Setting up a campaign is easy. Follow these simple steps to create a campaign for your employees.
Step 1: Go to the "Campaigns" Tab
To start setting up your campaign, go to the "Campaigns" tab on your dashboard.
Step 2: Click on the "Add Campaign" Button
Once you are on the "Campaigns" tab, click on the "Add Campaign" button to begin creating your campaign.
Step 3: Click on "Select From Template"
After clicking on the "Add Campaign" button, you will be prompted to choose a template for your campaign. Click on "Select From Template" to continue.
Step 4: Select the Occasion
Choose the occasion for which you want to set up a campaign. This could be a holiday, a company event, or any other special occasion.
Step 5: Fill in the Start Date and Sending Frequency
Next, fill in the start date for your campaign and choose the sending frequency. This will determine how often your employees will receive gifts during the campaign.
Step 6: Choose Your Design
Select a design for your campaign from the available options. You can also upload your own design if you prefer.
Step 7: Customize Your Greeting
Personalize your campaign by customizing the greeting that will be included with the gifts. This could be a simple "Happy Holidays" or a more personalized message.
Step 8: Fill in the Countries List, Gift Amount, and Employee Status
Next, fill in the list of countries where your employees are located, the gift amount for each country, and the employment status of the employees receiving the gifts.
📝 Please note:
You must enter the gift amount in the local currency for each country. If you are unsure of the local currency, you can choose the default amount in USD, and we will convert it to the local currency on the send date.
Step 9: Click on the "Summary" Button
Once you have filled in all the necessary information, click on the "Summary" button to review your campaign. You can make any edits if needed.
Step 10: Preview Your Gift
To see how your gift will look, click on the "Preview Gift" button. You will receive a preview to your email and phone number.
Step 11: Click on "Looks Good!"
If everything looks good, click on the "Looks Good!" button to finalize and launch your campaign.
Your campaign is now live!
📝 Please note:
The list of employees for your campaign will be pulled from the "People" tab, based on their country and employment type. If you have not yet uploaded your recipients to the "People" tab, you can do so now by following our guide on Adding People.