Campaign eForms Overview

The Manage Campaigns feature enables merchants to create and manage targeted campaigns for donations and payment collections. This functionality is available through two license options:

1. Single Campaign Management: Create multiple campaigns but activate only one at a time.
2. Multiple Campaign Management: Activate and run multiple campaigns simultaneously.

Campaign management is accessible from the Manage Campaign menu, which includes three sub-menus:

Manage Campaign Menu Options

1. Campaign Templates

   • Pre-built templates provided with the product.
   • Two standard templates included:
     • Donations Template: Tailored for collecting donations.
     • Payment Collections Template: Focused on bill payment collection.
   • Users can preview templates to understand their layout and functionality. Templates can be cloned for customization.
     

2. Manage Campaign

   • Allows users to create, configure, and activate campaigns.
   • Generates QR codes for campaigns.
     

3. Campaign Reports

   • Provides performance statistics for campaigns.
   • Includes filters for efficient reporting by date range, campaign name, or keywords.
     
     

Campaign Templates

Template 1: Donations

• Customization Options:
  1. Field Options:
     • Control form buttons and field visibility.
     • Configure field labels, required status, and visibility.
       
  2. Styling Options:
     • Customize background, cell, button, and outline colors.
     • Adjust text fonts for the form.
       
       

Template 2: Payment Collections

• Pre-configured for payment-related campaigns.
• Customizable similarly to the Donations template.
  

Setting Up a Campaign

1. Access Manage Campaign:

   • Navigate to the Manage Campaign menu.
   • Click Add Campaign to create a new campaign.
     

2. Campaign Configuration:

   • Name the Campaign: Assign a descriptive name for easy tracking.
   • Select a Template: Choose a pre-customized template.
   • Payment Gateway: Configure with Stripe (initially supported).
   • Form Options:
     • Enable recommended amounts (optional).
     • Add internal reference and account numbers for accounting purposes.
   • Campaign Duration:
     • Specify start and end dates or set it to run continuously.
   • Click Save to activate the campaign.
     

3. Generate QR Code:

   • Download the QR code to use in digital or print materials.

Campaign List

The campaign list displays all created campaigns. The following actions are available for each campaign:

1. Edit: Modify existing campaigns.
2. Delete: Remove unwanted campaigns.
3. Download QR Code: Save the QR code for use in marketing campaigns.
4. Preview: View the campaign's form layout.
   

Campaign Reports

• View Campaign Performance:
  • Track all payments processed through active campaigns.
  • Analyze performance using metrics provided in the reports.
• Filters:
  • Narrow results by:
    • Date range
    • Campaign name
    • Keywords
      

Key Features

• Customizable templates for donations and payments.
• Campaign QR code generation for easy sharing and promotion.
• Real-time performance tracking with detailed filters.

For more information or technical support, contact techsupport@paytia.com.