

• Send an event invitation

• Generate appointments

• Generate reservations

• Generate online sales

• General

Optionally, use the drop-down button to the right of the search bar to select an upcoming Holiday for promotion

2. Select the appropriate Template Language

3. Hover the mouse over the desired template preview and select the Use Template button

4. Use the Campaign Components to update the templates using the information about each as listed above:

• Photos Component

• Graphics Component

• Text Component

• Deal Component

5. After all needed components have been added to the campaign, select the Review & Publish button on the upper right corner

6. From the Review Campaign Settings menu, select the Publish tab

7. The Publish now toggle will automatically set to On. To publish at a later time, set the toggle to Off

8. Enter the needed Time and Date for the campaign to publish live

9. Select the Back Arrow (<) on the top left corner of the Target audience menu to return to the Campaign Settings screen

10. Select the Target Audience tab and choose the desired target audience for the campaign using the All Customers toggle, or choose specific customer groups using the Check Mark next to the group name:

• Active

• Lapsed

• Imported

• New this week

11. Check Send me a copy to receive an emailed customer copy of the campaign

12. Select the Back Arrow (<) on the top left corner of the Target audience menu to return to the Campaign Settings screen

13. From the Channels tab, ensure the campaign has proper channels set for publication

14. To Add/Remove a Channel, select the Channels tab and use the Check Boxes to check/uncheck the needed Channels

15. Once satisfied with the campaign, select the blue Publish button on the lower right