Creating and managing a Product Campaign, also known as a QuickShop, on Paysley is a simple and efficient way to sell products and services online. This guide will walk you through the steps to set up and manage your campaigns successfully.
Step 1: Ensure You Have the Necessary Paysley Features Activated
To create a QuickShop, you need access to the Inventory Management and Product Campaigns features in your Paysley account. If these features are unavailable on your Dashboard, you must upgrade your account or opt-in for the specific features. Contact Paysley support if you need assistance.
Step 2: Add Products and Services
Before setting up your campaign, you must add products and services to the Inventory Management section of your account. This ensures that all items you wish to include in your QuickShop are available for selection. For more information on adding and managing your inventory, read Managing your Inventory on Paysley.
Step 3: Add a New Campaign
- From the left navigation bar, select My Campaigns.
- Click on the option to create a new campaign and follow the 2-page wizard.
Page 1: Campaign Details
- Reference Number: Assign a unique reference number to the campaign. This makes reporting and tracking easier.
- Expiration Date: Set a date for the campaign to automatically close. Leave this field blank if you want the QuickShop to remain open indefinitely.
- Select Products or Services: Choose the items from your inventory that you want to offer in this campaign.
- Product Search Option: Enable a search function if your campaign includes more than eight products. (recommended)
- General Description (Optional): Add a brief campaign description to inform customers.
- Custom Data Fields (Optional): To collect additional information or communicate important details, include info boxes, text boxes, or dropdown menus.
Once all fields are completed, click the Next arrow to proceed.
Page 2: Add-On Options
Use the toggles to activate or deactivate additional options:
- Shipping Information: Collect delivery addresses from customers if required.
- Proof of Payment: Automatically send payment confirmations via text or email.
- Customer Information: Collect customer details. This is highly recommended as it helps manage transactions and adds them to the customer’s profile in Paysley for streamlined reporting.
- Social Media Sharing: Allow customers to share your campaign on their social media accounts.
- Repeat Orders: Enable customers to set up recurring orders.
- Tip Option: Let customers add a tip during checkout.
- Recaptcha: Activate this for added security, especially for campaigns open for extended periods.
Click Next to proceed to the summary page.
Step 4: Review and Submit
- On the summary page, review all the details of your campaign.
- Click Submit to finalize the setup.
A confirmation popup will appear, providing:
- QR Code: A scannable code for instant access to your QuickShop.
- URL: A shareable link to your QuickShop.
- Share Button: Instantly share your campaign on platforms like Facebook, X, LinkedIn, and WhatsApp.
Managing Your QuickShop
Once your QuickShop is live, you can monitor its performance through the My Campaigns section. Use Paysley’s reporting tools to track sales, customer interactions, and other key metrics. You can also edit or deactivate campaigns as needed.
By following these steps, you’ll be able to set up and manage effective QuickShops, ensuring a seamless and engaging experience for your customers. If you encounter any issues, Paysley’s support team is here to help!