> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pureclarity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Campaign

> Step-by-step guide to creating effective PureClarity campaigns with targeting, content selection, and optimization strategies

Creating a campaign in PureClarity involves configuring who sees what content, where, and when. Click **Add Campaign** on the Campaign List to begin building your personalized customer experience.

<Info>
  PureClarity guides you through a series of configuration options that control the complete campaign behavior: audience targeting, placement, timing, and content selection.
</Info>

## Campaign Creation Process

### Step 1: Define Campaign Location

**Select Target Zone**
Choose the [zone](/features/zones/overview) where your campaign will appear. Zones represent specific areas on your website where personalized content displays.

**Common zone types:**

* **Homepage zones**: Welcome areas, featured product sections
* **Product page zones**: Related products, alternative suggestions
* **Cart zones**: Upsell opportunities, recommended additions
* **Category zones**: Relevant products within specific categories

<Tip>
  You can create new zones directly from the campaign creation interface. Remember to implement these zones in your e-commerce platform for them to appear on your site.
</Tip>

**Context Configuration**
Depending on your selected zone type, you may need to specify additional context:

* **Product groups**: Which product categories to target
* **URL patterns**: Specific pages or page types
* **Customer journey stage**: New visitors vs. returning customers
* **Behavioral triggers**: Actions that activate the campaign

### Step 2: Define Your Audience

**Select Customer Segment**
Choose the [customer segment](/features/segments/overview) that should see this campaign:

**Segment options:**

* **Everyone**: Universal campaigns visible to all visitors
* **New customers**: First-time visitors or recent sign-ups
* **Returning customers**: Previous purchasers or frequent visitors
* **High-value customers**: Based on purchase history or behavior
* **Custom segments**: Tailored audience criteria you've defined

<Note>
  Multiple campaigns can target the same zone with different segments, enabling sophisticated personalization where different customer types see different content.
</Note>

**Creating New Segments**
If your desired audience doesn't exist, create a new segment directly:

1. **Define criteria**: Age, location, purchase history, behavior patterns
2. **Set conditions**: Combine multiple criteria with AND/OR logic
3. **Test segment size**: Preview how many customers match your criteria
4. **Save and apply**: Use immediately in your campaign

**Attribution Audiences**
PureClarity automatically creates "Audiences" segments when you set up attribution tracking:

* **High converters**: Customers with strong purchase patterns
* **Browser segments**: Customers who browse but don't purchase
* **Product affinity**: Customers interested in specific categories
* **Engagement levels**: Based on site interaction patterns

### Step 3: Schedule Campaign Timing

**Date and Time Controls**
Set when your campaign should be active:

**Start date/time:**

* **Immediate activation**: Leave blank to start immediately
* **Scheduled launch**: Set specific start date and time
* **Seasonal timing**: Coordinate with sales periods or events

**End date/time:**

* **Ongoing campaigns**: Leave blank for permanent campaigns
* **Limited-time offers**: Set specific end date and time
* **Event-based**: Align with promotional periods

<Warning>
  Campaign timing is crucial for seasonal promotions. Set up Black Friday, Christmas, or sale campaigns in advance to ensure smooth activation.
</Warning>

**Use cases for timed campaigns:**

* **Flash sales**: 24-48 hour promotional periods
* **Seasonal promotions**: Holiday-specific product recommendations
* **Product launches**: Time-sensitive new product highlights
* **Inventory clearance**: Limited-time offers for specific products

### Step 4: Organization and Tracking

**Campaign Tags**
Use tags to group and organize related campaigns:

**Recommended tag categories:**

* **Season/Event**: "BlackFriday2024", "Christmas", "Summer"
* **Purpose**: "Upsell", "CrossSell", "Retention", "Acquisition"
* **Performance**: "Testing", "Champion", "Challenger"
* **Product focus**: "Electronics", "Fashion", "NewArrivals"

**Benefits of tagging:**

* **Performance analysis**: View aggregate performance across tagged campaigns
* **Seasonal management**: Easily activate/deactivate related campaigns
* **A/B testing**: Group test variations for comparison
* **Reporting**: Generate reports for specific campaign categories

**Campaign Notes**
Add internal notes for:

* **Strategy context**: Why this campaign was created
* **Performance expectations**: Target metrics and goals
* **Team communication**: Designer/marketer collaboration notes
* **Optimization history**: Changes made and results achieved

### Step 5: Content Selection

**Content Types Available**

**Recommenders**
AI-driven product recommendations based on customer behavior:

* **Automated recommendations**: PureClarity selects optimal products
* **Custom recommendations**: Manual product selection and curation
* **Hybrid approach**: Automated with manual override capabilities

**Static Content**
Fixed content for specific messaging:

* **Promotional banners**: Sales, offers, brand messaging
* **Educational content**: Product guides, how-to information
* **Brand storytelling**: Company values, sustainability messages

**Template Selection**
All content uses templates that control appearance and behavior:

**Template preview features:**

* **Visual preview**: See exactly how content will appear
* **Responsive design**: Preview across desktop, tablet, mobile
* **Behavior description**: Understanding of template functionality
* **Customization options**: Available settings and modifications

<Tip>
  Start with PureClarity's pre-built templates, then create customized versions as you identify specific design needs.
</Tip>

**Template Customization**
Once you select a template, configure:

**Visual settings:**

* **Colors and fonts**: Match your brand aesthetic
* **Layout options**: Product grid, carousel, list formats
* **Image sizing**: Optimize for your product catalog
* **Call-to-action text**: Customize button labels and messaging

**Behavioral settings:**

* **Number of products**: How many recommendations to show
* **Minimum threshold**: Required number of products before display
* **Fallback behavior**: What to show when insufficient products available
* **Click tracking**: Enhanced analytics for performance monitoring

## Recommender Configuration

### Automated Recommendations

**Why choose automated:**

* **AI optimization**: Machine learning selects best products for each customer
* **Dynamic adaptation**: Recommendations improve based on customer interactions
* **Reduced maintenance**: No manual product selection required
* **Performance focus**: Algorithm optimizes for conversion and engagement

**Automated recommendation types:**

* **Similar products**: Based on current product or browsing
* **Frequently bought together**: Cross-sell opportunities
* **Trending products**: Popular items relevant to customer interests
* **Personal favorites**: Products matching individual customer preferences

### Custom Recommendations

**When to use custom:**

* **Specific promotional goals**: Highlighting particular products or brands
* **Editorial control**: Curated product selection for brand storytelling
* **Inventory management**: Promoting overstocked or featured items
* **Testing scenarios**: Comparing specific products against automated selections

**Custom setup options:**

* **Manual product selection**: Choose specific products to recommend
* **Category-based**: Select products from particular categories
* **Tag-based**: Use product tags for dynamic but controlled selection
* **Inventory rules**: Include/exclude based on stock levels

## Campaign Optimization Best Practices

### Performance Monitoring

**Key metrics to track:**

* **Click-through rate**: Engagement with campaign content
* **Conversion rate**: Purchases resulting from campaign interactions
* **Revenue per visitor**: Average value generated per campaign view
* **Audience overlap**: How segments interact with different campaigns

### Iterative Improvement

**Regular optimization tasks:**

* **A/B testing**: Compare different templates, targeting, or content
* **Audience refinement**: Adjust segments based on performance data
* **Content freshness**: Update products and messaging regularly
* **Timing optimization**: Adjust schedules based on customer behavior patterns

### Common Optimization Strategies

**Underperforming campaigns:**

* **Narrow audience targeting**: More specific segments often perform better
* **Refresh content**: Update products or messaging
* **Adjust placement**: Try different zones or page locations
* **Review timing**: Modify schedules for better audience alignment

**High-performing campaigns:**

* **Scale successful elements**: Apply winning strategies to other campaigns
* **Create variations**: Test similar campaigns with slight modifications
* **Expand to new zones**: Deploy successful campaigns to additional locations
* **Document learnings**: Capture insights for future campaign creation

## Technical Considerations

### Zone Implementation

**Before launching campaigns:**

* **Verify zone existence**: Ensure zones are implemented in your e-commerce platform
* **Test display**: Preview campaigns in target zones
* **Check responsive behavior**: Validate appearance across devices
* **Performance impact**: Monitor page load times with new campaigns

### Integration Requirements

**Platform-specific considerations:**

* **Shopify**: App blocks vs. manual zone implementation
* **Magento**: Widget placement and theme compatibility
* **WooCommerce**: Plugin integration and theme modifications
* **Custom platforms**: API integration and zone configuration

Campaign creation in PureClarity provides powerful tools for personalized customer experiences. Start with simple campaigns and gradually increase sophistication as you learn what resonates with your audience and drives the best business results.