Create Sales Campaign

Create Sales Campaigns to encourage buyers to purchase your products at a discounted price

Ouiteo Team avatar
Written by Ouiteo Team
Updated over a week ago

Create your Sales Campaign to attract more potential buyers with this campaign. You can easily highlight the products you want on sale and create a discounted price for each. Through this campaign, you can encourage buyers to add these products to their carts and proceed to check them out.

We will divide this article into 4 parts:

Navigating to the Create Sales Campaign Page

Navigating to the Create Sales Campaign Page


To create a Sales Campaign, follow these steps:

1. Navigate to Sales Manager and click Create Sales Campaign.

2. Type the Sales Name Campaign.

3. Alternatively, you can navigate to the Sales Manager View.

4. Then click the + Create Sales Campaign button.

Selecting What Products/Variants to Edit


1. Once you've decided on a name for the Sales Campaign, you will be given 3 options for how you will be selecting the products or variants for the campaign:

  • Product

  • Variant

  • Manual

For a complete step-by-step guide on how to select products and variants, jump to this article.

2. In this example, we've picked Product. The next thing to do is add the filter you want to use.

3. To view the actual products* that are sorted, click the Preview matched products/variants button.

*These products can already be seen in the Preview selected products/variants and modification area.

4. Click + Add another condition to add more conditions and narrow your selection, then repeat step 2.

Previewing Selected Products/Variants and Modifications


This area will display all the products and variants you sorted using your chosen applied conditions. You will already see the number of products and variants and their corresponding details. You also have the option to export these products and variants into a CSV file.

You can view the product's details from this list, including its title, vendor, stock, and more.

Click the product's title to view a product directly from your Shopify admin.

If you are not satisfied with the products and variants sorted, you can always go back to the Select what products/variants to edit section and add more conditions.

Then click the Preview matched products/variants button again to refresh the sorted products.

Editing Selected Products/Variants


Since this is a Sales Campaign, you will be asked how your discount will be applied to all your selected products.

Read this article for a more detailed step-by-step guide on editing your selected Products/Variants.

Here are the steps to edit these products and variants:

1. There are 3 discount types that you can choose:

  • Discount through percentage

  • Discount by cutting price (amount)

  • Discount by offering a new price

2. For this example, we will create a Sales Campaign using a discount through percentage.

3. Then type the percentage of the discount.

Note: You will have more options once you've chosen how your products and variants will be discounted. Refer to this article if you need a more detailed explanation of these options.

4. Let's say we want to set a discount percentage of 10%.

5. Once you perform this action, it will instantly change the price of the products and variants from this section.

6. Choose the options you want to apply to these products and variants.

7. To set a schedule on when the Sales Campaign will be initiated, click the Schedule Campaign tab first, then set the campaign schedule.

8. You can also revert back the discount initiated by the system based on your selected schedule.

Let's continue with the discount we performed (refer to step 4). If enabled, this action will restore the product and variant's original price before the price adjustment.

9. Click this checkbox to set the default Sales countdown timer for all the products and variants.

Note: Once this option is checked, the system will automatically initiate these actions:

  • A default Sales Countdown Timer will be created for all products and variants selected. This timer will also be linked to the Bulk Edit you are making.

  • The name of the Sales Countdown Timer for the Bulk Edit will be PriceEditorJobName, where JobName, in our case, is "Sample Sales Campaign".

10. Click this checkbox to set the default Sales badge for all the products and variants.

Note: Once this option is checked, the system will automatically initiate these actions:

  • A default Sales badge will be created for all products and variants selected. This Sales badge will also be linked to the Bulk Edit you are making.

  • The name of the Sales badge that will be created will be the Sales badge for job-PriceEditorJobName, where JobName is "Sample Sales Campaign".

11. To recur this bulk edit, click the Schedule Campaign Repeat tab first, then select the repeat type you want to use. You can repeat the Bulk edit Daily, Weekly, or Monthly.

12. Set the Start and End Date to determine when to change and restore the original prices.

13. Review your Sales Campaign, then click this button to create the campaign.

14. You will see the task on the View Tasks page if you have successfully created the task. You can edit, delete, or reschedule the Bulk edit task from here.

15. To view the details of a task, click the Details icon.

16. You will also see the progress of the task from this section and the products that were updated.

That's it!

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