Sampling Program Manager

Create and submit campaign requests to set up and activate campaigns.

Once you submit a request, the Sampling Campaign Manager must review and approve it before your campaign can start.

What you’ll learn

Before you begin

  1. Sign in to the Bazaarvoice Portal .

    If you can’t sign in, contact Bazaarvoice Support for assistance. Learn more about Portal permissions and user accounts.

  2. From the navigation bar, select Product Sampling > Sampling.
  3. Select Campaign Requests.

Create a campaign request

To create a new campaign request, select Create campaign request.

Note: Once you’ve started your campaign request, you can save your changes and leave it in draft status by selecting Save and exit. Continue to work on your draft request by selecting it from the Request ID column of the table in the Campaign Requests tab.

Watch the following video to learn how to create a campaign request:

Step 1: Basics

Use the Basics page to start setting up your campaign.

  1. From the Sampling program drop-down list, select the member community you want to sample your products in the campaign.
  2. If you selected the BV Sampling sampling program, select options for the following areas:
    • Locale—Select a language for your campaign. For example, en_US or fr_FR.
    • Currency—Select a currency for the selected locale.
    • Country—Select the country where you want to launch your campaign.
      • Note: To run campaigns in multiple countries, activate a separate campaign for each country.
    • Fulfillment type—Select how you want members to receive products.
      • Select Ship to send products directly to the members who’ve selected them.
      • Select Deals to send members offers and discounts for products that they can use when purchasing products themselves. Bazaarvoice recommends this type of campaign if you’re limited in your capacity to ship products.

        With Deals campaigns, members receive offers for products, allowing them to claim and purchase the products themselves.

    • Code provider—Select whether you want Bazaarvoice to generate codes, or if you will provide codes to our members.
  3. Select purchase options for the campaign. Refer to your contract to make sure you select the correct option.
    Note: If you have no remaining units, you can still continue to create and submit your request. Once you've submitted your request, Bazaarvoice will contact you about purchasing more units to approve and activate your campaign.
  4. Enter any additional details about your campaign that you want to pass on to Bazaarvoice. We recommend you include a name for the campaign as it helps members to identify it more easily.
  5. Select Continue.

Step 2: Product

Use the Product page to add products to your campaign. You can add:

  • Existing products from your product catalog
  • New, unreleased products from outside your product catalog
  1. To add a single product from your catalog, begin entering a product name, product ID, UPC, or EAN in the Product catalog search field. Select the relevant option from the list of products.
  2. To add a single product from outside your catalog, select Add new product. In the Add product page, enter the relevant details for your product. The following table shows the information required for each field.
    3. Field Required information
    Product name Enter the product name.

    Note: The product name is auto-populated from your catalog. You can edit it.
    Product ID Enter a product ID.

    If you use BV display, use the product ID from the product display page (PDP) for the product.

    If you don't know the product ID and plan to provide it at a later date, we recommend you structure the product ID as follows: sampling_productname.

    Note: You can only enter a product ID for new products from outside your catalog.
    Product description Enter at least two sentences describing the features and benefits of the product and how to use it.
    PDP web address Enter a web address for the PDP for this product. The PDP web address can be from either your company’s website or a retailer website where you’re selling the product.

    Note: Entering a PDP web address is optional for products that are not yet available.
    Product image To add an image of the product, select Add image. Upload an image or enter a web address and select Save image.

    Note: To replace the uploaded image, select Replace.
    Product availability date Enter the date your products will be available to ship.
    Add product variants Turn on the Add product variants toggle switch to start adding variants for the product, for example, different size or color.

    Add an image and a name for each variant, and the quantity of the variant you want to add to the campaign. You can also enter a fair market value and a UPC or EAN. Learn more about product variants.

    Tip: To remove a variant, select the symbol on the right side of the variant row.
    Quantity Enter the total number of units you want to make available for selection in campaigns.

    Note: Treat multipacks of products as single items. For example, a pack of three items sold together should count as one unit.
    Fair market value Enter a fair market value that reflects the normal price of the product on your website or other retailer websites. Don’t include any special characters.
    UPC, EAN, or logistics reference Enter a UPC or EAN for the product. We will use them to syndicate reviews across the Bazaarvoice Network.

    If you don’t use UPCs or EANs, you can enter product IDs instead.
    UPCs/EANs for syndication Enter one or multiple UPCs or EANs separated by commas. When applicable, we will use them to syndicate user-generated content (UGC) for the product and its variants to all retailers with whom you’ve established a syndication connection.

    If you don’t use UPCs or EANs, you can enter product IDs instead.

    When you select a product that already contains UPCs or EANs, you can see how many syndication destinations in the Bazaarvoice Network receive UGC for it. Select View syndication destinations to view each destination, its product matching source identifier, its destination product ID, and a link to the relevant PDP on the destination site.

    Note: You can also view syndication destinations for your product from the Product information section of the request summary.
    Product dimensions
    Note: Enter product dimensions only if Bazaarvoice ships your products in custom boxes. You can select who will manage this process and what box type you want to use in the Fulfillment step.

    Enter the height, width, and depth of the product to help us provide the correct box size for it. You can enter dimensions in centimeters or inches.
  3. Select Add product. Repeat this step or the previous step for each product you want to add.
  4. In the Product page, you can view information about the products you've selected for the campaign. Use the Status column to see whether your product is ready for the campaign, or if you need to add additional data.

    To remove a product from the campaign or edit product details, select the delete icon or the edit icon on the right side of the product row. Once you’ve made changes, select Save.

  5. Enter any additional information about your products that you want to pass on to Bazaarvoice. We recommend you include information about whether the product is full or sample size, requires third-party installation, or needs to include legal disclaimers.
  6. Select Continue.

Step 3: Audience

Use the Audience page to help Bazaarvoice target the most suitable members for the campaign request.

  1. Select who you want to be able to participate in your campaign.
    • Gender—Select the genders you want to participate in your campaign.
    • Age range—Enable members of all ages to participate in your campaign, or select a custom age range.
  2. Select Add requirements to enter additional audience requirements. This will help Bazaarvoice to include the most suitable members in your campaign. The following table shows information that may be beneficial for you to include for each of the questions.
    3. Question Suggested information to provide
    Where do your desired members live? Enter information you want members to provide about their homes to participate in this campaign. For example, zip code, real estate type, building floor, proximity to retail outlets to collect items in store, outdoor space, and climate.
    Note: If you want to share a file containing zip codes with Bazaarvoice, leave a note in this section. Once you submit your request, Bazaarvoice will contact you about how to send the file.
    Is this product for pets? Enter information you want members to provide about their pets to participate in this campaign. For example, pet type, size, weight, age, and any specific needs.
    Is this product for children? Enter information about the target audience for the product. For example, height, age range or gender.
    Do your desired members’ homes need to have any specific features? Enter information you want members to provide about features they have in their home to participate in this campaign. For example, “Bathtub”, “Lawn”.
    Does this product require installation? Enter information about whether or not the product requires installation by a member or third-party installation.
    Which members should be excluded, and what information should we ask clients to exclude? Enter information to help us exclude members or add conditions for member reviews. For example, specify whether the product can be used by pregnant women or that members should not mention competitor brands in their review.
    Any other requirements? Enter any other requirements for members to participate in the campaign that you haven’t already mentioned.
  3. If you selected the BV Sampling sampling program in the Basics step, select the type of social content you want members to submit after they sample your product.
    • Write a review—Ask campaign participants to write a review after using your product.
    • Post on social media—Select the type of content you want campaign participants to submit on social media after using your product. You can ask them to submit a post or Story on Instagram, or a Tiktok.

      Note: If you want members to post on Instagram or Tiktok, you can add your company’s Instagram or Tiktok handle for them to @mention and any hashtags you want them to include in their content.

  4. Select a product launch status to let us know whether or not your product has been launched.
  5. Enter any additional information about your audience you want to pass on to Bazaarvoice. We recommend you include instructions for members on how to use or review products in the campaign.
  6. Select Continue.

Step 4: Fulfillment

Use the Fulfillment page to provide information about how you will ship products to members.

Note: Your workflow in this page will depend on the fulfillment type you selected in the Basics step.

Ship campaigns

If you selected Ship as your fulfillment type, use the following steps to enter fulfillment information:

  1. If Bazaarvoice are managing fulfillment, select the type of box you want to use to package your products.
    Note: Bazaarvoice will contact you for further packaging details after you’ve submitted your campaign request.
  2. Under Warehouse notifications, select who you want us to send shipping details to. If you select Send to me and others, enter either a list of email addresses separated by commas, or an individual email address to which you want to send this information.
    Tip: If you select Send to me and others, you don’t need to include your own email address.
    Note: If you select your company to manage fulfillment, Bazaarvoice will send a file containing member addresses to the contacts you’ve selected.

    If you’ve selected Bazaarvoice to manage fulfillment, we will send an Advanced Shipping Notification (ASN) to the contacts you’ve selected to fill out and return. After they’ve returned this form, we will tell them when products have been shipped to members.

  3. Choose whether or not you want to send an extra 3% of products to cover the possibility of damaged or missing products in your campaign.
    Note: If more than 3% of your products are damaged or lost, Bazaarvoice will contact you.
  4. Enter any additional information about fulfillment you want to pass on to Bazaarvoice. We recommend you include product kitting instructions.
  5. Select Continue.

Deals campaigns with Bazaarvoice-provided codes

If you selected Deals as your fulfillment type and Bazaarvoice provided as your code provider, use the following steps to enter fulfillment information:

  1. Enter the information required for each field.
    2. Field Required information
    Configure deals
    Code type Select where you want members to redeem codes and, if needed, collect products.
    Value Enter the value of the discount code. Bazaarvoice recommends 100% discount codes.
    Note: Make sure the value of the gift card includes any tax or shipping fees. If it doesn’t include tax or shipping fees, leave a note in the Code redemption guidance text area in the Redemption locations section.
    Redemption locations Enter details in this section about the retailers where members can purchase the products in the campaign.
    Note: To include more than one redemption location for each product, select Add location.
    Location name Enter the name of the store or company where members can redeem the code and order the product.
    Store locator URL Enter a store locator web address to help members find stores near them to purchase or collect an order in person.
    Product display pages View the product display pages for the redemption location. Select Update PDP URLs to add any web addresses you haven’t added yet for PDPs.
  2. In the table in the Product display pages section, enter a web address for the PDP for each product row. The PDP web address can be from either your company’s website or a retailer website where you’re selling the product.
    Note: Products may have more than one PDP web address as there are multiple purchase locations where members can redeem their code.
  3. Select Continue.

Deals campaign with client-provided codes

If you selected Deals as your fulfillment type and Client provided as your code provider, use the following steps to enter fulfillment information:

  1. Enter the information required for each field.
    2. Field Required information
    Configure deals
    Code type Select where you want members to redeem codes and, if needed, collect products.
    Deal type Select whether you want to offer members a code for a percentage discount or a fixed amount of money.
    Code application Select whether the codes you provide will be unique to a single product unit (Unit), used for a single product (Product), or for all products in the campaign (Campaign).
    Note: To achieve the best campaign results, Bazaarvoice recommends providing codes for single product units (Unit).
    Redemption location Enter details in this section about the retailers where members can purchase the products in the campaign.
    Location name Enter the name of the store or company where members can redeem the code and order the product.
    Store locator URL Enter a store locator web address to help members find stores near them to purchase or collect an order in person.
    Product display pages View the product display pages for the redemption location. Select Update PDP URLs to add any web addresses you haven’t added yet for PDPs.
    Code redemption guidance Enter additional information you want members to know about the code and how to use it.
  2. In the Upload codes section, add multiple discount codes by uploading a CSV or XLS file. Drag and drop your CSV file into the Drop your file here box, or select a file to upload from a saved location.
    Note: To download an example file showing what information to include when you import multiple codes, select Export template.
  3. In the table in the Product display pages section, enter a web address for the PDP for each product row. The PDP web address can be from either your company’s website or a retailer website where you’re selling the product. Entering a PDP web address is optional for products that are not yet available.
    Note: Products can have more than one PDP web address as there are multiple purchase locations where members can redeem their code.
  4. Select Continue.

Step 5: Summary

Review the information you’ve entered before you submit your request.

Note: You can also submit a draft request from the table in the Campaign requests tab. Select > Submit request on the right side of the request row.
  1. If you want to make changes to a step in your request, select Edit in the relevant panel. Update details as required and select Continue to return to the summary page.
  2. Once you’ve finished making changes, select Submit request to send your campaign request to Bazaarvoice.
  3. In the modal that appears, enter any additional information you want to pass on to Bazaarvoice and select Submit request.
    Note: Once you submit your request and its status changes to Submitted, you'll no longer be able to edit it.
Note: If the status of a request changes from Submitted to Draft, this means Bazaarvoice are going to contact you with questions or required updates before they can approve it.

View a campaign request

You can view draft, submitted, and approved requests in the table in the Campaign Requests tab. This table contains information about requests, including their status.

Column Description
Request ID Unique, automatically created request ID.
Request owner Name of the person who created the request.
Sampling program Type of sampling program for the campaign.
Number of units Number of units made available for selection in the campaign.
Date last saved Date the request was last saved.
Status Request status.
  • Draft—The request has been started but not completed.
  • Submitted—The request has been submitted for approval by Bazaarvoice.
  • Approved—Bazaarvoice has received and approved the request, and is working on starting the campaign.
Note: To view the summary page for a submitted or approved request, select it from the Request ID column.

Edit a draft request

To edit a request before submitting it:

  1. Select the relevant request from the Request ID column.
  2. Update details as required and select Continue to move between steps until you get to the summary page.
  3. Save your changes or select Submit request to send your campaign request to Bazaarvoice.
  4. In the modal that appears, enter any additional information you want to pass on to Bazaarvoice.
  5. Select Submit request.

Delete a request

Note: If you delete a request, you won’t be able to recover the information it contains.

You can delete a request in any status.

  1. Select > Delete request on the right side of the request row.
  2. Select Delete.

Find requests

Find campaign requests using any of these methods:

  • Date filter: To view requests last saved during a specific time period, select an option from the column on the left side of the filter or enter a start and end date. Select Apply and close.
  • Request owner filter: Begin entering a request owner name. Select the relevant request owner from the list of suggestions. Repeat for each request owner you want to include. Select Apply and close.
  • Sampling program filter: Select a sampling program from the list of suggestions. Repeat for each sampling program you want to include. Select Apply and close.
  • Status filter: Select a status, for example, Submitted. Repeat for each status you want to include. Select Apply and close.
  • Sort data table: Sort the table by request owner or by the date the request was last saved.

What’s next?

After submitting your request, Bazaarvoice will review it and contact you if they have any questions or need additional information.

Note: Make sure you have the items you need for the campaign in stock.

Once the campaign is ready to start, Bazaarvoice will contact you and send a timeline for receiving any additional information we need. This will help us meet your timelines for the campaign.