Campaign Management

Create, manage, and optimize marketing campaigns to drive customer acquisition, retention, and revenue growth — all from the Azotte Portal. This guide walks business users through every step of the campaign lifecycle.

Accessing Campaign Management

From the portal sidebar, navigate to Campaigns to view all your campaigns and create new ones.

Screenshot: Campaign Management landing page with campaign list

Campaign Dashboard

The campaign dashboard gives you a real-time overview of all active and recent campaigns.

Screenshot: Campaign Dashboard showing active campaigns, conversion rates, and revenue impact

Dashboard Metrics

Metric	What It Tells You
Active Campaigns	Number of currently running promotions
Conversion Rate	Percentage of targeted customers who take action
Revenue Impact	Additional revenue attributed to campaigns
Customer Acquisition	New subscribers acquired through campaigns
Cost Per Acquisition	Average cost to acquire each new subscriber

Campaign Types

Choose the right campaign type for your business goal:

Campaign Type	Description	Best For
Discount Campaigns	Percentage or fixed-amount discounts on subscriptions	Driving conversions, seasonal sales
Trial Extensions	Extended or premium trial periods	Increasing trial-to-paid conversion
Referral Programs	Rewards for customers who refer others	Organic growth, word-of-mouth
Seasonal Promotions	Time-bound offers tied to events or holidays	Holiday sales, back-to-school, launches
Retention Campaigns	Win-back offers for at-risk or churned customers	Reducing churn, re-engagement

Creating a Campaign

Step 1: Start the Campaign Wizard

Click + Create Campaign to launch the guided campaign wizard.

Screenshot: "Create Campaign" button and campaign type selection

Step 2: Define Campaign Details

Field	Description	Required
Campaign Name	Internal name for tracking (e.g., "Summer Sale 2026")	Yes
Description	Summary of the campaign purpose	No
Campaign Type	Discount, Trial, Referral, Seasonal, or Retention	Yes
Status	Draft, Scheduled, Active, Paused, or Ended	Auto-managed

Screenshot: Campaign details form

Step 3: Configure the Offer

Depending on the campaign type, configure the offer details:

For Discount Campaigns:

Setting	Options
Discount Type	Percentage off or Fixed amount off
Discount Value	e.g., 20% or $10.00
Applicable Bundles	Select which bundles the discount applies to
Stackable	Whether this discount can combine with other offers
Usage Limit	Maximum number of times the offer can be redeemed

For Trial Extensions:

Setting	Options
Extension Days	Number of additional trial days
Trial Tier	Standard trial or premium trial access

For Referral Programs:

Setting	Options
Referrer Reward	Discount or credit for the referring customer
Referee Reward	Discount for the new customer
Max Referrals	Limit per referrer

Screenshot: Offer configuration form for a discount campaign

Step 4: Set Targeting Rules

Define who should see this campaign:

Customer Segments

Segment	Description
New Customers	Customers who registered within a specified timeframe
Loyal Customers	Long-term subscribers with high engagement
At-Risk Customers	Customers showing churn signals (low usage, failed payments)
High-Value Customers	Top-tier customers by revenue or lifetime value

Geographic Targeting

Select specific countries, regions, or cities where the campaign should be active. You can also exclude regions.

Behavioral Rules

• Subscription plan type
• Usage patterns (e.g., customers using less than 50% of their quota)
• Previous campaign participation
• Registration date range

Screenshot: Targeting rules configuration with segment and geographic selectors

Step 5: Set the Schedule

Field	Description
Start Date & Time	When the campaign goes live
End Date & Time	When the campaign stops (optional for evergreen campaigns)
Time Zone	The reference time zone for scheduling

Screenshot: Campaign scheduling with date picker and timezone

Step 6: Set Budget Controls (Optional)

Control	Description
Total Budget	Maximum spend for this campaign
Daily Cap	Maximum daily spend
CPA Limit	Maximum cost per acquisition
Auto-Pause	Automatically pause when budget is exhausted

Screenshot: Budget controls configuration

Step 7: Review and Launch

Review all campaign settings on the summary page. You can:

• Launch Now — Start the campaign immediately
• Schedule — Set it to start at the configured date/time
• Save as Draft — Continue editing later

Screenshot: Campaign review summary before launch

A/B Testing Campaigns

Test different offer configurations to find what performs best.

Setting Up an A/B Test

1. From the campaign detail page, click A/B Test
2. Create Variation A and Variation B (e.g., 20% discount vs. 25% discount)
3. Set the traffic split (e.g., 50/50 or 60/40)
4. Choose the success metric (conversion rate, revenue, or CPA)
5. Set a minimum sample size for statistical confidence
6. Click Start Test

Screenshot: A/B Test setup wizard with variation configuration

Reading Test Results

The results dashboard shows:

• Conversion rate per variation
• Revenue per variation
• Statistical significance indicator (green = confident result)
• Declare Winner button when significance threshold is met

Screenshot: A/B Test results with winner declaration

Managing Active Campaigns

Campaign List View

Column	Description
Campaign Name	Name of the campaign
Type	Discount, Trial, Referral, etc.
Status	Draft, Active, Paused, Ended
Conversion Rate	Percentage of targeted customers who converted
Revenue Impact	Revenue attributed to this campaign
Start / End Date	Campaign schedule

Campaign Actions

Action	Description
Pause	Temporarily pause an active campaign
Resume	Restart a paused campaign
Duplicate	Clone a campaign as a starting point for a new one
End	Permanently end the campaign
Archive	Move a completed campaign to the archive

Screenshot: Campaign actions dropdown menu

Campaign Performance Analytics

Performance Dashboard

Navigate to the Analytics tab within any campaign to see its detailed performance.

Screenshot: Campaign Performance Analytics dashboard

Key Performance Indicators

KPI	Description
Impressions	Number of customers who were exposed to the campaign
Click-Through Rate	Percentage of impressions that led to engagement
Conversion Rate	Percentage of engaged customers who subscribed
Revenue Per Visitor	Average revenue generated per targeted customer
Customer Lifetime Value	Long-term value of customers acquired through this campaign
Return on Investment	Revenue generated vs. cost of the campaign

Cohort Analysis

Track how customers acquired through a campaign behave over time:

• Retention rates at 30, 60, and 90 days
• Lifetime value progression
• Engagement trends

Screenshot: Cohort analysis chart showing retention over time

Campaign Automation

Set up campaigns that trigger automatically based on customer behavior.

Available Triggers

Trigger	Description	Example Use
Trial Expiring	Customer's trial period is ending soon	Send a discount to convert to paid
Cart Abandonment	Customer started checkout but didn't complete	Send a reminder with incentive
Usage Milestone	Customer reaches a usage threshold	Offer an upgrade or add-on
Churn Risk	Customer shows signs of disengaging	Trigger a retention offer
Anniversary	Customer's subscription anniversary	Send a loyalty reward

Screenshot: Campaign automation trigger configuration

Compliance & Governance

Approval Workflows

For campaigns with high budget or broad targeting, the portal supports approval workflows:

• Manager Approval — Required for campaigns above a budget threshold
• Legal Review — For campaigns with specific promotional terms
• Brand Compliance — Ensure campaigns follow brand guidelines

Audit Trail

All campaign changes are logged with:

• Who made the change
• What was changed
• When the change was made

Screenshot: Campaign audit trail log

Best Practices

• Start small — Test with a small audience before going broad
• Set clear goals — Define what success looks like before launching
• Monitor daily — Check performance dashboards during the campaign run
• Use A/B testing — Never assume; let data guide your decisions
• Avoid campaign fatigue — Don't over-target the same customers
• Plan around seasons — Align campaigns with customer buying patterns
• Set budget limits — Always configure auto-pause to avoid overspend

Troubleshooting

Issue	Possible Cause	Solution
Campaign not reaching customers	Targeting rules too narrow	Broaden segments or geographic scope
Low conversion rate	Offer not compelling enough	Test a higher discount or different type
Budget exhausted too quickly	Daily cap not set	Add daily spend limits
A/B test not reaching significance	Insufficient traffic	Extend the test duration
Campaign shows as "Draft"	Not yet launched	Click "Launch Now" or schedule a start date

Next Steps

• Bundle Management — Manage the products your campaigns promote
• Customer Management — Understand your customer segments
• Analytics & Reporting — Deep-dive into campaign ROI