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Examples of campaign configuration

Zuora

Examples of campaign configuration

To help you better understand how a campaign is configured, an example of the configuration for a campaign that includes multiple child campaigns that hold different types of promotion codes is provided. 

Company Z is creating a 10-year anniversary campaign. This campaign starts on September 1st, 2020 to October 31st, 2020. Only the users who live in Georgia are eligible for the discount. 

This campaign includes two child campaigns:

  • Child campaign 1: For the first 100 new users who subscribe to their company with either 12- or 24-month membership plan, they can get a 25% discount for the subscription. The promotion code type for this campaign is Many single-use codes. Each applicable new user will be assigned with a unique single-use code.
  • Child campaign 2: For all existing users who extend their subscription to either a 3-, 12-, or 24-month membership plan, they can get a 20% discount. The promotion code type for this campaign is 1 multi-use code. All applicable users will get the same multi-use code, and this code can be redeemed multiple times.

The example configuration for this 10-year anniversary campaign and its child campaigns are described in the sections below.

Campaign configuration

Tab Configuration
Campaigns

Name: 10-Year Anniversary Campaign

Customer Fields
  • Key: State
  • Value: Georgia
  • Select Require on Validate

Child campaigns configuration

Child campaign 1

Tab Configuration
Promo Details
  • Effective From: 2020/09/01, 00:00 AM
  • Effective To: 2020/10/31, 11:59 PM
  • Child Campaign: First 100 New Users Discount
  • Code Type: Many Single-use code
  • Prefix: NU-
  • # Autogenerated Characters: 7
  • # Codes to generate: 100
Eligible Rate Plans

Click Select RatePlans to apply, and add the rate plan for 12 and 24 months, respectively.

Discount Rate Plans to Add
  • Select Percent Discount Rate Plan
  • Product - RatePlan: Percent Discount Rate Plan
  • Discount Percentage: 25
  • End Date: Fixed Period after the Charge is triggered
  • Billing Period: Month
Custom Fields
  • Key: Customer Status
  • Value: New
  • Select Require on Validate

Child campaign 2

Tab Configuration
Promo Details
  • Effective From: 2020/09/01, 00:00 AM
  • Effective To: 2020/10/31, 11:59 PM
  • Child Campaign: Subscription Extension Discount
  • Code Type: 1 multi-use code
  • Initial Quantity: 500    
  • Available Quantity: 500
  • Code: 10YEARDISC-20
Eligible Rate Plans

Click Select RatePlans to apply, and add the rate plan for 3, 12, and 24 months, respectively.

Discount Rate Plans to Add
  • Select Percent Discount Rate Plan
  • Product - RatePlan: Percent Discount Rate Plan
  • Discount Percentage: 20
  • End Date: Fixed Period after the Charge is triggered
  • Billing Period: Month
Custom Fields
  • Key: Customer Status
  • Value: Existing
  • Select Require on Validate