Launch a campaign

Learn how to launch a campaign in Masivo

Campaigns in Masivo

To launch a campaign in Masivo, first navigate to the Campaigns section in the dashboard. You can find them in the left sidebar.

Creating a new campaign

In the campaigns section you will find a Gantt chart with all the campaigns you have created. To create a new campaign, click the New campaign button.

Now select the type of campaign you want to create. For this example, we will create a Behavior campaign.

Masivo supports different types of campaigns. Want to see how to create a coupon campaign? Watch how to create coupon campaigns.

First let’s set the Name of the campaign and the Start date and End date. Only during this period the campaign will offer rewards to your customers.

We recommend including the rewards name that will be given and at least the event that will trigger the campaign

For this example, we will name it “Earn points for each purchase.” We will set the start date to today and ensure that the campaign does not have an end date.

Choosing a trigger

After setting the campaign details, you need to choose the Trigger that will activate the campaign. In this case, we will choose the Purchase trigger. This means that every time a customer makes a purchase, they will receive points.

There are many more triggers you can choose from. You can also create your own custom triggers, just go to events -> custom event types

Most events, such as purchases, will not trigger automatically. You need to integrate your e-commerce service with Masivo to send us these events. We will take care of the rest.

Setting rules

After choosing the trigger, you need to set the rules for the campaign. In this case, we will set the Points reward. We will give 1 point for every 1 dollar spent.

If you’ve been following along, you should now have a reward of type Points and a tier pyramid of Bronce, Silver, and Gold. If not, you can create them now.

Effects

When you create a rule you will find two sections: Effects and Conditions. In the Effects section, you can set the reward that the customer will receive depending on which tier they are in.

For the Bronce tier, we will give 1 point for every 1 dollar spent. For the Silver tier, we will give 2 points for every 1 dollar spent. And for the Gold tier, we will give 3 points for every 1 dollar spent.

To make the rewards by dynamically calculated by each dollar spent. Select the Dynamic multiplier box and set the Multiplier to Order value.

Masivo lets you set the rewards expiration date for each tier of each rule. Use this feature to create urgency and encourage your customers to make a purchase.

Conditions

For this example, we will not set any conditions. This means that the rule will apply to all customers who make a purchase. To learn more about conditions, check out our guide on Advance rules.

Launching the campaign

Now, click Save until you are back in the New campaign page.

Finally, set a estimated Budget for the campaign. This will help you keep track of how much money you are giving away with each reward.

Budgets will not cap your campaigns when the cost of the total rewards redeemed reaches the budget. They are only meant to serve as a visual guide for how much you are spending on each campaign.

Click Save and you are done!

Your campaign is now live and ready to reward your customers.

In the Gantt chart, you will see the campaign you just created.

Next steps

Once your campaign is running, you can track its performance and analyze the results:

• View analytics: Navigate to Analytics > Campaigns to see how many rewards have been distributed, engagement rates, and ROI
• Export data: Learn how to export analytics tables to CSV for deeper analysis and reporting on campaign performance