Creating Programs and Campaigns

Programs and Campaigns are organizational tools that help users maintain marketing communications. All messages, offers, loyalty offers, and surveys must live within a Program and a Campaign. Both fields are for internal use only, and will never be visible to customers, while allowing for better organization of marketing communications by type, holiday, priority, etc.

Creating a Program

1. In the Incentivio admin portal, select Marketing from the main menu and then select Programs.
2. Click + New Program.
   
3. Select which Merchant this Program belongs to. For most users, there is only one Merchant in the admin portal, so it will default to this one.
4. Name this Program in the Program Name field. No customers will ever see this name or the descriptions below it.
5. Give your Program a brief description in the Description field. This allows you to identify the purpose or target of this specific program.

Creating a Campaign

1. In the admin portal, select Marketing form the main menu and then select Campaigns.
2. Click + New Campaign.
   
   
3. Select which Program this Campaign should live within.
4. Name this Campaign in the Campaign Name field.
5. Create a Description of the purpose of this Campaign.
6. Select a Start Date and End Date for this Campaign.
   Note: The end date of marketing communications cannot exceed the end date of the campaign they live within. For example, to create a marketing offer ending 12/31/25, the Campaign end date must be at least 12/31/25.