Campaign workflow

Default Campaign

At launch, a Campaign is generated at the time the Vrio instance is created. This Campaign is set with the default Vrio Campaign settings.

If you would like to create a unique Campaign or additional Campaigns, simple add more!

Reasons why you may have multiple Campaigns:

• Unique Storefronts or unique Checkout Settings
  • Branding/Icons
  • Requirements & Terms
• Different sales strategies utilizing unique Payment Routers
• Payment Restrictions such as BIN Routing or blocking prepaid cards
• Fraud Connections
• Shipping Restrictions that do not apply to another Campaign
• Communication - Emails & SMS

Tip!

Any additional differences in sales strategies can be defined through Tracking Variables, instead of creating multiple campaigns just for analytics.

Use this guide to find more information on your campaigns and checkout settings.

Adding a Campaign

1. Navigate to Campaigns
2. Select Add Campaign
3. Name your Campaign
4. Select the Payment Type
   1. Merchant - a Single Merchant, or Gateway, will be used for processing all transactions
   2. Payment Router - Multiple Merchants are setup in a Payment Router and utilize logic based routing to determine which Merchant is used per initial transaction.
5. Hit Submit

Campaign Requirements

Within a campaign there are very few requirements to launch. The following are the required setup components to go live:

1. Campaign Name
2. Payment Added, whether a single Merchant or Payment Router
3. Item/Offers added to be sold

Once those 3 components are added into a Campaign, the Campaign can begin taking sales. However, there are additional advanced setup options to customize a program to your selling needs.

Adding Items+Offers to a Campaign

Once your Campaign has been created, Items and Offers must be added in order to begin selling.

1. Within the Campaign, navigate to the Items Tab
2. Click Add Items
3. Select the Item
4. Add the Offers, or Billing Schedules, that this Item may be sold.
   1. There are Default Offers automatically generated within the Vrio Account.
5. Hit Submit

Pricing of an Item

By default, it will use the Default Item Price, set within that Item. However you can adjust the Price based on the Item/Offer combination within the Campaign.

Advanced Selling Options

Outside of the required settings, there are additional settings that may be included within a Campaign to optimize your selling strategies.

1. Shipping Cost and Logic: Under the Fulfillment tab, you may add Shipping Logic to determine Shipping Cost and Restrictions.
2. Branding: Branding allows you to add in your Company or Brands:
   1. Custom Domain
   2. Colors
   3. Fonts
   4. Logos
3. Responders: Responders are transactional email or SMS communication between your business and its consumers that are related to specific transactions or actions.
4. Checkout Settings: Adjust checkout requirements and terms for your Vrio Hosted Checkout
5. Loyalty: Offer your customers Loyalty options.
6. Marketing: Add CPA costs and marketing pixels to the campaign