How to Create Date-based Events
Creating Date-Based Events in Co-Kinetic
Welcome to your friendly guide on setting up date-based events in Co-Kinetic. Let's get started!
1. Sign In to Your Account
First things first, you'll need to sign in to your Co-Kinetic account.
- Head over to the Co-Kinetic website.
- Enter your email address and password.
- Click "Sign in" to access your account.
2. Navigate to Promotions
Once you're logged in, you'll find yourself on the content page. Let's head over to the Promotions area.
- On the left-hand menu, look for 'Revenue Hub'.
- Click on 'Promotions' to proceed.
3. Access Date-Based Events
Now, let's find the section for creating your date-based events.
- In the Promotions section, locate 'date-based events'.
- Click the orange 'Manage' button to dive in.
4. Create a New Date-Based Event
It's time to create a new event. This is where the magic begins!
- Click on 'New Date Based Event'.
- A setup page will open for you to customise your event.
5. Set Up Promotion Details
Let's add some personal touches to your promotion.
- Enter a 'Promotion Name Internal' for your reference, like 'Happy Birthday Test'.
- Input the 'Promotion Name' your customers will see, such as 'Happy Birthday to You'.
- Add a 'Shop Description' like 'Birthday Treat' to entice your customers.
6. Define Voucher Details
Now, let's add some details about the voucher itself.
- Enter a 'Voucher Description' your customers will love, such as 'Birthday Voucher'.
- Specify the discount amount and the applicable treatments.
7. Upload Promotion Image
Link here for Happy Birthday Image
- Use a square image (1:1 ratio) created in Canva or similar tools.
- Add the image link in the designated area.
8. Choose Voucher Template
Time to pick a template for your voucher.
- Scroll to find the 'Happy Birthday Voucher' template.
- Preview the template to ensure it meets your needs.
9. Set Cost and Availability
Let's decide on the cost and availability of the voucher.
- Select the value type for the discount.
- Set the start date. Using today's date is a good option.
10. Define Redemption Details
- Clearly state how long the voucher will be valid.
11. Customise Email Subject and Content
Let's add a personal touch to the emails your customers will receive.
- Create a captivating subject line, like 'Your Birthday Voucher is Here'.
- Write a warm email greeting and personalise for your audience.
12. Activate the Event
Now, it's time to activate your event!
- Ensure the event is set to reoccur annually.
- Click 'Activate' to make the event live.
13. Save Your Event
Let's make sure all your hard work is saved.
- Click 'Save' to store all the information.
14. Add Contacts to the Event
It's time to add your audience to the event.
- Navigate to the contacts section.
- Add people from your audience who have the birthday campaign tag.
15. Monitor Results
Let's see how your campaign is doing.
- Check how many vouchers have been sent and redeemed.
- Use this data to assess the effectiveness of your birthday campaign.
16. Conclusion
You've done it! Enjoy the process of setting up your birthday vouchers.
- Celebrate your success and look forward to happy customers.
- Explore additional resources for further assistance.
Link to Loom
For a visual walkthrough, check out the Loom video: https://loom.com/share/72dc9844cd274f81bbd1185ed7154806
And that's it! You're all set to create delightful date-based events with ease. Enjoy the journey!
Link to How to add your contacts to Co-Kinetic, and create and Audience.