Campaign

Campaign — tags, countdowns, banners on a schedule

A campaign lets you add HOT and SALE labels, a countdown timer or a banner image to your menu for each sale. When the start time comes, the campaign turns on by itself. When it expires, it turns off. You don’t have to edit the menu again for every sale. All of this content lives inside the campaign, so your original menu item tree stays the same.

To manage campaigns, scroll down to the Menu campaigns card on the app’s home page, just below the list of menus. When you open a menu’s editor, you’ll find campaigns in two places: the Campaign spot field and the Campaign tag block inside each menu item.

A campaign goes from creating it, to choosing a tool and a place, to scheduling it, to showing on the menu.

Create and manage campaigns

On the app’s home page, scroll down to the Menu campaigns card. When there are no campaigns yet, the card shows the line “Your menu campaigns will show here”. Click Add campaign to create a new one.

The campaign list has five columns:

Column What you see
Campaign The name of the sale.
Status The current state: Draft is off and not running, Upcoming is before the start time, Running is live on the web, Ended has expired.
Schedule The start and end times. If you don’t set dates, this column says “No dates · runs while on”, meaning it runs as long as it is turned on.
Tools The tools in the campaign and where they are placed.
Priority The priority when two campaigns want the same place.

At the end of each row are the buttons Edit, Turn off / Turn on, Duplicate and Delete. Delete needs two clicks: the first click changes the button to Click again to delete, and only the second click deletes it.

When you create a new campaign or click Edit, a window opens with three tabs: Setup to configure it, Priority to set the order and Results to see the results. At the bottom, choose one of three ways to save: Save draft to save a draft that stays off, Save & turn on to save and run it right away, or Save when editing a campaign that already exists.

Setup tab: name, schedule and add tools

Setting How to use it
Name The name of the sale so you can tell campaigns apart. It is required. You can pick a suggestion: Sale, Black Friday, Cyber Monday, Summer Sale, Christmas Sale, New Arrivals, Flash Sale, Clearance.
Set start time When it starts running. If you leave it empty, this field shows Starts as soon as it is turned on and the campaign runs as soon as you turn it on.
Set end time When it ends. If you leave it empty, this field shows Never ends and the campaign runs until you turn it off. The Countdown tool must have an end time.
Quick buttons Click Start now to use the current time, or Run for 1, 3, 7 or 14 days to fill in the schedule automatically.
Add tool Opens the Tool library so you can choose tools for the campaign.
Control group Holds back a group of shoppers who don’t see the campaign, so you can compare results. Choose Off if everyone who visits the store should see it, 10% (the recommended level), or 20% if you want to see the difference sooner, though fewer shoppers see the sale.

The times you enter use the time zone of your browser. The app shows a note about this time zone right below the date fields so you can check it.

Each campaign can hold up to 200 spots. Each place where a tool appears counts as one spot.

Choose a tool in the Tool library

When you click Add tool, choose one of these four tools:

Tool How it shows Where it can go
Tag A HOT / SALE label on a menu item or in the Campaign spot. You can choose the text and the style: Solid, Soft, Outline or Custom, the text color, the border color and how strong the background color is. On a menu item or in a Campaign spot. Works with every menu type.
Countdown A real countdown timer to the exact end time. It never restarts from the beginning. It has a Label field for text next to it (if empty, only the hours show) and a Link field to add a link. The strip above or below the Tab Bar, the top or bottom of the Mobile Menu, above or below the Icon Menu grid, in a Campaign spot, or at the top of the store page.
Image banner An image uploaded from your computer, shown across the full width of its container. An image is required. You can enter the image’s alt text, a maximum height, a fit mode (Cover to fill the frame and crop the image, or Contain to show the whole image) and a link. The same places as Countdown.
Side tab A vertical bar that sticks to the left or right edge of the screen on every page. The left or right edge of the store page. It works on its own, without a menu.

Depending on the tool you choose, more sections appear below:

  • Timing: enter a number of seconds in Show after so the tool waits a while after the shopper first sees it before it appears, and Hide after to hide it automatically after that many seconds. If you leave these empty, the tool appears right away and doesn’t hide by itself.
  • Close button: choose where the close button sits (Left, Right or Floating top-right), plus its background style and colors. Blocks placed directly on the store page always have a close button (×). When a shopper clicks close, that block stays hidden until the end of the shopper’s visit.
  • Animation: choose the effect when it first appears in When it appears, and the effect that repeats while it is showing in Repeat while shown.
  • When shoppers scroll: keeps the Countdown in the menu stuck to the top or bottom of the frame while shoppers scroll.
  • Visibility rules through the Set rules button: show the tool only to shoppers on a phone or a computer, on certain page types, when the URL contains a keyword, when the cart holds at least a certain number of products, or filtered by schedule, market, customer tag and B2B customers. This section is only available on Shopify.

In the Customize group, the Search a setting… field lets you adjust the font, text size, corner radius and shadow of the Countdown. These settings only apply to the timer inside the menu. The countdown bar placed on the store page keeps its old style.

Choose a place for the tool

When you add a tool, choose the place where it will show:

Place Name in the app Used by
Tab Bar Strip above the Tab Bar, Strip below the Tab Bar (mobile) Countdown, Image banner
Mobile Menu Top of menu, Bottom of menu Countdown, Image banner
Icon Menu Top of menu, Below the grid Countdown, Image banner
A Campaign spot In a Campaign spot Every tool in the menu
Store page, no menu needed Top of page (above the header), Below the header, Left edge, Right edge Countdown, Image banner, Side tab

For Floating Button, Desktop Mega Menu and Mobile Mega Menu, add the tool through a Campaign spot field or attach a Tag to a menu item. Places directly on the store page don’t depend on the menu type you use.

If you haven’t created a menu of the right type yet, you can still save the campaign and choose a place later. A tool without a place waits and doesn’t run.

Set a Campaign spot in the menu

A Campaign spot is an empty slot you insert into the menu tree so that a campaign can fill it with content when its sale starts. When no tool is assigned, or before the run time, the slot shows nothing on the store.

A Campaign spot is a row in the menu item tree, invisible on the store.

Steps to insert a spot and assign a tool:

  1. In the menu editor, click Add item and choose the Campaign spot type. The new row is inserted right into the menu tree.
  2. Name the slot in the Name field. The suggested name is “Campaign spot”. This name is only for you to identify it in the app and is not shown to shoppers.
  3. Click Save to save the menu. Then click Edit to reopen this item, click Assign a campaign tool… and choose a tool from a campaign.
  4. To remove a tool, click Remove from this spot.

Things to know when using a Campaign spot:

  • You can create a Campaign spot in every menu type: Tab Bar, Floating Button, Mobile Menu, Desktop Mega Menu, Mobile Mega Menu and Icon Menu.
  • Each Campaign spot shows only one tool at a time. The app picks the running tool with the highest priority. If priorities are equal, it picks the tool with the earliest start time.
  • Assigning or removing a tool here actually edits the campaign. It doesn’t change the other items in the menu. A Campaign spot you have just added must be saved in the menu before you can assign a tool to it.
  • If you delete a Campaign spot where a campaign is running, the app asks you to confirm. After you save the menu, that tool stops showing on the web and goes back to having no place in the campaign.
  • If you don’t insert a Campaign spot into the menu, you can still place tools in fixed positions such as the strip on the Tab Bar or the top of the store page.

Attach a Tag to a menu item

When you click Edit item on a menu item and scroll down to the Campaign tag block, this block shows the sale tags attached to that item and their status:

  • Showing now: the tag is showing on the menu.
  • Hidden by another tag: another tag with a higher priority is taking the place.

You can’t type the tag text directly in the item editor. The text, such as the HOT label on the “Sale” item, lives inside the campaign so it can turn on and off with the schedule. Here you can click Add tag to choose an existing tag from a campaign you already have, or follow three steps: create a campaign on the home page, add a Tag tool and choose this menu item, then turn the campaign on. To remove a tag from the item, click Remove from this item.

A few rules when attaching a tag to a menu item:

  • If you have just added a new menu item, you must save the menu before you can attach a tag to it.
  • A Tag tool can only attach to items inside the same menu. You can’t combine items from several different menus into one Tag.
  • Each campaign can attach at most one tag to the same menu item.
  • These item types don’t support tags: Top header, Custom HTML, Sticky line, Shopify menu, Auto content, Campaign spot, Embed Mega menu and Space.
  • If you want a small permanent label such as “New” that is not tied to a sale, see Icons, images and badges in the menu.

Set the priority order and see results

On the Priority tab, choose one of four priority levels from highest to lowest: Highest, High, Normal and Low. When two campaigns want to show in the same place, the campaign with the smaller priority number wins. If both have the same priority, the campaign with the earlier start time shows. If that’s still tied, the campaign created first shows. Campaigns in different places show at the same time as normal. When a campaign doesn’t share a place with any other, the Priority tab shows “No conflicts”.

On the Results tab, you can see Views, Clicks, Carts and Orders (tagged). To get numbers, you must save the campaign first and turn on Analytics for the store. If you use Google Analytics GA4, you also need to register the custom dimension navi_cmp. Until this measurement is set up, the app shows “Not measured yet”, which means it hasn’t been measured yet, not that the result is zero.

Quick reference

What you want to do Where to do it
View, turn on or off, duplicate or delete a campaign Home page › Menu campaigns
Set the name, schedule, choose tools or split off a control group Campaign window › Setup tab
Choose which campaign shows when places clash Priority tab
See views, clicks, cart adds and orders Results tab
Create an empty slot in the menu Add item › Campaign spot
Assign a tool to an empty slot you created Edit the Campaign spot item › Assign a campaign tool…
View or attach a tag on a menu item Edit item › Campaign tag
Limit Maximum
Number of spots in one campaign 200
Number of tools showing in the same place, at the same time 1, the running tool with the highest priority
Number of tags from one campaign on the same item 1

Other platforms

The steps above are for Shopify — the default way.

Did this page help?

Need a hand? Chat with us in the app or write to [email protected] — send your store URL and the menu name.