Who can create and manage campaigns?
Campaigns are available to two kinds of users:
| Role |
What they can do |
Tenant admin e.g. Carolina Beach Locals admin |
Create, edit, and view campaigns across all vendors in their tenant. Required feature: campaigns. Sees the full campaign list when they open Campaign Management. |
Vendor admin primary admin for a vendor |
Create campaigns tied to vendors they manage. Edit campaigns they created. View campaigns others created where their vendor participates. The Campaigns link appears in their navigation automatically — no extra feature grant needed. |
Teammate added via the Team section on a vendor |
Same access as the primary vendor admin for that vendor: create campaigns, view campaigns the vendor participates in. Today they can edit their own campaigns; full co-edit on the primary admin's campaigns may be added based on real-world feedback. |
"Standalone" vs. tenant-tied: When a vendor admin creates a campaign, they choose whether it lives in their tenant (visible to the tenant admin alongside the area's other campaigns) or as Standalone in the vendor-managed bucket (private to the vendor's team only). Standalone is the right pick for vendor-only promos that don't need broader visibility.
1. Creating a New Campaign
Campaigns are interactive experiences that drive foot traffic to your participating locations. Follow these steps to create one from the admin dashboard.
1
Open Campaign Management
Log in to the admin dashboard and navigate to Campaign Management from the left sidebar.
2
Click "Create Campaign"
The campaign creation form will open. Start by entering a Campaign Name (what participants will see) and an optional Description (shown on the campaign page beneath the logo).
3
Choose a Campaign Type
Select one of the available types: Passport, Spinner Wheel, or Best Of. Each type provides a different engagement mechanic (see Section 2).
4
Set the Date Range
Choose a Start Date and End Date for your campaign. The campaign will only be active and accessible between these dates.
5
Configure the Details
Fill in branding, vendors, prizes, email settings, and other options covered in the sections below. Click Save when finished.
Tip: You can save a campaign as a draft and come back to finish configuring it later. The campaign will not be visible to the public until you publish it.
2. Campaign Types Explained
| Type |
How It Works |
Best For |
| Passport |
Participants visit multiple locations and collect a stamp at each one (via QR scan or GPS check-in). Complete all stamps to earn a prize. |
Multi-venue tours, restaurant crawls, downtown shopping trails |
| Spinner |
Participants spin a prize wheel for a chance to win one of several configured prizes. Can be gated by location or open to anyone. |
Events, trade shows, in-store promotions |
| Best Of |
Participants vote for their favorite vendor across categories. Results are tallied and winners can be announced. |
"Best of Town" competitions, community engagement, audience choice awards |
3. Setting Up Participating Vendors
Most campaign types require you to select which vendors (businesses/locations) participate.
1
Open the Vendors Section
In the campaign editor, scroll to the Participating Vendors section. You will see a list of all vendors registered in your tenant.
2
Select Vendors
Check the box next to each vendor you want to include. For Passport campaigns, the number of vendors determines how many stamps are needed to complete the tour.
3
Cross-Tenant Vendors
If your campaign spans multiple businesses from different organizations, cross-tenant vendors are supported. Select vendors from the dropdown that includes shared vendors.
4. Configuring Email Collection
You control when and how participants are asked for their email address. The system uses a non-blocking soft prompt that encourages users to share their email without forcing them to stop playing.
Email Collection Modes
| Mode |
When the Prompt Appears |
Can They Skip It? |
| on_start |
Immediately after the user opens the campaign for the first time. A friendly prompt says "Save Your Progress" and asks for their email. |
Yes. They can tap "Skip — play anonymously" and participate without an email. |
| on_prize (default) |
When the participant earns a prize or coupon. Email is needed to deliver the reward. |
Skipping is possible, but they need an email to receive and redeem their prize. |
| never |
No email prompt is shown at any point. Fully anonymous participation. |
N/A — no prompt is shown. |
How the soft prompt works: Unlike a blocking gate that forces users to sign in, the soft prompt appears as a friendly overlay with a clear skip option. This keeps drop-off rates low while still collecting emails from willing participants. If a user skips initially, the system may prompt again at a natural moment (e.g., when collecting a stamp or winning a prize) to give them another chance to save their progress.
Recommendation: Use on_prize for most campaigns. It lets everyone play freely, which increases engagement, and captures emails at the moment of highest motivation (when they have won something).
5. Setting Up Branding
Every campaign has its own branding that is displayed to participants on the campaign page, prize screens, and printed materials.
1
Campaign Logo
Upload a logo image (PNG or JPG recommended, square or landscape). This appears at the top of the campaign page and on the "How It Works" overlay.
2
Campaign Image
Upload a main campaign image (landscape recommended). This is used as a hero banner on the campaign page and in shared links/social previews.
3
Primary Color
Choose a hex color (e.g., #1e3a5f) that matches your brand. This color is used for buttons, headers, stamp icons, and the progress bar throughout the campaign experience.
4
Secondary Color (optional)
An accent color for highlights and backgrounds. If not set, a complement to your primary color is used automatically.
Tip: Use a high-contrast primary color that looks good on both white and dark backgrounds. Your logo should work well at small sizes (it will appear at roughly 120px wide on mobile devices).
6. GPS Proximity and QR Requirements
For Passport campaigns, you control how participants prove they are physically at each location. These settings prevent people from collecting stamps remotely.
GPS Proximity Validation
When enabled, the participant's phone must be within a set radius of the vendor's location to collect a stamp. The system checks GPS coordinates in real time.
- Enable GPS: Toggle "Require GPS proximity" in the campaign settings
- Proximity Radius: Set the distance in meters (default is typically 100m, which accounts for GPS drift in urban areas)
- If the participant is outside the radius, they receive a message asking them to move closer
QR Code Requirement
When enabled, participants must scan a QR code physically posted at the vendor location to collect their stamp. This is the strongest proof of physical presence.
- Enable QR: Toggle "Require QR scan" in the campaign settings
- Each vendor in the campaign gets a unique QR code, which you can print from the admin dashboard
- The QR code links directly to the campaign with the vendor ID embedded, so the stamp is collected automatically when scanned
Best practice: For high-value prizes, enable both GPS and QR. GPS prevents sharing QR code photos online, and QR prevents GPS spoofing. For casual campaigns, QR alone is usually sufficient.
7. Setting Up Prizes
Prizes are the reward participants earn when they complete your campaign. Different campaign types offer different prize mechanics.
Prize Types
QR Coupon
The most common prize type. A one-time-use QR code is generated and emailed to the participant. When they present the QR at a participating location, staff verifies and redeems it on the participant's phone. The screen changes to a "Redeemed" state that cannot be re-used or faked.
- Coupon Title: What the prize is (e.g., "10% Off All Week")
- Coupon Value: Display value (e.g., "$5 off", "Free appetizer")
- Coupon Description: Redemption instructions shown to the customer
- Expiration: Number of days after issuance before the coupon expires
Wallet Pass
A digital pass that can be added to Apple Wallet or Google Wallet. Useful for ongoing discount wristbands, membership perks, or event access.
Raffle Entry
Instead of an instant prize, completing the campaign earns the participant an entry into a raffle drawing. You run the drawing manually at a specified date and notify winners.
One-time redemption: All QR coupons are enforced as one-time use. Once redeemed, the coupon screen shows a permanent "Redeemed" state. This prevents coupon sharing or re-use.
8. First Visit Instructions (How It Works Overlay)
The "First Visit Instructions" is a branded overlay shown to participants the very first time they open your campaign. It explains what the campaign is, what to do, and what they can win.
1
Write Your Instructions
In the campaign editor, find the "First Visit Instructions" field (below the Description). Enter step-by-step instructions explaining how your campaign works. You can use basic formatting and links.
2
Preview It
Use the Preview button to see exactly what participants will see on their phone. The overlay shows your campaign logo, your instructions text, and a "Let's Go!" button.
3
How It Behaves
The overlay is shown exactly once per device. After the participant taps "Let's Go!", they proceed to the campaign and never see the overlay again. Returning visitors go straight to the stamp card (or whatever the main campaign view is).
This is separate from the Description field. The Description is always visible on the campaign page. The First Visit Instructions appear as a one-time welcome screen only, then disappear forever. If you update the instructions, only new visitors will see the updated version.
Example: For a 3-stop restaurant tour, your First Visit Instructions might say: "Welcome to The Three Dollar Tour! Visit all 3 Dollar restaurants, scan the QR code at each one, and earn a wristband good for 10% off all week. Tap 'Let's Go!' to see your stamp card."
9. Publishing and Sharing Your Campaign
Once your campaign is configured, here is how to get it in front of participants.
Direct Links
Every campaign has a direct URL that you can share via email, social media, text message, or embed on your website. The link format includes your tenant ID and campaign ID.
QR Codes
1
Generate QR Codes
From the campaign detail view, click "Generate QR" for each participating vendor. This creates a QR code that links directly to the campaign with the vendor pre-selected (for stamp collection).
2
Print Vendor Signs
Click "Print Sign" to generate a printable sign page that includes your campaign branding, the QR code, and a call to action. Print these and place them at each vendor location.
3
Bulk Print
Use the "Print All Signs" button to generate a multi-page document with one sign per vendor, ready for printing.
View Tokens (Public Access)
Campaigns use token-based access so that participants do not need an account to play. The campaign URL includes all necessary tokens. Anyone with the link or QR code can participate immediately.
Tip: For source-attributed campaigns (with partner locations driving traffic), each source gets its own unique QR code with a sourceId baked in. See the Source Attribution Guide for details on setting up source signs.
10. Editing and Managing Active Campaigns
You can make changes to a campaign after it has been published. Here is what you need to know.
What You Can Change on a Live Campaign
- Description and instructions — Update text content at any time (new visitors see the updated version)
- Branding — Change logo, image, and colors (takes effect immediately)
- Prize details — Update coupon text, value, and expiration settings (applies to newly issued prizes only; already-issued coupons are not affected)
- End date — Extend or shorten the campaign duration
- First Visit Instructions — Update the welcome overlay text
What You Should Avoid Changing
- Campaign type — Cannot be changed after creation
- Removing vendors — If participants have already collected stamps at a vendor, removing it disrupts their progress
- Tightening GPS/QR requirements — Participants who already collected stamps under looser rules may be confused
Viewing Campaign Analytics
From the campaign list, click on any campaign to see its analytics dashboard. You can track:
Completed
All stamps collected
Need help? Each campaign type also has type-specific analytics (e.g., spin distribution for Spinner campaigns, completion rate for Passport). These appear automatically based on your campaign type.
11. Sharing Vote Photos with Sponsors (Best Of campaigns)
For Best Of voting campaigns, voters can upload a photo with each vote. The
Vote Photo Gallery page (campaign-vote-photos.html)
shows every submitted photo with the vendor, rating, voter notes, and the
voter's social-share consent. From there you can mint a public, read-only
share link for a sponsor, vendor, or marketing partner — no
admin account required on the receiving end.
Creating a share link
- Open Vote Photo Gallery from the Campaigns area.
- Pick the Best Of campaign from the dropdown.
- Click Share Gallery… next to Refresh.
- Optionally set a PIN (4–12 digits) — the recipient
will be prompted for it before they can see any photos. Recommended for
any link you wouldn't want a forwarded copy of to be wide-open.
- Set the expiry (default 30 days, max 365).
- Tick the opt-in checkboxes if needed (see below).
- Click Create Link and copy the URL.
Per-share privacy options
Both options default off. Leaving them off gives you the
safest possible share link: only consented photos, no voter emails.
Include voter email addresses — adds each voter's email
to the public page as a clickable mailto link. Anyone with the share URL
will see and be able to contact them. Use only when the recipient is a
trusted business partner (and pair with a PIN if possible).
Include photos without social-share consent — by default
the public page excludes any vote whose voter declined the "OK to
share on social" checkbox. Turn this on if the recipient needs to
see every photo (e.g. internal curation). The public page will show a
"Show only consented" toggle so they can hide them again; opt-out
photos are tagged with a red "No consent" pill. Strongly
recommend using a PIN with this option.
GPS coordinates are never sent to the public surface,
regardless of options.
Managing existing share links
The Share Gallery modal lists every share link you've created for the
selected campaign, with quick-look pills:
- PIN — link requires a code to unlock
- Emails — link exposes voter emails
- All photos — link includes non-consent items
- Revoked — link no longer works
- Expired — link has passed its expiry date
Each row has a Copy button (puts the URL on your clipboard)
and a Revoke button (immediately disables the link — anyone
with it will see "Share link revoked").
What the recipient sees: a clean photo grid branded with
your campaign logo, with vendor name, rating, voter notes on each tile.
Click a photo for a lightbox with a Download button. No admin chrome, no
edit actions, no way to navigate elsewhere in your dashboard.