Managing campaigns

Use Marketing > Campaigns to configure product offers for your shopping experience. Campaigns have customer-facing proposal text and an offer product. Use Discounts separately when you want a discount code or automatic promotion without creating a campaign offer.

Before you start

Sign in with Campaigns access and a plan that permits the campaign module. Prepare the product variants, proposal copy, discount, and intended placement. A campaign shown in admin is not proof that its offer has been displayed or accepted by a shopper.

Open and manage the campaign list

Open Marketing > Campaigns. Click Create campaign for a new offer, or open an existing campaign to edit it.

The demo store's actual initial list. No campaign was saved for these screenshots. Select an image to enlarge it.

When campaigns exist, search and use the offered filters for status, offer type, offer page, and dates. Sorting and pagination help you find the right record. Opening a row lets you inspect its saved configuration. Selected rows offer bulk actions; read the confirmation before deleting.

Choose a campaign type

Click Create campaign to open Select campaign type:

• Cross sell offers an additional product. Choose Payment page, Post-payment page, or Product page in its editor.
• Up sell offers a selected product based on items in the basket. Its current admin creation flow uses the payment page.

Select a radio option and click Continue to open its form. The Help banner on the creation page opens that type's detailed guide.

Follow Creating cross-sell campaigns or Creating up-sell campaigns for the full setup.

Understand placement and acceptance

Payment page offers are shown during checkout when eligible. Accepting the offer adds the selected product variant to the current cart and applies its campaign discount.

Post-payment page cross-sell offers are held for the completed checkout step. Accepting one starts a new cart and checkout for the offer product. It does not silently add a charge to the already completed order.

Product page cross-sell offers depend on the storefront theme rendering the campaign placement. Use Applies to to target the intended product pages and review the storefront. The admin preview is an illustration of the prepared configuration.

Review status and dates

New campaign forms start with Active selected. Choose Draft before saving an offer that is not ready for shoppers. A campaign must be active, within its saved date range, and satisfy the relevant eligibility rules before it can be offered.

Review Set start date and Set end date when scheduling. A future start date or passed end date can make an active campaign ineligible. Confirm the dates you actually saved; do not rely only on the status label.

For existing campaigns, review changes in the preview, Save, and reopen the campaign to confirm persistence. Use Draft to retain an offer without activating it. Deleting a campaign is a separate action with a confirmation.

Check an offer before relying on it

Prepare the form, save deliberately, and test the intended placement using a suitable cart. Check the selected variant, product availability, discount, minimum requirements, date range, and any hide-if-in-cart option. Confirm the result in the storefront or checkout rather than treating the admin preview as a completed test.

Troubleshooting