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:
- Single Campaign Management: Create multiple campaigns but activate only one at a time.
- Multiple Campaign Management: Activate and run multiple campaigns simultaneously.
Campaign management is accessible from the Manage Campaign menu, which includes three sub-menus:
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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.
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Manage Campaign
- Allows users to create, configure, and activate campaigns.
- Generates QR codes for campaigns.
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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:
- Field Options:
- Control form buttons and field visibility.
- Configure field labels, required status, and visibility.
- 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
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Access Manage Campaign:
- Navigate to the Manage Campaign menu.
- Click Add Campaign to create a new campaign.
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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.
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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:
- Edit: Modify existing campaigns.
- Delete: Remove unwanted campaigns.
- Download QR Code: Save the QR code for use in marketing campaigns.
- 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.