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Getting Started with Loyal Campaign

This guide will walk you through the process of setting up your first campaign with Loyal Campaign.

Installation#

  1. Navigate to the app store for your e-commerce platform
  2. Search for "Loyal Campaign"
  3. Click "Install" or "Add to Store"
  4. Follow the on-screen instructions to complete the installation

Initial Setup#

After installing Loyal Campaign, you'll need to configure a few basic settings:

  1. 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
  2. Brand Settings: Customize the app to match your brand

    • Upload your logo
    • Set your brand colors
    • Customize default messaging templates

Creating Your First Campaign#

Referral Campaign#

  1. From the dashboard, click "Create Campaign"
  2. Select "Referral Campaign"
  3. Fill in the campaign details:
    • Campaign name
    • Start and end dates (optional)
    • Reward structure for both advocate and friend
  4. Customize the email templates
  5. Review and launch your campaign

Affiliate Campaign#

  1. From the dashboard, click "Create Campaign"
  2. Select "Affiliate Campaign"
  3. Configure campaign settings:
    • Campaign name
    • Commission structure
    • Discount code parameters
  4. Create your affiliate landing page
  5. Review and launch your campaign

Next Steps#

Once 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.