Create a new Anniversary campaign
Before setting up a new Anniversary campaign, you may first need to create a redeemable (if offering a gift redeemable). If gifting points, a redeemable isn't required. To create a new Anniversary campaign:
- Navigate to Campaigns (Beta) > Campaigns in your left-hand navigation toolbar.
- Click the Ongoing drop-down tab and select Anniversary.
- Click the blue New Campaign button on the right to open the 3-step new campaign wizard.
Step 1 – What
- Enter a name for your campaign in the Name field.
-
Click the Gift Type drop-down and choose what type of reward the guest will receive on their big day. Depending on your choice, complete the following steps for:
- In the Gift Reason field, add a short message describing the type/purpose of this gift-giving campaign.
This message will appear in the guest's account history. - Click Next to move on to Step 2.
Step 2 – Whom
-
Configure campaign settings such as audience targeting, membership level, anniversary type, and other options as described in the section below.
-
Add Messaging for each of the notification types you want to send:
- Once finished crafting your messaging, click Next to move on to Step 3.
Step 3 – When
- Choose a Start Date and End Date for the campaign.
Leaving these fields blank will activate the campaign immediately, and it will run indefinitely until you deactivate it. - Once satisfied with your campaign settings, click Finish to save and activate* your new Anniversary campaign.
* Scheduling must first be completed to determine how your Anniversary campaigns are treated, time-wise in order for any campaigns can be activated.