Create Campaign Offer Guide

Registered merchants in the Expressly Network can create a campaign to forge valuable partnerships and attract new customers. Launch your first campaign by clicking on ‘Create Campaign Offer’ inside of the Expressly Portal.

Basic Details

This section contains basic information for each of your campaign offers. If you would like to change any of these options, please follow these instructions:

  1. Navigate to the Basic Details section of the Create Campaign Offer page.
  2. Select the field that you would like to change and edit the current data. Remember to explain your offer as clearly as possible to ensure its success.
  3. Proceed to next section.

Campaign Details

This section contains all the details for your campaign offer. From here you can choose to select a coupon code (please refer to Coupons guide for more information) or specify landing pages for successful and failed customer migrations. If you would like to change any of the details, please follow these instructions:

  1. Navigate to the Campaign Details section of the Create Campaign Offer page.
  2. Select the field that you would like to change and edit the current data.

Economic Terms

This section contains all of the economic details regarding your campaign. Ensure that you take care filling in this section and make your offer attractive to potential partners. If you would like to change any of the terms, please follow these instructions:

  1. Navigate to the Economic Terms section of the Create Campaign Offer page.
  2. Edit the data in the fields using the value picker. Remember to take your time and ensure your terms are attractive and economically viable.

Offer Metadata

Metadata allows potential partners to discover your offer. If you would like to change any of the options, please follow these instructions:

  1. Navigate to the Offer Metadata section of the Create Campaign Offer page.
  2. Select an option from the drop-down menu that appears. This is not limited to one option and you can select as many as you like.

Banners

This section enables you to include advertising banners for your offer, for use by your partners when they host your campaign.

To upload a banner to your offer, please follow these instructions:

  1. Navigate to the Banners section of the Create Campaign Offer page.
  2. Click ‘Upload’ or 'Upload'.
  3. Navigate to your banner image file stored on your local machine and click ‘Open’. It must be either JPG or PNG format and no bigger than 2MB.
  4. The file will then reside in the input field next to the button ready to be uploaded when the offer is published.

Publishing Offers

This is where you can either publish your offer or save it as a draft for a later date. If you would like to perform either option, please follow these instructions:

  1. Navigate to the bottom of the Create Campaign Offer page.
  2. Select if you would like to notify partners of your new offer using the checkbox.
  3. Select if whether you would like to accept reciprocal offers of your new offer using the checkbox. If you would like more information please refer to the ‘Campaign Offer Reciprocate’ guide.
  4. Click on ‘Publish’ or alternatively ‘Save As Draft’.