{"id":820,"date":"2019-04-04T13:37:33","date_gmt":"2019-04-04T17:37:33","guid":{"rendered":"https:\/\/trustpulse.com\/?post_type=docs&p=820"},"modified":"2024-10-21T09:54:35","modified_gmt":"2024-10-21T13:54:35","slug":"how-to-create-or-edit-a-campaign","status":"publish","type":"docs","link":"https:\/\/trustpulse.com\/docs\/how-to-create-or-edit-a-campaign\/","title":{"rendered":"How to Create or Edit a TrustPulse Campaign"},"content":{"rendered":"\r\n
Have you recently purchased TrustPulse but you aren\u2019t sure how to get started? Have you already created a campaign, but now you need to make some edits?<\/p>\r\n\r\n\r\n\r\n
This guide will show you how to create or edit a campaign in TrustPulse.<\/p>\r\n\r\n\r\n\r\n
To create a new campaign in TrustPulse, go to your\u00a0Dashboard<\/a><\/strong>\u00a0screen and select the\u00a0Create Campaign<\/strong> button.<\/p>\r\n\r\n\r\n\r\n On the next screen you’ll begin configuring your campaign by entering a campaign name, selecting the site this campaign should appear on and a campaign type.<\/p>\r\n\r\n\r\n\r\n When you’re satisfied with these settings select the Next<\/strong> button. Don’t worry, you can always come back and edit these later.<\/p>\r\n The next step in creating your campaign is configuring the Appearance & Design<\/strong>.<\/p>\r\n\r\n\r\n\r\n On this screen you’ll be able to choose what messaging you want to use in your campaign as well as the location, size and animation of the widget.<\/p>\r\n\r\n\r\n\r\n When you’re satisfied with these settings, select the Next<\/strong> button to continue creating your campaign.<\/p>\r\n In the third step, you’ll choose how you want to capture data. There are three options, AutoMagic,<\/strong><\/em>\u00a0Zapier, <\/em><\/strong>or<\/em> WooCommerce<\/em><\/strong>. The WooCommerce option is available on our TrustPulse Pro plan<\/strong> or higher.<\/p>\r\n To start we’ll choose AutoMagic. See our guide here to get started with Zapier instead<\/a>. Here is our guide to get started with WooCommerce as well<\/a>.<\/p>\r\n\r\n\r\n\r\n Once AutoMagic is selected you’ll be able to choose the website activity you want your campaign watch for.<\/p>\r\n\r\n\r\n\r\n In this step you’ll choose where and how your campaign’s notifications will appear on your website.<\/p>\r\n\r\n\r\n\r\n You can configure specific pages of your site using display rules. Also, you’ll find options to configure:<\/p>\r\n\r\n\r\n\r\n When you’re finished setting these options select the Next<\/strong> button to continue creating your campaign.<\/p>\r\n It’s time to Publish<\/strong> your campaign!<\/p>\r\n\r\n\r\n\r\n On the final screen of creating your campaign you’ll see a preview of the campaign you’ve created.<\/p>\r\n\r\n\r\n\r\n Below the preview will be a notification showing if your campaign is successfully embedded on your site yet.<\/p>\r\n\r\n\r\n\r\n If this notification shows red you’ll also see the embed code below to copy and add to your site. Need help embedding your campaign? Check out our guides to get started adding TrustPulse to your specific platform<\/a>!<\/p>\r\n If this notification shows green then your TrustPulse embed code has already been successfully added to your site and TrustPulse can detect it is working.<\/p>\r\n\r\n\r\n\r\n Once you’ve successfully launched your campaign the Publish screen will reflect that the campaign is live!<\/p>\r\n\r\n\r\n\r\n Congratulations, you’ve successfully created your TrustPulse campaign and published it to your website!<\/p>\r\n\r\n\r\n\r\n<\/figure>\r\n\r\n\r\n\r\n
Step 1 – Campaign Type<\/strong><\/h5>\r\n\r\n\r\n\r\n
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Step 2 – Appearance & Design<\/strong><\/h5>\r\n\r\n\r\n\r\n
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Step 3 – Capture Rules<\/strong><\/h5>\r\n\r\n\r\n\r\n
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Step 4 – Display Rules<\/strong><\/h5>\r\n\r\n\r\n\r\n
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Step 5 – Publish<\/strong><\/h5>\r\n\r\n\r\n\r\n
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<\/span>Edit a Campaign<\/span><\/h3>\r\n\r\n\r\n\r\n