Campaign Manager

The Campaign Manager is a wizard-driven management layer over Antavo's Promotion Engine and Loyalty Engine. It provides a single place to create, configure, activate, and manage business campaigns using functionality from the Promotions, Rewards, Coupons, and Workflows modules. Depending on the campaign type, it creates and maintains the required promotions, rewards, coupon pools, and workflows, while the corresponding engine executes the campaign.

If you have a promotion, reward, coupon pool, or workflow set up directly in its dedicated module, continue managing it there. Campaign Manager doesn't add it to the campaign list.

Creating a campaign

To create a campaign:

Navigate to the Modules menu and open Campaign Manager
Click + Create campaign

Start with the Basic info, Campaign type, and Audience steps described below. The campaign-specific sections explain the additional choices and settings needed to complete each configuration.

Use Continue, Back, or the step list to navigate. If you want to finish configuration later, click Save as Draft to save your progress without activating the campaign.

Basic info

Enter the basic information to identify the campaign:

Campaign name: Enter a descriptive name for the campaign.
Campaign ID: Review the identifier generated from the campaign name and update it if necessary before activation.
The ID cannot be changed after activation.
Description: Add any details about the purpose or setup of the campaign.
Tags: Add tags to help you identify and filter the campaign later.

Campaign type

Select the mechanism that runs the campaign. The available types and their module prerequisites are listed below.
Follow the linked section for the specific configuration options for each type.

Campaign type	Customer benefit	Prerequisites
Promotion	A discount applied during checkout.	Promotions
Point bonus	Extra points awarded for qualifying customer events.	Workflows
Reward	A reward claimed by the customer or granted automatically.	Rewards, Workflows
Coupon	A coupon claimed by the customer or granted automatically.	Coupons, Workflows

Promotion campaigns

Promotion campaigns use the Promotion Engine, which must be enabled in the workspace.

Campaign type

Select Promotion, then choose a promotion type. This determines which fields are available in the Conditions and Benefit steps. For the supported promotion mechanisms and their behavior, see Configuring Promotions.

Audience

Use the Audience page to choose which customers to target.

All customers: Include all customers without adding a group restriction.
Customers still need to meet the campaign's other conditions and limits.
Select Audiences: Choose existing customer groups defined in the Audiences module to be included or excluded from the campaign participation. Use the matching rules to configure combined targeting logic.

Create and maintain groups outside the campaign wizard. For the differences between grouping methods and their configuration, see Customer grouping.

Schedule

Set the campaign's active period:

Start date & time: Choose when the campaign starts.
End date & time: Choose when the campaign ends. This must be later than the start.
Timezone: Select the timezone for your schedule.

If you activate the campaign before its start date and time, its status is set to Scheduled. Activation sets up the required configuration immediately, but the campaign only takes effect from the scheduled start.

You need to set a schedule before you can activate the campaign.

If you want the campaign to repeat, turn on Recurring and set its frequency, interval, and final recurrence date. See Configuring Promotions for details.

Conditions

Define the cart and product requirements for applying the promotion. The available conditions depend on the selected promotion type. For their configuration and behavior, see Configuring Promotions.

The data available in the selectors depends on your workspace:

Product Hub: Select products, categories, stores, and store groups from Product Hub.
Product catalog and Stores: Select product data from Product catalog and store data from Stores.

Benefit

Configure the checkout benefit using the fields available for the selected promotion type. For details about the available promotion benefit settings, see Configuring Promotions.

To change the promotion type while the campaign is still a draft, return to Campaign type.

Limits

Use the priority, application limit, reset, and stacking settings to control how often the promotion applies and how it combines with other promotions. See Configuring Promotions for the available controls and their behavior.

Upsell message

In the Upsell message step, configure either or both of the following:

Amount gap upsell: Shows how close a cart is to the minimum qualifying value. It is enabled by default and requires a minimum cart value condition. Set the Trigger threshold as a missing amount or percentage. Disable it before activation if the campaign has no minimum cart value condition.
Audience-based upsell: Shows a message when the customer does not meet the audience condition of the linked promotion, but all other conditions are met.

For each enabled upsell type, enter a Message and use the available variable chips to insert dynamic values. The Preview field shows the message with sample values.

Use the toggle on each upsell type to enable or disable it.

Point bonus campaigns

Point bonus campaigns use the mechanism of the Campaign bonus node of the Workflows module to award extra points for selected customer events. The module must be enabled to use this campaign type.

Campaign type

Select Point Bonus, then choose:

Flat: Add a fixed number of bonus points awarded per qualifying event.
Multiplier: Add bonus points so the customer receives the selected multiple of the triggering event's points in total.
E.g., 2x adds 100 bonus points to an event that already awards 100 points, giving 200 points in total.

With Multiplier, you can only select events that award points in your workspace. If you switch from Flat and your selected event doesn't award points, choose a different event.

Audience

Use the Audience page to choose which customers to target.

All customers: Add no customer group restriction
Select Audiences: Restrict participation to the customer groups you select
- Choose Audiences: Select existing audiences.
- Choose Segments: Select existing segments, including customer lists.

If you select at least one audience and at least one segment or customer list, Combined targeting logic appears. Choose how to combine the audience targeting with the segment targeting:

AND: Customers must meet both your audience targeting and your segment targeting.
OR: Customers need to meet either your audience targeting or your segment targeting.

Customers still need to meet the campaign's other conditions and limits to earn bonus points.

Create and maintain groups outside the campaign wizard. For the differences between grouping methods and their configuration, see Customer grouping.

Trigger

Choose which events trigger the campaign:

Add one or more events under Trigger events.
You can select each event only once.
Add conditions to each event block to narrow down which events qualify.
For each condition, choose an event attribute, an operator, and a value to compare against.

Event blocks use the following logic:

Between blocks (OR): An event only needs to match one block.
Within a block (AND): The event must meet every condition in that block.

Antavo awards the bonus at most once for each event occurrence within the campaign.

For more about events and conditions, see Event triggers and Event attribute filters. Campaign Manager supports a selected set of the events and controls available in Workflows.

If your workspace uses Checkout accept, you can select Purchase confirmed:

The campaign uses the purchase's confirmation date to check whether it falls within the campaign period.
You can't combine this event with Purchase or Purchase item in the same campaign, as that would count the purchase at two stages.

Under Historical events, turn on Also award for imported historical events to allow imported events to trigger the campaign. This option is off by default.

When you turn this option on:

Processing date: Antavo checks imported events when it processes them. An event that happened before your campaign started can therefore qualify if you import it during the campaign's active period.
Import size: A single import can trigger the campaign for many customers.
New imports only: This option applies to newly imported events. To scan and replay events already in Antavo, use the separate Historical events trigger.

Campaign caps still apply to bonuses awarded for imported historical events.

Schedule

Set the campaign's active period:

Start date & time: Choose when the campaign starts.
End date & time: Choose when the campaign ends.
Timezone: Select the timezone for your schedule.

If you want the campaign to repeat, turn on Recurring and set up its recurrence.

Benefit

Configure the bonus amount, point account, and expiration:

Bonus amount:
- Flat: enter a positive whole number
- Multiplier: enter a whole number of at least 2
Point account: If your workspace has multiple accounts, choose where the bonus points should go:
- Automatic: Use the transaction's account when available, or the program's default account otherwise
- A specific account: Use the selected account, even if the transaction uses a different account.
Point expiration:
- Program default: Follow the program's point expiration settings. If your program has no expiration rule, the points don’t expire.
- Fixed date: Set a specified expiration date.
- Relative: Set how many days, weeks, or months the customer can keep the points after earning them.
Event description: Add a description to record on the bonus event.

Limits

If you want to limit how many bonus points your campaign awards, set one or both caps:

Campaign total: Maximum bonus points across all customers.
Per customer: Maximum bonus points for one customer in this campaign.

Leave a cap empty if you don’t want to set a limit.

If you set a cap, use Limit behaviour to choose what happens when an event's bonus would take the total above it:

Soft: Award the full bonus, even if it takes the total above the cap.
Dynamic: Award only the points remaining under the cap.
Hard: Award no bonus if the full amount would take the total above the cap.

When campaigns overlap:
Overlapping Point bonus campaigns for the same product within a transaction can consolidate their bonuses. Campaign Manager does not warn about this overlap.
If a purchase update adjusts an existing pending bonus, the adjustment keeps that pending bonus's account. This also applies when another campaign handles the update and has a different account selected.
A Point bonus campaign can also apply alongside a Promotion discount. Campaign Manager does not automatically prevent this combination.

Reward campaigns

Use Reward campaigns to let customers exchange loyalty points for rewards. You can also grant rewards automatically when customers complete the activities you select.

Campaign type

Select Reward, then use Delivery to choose how customers receive it:

Customer chooses: The customer selects and claims the reward at the point price you set. You don't need an event trigger.
Auto-grant when they qualify: Antavo grants the reward automatically when a configured event is registered, and the customer meets the campaign's targeting and event conditions.
Customers don't need to claim the reward, and Antavo doesn't deduct any points.

Once Delivery is set, select a reward type. You can learn more about reward types here.

Audience

Use the Audience page to choose which customers to target.

All customers: Add no customer group restriction
Select Audiences: Restrict participation to the customer groups you select
- Choose Audiences: Select existing audiences.
- Choose Segments: Select existing segments, including customer lists.

If you select at least one audience and at least one segment or customer list, Combined targeting logic appears. Choose how to combine the audience targeting with the segment targeting:

AND: Customers must meet both your audience targeting and your segment targeting.
OR: Customers need to meet either your audience targeting or your segment targeting.

Customers still need to meet the campaign's other conditions and limits to claim or receive the reward.

Select Hide from non-eligible Customers to hide the reward from customers who don't meet the targeting settings.

Create and manage these groups outside the campaign wizard. To learn how the grouping methods differ, see Customer grouping.

Trigger (Auto-grant only)

Choose which events trigger the campaign:

Add one or more events under Trigger events.
You can add the same event to different blocks with different conditions.
Add conditions to each event block to narrow down which events qualify.
For each condition, choose an event attribute, an operator, and a value to compare against.

Event blocks use the following logic:

Between blocks (OR): An event only needs to match one block.
Within a block (AND): The event must meet every condition in that block.
Multiple matches: Antavo grants the reward at most once for each event occurrence, even if the event matches several blocks.

Changing a block's event clears its conditions without affecting other blocks. You can't activate the campaign if two blocks use the same event with identical conditions.

For more about events and conditions, see Event triggers and Event attribute filters. Campaign Manager supports a selected set of the events and controls available in Workflows.

Under Historical events, turn on Also grant for imported historical events to allow imported events to trigger the campaign. This option is off by default.

When you turn this option on:

Processing date: Antavo checks imported events when it processes them. An event that happened before your campaign started can therefore qualify if you import it during the campaign's active period.
Import size: A single import can trigger the campaign for many customers.
New imports only: This option applies to newly imported events. To scan and replay events already in Antavo, use the separate Historical events trigger.

If a customer returns a purchase or the purchase status changes to rejected, Antavo doesn't automatically withdraw the reward granted for that purchase.

Schedule

Set the campaign's active period:

Start date & time: Choose when the campaign starts.
End date & time: Choose when the campaign ends.
Timezone: Select the timezone for your schedule.

For a new reward, you can also choose:

Display as 'Coming soon' before the start date
Countdown until start
Countdown until end

See Rewards to learn how these options work and what your membership site needs to support them.

Benefit

Configure the reward benefit using the fields available for the selected reward type.

Reward information and display: Add the content and images customers will see. For field descriptions, see Basic information in Rewards. The display name is separate from your internal campaign name. Use Translate to add other languages to supported fields.
Reward-specific settings: Complete the fields required by your selected reward type. See Specific settings of reward types in Rewards.
Advanced settings: For category, reward cost, store restrictions, notifications, and webhook data, see Rewards.

Conditions

Set the price based on the delivery method you chose:

Customer chooses: Set how many points customers need to claim the reward. Where available, choose the Point source and Point account.
Auto-grant: The point price stays at 0, and the campaign uses account points as the point source. You can't choose a specific point account.

For more about these pricing options, see Rewards.

If you choose a Dynamic reward with Customer chooses delivery, also set:

Minimum and maximum price
Price step
Exchange rate
Default point cost: The points amount for claims that don't specify one. Choose a value that fits your price range and step.

Limits

Set the per-member claim limit, repeat interval, transfer, and hidden settings. For details, see reward restrictions and transfer settings.

Stock: For Customer chooses delivery, set the available quantity if supported by the reward type.
Claim limit: For Auto-grant delivery, the default is 1, but you can change it.
Transferable: Select this checkbox to let customers transfer the reward to another customer.
Hidden: Select this checkbox to hide the reward from the catalog without preventing automatic grants.

Open Advanced settings to add a general restriction message and conditional messages.

For Downloadable rewards, claim limit and repeat interval are not available.

Coupon campaigns

With Coupon campaigns, you can set up a coupon pool and choose how customers receive its codes in one wizard. These campaigns use Rewards functionality to distribute codes and Coupons functionality for coupon details, sources, and restrictions.

Campaign type

Select Coupon, then choose how customers receive the coupon under Delivery:

Customer chooses: The customer selects and claims the coupon at its configured point price. No event trigger is needed.
Auto-grant when they qualify: Antavo grants the coupon automatically when a configured event occurs and the customer meets the campaign's targeting and event conditions. The customer does not need to claim it, and no points are deducted.

Choose the coupon type:

Pool-based: Distribute codes from a coupon pool. Available with Customer chooses and Auto-grant delivery.
Dynamic: Calculate coupon value from the points spent by the customer. Available only with Customer chooses delivery.

Audience

Use the Audience page to choose which customers to target.

All customers: Add no customer group restriction.
Select Audiences: Restrict participation to the customer groups you select.
- Choose Audiences: Select existing audiences.
- Choose Segments: Select existing segments, including customer lists.

If you select at least one audience and at least one segment or customer list, Combined targeting logic appears. Choose how to combine the audience targeting with the segment targeting:

AND: Customers must meet both your audience targeting and your segment targeting.
OR: Customers need to meet either your audience targeting or your segment targeting.

Customers still need to meet the campaign's other conditions and limits to claim or receive the coupon.

Select Hide from non-eligible Customers to hide the coupon benefit from customers who don't meet the targeting settings.

Create and manage these groups outside the campaign wizard. To learn how the grouping methods differ, see Customer grouping.

Trigger (Auto-grant only)

Choose which events trigger the campaign:

Add one or more events under Trigger events.
You can add the same event to different blocks with different conditions.
Add conditions to each event block to narrow down which events qualify.
For each condition, choose an event attribute, an operator, and a value to compare against.

Event blocks use the following logic:

Between blocks (OR): An event only needs to match one block.
Within a block (AND): The event must meet every condition in that block.
Multiple matches: Antavo grants the coupon at most once for each event occurrence, even if the event matches several blocks.

Changing a block's event clears its conditions without affecting other blocks. You can't activate the campaign if two blocks use the same event with identical conditions.

For more about events and conditions, see Event triggers and Event attribute filters. Campaign Manager supports a selected set of the events and controls available in Workflows.

Under Historical events, turn on Also grant for imported historical events to allow imported events to trigger the campaign. This option is off by default.

When you turn this option on:

Processing date: Antavo checks imported events when it processes them. An event that happened before your campaign started can therefore qualify if you import it during the campaign's active period.
Import size: A single import can trigger the campaign for many customers.
New imports only: This option applies to newly imported events. To scan and replay events already in Antavo, use the separate Historical events trigger.

If a customer returns a purchase or the purchase status changes to rejected, Antavo doesn't automatically withdraw the coupon granted for that purchase.

Schedule

Set the campaign's active period:

Start date & time: Choose when the campaign starts.
End date & time: Choose when the campaign ends.
Timezone: Select the timezone for your schedule.

For a new coupon benefit, you can also choose:

Display as 'Coming soon' before the start date
Countdown until start
Countdown until end

See Rewards to learn how these options work and what your membership site needs to support them.

The campaign schedule determines when customers can claim or receive coupons. Use Coupon expiration in Conditions to set how long the codes remain valid.

Benefit

Configure the coupon pool and the information customers will see:

Create new Coupon Pool: Configure a new pool using the settings described in Coupons.
Select existing Coupon Pool: Use an existing pool for your new coupon benefit.

Remote sources aren't available in Campaign Manager. If you choose Uploaded, import your codes from Review & activate.

Complete Membership site display and add the required images. Customer-facing fields, translations, and Advanced settings follow the reward display settings.

For Dynamic coupons, use an amount-type pool and set the point pricing in Conditions. This type is available only with Customer chooses delivery.

Conditions

Set the price based on the delivery method you chose:

Customer chooses: Set the Points price and, where available, the point source and point account.
Auto-grant: The point price stays at 0, and the campaign uses account points as the point source. You can't choose a specific point account.

For Dynamic coupons, also set Default point cost, the minimum and maximum price, price step, and exchange rate. See dynamic reward settings for details.

For a new coupon benefit, set the restrictions you need:

Stores and products: Add store and product restrictions.
Minimum cart value: Set a minimum cart value.
Coupon expiration: Leave expiration empty, set a period from the claim date, or choose a specific expiration date.
Aggregated coupon: Use this option for pool-based coupons. You can't combine it with reward transfer.

To learn how these restrictions work, see Coupons.

Limits

Set the claim limit, repeat interval, transfer, and hidden options available for this campaign. For details, see reward restrictions and transfer settings.

Customer chooses: You can also set stock where supported.
Auto-grant: Where available, the claim limit defaults to 1 and remains editable.
Turn on Hidden to hide the benefit from the catalog while still letting customers receive it automatically.

Open Advanced settings to add a general restriction message and conditional messages.

For Pool-based coupons, Transfer includes transfer limit, transfer points, and transferred coupon expiration. Dynamic coupons have a Transferable checkbox.

Review & activate

The Review & activate page summarizes your campaign configuration. Expand a section to review its values, or click Edit to return to the corresponding wizard step.

Settings that you can't change after activation are marked with the Locked after activation label. You can only activate the campaign after completing all required fields and resolving all configuration errors.

If you're setting up a new coupon benefit with an Uploaded source, import the coupon codes before activation.

To finish the configuration:

Click Save as Draft to keep the campaign in Draft status and continue configuring it later.
Click Activate campaign, then confirm to activate the campaign.

The campaign is assigned the Scheduled status if its start date and time are in the future. Otherwise, it becomes Active.

The status changes only after the required underlying configuration has been created successfully. If activation fails, the campaign remains in Draft status so that the issue can be corrected and activation retried.

Uploading coupon codes

If your new coupon benefit uses an Uploaded source, import its codes before you activate the campaign.

In Coupon codes, click Upload coupons to coupon pool to open Coupon import.
Keep the target pool that Campaign Manager fills in as a fallback value. This ensures you import codes into the correct pool.
Follow the upload, mapping, validation, and import steps in Coupon import.
Return to Campaign Manager and check that the import has finished and the pool has available codes.
Activate the campaign. Completing the import doesn't activate it automatically.

Campaign Manager prepares the pool before activation so you can import codes into it.

You can't activate the campaign while the import is running or the pool has no available codes.

Campaign List

The Campaign Manager list contains campaigns created and managed through the Campaign Manager. It displays the following information:

Name: Name of the campaign.
Status: Current status of the campaign.
Type: Type of campaign.
Audience: Customer audience targeted by the campaign.
Tags: Tags assigned to the campaign.
Active period: Start and end date of the campaign.
Last updated: Date when the campaign was last changed.

Use the search field to find a campaign by name. Click Add filter to filter campaigns by status, type, tag, or Active in.
For Active in, enter a start date and an end date to find campaigns whose active period overlaps that range. This includes campaigns active during only part of the selected range.

Managing campaigns

Editing a campaign

Open the action menu of a campaign and click Edit. You can complete and adjust a draft before activation.

After activation, you can't change settings marked with Locked after activation. Update the available settings through the wizard, then click Save changes.

The following restrictions also apply after activation:

Campaign type and ID: You can't change these values.
Point bonus: You can't switch between Flat and Multiplier. Changes to a bonus amount apply to future bonuses. Existing bonuses, including pending ones, keep their original amount, point account, and expiration.
Coupon: Changes to store and product restrictions or coupon expiration apply to newly issued coupons. Previously issued coupons keep the values that applied when they were issued.

Promotions, rewards, coupon pools, and workflows created by Campaign Manager are read-only in their respective modules. Manage their available settings through Campaign Manager.

Duplicating a campaign

To reuse a campaign configuration:

Open the campaign's action menu or configuration page
Click Duplicate

A separate draft is created with the source campaign's configuration and its own identifiers. Review the schedule and all other settings before activation.

You can also duplicate an inactive campaign to run a new version.

Deactivating a campaign

Click Deactivate on a Scheduled or Active campaign and confirm the action. The campaign becomes Inactive.

Deactivating a Point bonus or auto-grant campaign stops new bonuses or grants. Pending bonuses registered before deactivation can still be released according to their existing rules.

Reactivating a campaign

Reward and Coupon campaigns support Reactivate. For auto-grant campaigns whose end date has passed, extend the end date before reactivating.

Promotion campaigns can't be reactivated after deactivation. Duplicate the campaign to run a new version.

Deleting a draft

To remove an unused draft, open its action menu in the campaign list and click Delete.