Campaigns¶
Target Audience: Administrators
Introduction¶
This section describes how to set up a campaign in Payway. You can read more about campaigns and their implications in Payway here.
Managing campaign¶
To create or edit campaigns in Payway, simply navigate to your PAP => Packages & Campaigns => Campaigns. Once you have selected "Create a campaign", or navigated to the edit view of an existing campaign, you will have a few fields to fill in/consider, consisting of the following:
| Name | Description |
|---|---|
| Title | The name of the campaign |
| Campaign code | Code identifying the campaign |
| Article number | Unique and generated identifier for this specific campaign |
| Integration code | Integration code, used for mapping the specified campaign to a product in a subscription system |
| Description | Description of package |
| Short description | Short description of package |
| Sales period | The sales period of the package. A package cannot be sold before or after its set validity period (but can be changed at any time). |
| Fixed valid to | Decides whether subscriptions based on this campaign should follow a fixed valid to, or not. |
| When the campaign has ended | Decides what should happen once the purchased subscription period comes to an end. You can read more about this property here. |
| Tags | Decides what tags the package should belong to. |
| Partial payment configuration | Decides which partial payment configuration that should be used. Used when you would like to offer payment plans for your customers. |
| Gift purchase allowed | Decides whether the package can be purchased as a gift (or only as a gift) |
| Voucher purchase allowed | Decides whether the package can be purchased as a voucher (or only as a voucher) |
Areas of usage¶
When editing an existing campaign, you will receive information about where the campaign at hand is used (that is, in which configuration). By making use of this, you don't need to click through every configuration that Payway has to offer, simply to find out where a given campaign is used.
This is currently implemented for the following configurations:
- Retention Campaigns
- Campaign ladders
- Purchase & gift rules
- Flex campaigns
- Campaign groups
Fixed valid to¶
The standard subscription model of Payway is based on recurring/limited payment periods, where a subscription will be charged for a period of 1 day/week/month/year, and either automatically renew at the end of this period, or simply terminate itself at period-end.
The "Fixed valid to" option, available under campaigns in Payway, is a way to modify this behaviour. Setting a campaign to use "fixed valid to" means that any subscriptions created from this campaign, will only have one period, which will last until the given fixed valid to. This means that you can, for example, have a "until the end of the year"-campaign, which means that regardless of when the campaign is bought, the customer will retain access until the end of the year, for a fixed price that is as previously, set via the payment periods of the campaign.
Note that the "Sales period" and "Fixed valid to" dates are different properties. The "Sales period" decides how long the campaign can be bought for, while the "Fixed valid to" decides how long any subscriptions under this campaign should grant access. If this date is changed after subscriptions have already been bought, the updated date will only be applied to new subscriptions.
Copying a campaign¶
Setting up multiple campaigns across multiple titles and base packages can be a demanding task, but in a situation where most of the properties of a campaign (including the payment periods of the campaign) are to be identical (or near-to identical), we recommend taking use of the "Copy campaign"-functionality. Simply navigate to the original campaign, and in the context menu of the campaign, you will find a "Copy campaign" alternative. This functionality will allow you to copy all of the properties from one campaign, to a new campaign, where you will only have to decide on which title and base package the campaign should be based from, as well as the name, campaign code and integration code of the new campaign. After the campaign has been copied, you will have an entirely new campaign which can then be edited and fine-adjusted according to your needs, as usual.
Payment periods¶
Payment periods are a way to configure what kind of payment options, prices, and period lengths a campaign should grand the customers access to, before ultimately transitioning to another product, or simply coming to an end.
Listed price¶
When configuring the payment periods of a campaign, you got the option to select whether the payment period should be a "Listed price" (SV: "Skyltpris", FI: "Listahinta"), or not.
Setting a price period to a listed price means that the payment period will be visible in your purchase flows, making it available for purchase. Setting a price period to NOT be a listed price will still allow existing transitions, renewals and transformations to be performed, but your customers will not be able to purchase a given product through this payment period in any of your purchase flows.
Managing packages¶
Campaigns require a package to function. If you have yet to create your first package, or would like to create an entirely new package for a given campaign, we recommend you first read up on our packages instead.