A campaign is a snapshot of your sales data during special events, promotions, or holidays. Set up a campaign to see how your promotional sales performed compared to your average sales, the number of new vs. repeat customers, and the profiles of your top spenders so you can target them for future promotions. You can also set up campaigns for past events, events in progress, and future events.
Table of contents
Creating a new campaign
Create a campaign by adding a campaign title, choosing a location, and defining the duration (in days) of your campaign.
Note: Campaigns are set up by location. If a campaign is occurring across all locations, create a unique campaign for each store.
- Select Campaigns from the main navigation menu.
- Click the green Create new campaign button.
- Enter a Campaign title.
- Select the Campaign store.
- Set the Campaign duration (in days) using the calendar. You can select a date range in the past or future.
- Click Create campaign.
- Once a campaign has been created, your campaign data is available 48 hours after transactions have settled.
You can view a summary of the total sales and total visits for your campaign on the Campaigns page.
Understanding campaign details
To view your campaign details, navigate to the Campaigns page and click on the campaign name. Your campaign is organized into four sections: Campaign Customers Summary, Campaign Sales by Day, Best Customers, and Customer Visits.
For a description of the Campaign Customers Summary metrics, view the table below.
The total number of sales closed over the course of the campaign.
|Total visits||The total number of new and repeat customer visits during the campaign.|
|Average sale||This is calculated by dividing the campaign’s total sales by the number of total visits.|
Scroll down the page to compare sales during your campaign to the average sales for the same day of the week from the prior year. You can also view a list of your campaign’s highest-spending customers and discover what percentage of your guests were new vs. repeat customers.