How to create a campaign - EFR

Before we get started:

Have you already created the missions for your campaign?

If not, click here to learn how to create a mission.

Let's create a campaign!

Step 1: Log into your web account, go to 'Campaigns' and click on '+Create Campaign'.

Step 2: Choose a campaign type!

	Get valuable insights through surveys, check if merchandising is presented properly or create new social media promotion. This & much more can be done in a general campaign. Learn more by clicking here.
	Let Users compete against each other and see real-time visibility of sales and participation. Create an individual contest or a 'Store vs Store' for some fun competition. Learn more by clicking here.
	Educate front line employees about your products to give them all the knowledge they need to sell your products! Track progress in real time with our reporting tools. Learn more by clicking here.

General Campaign

Step 1: Select 'General' campaign and add a name

Step 2: Add a previously created mission by clicking on '+Add Mission' and searching for the mission's name.

Step 3: Confirm the contest criteria

Step 4: Add a reward by clicking '+Add Reward', select the reward type & fill out the necessary information.

You can add more than one reward for a campaign.

Step 5: Launch your campaign!

Once you've added all the rewards, click on 'Save & Launch' to choose when this campaign will go live & which stores you want to target.

Step 6: Select the criteria on when the campaign should end

This can be a specific date, when the budget or codes run out,

or you can select multiple ways and whatever has been reached first will end your campaign.

Step 7 (if cash reward is selected): Add Budget to your campaign.

Cash incentives must be paid before launching a campaign.

Step 8: Confirm which stores you want to launch it to, and click ‘Launch’. Your contest is now live, and all users at participating stores will receive a push notification letting them know!

Great work!

You've now launched a general campaign!

Any questions?

Reach out within the web app or get in touch with your client success manager.

Sales Contest

Step 1: Select 'Contest' and add a name

Note: Selecting "Share Campaign" allows you to create your own internal sales contests, but request your brands to provide the rewards for your employees.

This feature is only available for "Sales Contests".

Step 2: Add a previously created mission by clicking on '+Add Mission' and searching for the mission's name.

Step 3: Confirm the contest criteria

Step 4: Add a reward by clicking '+Add Reward', select the reward type & fill out the necessary information.

You can add more than one reward for a campaign.

Step 5: Launch your campaign!

Once you've added all the rewards, click on 'Save & Launch' to choose when this campaign will go live & which stores you want to target.

Step 6: Select the criteria on when the campaign should end

This can be a specific date, when the budget or codes run out,

or you can select multiple ways and whatever has been reached first will end your campaign.

Step 7 (if cash reward is selected): Add Budget to your campaign.

Cash incentives must be paid before launching a campaign.

Great work!

You've now launched a general campaign!

Any questions?

Reach out within the web app or get in touch with your client success manager.

Learning Campaign

Step 1: Select 'Learning' and add a name

Step 2: Add a previously created mission by clicking on '+Add Mission' and searching for the mission's name.

Step 3: Confirm the contest criteria

Step 4: Add a reward by clicking '+Add Reward', select the reward type & fill out the necessary information.

You can add more than one reward for a campaign.

Step 5: Launch your campaign!

Once you've added all the rewards, click on 'Save & Launch' to choose when this campaign will go live & which stores you want to target.

Step 6: Select the criteria on when the campaign should end

This can be a specific date, when the budget or codes run out,

or you can select multiple ways and whatever has been reached first will end your campaign.

Step 7 (if cash reward is selected): Add Budget to your campaign.

Cash incentives must be paid before launching a campaign.:

Great work!

You've now launched a general campaign!

Any questions?

Reach out within the web app or get in touch with your client success manager.