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🛠️ Retail Operation How to Create & Manage Your Campaign

Updated over a week ago


🚀 Retail Operations

Purpose:
Ensure your brand is properly executed in-store through operational checklists and surveys.

Key Benefits:

  • Run merchandising audits, inventory checks, and employee surveys

  • Collect real-time data from the field

  • Identify stock gaps, display issues, and training needs

Use Case:
Perfect for confirming in-store display compliance, understanding out-of-stock trends, or gathering direct feedback from staff.




Step 1 - Enter your Campaign name

💡 Pro Tip: Choose a name that clearly reflects the campaign’s goal or theme—something that speaks for itself and is easy to identify later.



Step 2 - Select targeted stores
Choose which stores you want to include in your campaign.

We recommend using Groups to organize your stores. This gives you flexibility—stores can be added or removed from the group at any time, even after the campaign has launched.



​Step 3 – Add a Mission

To add an existing mission, click on + Add Mission and search for the mission using its name. Alternatively, you can create one with our template
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Step 4 - Select a Template Source

Choose between ENDVR Templates (default) or My Templates by clicking the corresponding tab at the top.


Here’s a description of each mission template type

🔧 Rep Account Servicing


Purpose:
Used for sales representatives to report on and manage store visits and account relationships.

Typical Tasks May Include:

  • Confirming store visit

  • Taking photos of product placement

  • Reporting any issues or feedback from store staff

  • Logging restock or service needs

Ideal For:
Brands that rely on field reps or brand ambassadors to support retail partners.

🛒 Display Check


Purpose:
Ensures that in-store product displays meet brand guidelines and are properly set up.

Typical Tasks May Include:

  • Uploading photos of the display

  • Answering questions about display cleanliness, setup, or positioning

  • Verifying signage and promotional materials

Ideal For:
Merchandisers or field agents validating in-store marketing execution.

📱 Social Media Mission


Purpose:
Promotes the brand through employee or ambassador-generated social media content.

Typical Tasks May Include:

  • Posting a product photo or video on Instagram, Facebook, or TikTok

  • Tagging the brand and using specific hashtags

  • Sharing stories or personal experiences using the product

Ideal For:
Brands looking to increase visibility and engagement on social media through authentic user content.

📝 Store Associate Survey

Purpose:
Gathers feedback directly from store employees regarding brand products or training.

Typical Tasks May Include:

  • Answering questions about product knowledge or satisfaction

  • Giving insights on customer feedback

  • Providing training or inventory needs

Ideal For:
Brands wanting to improve frontline education, product perception, and in-store execution.

📦 Inventory Check


Purpose:
Verifies that the correct inventory levels and product availability are maintained in-store.

Typical Tasks May Include:

  • Counting stock on hand

  • Reporting out-of-stock items

  • Logging reorder needs

  • Photographing shelf or storage areas

Ideal For:
Retail operations or brand reps monitoring product presence and supply chain accuracy.


Step 5 - Complete/Update the Template Information
After selecting your mission template, begin by entering a clear and descriptive title and uploading an image that represents the mission.

Please note that all the information input here will be displayed on the phone, which is on the bottom right of your screen. This is exactly what the user will see on their end!

Step 6 - Missions Details
Then, add a brief campaign description explaining what the mission is about and what participants are expected to do.

Depending on the mission type, details required may be different, but we recommend to be as clear and specific as possible to ensure smooth execution and accurate results.


❗ Select confirm to add the Mission to your Campaign


Step 7 - Rewards Selection
To add a reward to your mission, click the ‘+ Add Reward’ button. Then, choose the reward type (such as Money, Discount Codes, Free Products, Gift Card or Prize) and fill out the required information.

You can add multiple rewards to a single campaign to motivate participants and recognize different levels of performance.

Learn more about the reward type here



Step 8 - Launch your campaign!
Once you’ve added the rewards, click “Next” to set the campaign’s launch details.

You’ll be able to choose the start and end dates, and decide whether to launch immediately or schedule it for a later time.



Step 9 - Select when you want to launch your campaign
​Before launching your campaign, you’ll need to choose the start date — either launch it immediately or schedule it for later.

🚨 Important
If your campaign includes money rewards, you must have sufficient funds in your brand wallet. If your wallet balance is below the required amount, the campaign will not launch.


💳 Need to Add Funds?
Follow this step-by-step guide:
👉 Adding Funds to Your Brand Wallet – Easy Guide




💡 Launch Now: Instructions for immediate launch are provided in the next step.

🗓️ Schedule Launch: If you want to go live at a future date and time, follow the steps outlined here.

Step 10: Set Campaign End Criteria

Decide how and when your campaign should end. You can choose from the following options:

  • 📅 Specific End Date – The campaign will automatically close on the selected date.

  • 💰 Budget Limit – The campaign ends once the allocated budget is fully used.

  • 🔢 Code Limit – If you're using unique codes, the campaign will end once all codes have been claimed.

✅ You can select one or multiple criteria, and whichever is reached first will trigger the end of the campaign. This ensures flexibility and control over your campaign’s duration and spend.
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Last Step: Promote Your Campaign (Optional)

After clicking “Launch”, you’ll be given the option to promote your campaign to increase visibility and engagement.

👉 Learn more about how the campaign promoter works here:
Campaign Promoter Tool – Full Guide



​Great work, You've now launched a general campaign!

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