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How to create a campaign on Pulse

A step-by-step guide

Nicole O'Riordan avatar
Written by Nicole O'Riordan
Updated over 3 years ago

This guide shows you how to set up a campaign in Pulse. Campaigns let you track the performance of products over a set period. If you also have ESLs, learn how to create a Spotlight campaign here.

To begin, click on the “Campaigns” tab on the main menu. From here, you can see all your campaigns by type. In each section, you can see all the campaigns that are currently running, and any you have set up to launch in future. 

To set up a new campaign, simply click 'New Campaign' on the right hand side.

In the 'New Campaign' you will be asked to enter a campaign type (Discount, Merchandising, Event etc) and enter a campaign name. Next, you will have to choose the start and end dates for the campaign (but don't worry - you can always change these later).

Once you're happy with the information you have enter, click 'Save'. Your campaign is now created, but doesn't have any products yet. 

There are three ways to add products to your campaign:

  • Search: Simply search for a keyword eg chocolate, product name or barcode ID in the search bar and tick the products you want to add before clicking 'Add'.

  • File Upload: Upload a .txt or .csv file with a single list of barcodes in a single column. Once uploaded, you can choose which products you would like to include in the campaign by ticking each box, or you can select all.

Once you have found a product you want to add to the campaign, tick the box next to the product and press the arrow highlighted below. When you have added all the products, press 'Save'

Once you press save, you will be in the label integration section. This is where you enable Spotlight and enter the message. This step is completely optional and we have some more details on this step here.

If you do not want to make any changes, you can exit the campaign creation window by pressing the 'Close' button.

Your campaign is now live! You can log in to view an overview of the products' performance at any point:

Remember that you can change your settings (or turn label integration on or off) at any point by visiting 'Campaign Settings' on the right hand side. If you want to view individual product performance, go to the 'Products' tab or do a deep dive in the 'Analysis' tab.

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