Create a Campaign

Create Campaign

To create a new Campaign, follow these steps:

1. Navigate to Experiences → Campaigns in the left hand navigation menu

2. Select Create campaign at the top right of the Campaigns overview page

Setup Tab

Once the campaign is created, you will be directed to the Setup tab where you will need to add the following information, and create a campaign draft:

1. Campaign Name: Add a title for your campaign. We recommend a brief, but descriptive title to make it easier to distinguish between campaigns down the line.

2. Campaign Category: (Optional) Assign the campaign to a category for organization. Read more about Adding a Campaign Category.

3. Campaign Description: (Optional) Add a short note on the campaign’s goal, audience, or promotion. This is for internal organizational purposes, and will not be shown to your users.

Performance Tracking (A/B Testing)

The Crobox app allows you to easily track the performance of your campaign by setting up an A/B test. Control how you measure campaign impact with these settings:

1. Enable Performance Tracking: This toggle is turned on by default. If you’re not interested in tracking the performance of your campaign, and instead want all of the eligible audience to see your campaign, then you can turn this toggle off.

   • On = campaign is A/B tested against a control group

   • Off = campaign is shown to all eligible users

2. Traffic Ratio: You can use the Traffic Ratio slider to decide what percentage of your site’s audience will be exposed to the campaign. For quicker and more reliable results, we recommend a 50/50 split between the users who will be exposed to the campaign (the Crobox group) and those who won’t (the Control group).

Advanced Settings (optional)

Campaign Priority

Campaign Priority has two main uses. Lower numerical values = higher priority (Priority 100 displays before Priority 200).

Use 1: When Multiple Campaigns Compete

When you have multiple campaigns that could show to the same user or on the same page, priority determines which one wins.

Simple priority guide:

• Lower numbers show first (1 beats 100, 100 beats 200)

• Use gaps between numbers (100, 200, 300) so you can easily add campaigns in between later

• Example:

  • You have a "Flash Sale" and "Free Shipping" campaign both targeting jackets.

  • Set Flash Sale to Priority 100 and Free Shipping to Priority 200. Users will see the Flash Sale message.

Use 2: Advanced Testing Setup

Align priority across linked campaigns to run A/B testing or A/B/C testing with a control group. Link two or more campaigns and set their priorities to control which variations users see.

Link Campaign Performance

Enable Link this campaign performance to other campaigns for advanced testing scenarios like A/B/C testing with shared control groups.

When to Use Linking

• Test multiple campaign variations against a single control group

• Coordinate related campaigns to work together

• Run advanced attribution across connected campaigns

Once you are happy with your settings, click Create Campaign Draft to save your work and continue with the next step.

Design Tab

In this step, you define the look and format of your campaign. Additionally, this is where you will be able to add the content of your campaign. To do so, follow these steps:

1. Select a Campaign Type from the following format options:

   1. Message Badging - Short, text-based nudges usually in message badge format

   2. Image Badging - Visual icons or images

   3. Notifications - Longer copy with emphasis

   4. Interactive Overlay - Dynamic components like timers or sliders

1. Once you select a Campaign type, click on Save & Next Step.

2. Select a Template from the Template Gallery.

   1. Templates are based of your containers available Components, that are made to suit your brand, content and campaign types.

   2. Depending on the template’s setup, you will be able to customize it in the next step.

   3. Alternatively, you can select a template you previously customized in the Saved Designs section of the page.

3. Define your campaign’s Content.

   1. This could include, a headline, subtext, image, CTA, or other elements depending on template.

   2. Add links or visuals as needed for your campaign goals.

   3. This will be the content shown live on your website.

4. Customize the Design of your template.

   1. Depending on the setup of the selected template, you will have different options to customize on the right side panel.

5. To save your work and proceed, click Save & Next Step.

Targeting Tab

Targeting ensures that each campaign reaches the right users, at the right moment, in the right context. This guide walks you through how to apply rules and filters to control when and where your campaign is shown.

Targeting

Crobox supports both simple and advanced targeting logic. Use them alone or in combination for flexible control.

Simple Targeting

• Product Tag: Show the campaign only on products grouped under a tag (e.g., "On Sale", "Eco-Friendly").How to Create and Edit Product Tags.

• Visitor Segment: Target defined user groups like:

  • Mobile users

  • First-time visitors

  • Returning customers

  • Users in a specific country

• (Optional) Campaign Start & Campaign End: Set a campaign schedule:

  • Define a start date to delay activation

  • Use an end date to automatically turn off the campaign (Leave blank to run indefinitely.)

Advanced Targeting

Here, you can define criteria for specific products or visitors to be eligible for the campaign. Use this for more granular, rule-based setups.

Conditions

Build rules using product or user attributes:

• Examples:

  • Product Brand = “Nike”

  • Price > 100

  • Stock ≠ “Out of stock”

Condition Groups

Combine multiple conditions using AND/OR logic:

• Example:

  • Show only on Category = Shoes AND Size Availability = 42

  • Show only on Visitor Segment = Logged in OR Visitor Segment = Member

  • Show only on Sale Flag = True OR Discount > 1

Locations

In the Locations section you can choose where your campaign will be displayed by selecting the pages where the campaign will be shown, as well as the exact placement by choosing a placeholder.

1. Select Page Types

Choose the page(s) where the campaign will display:

• Product Detail Page (PDP)

• Product Listing Page (PLP)

• Category Page

• Homepage, etc.

• Cart Page

2. Assign Placeholders

Placeholders are specific locations on your website (e.g., below product title, near CTA).

• For each selected page type:

  • Open the Placeholder dropdown

  • Choose a position from the available options

Targeting Use Cases

Here are examples to help you apply targeting strategically:

Guided Journey Targeting

Use the Guided Journey framework to display Campaigns based on a visitor’s interactions with the Product Finder. This allows you to tailor messaging across key moments in the product discovery journey — from prompting new users to supporting those who’ve already received personalized recommendations.

Tips for Effective Targeting

• Start broad, then layer conditions as needed

• Avoid over-narrowing — check estimated reach (shown on the right panel)

• Use Preview to test before publishing

• Use Content Variants to personalize messages for different targets

Content Tab Settings

The Content tab is where you can translate your messaging and personalize it by adding content variants which you can then test against each other.

Translating the Campaign Content

As mentioned above, you can define the content shown in your campaign in the Design tab. If you would like it to show in multiple languages based on the site’s locale, you can localize the campaign’s content like so:

1. Click on the Language dropdown and add a new language by clicking on the + next to it.

2. Either manually add the translated content or click Generate Translations to use AI-powered suggestions.

Personalized Content

You can add multiple Content Variants (Messages) to a campaign when you want to test different copy variations while using the same targeting rules. To do so, follow these steps:

1. Click on Personalize Content.

2. In the table that will appear above the Translations section, add a new Content Variant by clicking on Add a new message and giving it a name.

1. Filters: Apply additional filters to each content variant for further personalization. Note: If your campaign only has one variant, filters must be applied in the Targeting tab.

2. Reach: View the percentage of products eligible for this campaign. Click the graph to see more details.

3. Content Tag (Optional): You can group Content Variants/Messages together for reporting purposes.

Generate Content with AI

Save time creating compelling campaign content with Crobox's AI-powered content generation. This feature helps you craft engaging, brand-consistent messaging that resonates with your audience by analyzing your campaign goals and brand context.

Generate Content with AI works best for:

• Creating multiple content variations quickly

• Maintaining consistent brand voice across campaigns

• Generating compelling copy when you're short on time or inspiration

• Ensuring your messaging aligns with campaign objectives

How to generate AI content

Preview & Publish in the Versions Tab

Once your campaign is set up, preview it to confirm everything looks correct. You have two options:

1. Click the Preview button (top right – visible throughout the flow).

2. Go to the Preview & Publish section and click Preview.

Once you click on any Preview button, you will be taken to a new tab where you will be able to see your campaign. To test on a specific page, paste the desired URL into the Target URL field.

To publish your campaign, click on the Publish button in the Preview & Publish section.