Getting Started with Loyal Campaign
This guide will walk you through the process of setting up your first campaign with Loyal Campaign.
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Installation- Navigate to the app store for your e-commerce platform
- Search for "Loyal Campaign"
- Click "Install" or "Add to Store"
- Follow the on-screen instructions to complete the installation
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Initial SetupAfter installing Loyal Campaign, you'll need to configure a few basic settings:
Configure Email Provider: Set up your email service to enable campaign communications
- Navigate to Settings > Email Configuration
- Choose your email provider (SMTP or Mailgun)
- Enter your credentials and save
Brand Settings: Customize the app to match your brand
- Upload your logo
- Set your brand colors
- Customize default messaging templates
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Creating Your First Campaign#
Referral Campaign- From the dashboard, click "Create Campaign"
- Select "Referral Campaign"
- Fill in the campaign details:
- Campaign name
- Start and end dates (optional)
- Reward structure for both advocate and friend
- Customize the email templates
- Review and launch your campaign
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Affiliate Campaign- From the dashboard, click "Create Campaign"
- Select "Affiliate Campaign"
- Configure campaign settings:
- Campaign name
- Commission structure
- Discount code parameters
- Create your affiliate landing page
- Review and launch your campaign
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Next StepsOnce your campaign is live, you can:
- Monitor performance in the Analytics dashboard
- Adjust campaign parameters as needed
- Invite affiliates to join your program
- Promote your referral program to existing customers
For more detailed instructions, check out our Setup Guide.