Manage campaigns

Member Support Account Administrator

After you’ve created a campaign, you can update products, members, and email settings depending on the status of the campaign.

What you’ll learn

• Add products to a campaign
• Create product bundles for campaigns
• Edit your campaign
• Run reports on started campaigns

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 Administration > Campaigns.

Add or edit products in a campaign

Tip: Before you select products for your campaign, make sure you’ve nominated all the products you want to offer to sampling community members.

Complete the following general steps to view and select products and product bundles for your campaign.

Note: Only users assigned the Sampling Campaign Manager role can add or edit products and product bundles for campaigns.

1. Create a new campaign, or select a Draft campaign from the Campaign name column of the table that appears in the Campaigns tab.
   Note: You can modify products and bundles for your campaign only if it’s still in Draft status.
2. In the Products row, select Add products if you haven’t added any products to the campaign. If you’ve added products, select Edit products and then Edit selected products to display information about the products you’ve selected.
   Note: Use the panel above the product table to view how many:

   • Individual and bundled products you’ve selected and their available units
   • Vendors provide the selected products
   • Variants there are across the selected products
3. Select the individual products and bundles you want to include in your campaign.
4. After adding and editing products, select Confirm selection.
5. Select Done.

Select individual products

After you open a draft campaign and select either Add products or Edit products > Edit selected products, a table appears in the Products tab. This table contains information about all the individual products you’ve previously nominated for your sampling community members to sample.

Column	Description
Product	View an image of the product, as well as its name and product ID.
Variants	View how many different variants are available for a product. Select Edit to modify the number of variants you want to include in the campaign for a selected product. You cannot select variants with greyed-out text as they’re part of a bundle. Note: You can modify the number of variants for individual products only.
Vendor	View the name of the vendor of a product.
Available units	View the total quantity of available units for a product. This figure includes the available units for each selected variant of the product.

Find and select products

Find products to include in your campaign using these methods:

• Vendors filter—Begin entering a vendor name. Select a vendor from the list of suggestions to add it to the filter criteria. Repeat for each vendor you want to include. Select Apply and close to apply the filter.
• Search field—Search for products by their name or product ID. Enter a complete word from a product name or a complete product ID.

Select the checkboxes beside individual products to add them to your campaign. As you select products, the panel above the product table automatically updates. Remove products by clearing individual checkboxes.

Preview and confirm your selection

Select Preview selection in the panel above the product table to display the individual products and bundles you’ve selected for your campaign. Select Close to return to the product selection screen.

Select Confirm selection to add the selected products and bundles to your campaign.

Bundle products

Bundles enable your sampling community members to try a group of related products together. You can add up to four products to a bundle.

After you open a draft campaign and select either Add products or Edit products > Edit selected products, the Products tab is displayed. Select the Bundles tab to start creating and managing bundles.

Create bundle

Note: You can't create multiple bundles using the same product ID in the same campaign. You also shouldn't run two campaigns at the same time that have bundles using the same product ID.

1. Select Create bundle. The Create bundle modal appears.
2. Enter a name for the bundle.
3. In the Add product search field, begin entering the name or ID of a product you want to include in your bundle. When you’ve typed four letters, a list of suggestions appears.
4. Select a product for your bundle.
5. Select the product variant to include in the bundle. You may want to make sure the variants for each product match so all the bundled products are the same color, size, or other attribute.
   Note: Variants will not be available for selection if you’ve already added them to your campaign as individual products. If you want to include a variant in a bundle, clear the checkbox beside it in the Products tab.
6. Ensure the figures in the Quantity column are the same for all products by either entering figures manually, or selecting Match quantities. This ensures each bundle sent to sampling community members includes all your bundle’s products.
   Tip: To remove a product from the bundle, select the symbol from the Remove column.
7. After you’ve added all the products you want to include in your bundle, save it. The bundle then appears in the Bundles tab.
8. To view your bundles as well as the products they contain, select Preview selection in the panel above the product table and select the In bundles tab.

Manage bundle

1. Open an existing bundle from the table by selecting the bundle name or clicking the menu and selecting Manage bundle. The Create bundle modal appears.
2. In the Add product search field, begin entering the name or ID of a product you want to include in your bundle. When you’ve typed four letters, a list of suggestions appears.
3. Select a product for your bundle.
4. Select the product variant to include in the bundle. You may want to make sure the variants for each product match so all the bundled products are the same color, size, or other attribute.
   Note: Variants will not be available for selection if you’ve already added them to your campaign as individual products. If you want to include a variant in a bundle, clear the checkbox beside it in the Products tab.
5. Ensure the figures in the Quantity column are the same for all products by either entering figures manually or selecting Match quantities. This ensures each bundle sent to sampling community members includes all your bundle’s products.
   Tip: To remove a product from the bundle, select the symbol from the Remove column.
6. After you’ve added all the products you want to include in your bundle, save it. The bundle then appears in the Bundles tab.
   Note: Use the table to view how many products and available units each bundle contains.
7. To view your bundles as well as the products they contain, select Preview selection in the panel above the product table and select the In bundles tab.

Delete bundle

Delete a bundle by selecting the menu in the Bundles tab and selecting Delete bundle.

Note: After you delete a bundle, you cannot recover it and must create it again.

Edit campaigns

From the navigation bar, select Product Sampling > Sampling Administration > Campaigns.

Edit campaign information

You can update the campaign name, description, and start and end dates for draft campaigns.

1. Select a campaign from the Drafts tab.
2. In the campaign details page, select Edit on the right of the campaign ID.
3. Edit the campaign name, start and end dates, and campaign description as required.
4. Select Update.

Edit member settings

Watch this video to learn how to add members to a campaign:

Note: You can edit the member settings for campaigns in Draft or Ready status.

1. Select a campaign from the Drafts or the Ready tab.
2. From the campaign details page, select Edit members.

3. To change the member segment to one you’ve used before, select the segment from the Member segment list. To create a new member segment, select Create Segment. Learn more about how to create and manage member segments.

   Note: If you've already created a segment for another campaign, you can reuse it in future campaigns.
4. To change the number of members in the segment you want to invite to the campaign, update the number in the Invited members text field.
5. To change the percentage of new members you want to include in the campaign, update the number in the % of new members text field.
6. To change the number of samples you want to offer each member, update the number in the Samples per member section.
7. To update the priority settings for inviting top reviewers, turn on the Prioritize top reviewers toggle switch.
8. Select Apply.

Edit email settings

You can update email settings for draft campaigns.

1. Select a campaign from the Drafts tab.
2. Select Configure emails.
3. To edit the content of the Invitation to Sample email, select Edit, and follow these instructions.
4. To adjust when you send campaign emails to members, update the number of days in the review request email (PIE) boxes.
5. To disable email notifications, switch off the Send toggle switch.
6. Select Apply to save your changes.

Edit campaign launch details

1. Select a campaign from the Drafts tab.
2. Select Add launch details.
3. Enter the time of day you want the campaign to start, and finish.
4. Select Apply.

Revert a campaign to draft status

1. Select a campaign from the Ready tab.
2. Select Revert to draft. The campaign will then appear in the table in the Drafts tab.

Invite additional members to a campaign

You can invite additional members to campaigns that have already launched to ensure all your products will be selected. These additional members will be automatically added to the campaign based on the new member conditions or top reviewer priority criteria you set when you created the segment.

You can invite more members as many times as you want while the campaign is running, provided your member segment is large enough and there are uninvited members remaining in the segment.

Note: You can invite more members from this campaign's member segment only. You can't invite members individually or from different segments in your sampling program.

Watch this video to learn more about managing your campaign while it is running:

1. Select a campaign from the Started tab.
2. Select Invite more members.

3. Enter the number of members you want to invite, and the percentage of new members to include when you invite additional members.

   Tip: Check the information bar to view the number of members remaining in the segment.
4. Select Invite members.

End a campaign

You can end a started campaign prior to the end date you set for it. You may want to do this if all samples have been claimed before the campaign end date. Ending a campaign marks it as Completed and moves it to the Completed tab, where you can view the campaign’s product and member data.

1. Select the campaign you want to end from the Started tab.
2. Select End campaign in the upper-right corner of the page.
3. Select Yes, end the campaign.

Delete a campaign

You can delete draft campaigns.

1. Select the checkbox next to the campaign you want to delete in the table in the Drafts tab.
2. Select Delete selected.
3. Select Delete campaigns.

Run reports and filter reviews by campaign ID

You can no longer run reports in the Bazaarvoice Workbench. Learn how to run and manage reports in Portal, including reports for measuring the performance of your sampling campaigns.

Learn how to find and view reviews from your completed campaigns in Portal.

What’s next?

View your campaign