Reserve a campaign for chosen customers
A campaign has an access mode, set when it is created in Run discount campaigns and fixed after that. Withpublic, the default, everyone can use it. With restricted, only the customers who were given access can, and only between the start and end dates of their access.
Codjo creates the offer as restricted. He then gives Le Palmier access with Give a customer campaign access. The access can have a start and an end date, and the end must be after the start. The access is recorded as manual.
The request is refused when:
- the campaign is not restricted;
- the campaign is archived;
- the customer is not in the company, or was deleted;
- the customer already has an access to this campaign that was not removed.
Exclude a customer
For the bar that pays late, Codjo uses Exclude a customer. The customer cannot benefit from this campaign, whatever its access mode. The request is refused if the campaign is archived, if the customer is not in the company or was deleted, or if the customer is already excluded. An exclusion that was lifted earlier is restored instead of creating a new one.- List excluded customers shows the exclusions.
- Lift a customer exclusion lets the customer benefit from the campaign again.
The rules
- Access and exclusions apply to one campaign at a time.
- Giving access works only on a restricted campaign. Exclusions can be added to any campaign that is not archived.
- On an archived campaign, nothing can be given, removed, excluded or lifted.
- Removing an access or lifting an exclusion keeps the record, so doing the opposite action restores it.
- Customers come from Manage customers.
All the actions of this topic
- List campaign customers: Shows the customers who were given access to a restricted discount campaign.
- Give a customer campaign access: Lets a chosen customer use a restricted discount campaign, for example for a loyalty or VIP offer.
- Remove campaign access: Takes back a customer access to a restricted discount campaign.
- List excluded customers: Shows the customers excluded from a discount campaign.
- Exclude a customer: Prevents a specific customer from benefiting from a discount campaign.
- Lift a customer exclusion: Allows an excluded customer to benefit from the campaign again.