Promotions Guide

Use this page for step-by-step guidance on the Promotions workflow, including practical setup, day-to-day use, and operational handoffs.

Purpose

Use this guide to set up campaigns, monitor performance, and optimize active promotion windows.

Who should use this guide

  • Marketing operators running campaign launches
  • Commercial teams tracking conversion impact
  • Admins validating campaign scheduling and targeting

How to do it

  • In Dashboard, click Promotions to open campaign workspace.
  • Click New Campaign and complete campaign name, objective, and target audience.
  • Set start/end dates and budget or spend controls where available.
  • Attach related event or ticketing context if required by your flow.
  • Launch or schedule campaign and confirm status changes from draft to active.
  • Review metrics and pause/adjust campaigns that underperform.

Campaign inventory (draft / active / completed)

Where: Promotions → Campaigns list

Used for: Tracking the status of campaigns and what is currently running or scheduled.

Configure

    Use day-to-day

    • Use filters to find active campaigns and review their pacing.
    • Open a campaign row to edit targeting/schedule where allowed by status.

    Pro tips

    • Close or pause campaigns that are expired or underperforming to keep the list clean.

    Create campaign (objective + audience + schedule)

    Where: Promotions → New Campaign

    Used for: Setting up a promotion window with the right targeting and timing.

    Configure

    • Click New Campaign.
    • Enter name, objective, and target audience/segment.
    • Set start/end dates and any budget/spend controls.
    • Link the relevant event/ticketing context if required.
    • Save and confirm status reflects draft readiness.

    Use day-to-day

    • Launch or schedule and confirm status changes are persisted.

    Pro tips

    • Build campaigns early enough to validate end-to-end before launch windows.

    Targeting + constraints (who sees what)

    Where: Promotions → Campaign detail → Targeting

    Used for: Ensuring the campaign reaches the intended segment without leakage.

    Configure

    • Define audience/segment constraints.
    • Validate preview or sample targeting (where available).

    Use day-to-day

    • Adjust targeting based on performance signals.

    Pro tips

    • If metrics are flat, targeting is often too narrow — widen carefully and monitor impact.

    Performance monitoring (metrics + optimization)

    Where: Promotions → Campaign detail → Metrics

    Used for: Optimizing active campaigns and capturing learnings for future runs.

    Configure

      Use day-to-day

      • Review performance daily (conversions, clicks, reach where available).
      • Pause/adjust underperforming campaigns.

      Pro tips

      • Always check date filters before interpreting performance numbers.

      Runbook

      Step 1 — Build campaign

      • Create campaign record.
      • Configure targeting and schedule.

      Exit condition: Campaign is valid and ready for launch.

      Step 2 — Launch and monitor

      • Activate campaign.
      • Track response and conversion metrics.

      Exit condition: Campaign is active with live performance visibility.

      Step 3 — Optimize and close

      • Adjust creatives/targeting as needed.
      • Close campaign at end of window.

      Exit condition: Campaign is optimized and closed with measurable outcomes.

      Daily checklist

      • Check active campaigns for pacing and delivery.
      • Review top underperforming segments.
      • Confirm no expired campaigns remain active.
      • Capture insights for next campaign iteration.

      Troubleshooting

      • If launch is blocked, verify mandatory fields are complete.
      • If metrics are empty, check date filter and event linkage.
      • If campaign cannot be edited, verify status/permission constraints.
      Tell me more