Sign Up Campaign
Use a Sign Up campaign to register families for clubs, classes, and programs. It works whether the program is free or paid, and it’s a much clearer alternative to a Purchase campaign priced at zero dollars, since the purpose is obvious to the parent.
Building One
- In the Admin, navigate to Campaigns > Products.
- Click the Build Campaign button.
- Choose Sign Up.
- Pick the organization, then fill in the details.
Options
When creating the campaign, the following options are specified:
| Option | Required | Description |
|---|---|---|
| Name | Yes | The name of the campaign |
| Description | No | A rich text description of the campaign. |
| Campaign Type | Yes | Must be set to Sign Up. This cannot be changed once the campaign is created. |
| Organization | Yes | The organization to associate with purchases from campaign. This cannot be changed once the campaign is created. |
Sign Up campaigns also show a “Who is this purchase for?” picker, and default to A student when first created. See Attribution.
Capacity and Waitlists
Sign Up campaigns can limit how many families can register, using the same inventory settings as Purchase campaigns. See Inventory.
If you turn on the waitlist option, a Waitlist tab appears on the campaign so you can see who’s waiting once capacity is reached.
Promotions and Discounts
Two discounts are available under Promotions and Discounts on the Options tab:
- Sibling discount: a lower price when more than one person signs up on the same order.
- Early bird discount: a lower price when the sign up happens before a deadline you set. This requires an early bird deadline.
Advanced Options
The following advanced campaign options are available for Sign Up campaigns:
- Inventory / Capacity
- Waitlist
- Attribution
- Sibling and Early Bird discounts
- Delayed payment and installments
Store Tab
| Setting | What it does |
|---|---|
| Sell in the online store | Makes the campaign available in your online store. Turn this on to get a link you can share from the campaign’s Share tab. |
| Select campaign as a featured campaign | Shows the campaign on your store’s home page. |
| Category | Places the campaign in one of your store categories. Only shown once your store has categories. |
Availability Tab
| Setting | What it does |
|---|---|
| Mark campaign as not available for sale | Stops new sign ups in both the store and First Step. Useful when a link has gone out but the program is full or closed. |
See Configuring Campaigns for detailed information on campaign options.
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