Campaign Settings

Campaign settings decide how campaigns move through their lifecycle and how the campaign page's Status, Planning and Follow-up tabs read them: which status freezes the plan before a campaign goes live, which deadlines every campaign gets, how planned items are grouped, and which sales channels actual sales are split into. The settings are tenant settings under Configuration → Settings → Orders → Promotion, on three tabs: Campaign Statuses, Campaign milestones and Campaign planning.

Every setting on this page is optional. A tenant that leaves them empty keeps the default statuses (Planning, Active, Completed, Archived), gets no milestones, and sees the campaign overview with its default thresholds and channels.

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Lock the plan with a locked campaign status

A campaign status can be marked as the locked status: the phase between the end of planning and the campaign start date, when the package is frozen. On the campaign page's Status tab, a campaign's bar is split into an open phase (planning), a locked phase and a live phase, and the lock date is marked on the timeline.

While a campaign is in the locked status, an edit of an item on its price lists that changes the planned volume, the price or the cost inputs is refused in the Omnium UI, unless you are an administrator: Omnium staff or a user with the tenant's Administrators role. Taking an item out of the plan is still allowed, since that is the action a locked plan needs.

Each campaign status has these two fields besides its name, flags and available next steps:

Give the locked status a default offset, for example -14 for two weeks before the start. The status's date is then filled in when a campaign gets a start date, for the statuses after the campaign's current status and unless that date has already passed, so a campaign created less than two weeks before its start gets no lock date. Without an offset, the date stays open until someone sets it on the campaign.

The campaign moves into the locked status through the automatic status transition: the AutoTransitionCampaignsScheduledTask scheduled task moves a campaign on its first run on or after the status's date. Set the task up under Configuration → Settings → Integrations → Scheduled Tasks; without it, no campaign locks by itself.

Rules for the locked status

Saving the campaign statuses is refused when a rule is broken, with a message that names the status:

• A status can be the active, locked, completed or archived status, but only one of them.
• Only one status can be the locked status.
• Every planning status (a status with none of the four flags) must have the locked status as an available next step, so a campaign can be locked on its lock date.
• The locked status must have the active status as an available next step, so a locked campaign can go live on its start date.

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Give every campaign milestones and deadlines

Milestones are dated deadlines every campaign gets besides its statuses, such as the store order deadline, a print deadline or the export to a replenishment system. They are listed on the campaign's timeline, and the ones marked as deadlines count for the campaign's next deadline on the Status tab.

Configure the milestone types on the Campaign milestones tab:

A campaign gets one milestone per type when it gets a start date: when it is created or copied with a start date, or when a start date is first set. A milestone type added later is added to a campaign the next time the campaign is saved with a start date. Default dates move with the campaign's start date until someone sets them by hand on the campaign.

The key PlanningStart is reserved for the day planning opens. A campaign whose planning start lies in the future counts as not started on the Status tab.

Saving is refused when a milestone has no key or two milestones share a key.

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Configure the campaign overview thresholds

The Campaign overview card on the Campaign planning tab holds the thresholds of the campaign page:

The thresholds apply when the tabs are read, so changing them needs no recalculation of the price lists.

Choose what counts as actual sales

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Group planned items with planning dimensions

Planning dimensions are the ways to break down and filter the planned items of a campaign, such as placement, category manager or brand. The Planning tab breaks revenue down by them and filters on them, and the Follow-up tab compares actual sales with the forecast per dimension value.

Price list items keep the product values the dimensions read, and get them when the item is calculated. Items calculated before a dimension was added get its values the next time their price list is calculated.

Saving is refused when a dimension has no key, two dimensions share a key, a property source has no property key, or a required dimension is not one of the configured dimensions.

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Split actual sales into sales channels

Sales channels split the actual sales on the Follow-up tab into channels such as physical store, reseller and online.

An order line belongs to the first channel that lists its store, then the first that lists its store group, then the first that lists its order type. A line that no channel claims counts as Other. A reseller channel therefore needs the reseller stores in a store group of their own, or listed one by one.

Without configured channels, the Follow-up tab uses two: Physical store for the Pos order type, and Online for the Online, ClickAndCollect, Bopis and ShipFromStore order types.

Saving is refused when a channel has no key or two channels share a key.

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Permissions

Changing these settings requires administrator access to Configuration → Settings. On the campaign page, margins, costs and the alerts that read them are shown only to users with read access to cost prices; the other figures are shown to everyone with access to the campaigns. An edit of a locked campaign's item that changes its planned volume, price or costs is accepted only from Omnium staff and users with the tenant's Administrators role.

Related documentation

• Campaign Overview
• Campaign Planning
• Campaign Performance
• Price Lists