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Creating standard campaigns

Create campaigns for all of your gifting programs to enhance reporting and boost efficiency.

Updated over 2 months ago

What is a standard campaign?

Standard Campaigns lets you preselect frequently used attributes for efficiency or limit settings for your invited users. It is also an easy way to enhance reporting, and makes it easy to track spending across different programs.

How to create a standard campaign

From the Campaigns section of your account, select Create Campaign at the top right of the page. Next, select Standard Campaign to begin applying your settings to your new campaign. Campaign settings are broken down into four main categories: General, Giftogram, Recipients, and Billing & Shipping.

General

  • Giftogram Type: Limit the delivery method of your gifts to physical, digital, or both.

  • Require Admin Approval: If selected, gifts will be added to a queue for team admin approval before sending. By default, admin approval is not enabled.

  • Catalog and Denomination: Select the currencies and catalogs you'd like your gifts to use.

  • Denominations: Select any denominations that you need available through your campaign. Leaving this blank will allow all denominations from $5 - $500 in $5 increments

Note:

  • To add a catalog to your account,please contact Customer Support. Any combination of our gift cards can be included in a catalog and added to your account.

  • If you do not see the currency you need, make sure that it is activated in your account Admin Settings.

Giftogram

  • Brand Kit: Brand Kits allow you to customize the logo and colors for your gift emails and store your different sender names and messages. Learn how to create Brand Kits

    • Sender Name: You can select a Sender Name from your Brand Kit or use Create Sender Name to add a new name to your kit.

      • Enabling Allow users to change the sender name on their own will allow users to pick from any Sender Name saved in the Brand Kit.

    • Giftogram Message: Creating or selecting a message will auto-populate the message for you when you arrive at checkout.

      • Disabling Allow users to enter a message of their own will prevent any users from changing the gift message at checkout.

  • Designs

    • Selecting Use team's existing design library allows users to select from any designs available through the team's settings.

    • Selecting Select specific designs lets you choose which designs to use in this campaign. You can select multiple designs or even entire categories.

Recipients

  • Groups: Assign specific groups of recipients to receive gifts through the campaign.

  • Disabling Allow users to enter a recipient at checkout prevents users from sending to anyone who is not a saved recipient. If disabled you must provide a group for the campaign.

  • Permissions: Disabling One-Time Gifting prevents recipients from receiving more than one gift through the campaign.

Billing & Shipping

  • Billing: Limit payment methods for campaigns that you need to fund from a particular credit card.

  • Shipping: Limit campaigns so physical orders can only ship to saved addresses.

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