Setting up a Coupon Campaign

This tutorial will walk you through setting up the Coupon Template. This template allows participants to submit their contact information and download a coupon file. You can access the template directly here, or follow the instructions below to access it from the Template Gallery. 

Selecting the Template

We’re going to start in the Templates section in ShortStack’s main menu. Templates help you get started faster because the widgets are already added and — to an extent — configured for you. If you don’t like what you see, you can change the template in the in the Campaign Builder. 

1. From your Dashboard, select the New Campaign button. 

2. When prompted with the "How would you like to start?" dialog, select Start with a Template. This will show ShortStack's Template Gallery. 

3. The Coupon template is the fourth option in the Collect Information category; just scroll down until it appears. When hovering over the Template, you can choose to preview the template or select Use This Template to proceed. 

4. You'll be prompted to create a name for your Campaign. You can change this later, and this is for internal use. You can also assign a tag to it. 

5. Select Create Campaign.

Customizing the Campaign

Once you click Create Campaign, you'll be redirected to the Campaign Builder to make your changes. At the top-left of the Campaign Builder, there is a row of icons that open and close the panels. Panels contain the features you'll use to customize the Campaign. 

• Add Widgets has icons for all of ShortStack’s widgets. To add a widget, click its icon.
  
  
• Edit Widgets shows the widgets already added to the Campaign. Here you can click and drag widgets to rearrange them, edit widget settings, delete widgets, and more.
  
  

This is what the Coupon template looks like when you start:

This template is comprised of the following Widgets:

• Image Widget (for displaying the header image)
  
  
• Rich Text Widget (for showing information about your Campaign)
  
  
• Links Widget (for downloading the coupon)
  
  
• Form Widget (for collecting information from participants)
  
  
• An additional Links Widget (for displaying links to your social profiles)
  
  
• Share Widget (for letting participants share your Campaign on their social profiles)
  
  
• Action Widget (for hiding/showing the instructions at the top)

We won't customize every Widget in this Campaign, but here are resources to help:

• Customizing the Image Widget
  
  
• Using the Form Designer
  
  
• Setting up the Share Widget

Let's focus on setting up your coupon. The Download Coupon button is created by the Links Widget, so that's the Widget we're going to edit.

1. Upload your coupon to your Media page by selecting the + New button. You can use a PDF, JPG or PNG file type for your coupon. (If you don't have a coupon yet, you can create one using our Canva integration.)
   
   
2. Copy the file link by clicking on the </> icon on the far right of the file. 
   
   
3. Return to the Campaign Builder.
   
   
4. In the Edit Widgets Panel, select the Edit Widget Settings icon on the Download Link Widget.
   
   

   

    

5. This will open the Links Widget settings. The template uses a placeholder PDF, so you'll need to replace it with the link to the file you've just uploaded to your Media page. To do this, click on the edit icon.
   
   

   

    

6. In the URL field, remove the current URL, and paste the link you copied from the Media page. This is also where you can change the text that appears on the button. 
   
   

   
   
   

7. Select Save Link. 

Once you've customized the rest of your Campaign, you're ready to publish!

Publish the Campaign

1. Find and click on the Publish Campaign button at the top-center of the page.
   
   
2. Click Publish to Web. 
   
   
3. If the template you chose has Facebook features, you'll need to associate the Campaign with a Facebook app. To do so, take the steps to Quick Publish or Custom Publish your Campaign.
   
   
4. The Publication Checklist will pop up to remind you of some popular features you may not have configured or enabled. Take a minute to explore those options and click Next. 
   
   

Congratulations, your Campaign is published! Copy the Campaign URL and use it in Facebook Status Updates, tweets, blog posts, and anywhere else you have a presence to link users to your Campaign.