# Campaign Creation

Staff utilize this option to create campaign at either the **Overall Level**, which applies to all item types (services, procedures, and others), or the **Item Level**, which applies to specific procedures or services.

***

### **Steps to Create a Campaign**

* Open the **Campaign Master** **(Home > Admin > Discounts > Campaign Master)** screen, and click **ADD** to open the **Add Campaign** pop-up screen.

  <figure><img src="/files/N3hlssQBM8msAJsRZOsS" alt=""><figcaption></figcaption></figure>
* Fill the details in the **Add Campaign** pop-up
  * Enter the **Campaign Name** as appropriate.\
    \&#xNAN;***Example:** Clinic Promotional Campaign, New Year Campaign etc*
  * Select the **Discount Card** and **Network** from the respective dropdown menus. On selection **Image** or **Logo** will be auto populated.\
    \&#xNAN;***Note:** Restricting a campaign to a specific discount card ensures that only eligible patients can access the offer. If the campaign is open to all patients in the facility, discount card details are not required.*
  * To add a new **Campaign Handle**, enter the name and click **Add**. If the name already exists, select it from the list. \
    \&#xNAN;***Example:** Facebook, Twitter etc.*
  * Select the **Effective Date** and **Expiry Date** using the date pickers.
  * Enter any relevant notes **Remarks** about the discount.
  * Determine whether to apply the discount at the **Overall Level** or **Item Level**.
    * **Overall Level**

      <figure><img src="/files/fiE71vQAK9lcEiXVx9X9" alt=""><figcaption></figcaption></figure>

      * Select the **Discount Type** as either **Amount** or **Percentage**. If you choose **Percentage**, the **Max Limit** field will be enabled. Enter the discount percentage in the **Discount** field and the maximum allowable amount in the **Max Limit** field.
      * Click **SAVE** to create the campaign. Now, the created campaign appears on the dashboard.

        <figure><img src="/files/sJupqoe7CaienNQyLB8V" alt=""><figcaption></figcaption></figure>
    * **Item Level**
      * Enable the **Add Items** toggle to include specific items. This action displays a spread where you can add items.

        <figure><img src="/files/wS0g9shGeYu3ZYs0nVEh" alt=""><figcaption></figcaption></figure>
      * Click the **Plus** <img src="/files/0f21P5xX71SdNH3wPvz3" alt="" data-size="line"> **icon** in the spread to open the **Add New Items** pop-up screen. Select the respective **Item Type** (**e.g. Service.**) using the dropdown menu and select the **All** checkbox to select the all the service items. Click **ADD** to include the items.

        <figure><img src="/files/gdCKVWMiejApbJcSHVu3" alt=""><figcaption></figcaption></figure>
      * Select the **Discount Type** as either **Amount** or **Percentage**. If you choose **Percentage**, the **Max Limit** field will be enabled. Enter the discount percentage in the **Discount** field and the maximum allowable amount in the **Max Limit** field. Add any necessary details in the **Remarks** field. Use the **IsActive** toggle switch to activate or deactivate the item as needed.

        <figure><img src="/files/CqWF4RYsBWGps1dCrNvK" alt=""><figcaption></figcaption></figure>
      * Click **SAVE** to create the campaign. Now, the created campaign appears on the dashboard.

        <figure><img src="/files/COcDkOEwP1dEQv1N5kSj" alt=""><figcaption></figcaption></figure>


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