Campaigns

Listing, creating, editing rules and dates of price campaigns, viewing and removing products in campaigns.

The Campaigns screen is where you manage price campaigns that provide campaign prices calculated from catalog prices for products. The screen's title is Price campaigns, and its description is Third price (3rd price) campaigns and their covered products. A campaign determines the campaign price by deducting a certain rate or amount from the product's active price or list price. From this screen, you list campaigns, define new campaigns, change the rule and validity dates of existing campaigns, view products in campaigns, and remove products from campaigns.

Discounts based on cart total, coupon, or customer segment are configured not here but in the Promotions screen.

Accessing the screen

• In the left menu: Campaign & Promotion Engine › Campaigns.
• In the Items window (top bar All products button), the Campaigns shortcut under the Campaign & Promotion Engine card.

If you do not see it in the menu, your account does not have permission for this screen. Accounts that can view the list but cannot modify campaigns do not see the Add button and the campaign page opens read-only.

Screen sections

1. Header — Price campaigns title, description, and Add button on the right (only with modification permission).
2. Filter card — Search box, with Clear and Filter buttons below.
3. List card — top has Per page selection, Filter result: n records counter, refresh button, and Columns menu; below is the campaign table and pagination.

Filtering and searching

• Search applies not as you type but when you press the Filter button or Enter key. If there are unapplied changes, the Filter button appears highlighted.
• Clear empties the search box and reloads the full list.
• The search text is kept in the address bar; sharing the link opens the same result.

List

Campaigns are sorted with the newest record (highest identity) at the top. Sorting by clicking column headers is not supported.

• Per page: 25, 50, or 100 records. Default is 25.
• From the Columns menu, you can hide or show columns except First name.
• The refresh button (rotating arrows) reloads the list without changing filters.

Reading the rule expression

The expression consists of three parts and is automatically built from the three fields on the campaign page:

For example, SalePrice % 10 means the campaign price is calculated by deducting 10% from the active price; ListPrice - 50 means 50 is deducted from the list price.

Actions

Creating a new campaign

1. Click the Add button at the top right. The New campaign page opens with only the Definition tab.
2. Enter the campaign name in the First name * field.
3. Fill in Price field, Calculation, and Discount * fields. The Rule expression field updates as you type.
4. Optionally enter description, badge, and validity dates (fields below).
5. Click Save.

If successful, a Saved notification appears and you are taken to the new campaign page; the Items tab then becomes visible. If an error occurs, a Something went wrong notification appears with error details, and your input remains in the form.

Editing a campaign

1. Click the campaign name in the list.
2. Edit desired fields in the Definition tab.
3. Click Save. A Saved notification appears and the page updates. If saving fails, a Something went wrong notification appears with error details; your input remains.

If you lack permission to modify the campaign, a You are not allowed to change this campaign; fields are read-only. warning appears at the top of the tab, fields are locked, and the Save button is hidden.

There is no campaign deletion on this screen.

Detail / edit page

The campaign page header shows the campaign name and below it the rule expression. The Campaigns button at top left returns you to the previous page. The page has two tabs: Definition and Items (with product count). New campaigns only have the Definition tab.

Definition tab

• Validation occurs when you press Save; invalid fields show red warnings and save is blocked.
• Unchecking Badge and saving removes the campaign's saved badge.

Items tab

Shows products linked to the campaign. At top are Search products box and Refresh products button.

• Search applies as you type and returns to the first page. Searches product ID, name, SKU, barcode, model, and type; case insensitive.
• 25 products shown per page; pagination appears if more.

You cannot add products to campaigns from this screen; the tab only shows existing products and allows removal.

Removing products from campaign

Removal is two-step: first mark rows, then confirm removal in bulk.

1. In the Items tab, click the trash button on each product row you want to remove. The row appears with red background and strikethrough. To cancel, click the undo button on the same row.
2. Marks persist across pages; you can mark products on other pages too.
3. Click the Remove selected products (n) button that appears above.
4. In the Remove products from campaign window, select the company in the Company * field whose product price record will be updated. In single-company setups, the company is preselected.
5. Verify products to be removed in the table (Product, SKU, Model).
6. Click Remove (button shows number of products to remove, e.g., Remove 3 products).

Result: a Removal queued notification appears; if available, Operation: number is shown below. Marks are cleared. As noted in the window, the operation is queued and the product list updates when complete; products may not disappear immediately from the tab.

• The Remove button is disabled until a company is selected.
• If removal is rejected, the reason is shown at the top of the window; the window stays open and marks remain.
• Closing the window with Cancel keeps marks and sends nothing.
• Up to 500 products can be removed at once; split the operation if more.
• Without modification permission, trash buttons and Remove selected products button are hidden.

Common situations

"Campaign service is not available in this setup" message appears. Your setup does not include the price campaign feature; the screen cannot display data. This is not resolvable on your side; contact your system administrator if needed.

Add button is missing or fields are locked on campaign page. Your account lacks permission to modify campaigns. You can view but not edit campaigns.

"Discount must be a number greater than 0." warning appears when saving. Enter only a number in the Discount field; do not add percent signs or currency symbols. Use comma or dot as decimal separator.

"No records found" appears in the list. No campaigns match your search. Use Clear to remove the search or try a different name or identity.

"No products in campaign" appears in the Items tab. No products are linked to the campaign yet. If you searched, it shows No product matches the search; clear the search box.

I removed products but they still appear in the list. Removal is a queued operation. Wait a moment and press Refresh products.

"Something went wrong" appears on the page. Failed to load record or product list. Press Retry; if the problem persists, contact your system administrator with the text in the Technical detail section.

Related screens

• Overview
• Promotions
• Items — detail
• Attributes
• Companies