Campaigns & Checkout

Campaigns are the final step for completing a setup.  A creates a unified storefront for any group of items and offers. A Campaign is the container in which Offers being sold and payment engine logic resides. 

Reasons why you may have multiple Campaigns: 

  1. Unique Storefronts or unique Checkout Settings
  2. Different sales strategies utilizing unique Payment Routers

Any additional differences is sales strategies can be defined through Tracking Variables, instead of creating multiple campaigns just for analytics. 

Use this guide to find more information on your campaigns and checkout settings.


In this Section


Adding and managing Campaigns

More about campaigns.

How to Add a Campaign

  1. In the Home Menu hover over Store Setup  
  2. Click Campaign then + Add New or click on the Campaign you would like to edit
  3. Enter your Campaign details 


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Set as many details about your campaign as possible. The more you add, the more you will be able to analyze in your reporting. 


Basic Campaign Details Shipping Settings Payment Restrictions Add Connections Campaign Level Responders Campaign Pixel
Name of the Campaign
The Offers tied to the campaign
Payment Type
Merchant or Router. Learn more about Merchant Routers here
Merchant Account
Select the merchant account you would like to use for this campaign

Limit Campaign Duplication

Use custom Tracking Variables for reporting metrics to limit the duplication of campaigns. Example - use permission levels by AFID for users instead of creating a new Campaign for every AFID

Define your Checkout Settings


How to update your Checkout Settings

  1. In the Home Menu hover over Store Setup  
  2. Click Campaign then select the Campaign you would like to edit
  3. Enter your Campaign details 


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Hosted Checkout Settings

Sublytics offers both a single and two-page checkout types for you to choose from. Select your preference depending on your business and the way you would like to collect your customer's information. More information about Checkout Types here.

You will also select the Checkout Style for your page by choosing between our three Checkout Templates. More information about Checkout Template Styles here.


Campaign Tracking Pixels

You can assign already connected tracking pixels to your checkout all within the Campaign Tracking Pixels section of the Checkout Settings. Since Sublytics has integrated with Facebook, Google AdWords and Email Marketing partners you do not have to specifically place a pixel within the campaign settings. Instead, select the connections you would like associated with your campaign. 

Example: You have two campaigns and only want one campaign associated with the active Klaviyo connection. Simply click into the campaign you want associated and select MyKlaviyo under the Marketing Connection drop down.

For Facebook and Google Ads, add in the Facebook pixel ID and/or the Google Analytics ID and Sublytics will match that ID to what you have connected.

If you have not yet added marketing connections, see more information on setting them up here.


Page Customization 

Custom JS box will be put on any page that doesn’t have the CC form. 
FB Pixel goes on every page ; success page we pass trans total and currency, 
Google Analytics goes on every page
Google Tag Manager will be put on any page that doesn’t have the CC form.

Custom CSS:

With the custom CSS, the following can be updated:
  • colors
  • images
  • fonts
  • spacing around things
  • hiding elements
  • alignments
  • borders
  • animation

Caution: custom CSS fields will not allow:

  • Rearranging form fields
  • Special validation/functionalities around form fields

You are able to hide anything with CSS, but if it's a required field, the customer will not be able to move on with the checkout. 

Example: User has the ability to: resize them, add color, align them certain ways, but cannot move the address field above the name.


Set your Campaign Terms & Conditions

Terms are fully customizable within Sublytics, so that you can always remain compliant within your industry. Navigate to Checkout Settings, then the Terms & Conditions section. 

You can have Required or Non-Required, or a combination of both. If you have more lengthy terms you can also link to an external page.

Required Terms

Add copy here if you would like to require customers to actively check and acknowledge any terms. Add specific offers you would like this to show up for, or select all recurring offers or one time sales

Example: I need customers to check that they understand and are opting into a recurring charge for all subscription products. I will add the legal copy in the Required Terms box and select the drop-down under Require Terms Checkbox to select Recurring offers.

Non-Required Terms

Add copy here if you would like them stated but do not require action on the customer's part. 

Example: You already have T&C's covered in your front end flow but want a reminder upon checkout. 



  Validation Tips

  • Make sure you have T&C's set on campaigns, especially with recurring offers 
  • Confirm all merchants attached to your campaign are set to live
  • Set overarching restrictions to limit sales based on country, or set expiration dates on refunds
  • Make sure Shipping Profiles and country restrictions are set in your campaign
  • Associate all tracking IDs and pixels where you need to share campaign specific tracking information.
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