This guide walks you through reviewing the request and launching either a Sales Incentive or Digital Education campaign, depending on what the retailer asked for.
📩 Step 1 - Review the Request
Where to find the request:
When a retailer requests a campaign from your brand, you'll get a pop-up right in your Brand Portal. You can also find these requests anytime by going to Campaigns in the left-hand menu and clicking the Requested tab.
Review the request by clicking the buttons on the pop-up or clicking on the request under the Requested tab.
Sales Campaign Request:
Digital Education Request:
From here, you have two options:
Decline - dismiss the request.
Set Up Campaign - continue to build and launch the campaign.
💡 Note: The campaign type (Sales Incentive or Digital Education) is set by the retailer's request. Once you click Set Up Campaign, you'll be guided through the steps for that specific campaign type.
🏆 Launching a Sales Incentive Campaign
If the retailer requested a Sales Incentive campaign, clicking Set Up Campaign opens the Sales Incentive builder.
Step 1 - Select Products
Step 1 - Select Products
The retailer's request will show the Products they selected along with any Retailer Note they included. Click See More to view the full details.
Below that, you'll see the list of products the retailer selected for the campaign. Review the list and adjust it as needed:
Click the + icon to add another product.
Click the trash can icon to delete a product.
Once you're happy with the product list, click Next.
Step 2 - Set Your Campaign Reward
Step 2 - Set Your Campaign Reward
Set the following:
Reward per Sale - the amount earned for each qualifying sale.
Total Budget - the total amount you want to allocate to this campaign.
Max number of rewards per user - leave this as Unlimited or set a cap.
As you enter your budget, the Estimated Budget Duration graph updates to show how long your budget is likely to last, ranging from Minimum to Average to Best case.
Click Next when you're ready.
🛑 Please note: if your brand wallet doesn't have enough funds, you'll be prompted to add a payment method.
Last Step - Launch
Last Step - Launch
Once your campaign is launched, you'll see a confirmation screen letting you know your Sales Incentive campaign is live. Their store team can now start selling and earning rewards with your products.
Click Okay to finish. You can track your campaign results in real time from your Campaigns tab, or launch additional campaigns to other retailers.
🎓 Launching a Digital Education Campaign
If the retailer requested a Digital Education campaign, clicking Set Up Campaign opens the Digital Education builder instead, with three steps: Training Content, Quiz Questions, and Campaign Reward.
Step 1 - Build Your Training Content
Step 1 - Build Your Training Content
Start by introducing your product. Associates will read this content first, then complete a short quiz to confirm understanding.
Add your Learning Content using any combination of:
Header
Paragraph
Media
Drag and drop to reorder the content blocks, or use the pencil icon to edit each one. Click Clean to clear the section and start over.
Click Next once your training content is ready.
Step 2 - Add Your Quiz Questions
Step 2 - Add Your Quiz Questions
After reading your product overview, associates will answer these questions to complete the training. Choose from:
True or False
Multiple Choice
Choose an Image
Use the pencil icon to edit a question, or the X icon to remove it.
Click Next when your quiz is ready.
Step 3 - Set Your Campaign Reward
Step 3 - Set Your Campaign Reward
Set your reward the same way as a Sales Incentive campaign: Reward per Sale (or completion), Total Budget, and Max number of rewards per user. The Estimated Budget Duration graph will show how long your budget should last.
Click Next when you're ready.
🛑 Please note: if your brand wallet doesn't have enough funds, you'll be prompted to add a payment method.
Last Step - Launch
Last Step - Launch
Once launched, you'll see the same confirmation screen. Click Okay to finish, and your training campaign will be live for associates to complete.
Questions?
Reach us through the chat icon in the app or at support@endvr.io.