Creating Campaigns

Details on how to create campaigns in the Sodyo Content Management System (CMS)

A campaign is an object that assigns a Sodyo marker to a Content Item or Content Set. A campaign's marker can be scanned by users to receive the content associated with the campaign.

Creating a Campaign

1. Navigate to https://[organization-name].sodyo.com and sign in. Click the campaign module in the navigation menu. The campaign module is displayed.

Campaigns module

If you do not have a paid plan with Sodyo, when clicking the create new campaign button the following message will be displayed.

This message indicates that the user has reached the campaign limit and can either start a free 30 day trial or upgrade the current plan.

To start a trial, click the start trial period link in the message. Your trial period will be started and will be indicated with a yellow bar on top of the CMS window as shown below. The yellow bar will indicate how long before the trail period expires. Sodyo will also provide e-mail notifications to indicate expiry of the trial period.

Note that each user can only utilize one trial period.

2. Click the add new campaign button at the top right of the screen. The campaign editor is displayed.

Step 1: Create Campaign

Campaign Editor - Step 1

1. Enter a name for the campaign as well as a display name.

2. (Optional) Enter an External ID if connecting to an external system.

3. Select a campaign group. A campaign group is one or more campaigns that are grouped together for analytic purposes. If desired, the user can leave the Campaign Group as "Default Group" or choose one of the groups in the drop-down menu. It is also possible to create a campaign group by clicking the "+ Add new" sign or using the default group.

4. Select a monetization purpose (either Monetized or Non-Monetized)

Once ready, click Next to proceed to the next step.

Step 2: Main Content Configuration

Campaign Editor - Step 2

Select the Content item for the campaign in the content configuration section.

You may attach a Content Set instead of a Content item by clicking on the "Content Set" tab.

A preview of the Content item or Content Set will be displayed to the right of the section.

Once ready, click Next to proceed to the next step.

Step 3: Campaign Lifetime Configuration

Campaign Editor: Lifetime Configuration

In this step, it is possible to add a start date and an end date to the campaign.

1. If you desire to add a start date to the campaign, click Yes below "Campaign has a start date". It will then be possible to choose the start date and to attach a Content item or Content Set that will be displayed upon scanning the Sodyo marker before the start date.

2. If you desire to add an end date to the campaign, click Yes below "Campaign has expiry date". It will then be possible to choose the end date and to attach a Content item or Content Set that will be displayed upon scanning the Sodyo marker after the expiry date.

3. Similarly, it is possible to add an auto-archive date, after which the campaign will be archived, and its assigned marker will be freed for other campaigns.

Once ready, click Next to proceed to the next step.

Step 4: Campaign Summary

In this step, the admin may review the campaign's settings before submitting it. Click "Submit to creat the new campaign.

Campaign Editor - Step 4

Click the Sodyo marker in the row for your campaign in the campaigns grid to enlarge the Sodyo marker assigned for your campaign.

In the Campaigns page, enlarge a campaign's marker by clicking on the marker in the campaign's row.

If you wish to test the newly created campaign, scan the Sodyo marker using your phone to see the campaign's assigned Content.