Spinning up a campaign takes about ten minutes. Here's the flow.
#1. Open the create dialog
In the portal, go to Campaigns and click Create Campaign. You'll be asked for a few basics:
- Campaign title — what you'll call it internally
- Company name — what recipients see at the top of the redemption page
- Expiration date (optional) — when the campaign auto-ends
- Campaign logo (optional) — overrides your account logo on the redemption page
Save and you'll land on the campaign detail view with the campaign in Draft.
#2. Add products
Open the Products tab and add the items recipients can choose from. These come from your existing catalog — you can pick one product or several. For each product, you control which variants are available (sizes, colors).
A campaign needs at least one product before it can be activated.
#3. Brand the recipient experience
Open the Landing Page tab to set up the redemption page recipients land on, then open Settings -> Styling for the colors, fonts, and theme that carry across the rest of the campaign. You can:
- Add a hero headline and message
- Upload a hero image
- Pick the colors, fonts, and theme that match your brand
Your campaign branding doesn't stop at the redemption page. It applies to every customer-facing surface a recipient touches:
- Invite email
- Redemption page
- Order confirmation email
- Tracking email
- Delivery notification email
- Tracking page
See White-labeling and branding for the full breakdown of what gets the brand treatment and how account-level vs. campaign-level settings layer.
#4. Choose how recipients get access
Open Settings -> Sharing & Permissions. Decide between:
- A public link anyone can redeem
- Invite-only, where each recipient gets a private link
Public campaigns can also be gated by email domain or a shared password. See Campaign types for the trade-offs.
#5. Set limits
In the same settings panel, set caps on what recipients can claim:
- SKU per Order Limit — how many distinct items in one redemption
- SKU Quantity Limit — how many of any one item per redemption
- Order Quantity Limit — total items per redemption
- Orders per Recipient Limit — how many times one person can redeem
Leave any blank for "no limit". See Campaign limits for guidance.
Limits work alongside the campaign's other rules — regions, address verification, and sharing — to gate who can redeem and what they get.
#6. Configure shipping regions
In Settings -> Regions & Routing, pick which countries the campaign ships to. By default we route from the closest warehouse with stock. You can set rules to route specific countries to specific warehouses if you have inventory in more than one location.
#6.5. Set address-verification policy
In Settings -> Address Verification, choose how strict the campaign is about which addresses we accept. By default the campaign uses your account-level rules; you can switch to Custom Settings for this Campaign to override per-campaign — useful when a particular send needs to be tighter or looser than the default. See Address validation rules.
#7. Add recipients (invite-only)
If you went with invite-only, open the Invite Links tab to add recipients. You can:
- Create one invite at a time with name and email
- Bulk-create a batch from a CSV
- Generate a set of unassigned invite links to hand out manually
See Sending invites.
#8. Activate
Back at the top of the page, click the status tag and choose Activate. The campaign moves to Active and recipients can start redeeming.