Creating a Campaign in the IEX Portal

Accessing the Campaign Dashboard

1. In the main navigation, go to Assets Manager.
   

2. Select the Campaigns card.
   

3. Click Add new campaign in the top-right corner.
   

Defining Your Campaign Details

Work through the following 4 steps to finish setting up your campaign.

Step 1 - Adding Campaign Details

In this step, provide the foundational details for your campaign:

Fill in the following fields:

Required:

• Campaign Name — Enter a unique, descriptive name. This will appear in Delivery Reports and the Campaign section.
• Campaign Description — Add a brief description to distinguish this campaign from others with similar names.
• Campaign Icon — Choose an icon from the library that best represents this campaign. This image is for internal use only.

Optional:

• Department — Assign the campaign to a department, or leave blank.
• Reminder — Set an automatic reminder on one of these schedules:
  • Once a week
  • Twice a week
  • Custom (select specific days of the week)
• Require Business Reason — Check this box if users must select a Business Reason when using the campaign.
• Claim Link Email — Select the email template to use when sending this campaign.
• Custom Message — Select the custom message to include with this campaign.
• View Priority — Enter a number. Higher numbers push the campaign higher in the Campaign section list.
• Address Settings — Enable and configure shipping options if needed.

Step 2 - Choosing Items

• Use the search bar to find and select the products you want to include.
• Review the selected items in the panel on the right.
• From the right panel, you can:
  • Hide specific items from recipients.
  • Increase quantity if recipients should receive more than one of the same product.

Step 3 - Customizing the Claim Page

1. Customize the Claim Page — the page recipients will see when they open their link, where they can view their items and enter a shipping address.
2. For detailed customization options, refer to Customizing Your Claim Link Portal

Step 4- Confirming and Saving the Campaign

1. Review the campaign summary, including:

• Included items
• Campaign settings
• Claim Page customizations

2. If everything looks correct, click Save in the bottom-right corner.