# 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.
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).
Performance tracking enablement.
### 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.
{% hint style="info" %}
**Easier Method:** Drag and drop campaigns in the Campaigns overview page to set priority visually. Activate with the toggle "Adjust campaign prioritization". Only use the numerical field here if you need precise control.
{% endhint %}
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.
{% hint style="success" %}
For more in depth information on how you can best use the Crobox Campaign testing capabilities, find the concepts use cases within our [**Testing**](https://docs.crobox.com/how-to-guides/dynamic-messaging/testing) page.
{% endhint %}
**Link Campaign Performance**
Enable **Link this campaign performance to other campaigns** for [advanced testing](https://docs.crobox.com/how-to-guides/dynamic-messaging/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
{% hint style="warning" %}
When campaigns are linked, priority settings become critical as the system shows the highest-priority campaign among the linked set.
{% endhint %}
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
{% hint style="info" %}
Can’t select a type? Contact your Customer Success Manager to enable it.
{% endhint %}
2. Once you select a Campaign type, click on **Save & Next Step**.
3. 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.
4. 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.
5. 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.
6. To save your work and proceed, click **Save & Next Step**.
{% hint style="warning" %}
Templates can be built and edited within the Components section of the app. For additional assistance, contact your Customer Success Manager.
{% endhint %}
***
## 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"). See [**Product Tags**](https://docs.crobox.com/how-to-guides/product-data/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.
{% hint style="warning" %}
Filters and conditions are only visible to users with Editor, Publisher, or Admin roles.
{% endhint %}
{% hint style="info" %}
Need the full filter reference? See [**Advanced Targeting Filters**](https://docs.crobox.com/how-to-guides/dynamic-messaging/advanced-targeting-filters) for presets, filter groups, and detailed filter definitions.
{% endhint %}
**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
{% hint style="info" %}
If you'd like to use a placement that isn’t available, it can be created by our team. Please contact your Customer Success Manager for more information.
{% endhint %}
### Targeting Use Cases
Here are examples to help you apply targeting strategically:
| Use Case | Targeting Setup |
| --------------------------------------------------------------- | ----------------------------------------------- |
| Show campaign to **returning users** only | Visitor Segment = Returning |
| Promote **seasonal sale** for jackets | Product Category = Jackets + Sale Flag |
| Highlight **low-stock urgency** | Stock Level < 5 |
| Target **mobile-exclusive** offers | Visitor Segment = Mobile users |
| Show badge on **brand-specific** products | Brand = “Nike” |
| Reassure users who completed a Finder of their **"Best Match"** | Finder position = top 1 in Finder "Shoe Finder" |
### 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.
{% stepper %}
{% step %}
**Target users who haven’t started the Finder**
Use notification style components to prompt eligible visitors to begin their guided journey at the right time. Additionally, see our in-depth guide to our [Best Practices with Activations](https://docs.crobox.com/how-to-guides/product-finders/activations-best-practices).\
\
\&#xNAN;*Targeting:* *Page type = PLP + URL HREF contains`/category/new`* *`/category/shoes`*
{% endstep %}
{% step %}
**Target users who received a Product Finder recommendation**
Show tailored messages to users who have already seen product recommendations within the Product Finder.\
\
\&#xNAN;*Targeting: Finder position = top 1 in Finder "Shoe Finder"*
{% endstep %}
{% step %}
**Target based on a users specific Finder answers**
Target visitors based on how a user answered a specific question/s within in a Finder. First [create a Visitor Property within the Finder by linking the question](https://docs.crobox.com/how-to-guides/product-finders/finder-editor/question-editor). This will enable you to target the visitor profile within Campaign targeting.
You could widen the users product discovery by highlighting hiking boots, waterproof gear, or guide users tailored to that activity.\
\
\&#xNAN;*Targeting: Session visitor property "Primary Activity" equals to "Hiking".*
{% endstep %}
{% endstepper %}
{% embed url="" %}
Re-targeting users through Personalization
{% endembed %}
### 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.
3. **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.
4. **Reach**: View the percentage of products eligible for this campaign. Click the graph to see more details.
5. **Content Tag (Optional)**: You can group Content Variants/Messages together for reporting purposes.
{% hint style="info" %}
Once you add a Content Variant, you will be able to localise it by selecting the variant/message you want to translate from the Content Variant dropdown that will appear, and then follow the instructions in the Translating Campaign section above.
{% endhint %}
### 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**
{% stepper %}
{% step %}
**Access Generate Content** :sparkles:
1. Navigate to the **Content** tab of your campaign
2. Click the **Generate Content** :sparkles: button (located next to the Generate Translations button)
3. The AI Content Generation panel will open on the right side
{% endstep %}
{% step %}
**Configure campaign information**
Provide context to help the AI understand your campaign:
Brand Name
* Enter your brand name (auto-populated from your container settings)
* This helps the AI maintain brand-appropriate tone and messaging
Campaign Description
* Describe your campaign's purpose, promotion, or goal
* Be specific: "20% discount campaign for black sneakers with limited stock" works better than "sale campaign"
* Include key details like discount percentages, target products, or seasonal context
* Incorporate persuasion principles like scarcity, urgency, or social proof to guide AI tone
{% endstep %}
{% step %}
**Select content elements to generate**
In the Content Elements section:
1. **Enable/disable elements:** Use the toggle switches to choose which content fields you want AI to generate
2. **Customize labels:** Edit the field labels to provide better context for the AI
* Default: "Notification Text"
* Better: "Urgency message for flash sale"
3. **Field targeting:** The system automatically identifies available content fields from your selected component
{% hint style="info" %}
**Pro tip:** More specific labels help the AI generate more targeted content. Instead of generic labels associated with the component, use descriptive ones like "Main headline for discount offer" or "CTA button for product comparison."
{% endhint %}
{% endstep %}
{% step %}
**Generate your content**
1. Click **Generate Content**
2. Wait for the AI feature to process your request
3. The generated content will appear in the "Generated Content Preview" section
{% endstep %}
{% step %}
**Review and customize generated content**
Review each element:
* Generated content appears in editable text fields
* Each field shows the label you provided for context
* Content is tailored to your campaign description and brand
Edit as needed:
* Click into any text field to make adjustments
* Refine the AI suggestions to perfectly match your campaign goals
* Maintain your brand voice while leveraging AI efficiency
Select content to apply:
* Use toggle switches to choose which generated elements to apply
* You can apply some elements while keeping others unchanged
* This flexibility lets you combine AI-generated content with your existing copy
{% endstep %}
{% step %}
**Apply the generated content**
1. Click **Apply Generated Content** to add your selections to the campaign
2. The selected content will be applied to your campaign fields
3. Click **Apply & Close** to save your configuration and close the panel
{% endstep %}
{% endstepper %}
{% hint style="success" %}
**Quick tips for better AI content:**
* Be specific in campaign descriptions: "Flash sale: 25% off T-shirts, limited time only" vs. "sale campaign"
* Use descriptive labels: "Main promotional headline" instead of "Text Field 1"
* Always review and refine generated content to match your brand voice
* Generate multiple variations to test different messaging approaches
* Apply AI content first, then use Generate Translations for consistent multilingual messaging
{% endhint %}
## 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.
{% hint style="info" %}
Crobox campaigns support versioning, allowing you to make changes without disrupting the live campaign. Once you update a live campaign, a new version will be created. To publish a newer version (you can identify this by looking for a version with the Draft status), click the three-dot menu next to it and select Publish.
{% endhint %}
