A sales campaign refers to a period of collection for a specific group of retailers.
At a basic level, we normally would recommend breaking your collection up into years. So an example of a campaign would be “Sales collection 2019”.
If you have a mixture of retailers that submit their sales data weekly and others that submit daily, then you will need to have multiple campaigns set up for each. So you would need to create a campaign for "Daily Sales collection 2019" and another for "Weekly Sales Collection 2019" and then use access levels to control what a retailer sees.
Creating Your Sales Campaign
From the Reports drop-down go to Sales Collections -> Sales Campaigns or locate the button in the top right of any sales collection page.
Here you will have an overview of all of your current campaigns, you can also see with the sliders which ones are active.
Just above the search field on the right, you will see the button to “Add Campaign”. This will take you to the campaign setting page.
Creating a sales campaign video guide
Video Walkthrough
Creating a weekly sales campaign
The first things you want to do is give your campaign a name, assign it to a button (where the user will be inputting their data), set the campaign as live and press the green Add button.
Once you have completed step one, next you will need to select the cadence of your campaign by clicking on one of the options listed to the left.
In this example, as we are creating a weekly campaign. Select weekly from the left-hand side and turn on the slider to enable the inputs.
Creating your weeks
Now we need to create a week-by-week breakdown for the app to know what form to show to the retailers to fill in and when to show it.
There are two ways of doing this, using the plus button to add weekly forms one by one or the quicker way to do this is using the black Generate Forms button.
Creating campaigns using Generate Forms
Once you press on Generate Forms, you will have a list of options you need to fill in:
Collection start & end date: This relates to the period of time you are collecting the figures for
Delay appearing in app: How many days after the Collection start date should the form appear
Delay removing from app: How many days after the Collection end date should the form disappear
The above two dates control when the form is available for the user to fill in. It is possible to have more than one period live at a time and your tenant can swipe left and right to change form. However, we recommend only having one available at a time to keep it as simple as possible for your tenants.
Form: Which Form the retailer will be completing
Access Level: The Access Level that will be completing this campaign
So, in my centre, my weekly collection runs from Monday to Sunday.
Next is delay appearing in app, so I have set this at 7, this means that if the first day of the collection period is 31st December, the form for the retailers to input their data will appear on the 7th Jan, 7 days later.
I have then set delay removal to 6 days, meaning the form for the retailer to put submit their data will be available to them for 6 days.
Finally, I have selected the form that will be shown and the access level that will submit the data.
Once I have filled this in I press the green Generate forms button and the system will create the 52 separate periods based on the data I have input.
Checking your campaign details
Once your collection periods have been generated you should just go through to fill in the week number and double-check that you are happy with the dates.
*The Title will be based on what is set in your settings pages in the Monthly/Weekly/Daily prefix name section.
Once you have been through and checked the details in each week, press the Add button and your campaign has been created.
FAQs
Can I have multiple campaigns at once?
Yes you can, you can set up as many as you like and use the access levels to control who has access to what campaign.
For example, if in your centre you have some retailers that give you sales data on a weekly basis and others that submit monthly, you could create two access levels, one for weekly and one for monthly, adding the appropriate retailers.
Once you have created your access levels, you will need to build two separate campaigns, one for weekly sales and one for monthly and assign these to the correct access level (done during campaign creation).
What will the user see if there are multiple campaigns?
In the case that a user has access to multiple campaigns, the user will be able to select which one they wish to access in a menu on the right-hand side.
If there is more than one collection period available in a campaign, the user can swipe to go through the forms.
To keep things as easy as possible for the end user, and to limit the chance of mistakes, we highly recommend only showing one form at a time. If a user misses a collection period you can always manually add the data in at a later point directly into the CMS.
How do I edit a campaign?
You can edit a campaign in the same place you can create one.
Can I edit a campaign that has already started?
You can change some parts, however, once the campaign has started, you will be limited to what you can edit to prevent changes to historical data.
If there is something that has to be changed and you can not change it here, please get in touch with our support desk as we may be able to do it manually.
Can I edit my sales form?
The form can be amended but it will have to be done by the Mallcomm team. If you would like any changes made, please let us know and we can see if it is possible.
I can not see the sales form even though I have created my campaign
This would usually be related to access levels, you need to ensure that you are logged into a store that is in the correct access level for the campaign.
First, check the access level that the campaign in question is assigned to. Next, go to Manage your access levels from the Manage drop-down menu and locate the access level. Click on it and you can check which stores are assigned to it and add your store to check how it looks.