How to create a campaign

How to create a campaign

We created Synup Campaigns - so consumers see the best, relevant content on your digital profiles. Synup Campaigns drive the kind of business profile customizations that were nearly impossible at scale.

Today, our customers are creating Campaigns for their multi-location brands with relevant, dynamically updated content based on: day/time, weather, or even special events. By displaying event-triggered content, brands gain consumers' interest, increasing conversions and driving incremental revenue.

With Synup Campaigns, deliver relevant content in real-time to engage customers, market products, and optimize conversions.

Create a campaign

Click on the Campaigns tab in the top right corner and click on ‘Create Campaigns’

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Campaigns allow you to focus on a primary goal, select the primary goal (Increase phone calls/increase store visits/increase website visits), and then click on continue.

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Once a campaign goal is selected, enter all the data to create your campaign. Add your campaign name, Campaign schedule & Campaign triggers.

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  • Enter a name for the campaign. This could be anything you’d like to call your campaign.
  • Select the campaign schedule by entering start and end dates. You can also enter a specific start time for the campaign. 
  • The selected campaign schedule will run the uploaded content for that exact schedule for the chosen locations
  • Another way to select campaigns schedule is via Triggers. You will still have to enter the start and end dates for the campaign. 
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  • Next, select the Trigger you want to use. Options include Weather, Special Events, custom day, and custom date. 
  • When the weather trigger is selected, you can enter the option when the campaign should trigger, precisely the weather conditions that will run the uploaded content for that exact weather condition for specified locations. 
  • If you select the trigger ‘Special Events’, a list of special events during the specified time frame will show up automatically in the drop-down menu.
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In the next step, select the locations for your campaign. 

Note: The location finder is consistent across the Synup platform. You can select the locations via tags, name, city, postal code, categories, location state &/ folders.

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Once you have made this selection, the selected locations will be displayed on the right side of the page.

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Also, select the publishers for your campaign. Currently, only Google and Facebook are supported

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Add campaign actions

Now, select the action.

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Run a post type(create an offer post, covid-19 post, or an informational post).

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Or profile updates(add additional categories, update website URL, update business description, update operating hours, update payment methods, mark a location as temporarily closed, update location logo, update location cover). 

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Note: You can also add the same action twice by scheduling the campaigns with at least a day's delay between them. 

Let’s create a Post campaign

As an example, Let’s create an offer post. 

  • Add the offer title - EX: 20% off on all shirts - Independence day Sale
  • Add media - add relevant images to add to your offer post
  • Include an offer description - EX: Get a flat 20% discount on all shirts this independence day. This offer is valid for just one day (4th July 2022).
  • Add a CTA - EX: Order(add the link for the CTA).
  • Choose whether you want to delete this post at the end of the campaign or if you would like to leave the post data active until overridden by another campaign.
  • Add additional details, such as coupon codes - If you have any(optional).
  • Then include the offer terms & conditions.

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Preview the post you created on the right side of the page.

Note: For every action, you must select the exit criteria. You can choose to delete the post added on the last day of the campaign or leave it to be overridden by another campaign. 

At this point, you can choose to publish the campaign if you have no other information to be added(the option is visible at the top of your screen).

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You can also save the campaign as a draft if you want to publish it later. As shown above, a preview of the campaign created is also available on the right-hand side of the screen. 

Let’s create a profile update.

As an example, Let’s add additional categories. 

  • Chose from the drop-down options what profile update actions you want to perform (add additional categories, update website URL, update business description, update operating hours, update payment methods, mark a location as temporarily closed, update location logo, update location cover).
  • Make a note of the disclaimer displaying the publishing partners for which this action will work for-in this case, Google.
  • Make a note of another disclaimer - ‘Please ensure that your chosen publisher accounts are connected with us.’
  • Then select the additional categories you wish to update during the period chosen.

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Preview the profile update you created on the right side of the page.

Note - You can always add additional/multiple actions(posts/profile updates) from the option to add action below.

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Again, at this point, you can choose to publish the campaign if you have no other information to be added(the option is visible at the top of your screen).

You can also save the campaign as a draft if you want to publish it later. As shown above, a preview of the campaign created is also available on the right-hand side of the screen. 

Add custom attributes to your campaigns.

You can add custom attributes to drill down your locations further.

Note: You can create custom attributes for your locations from the account settings option. Read this article to know more about custom attributes.

Now, select from the already created custom attributes drop-down to add additional specifications to your location selection.

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You will notice that the selection of locations array will automatically update the list of locations in real-time.

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Again, at this point, you can choose to publish the campaign if you have no other information to be added(the option is visible at the top of your screen).

You can also save the campaign as a draft if you want to publish it later.

Add campaign demographics

We’ve added a new overlay for further customization: census and demographic data.

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With this product release, brands can layer in census and demographics data to choose which business locations show their demographic-specific content. We use local census data to filter your locations, so only store locations with your target demographic will see that Campaign content.

Here’s an example: If you are a famous eyewear brand running a Campaign targeting Latino families, you can set your Campaign to show locations whose demographics are at least 30% people aged 18 to 44, with household income over $60K, and identify as Latino. Campaigns will filter and display locations that match the criteria, making it easy for the brand users to create a personalized campaign targeted to desired demographics. 

Let’s add demographics to your campaign.

Note: By default, all the values added in the demographics section are ‘ALL.’ You can uncheck the ‘ALL’ option by clicking on the ‘x’ option.

  • Select the gender - All, Male, Female other
  • Select the age group - 18-24, 25-34, 35-44, 45-54, 55-64, 65+
  • Select the race - White, Black or African American, American Indian or Alaska Native, Asian, Hawaiian native or pacific islander, Hispanic or Latino. 
  • Select the housing status - All, pre-owned, rented.
  • Select the median house income.
  • Select the veteran status - (yes/no)
  • Add the threshold of the percentage of the locations/users you want to include in your demographic census campaign.
  • Make a note of the disclaimer displayed, which specifies the % of locations that will be included in your campaign based on the demographics you just added. In the example below, “This campaign applies only to 61% of your locations. Reduce the threshold to increase the number of qualifying locations”.
  • Then choose if you want to ignore this disclaimer and still go ahead and select all locations for your campaigns - Yes/No.
  • Preview the list of locations added to your campaign in real-time based on the demographics you just added.

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Once this is completed, you can choose to publish the campaign if you have no other information to be added(the option is visible at the top of your screen).

You can also save the campaign as a draft if you want to publish it later.

View your campaigns

Published or saved campaigns can be seen in a list or calendar view under the Campaigns tab.

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Here you can see a detailed view of the total campaigns that have been created, with a clear split indication of the total campaigns, Active & enabled campaigns Stopped & completed campaigns, and draft campaigns.

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Additional resources: here is a quick video for campaigns. 

 

Marketing pieces on Campaigns

    • Related Articles

    • Video -creating a campaign

    • How to add demographics to your campaigns

      Add campaign demographics We’ve added a new overlay for further customization: census and demographic data. With this product release, brands can layer in census and demographics data to choose which business locations show their demographic-specific ...