How to Create and Configure a Campaign

How to Create and Configure a Campaign #

Category: Campaign Management

Article Title: Creating and Configuring Your First Campaign in PostReminder

Last Updated: {{auto-generate date}}

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Overview #

This guide walks you through setting up a new campaign in PostReminder—from naming it to setting alerts and defining your follow-up logic.

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Steps to Set Up a Campaign #

1. Navigate to “New Campaign”
   • Click the red New Campaign button on the sidebar.
   • A blank campaign setup page will appear.
2. Enter Basic Campaign Info
   • Title: Give your campaign a unique name.
   • Subfolder: (Optional) Organize campaigns using folders.
   • Campaign Name: Internal reference for analytics.
   • Event Date: The trigger date for your reminders (e.g., sale or event start).
   • Days after QR Scan: Defines how long to wait before sending reminders.
3. Enable Alert Options
   • Choose one or more of the following:
     • ✅ SMS Alert
     • ✅ Email Alert
     • ✅ Calendar Alert
4. Click “Save” to confirm.

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Viewing Analytics #

Once launched, view your campaign’s performance at the top right:

• Unique Visitors
• Conversions
• Click Rate

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Common Use Cases #

• Launching a product
• Promoting time-limited sales
• Sending reminders for appointments/events

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✅ Pro Tips #

• Use naming conventions for easy search (e.g., “Spring_Sale_2025”).
• Combine multiple alerts (SMS + Calendar) for higher engagement.