Step 1 – Basic Information

Step 1 of the Campaign Wizard collects essential information about your discount campaign. This step establishes the foundation for your campaign’s identity and management.

Campaign Details Card #

Campaign Name (Required) #

A descriptive name to identify your campaign throughout the plugin.

Best Practices:

• Use clear, descriptive names (e.g., “Summer Sale 2025” instead of “Sale 1”)
• Include dates or events for easy identification
• Keep names under 100 characters for better display

Examples:

• “Black Friday 30% Off Everything”
• “Weekly Flash Deal – Electronics”
• “Holiday Clearance – Winter Collection”
• “VIP Members 20% Discount”

Validation:

• Required field – cannot be empty
• Maximum 100 characters
• Special characters are allowed

Campaign Description (Optional) #

Internal notes about the campaign for your team’s reference. Customers will not see this description.

Use For:

• Campaign goals and objectives
• Target audience notes
• Approval status or internal tracking
• Links to marketing materials
• Notes about recurring patterns

Examples:

• “Clearance of winter inventory before spring collection arrives”
• “Repeat this monthly on first weekend – approved by marketing”
• “Part of Q4 promotional calendar”

Campaign Priority Card #

Priority Level (Required) #

Priority determines which discount applies when multiple campaigns target the same product. Higher priority campaigns take precedence.

Level	Description	When to Use
5 (Highest)	Critical Priority	Flash sales, VIP exclusives, urgent clearance
4	High Priority	Major events like Black Friday, seasonal launches
3 (Default)	Normal Priority	Regular promotions, standard sales
2	Low Priority	Background discounts, loyalty programs
1 (Lowest)	Minimum Priority	Catch-all discounts, fallback campaigns

How Priority Works #

When a product is included in multiple active campaigns:

1. The system checks all campaigns targeting that product
2. Only the highest priority campaign’s discount applies
3. Lower priority campaigns are ignored for that product

Example Scenario:

• Campaign A: 20% off all products (Priority 3)
• Campaign B: 30% off electronics (Priority 4)
• Result: Electronic products get 30% off (Campaign B), other products get 20% off (Campaign A)

Priority Strategy Tips #

• Use Priority 5 sparingly – Reserve for truly critical promotions
• Priority 3 is your workhorse – Most campaigns should use default priority
• Plan ahead – Consider upcoming campaigns when setting priority
• Document your system – Keep track of which priority levels you use for what

Sidebar Information #

While on Step 1, the sidebar displays:

Campaign Summary #

Shows the name and description as you type them, letting you preview how they’ll appear in the campaigns list.

Help Topics #

• Naming conventions guide
• Priority system explanation
• Campaign organization tips

Validation Requirements #

To proceed to Step 2, you must:

• Enter a campaign name (1-100 characters)
• Select a priority level (1-5)

The description is optional and does not block progression.

Tips for This Step #

1. Be Descriptive: Future you will thank present you for clear naming
2. Think About Conflicts: Consider what other campaigns might overlap
3. Use Descriptions: Even brief notes help when managing multiple campaigns
4. Default Priority is Usually Fine: Only change priority when you have a specific reason