Campaign eForms

Campaign eForms

Manage campaigns is a set of two licences 

1. Manage and run a single campaign (allows the merchant to create different campaigns but only have one active at a time)

2. Manage and run multiple campaigns – this allows all campaigns to be active at once.

Campaigns are controlled from a new menu item 'Manage campaign'

Manage campaign

It contains three sub menus - 

Campaign templates - This contains the base templates available with the product

Manage campaign – This allows you to setup the campaign and generates the QR code

Campaign reports – This show statistics about how well the campaign has performed

We include two standard templates (based on the licences active for Donations and payments). One template is used for collecting donations, while the other is focused on bill payment collection.

Users can preview (see what's on the template) and then clone (create a useable copy of the template that they can alter).

Template 1 - Donations

Template customisation is split into two tabs

Field options

Field options control buttons and available fields on the form allowing you to customise the wording, if fields are required to be filled in by default and if a field will be show on the form or hidden from view.

Styling options

Styling options control the background, cell, button and cell outline colours, as well as the text fonts displayed on the form.

Manage campaign template

The images below show coloured boxes which represent the controls and which elements they control.  

      

     

Template 2 - Payment collections

Setting up a campaign

The 'Manage campaign' menu allows users to setup new campaigns by clicking the Add campaign button to create a campaign

Users can name their campaign with specifics to make it easy to track. They can select the template they altered as well as the payment gateway (Stripe only at first). Users can now specify whether the form should display a recommended amount by default, as well as add internal reference and account number values that will be recorded at the payment gateway for accounting purposes. Campaigns can run on specific dates or continuously. When the user is ready, they activate the campaign and click the Save button.

Campaign List

Users can use the Action buttons to - 

1. Edit their campaign

2. Delete their campaign

3. Download the QR code image to use on digital or print media campaigns

4. Preview their template layout

Campaign Reports

Users can view all payments taken through campaigns to see how well the campaigns are performing.

Filters are available by Date range, Campaign name or even Keywords to make searching efficient.

 

• Related Articles

• How do I use Payment links to create a payment?

  How users of Payment links begin to take payments by sending links or QR codes to customers Login To use Paytia to take payments you must be logged in. Beginning a payment From here you should see the merchant portal, click the Payment links category ...

• Payment links report

  How do I access information about the payment links sent to customers? Payment links logs and report Payment links are a licensed service on the Paytia platform. If your portal or user screens do not have the following reports and you would like ...

• Manage subscription

  How to navigate and manage your subscription Managing subscriptions and billing Under Subscriptions and billing you can: Upgrade your purchased package to an alternative edition of Secure Virtual Terminal Download invoices for your subscriptions and ...

• How do I sign up to Payment links?

  How users of Payment links sign up for a new account 1) Enter a first name, last name, email address and password. (The password must be a combination of lowercase characters, uppercase characters, special characters and numbers) 2) Click create ...

• How do I activate a Worldpay payment gateway?

  Setting up your Worldpay payment gateway account NOTE: If you don't have a Worldpay account and would like a pay as you use account with no monthly charges click https://tinyurl.com/pay729worldpaysignup Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step ...