Campaign Portal - Offer Campaign Checklist
Use this checklist to determine the information you will need to create a new offer campaign.
| Action | Information |
|---|---|
| Prerequisites | Prerequisites |
| Create users | Managing users |
| Create a new campaign | Create a new Offer Campaign |
| Setup | Merchants for this offer. |
| Campaign type, name, and description. POS or Cloud-based, campaign name insternally, internal description of campaign. | |
| POS external links. Used if your offer uses an External ID to identify targeted users. | |
| Cloud-based calculations. Used if your offer is calculated in the wlw Cloud. | |
| Can you combine offers? | |
| Can you refund offers? | |
| Number of total activations you want to allow for this campaign? | |
| Number of customer activations you want to allow per customer. | |
| Content | Artifacts and specifics |
| Locales used to tag offer artifacts by language and region. | |
| Offer title: Name that appaears in the wallet. | |
| Offer summary: Describes offer to users. | |
| Details: Specifics that describe the offer and display in the wallet. | |
| Terms and Conditions: Legal text for offer. | |
| Offer images: Thumbnail and listing artwork. | |
| Metadata: Option keywords users can use to find offer. | |
| Redemption | When the offer can be redeemed including expiration. |
| Specify merchants Identify specific merchants associated with offer. | |
| Identify specific locations Identify targeted locations | |
| Date and time when offer is valid: Redemption dates and times. | |
| Coupons: If you are creating a coupon campaign, identify the coupon code. | |
| Targeting | What kind of targeting? Targeting using customer URIs, External IDs, Scannable (prospect) offers, Dynamic expirations |
| Uploading targeted customer files: Uploaded files need to be in the proper format for the type of file being uploaded. | |
| How is this offer activated? Do users have to ask to activate or is the offer automatically activated? | |
| What happens if there are failures during the processing?: Keep processing or fail? |
