Create a campaign

When to use this: to start a new promotion. Requires a role that can manage campaigns.

Steps

1. Go to Admin → Operations → Rack Campaigns.
2. Click New campaign (top of the list). A draft is created with sensible defaults (today → +60 days, a fixed incentive) and you’re dropped into the editor — “Campaign created — fill in the details on the right.”
3. On Step 1 · Details, set the Campaign name and an optional Description (“Shown to managers only — not on the counter”).
4. Set the Start date and End date. These drive the Status badge, which is read-only and derived from the dates (draft → scheduled → active → completed) — you don’t set status by hand.

You’re done when

The draft exists in the list and you can move through the remaining editor steps.

Good to know

• A Draft does not appear on the Smart Counsellor — it goes live only once published and within its date window. See Publish, save, duplicate, delete.

Next

• Set the incentive → Set who earns it & what staff see → Add & manage promoted SKUs
• Whole flow: Tutorial — Create & publish a campaign