How to Create and Configure a Campaign #
PostReminder campaigns are now organized into three tabs, allowing you to configure each stage of your campaign in a clear, step-by-step workflow:
- Campaign Setup
- Page Design
- Reminder Alerts
Each tab focuses on a specific part of the campaign and must be completed before launch.
Creating a New Campaign #
To create a new campaign:
- Click Campaigns in the left navigation
- Click + New Campaign
- You will be taken to the Campaign Setup tab
If edits are made, you will be prompted to save.
Campaign Setup Tab #
The Campaign Setup tab is where you define the structure and attribution for your campaign.
Campaign Details #
Here you can:
- Assign the campaign to a Folder
- Enter a Campaign Name
These details help organize campaigns and support reporting.
Attribution Details (Media-Level Tracking) #
Attribution is configured at the media level, allowing multiple QR codes within a single campaign.
For each media entry, you can configure:
- Media Type (e.g., Direct Mail, Print Ad, Streaming Media)
- Description (optional internal reference)
- Estimated Quantity
- Landing Page URL
- Automatically generated QR Code
You can:
- Add multiple media entries per campaign
- Duplicate or delete media entries
- View and download individual QR codes
Each media entry generates its own QR code and tracking link, enabling more precise attribution and performance analysis.
QR Code Design #
The QR Code Design Studio section allows you to customize the appearance of all QR codes in the campaign.
Customization options include:
- Pattern style
- Pattern color
- Background color
- Corner style and color
- Border style
You can also save QR code designs as presets for future campaigns.
Page Design Tab #
The Page Design tab controls the landing page experience users see after scanning a QR code.
Hero Block #
The Hero Block appears at the top of the landing page.
You can:
- Upload an image or video
- Select assets from the library
- Edit headline and supporting text
- Style text using built-in formatting tools
A live mobile preview updates as changes are made.
Button Configuration #
This section controls the call-to-action buttons displayed on the landing page.
Available button types include:
- Set a Reminder (required)
- Website
- Custom URL
- Share
You can:
- Enable or disable buttons
- Reorder buttons
- Customize button labels
- Configure destinations
- Adjust button styling (font, shape, fill, outline)
Additional Information #
Use this section to add optional supporting text or disclosures that appear below the buttons on the landing page.
Reminder Alerts Tab #
The Reminder Alerts tab controls how and when users are reminded after interacting with your campaign.
Reminder Setup #
Configure:
- Reminder Type (e.g., custom reminder, days after scan)
- Days After QR Scan
- Available alert channels:
- SMS/Text
- Calendar
Required opt-in disclosures are displayed automatically based on selected channels.
Alert Setup #
You can customize alert content for each reminder type.
Options include:
- Using the landing page image or a separate alert image
- Editing email subject lines and calendar titles
- Managing destination URLs with built-in tracking and shortening
Alert Messages #
The Alert Messages section allows you to define the message content sent to users and control when each alert is delivered.
This applies to SMS, email, and calendar alerts.
Alert Message Content #
Use the Alert Message field to enter the message users will receive.
Message features include:
- Plain text and emoji support
- Tracked URLs automatically linked from the URL Tracker
- A single message used across all enabled alert channels by default
This message will be sent whenever a reminder is triggered, unless Custom Alerts are enabled.
Alert Timing Options #
Use the Send Message controls to determine when alerts are sent.
You may enable one or both options depending on your reminder strategy.
Custom Alerts (Optional) #
Enable Custom Alerts to send different messages for each reminder within a campaign.
When Custom Alerts are enabled, you can:
- Create multiple alert messages per campaign
- Assign unique message content to each reminder
- Customize delivery timing for each alert
This is useful for campaigns that require:
- Follow-up reminders
- Staggered messaging
- Different calls to action at different points in time
Alert Preview & Testing #
The Preview panel shows how your alert will appear to users across supported devices and channels.
This preview updates in real time as you make changes to alert content, images, links, and timing.
To test your alert before launching:
- Enter a phone number or email address in the Send a test message field
- Click the send icon to deliver a test alert
Testing allows you to confirm formatting, messaging, links, and overall appearance before activating your campaign.
