There are several different campaign types: overlay, which appear as a pop-up over the site, inline, which appear inline with your site content, above header, which appear at the top of the site, and manual placement, which can be placed anywhere shortcodes are used.
Add a new campaign
To create a new campaign, follow these steps:
- Navigate to Dashboard > Newspack > Campaigns, and on the Campaigns tab at the top, click Add new Campaign:
- Campaigns are edited like posts or pages, using the Gutenberg editor. In this example, we keep it simple with a title, a Paragraph block, and a Button block:
When editing a campaign, you have a number of options that will appear under the Campaigns tab in the right sidebar:
Status & visibility
Sitewide Default: Available for campaigns using the Overlay position; when set, the campaign will show up on any post and page depending on your Frequency setting (Once or Once Daily), until it has been dismissed by a reader.
Preview: The Preview will let you view your campaign in a new window as it will look on the site, without making it live. In the top-left corner, you can switch between different screen sizes to see how it will look on different devices:
Inline Campaign: Toggling on and off this option will switch your campaign from an inline campaign to an overlay campaign.
When you have a campaign with the Inline placement, you’ll have the following options:
Placement: You can opt to place the campaign in the article content, or above the site header.
When the campaign is placed in the article content, you will have the option to set its Approximate Position (in percentage), to set roughly how far down the post body to place the campaign.
When you have a campaign with the Overlay placement, you’ll have the following options:
Placement: You will be able to choose whether the overlay is centered, at the top of the page or the bottom.
Trigger: Whether to use a timer or scroll position to determine when the overlay campaign is displayed.
When Timer is selected, you will be able to set the Delay (seconds), the time that passes before the overlay is displayed.
When Scroll Progress is selected, you will be able to set the Scroll Progress (percentage), the approximate distance a visitor has scrolled down the page before the overlay is displayed.
Display Campaign Title: For both the Inline and Overlay campaigns, you will have the option to display the campaign’s name at the top. If you opt not to do this, the title can be used for descriptive purposes, and you can use the Header block to insert a header in the campaign’s content.
Frequency: How often to show the campaign. When using Inline placement, you will have the option to show the campaign Once, Once a day, or Every page. When using the Overlay placement, you will have the option to show the campaign Once, or Once a day.
Manual Placement will prevent the campaign from appearing anywhere except where inserted manually as a shortcode into an article or page. When manually inserting a campaign, the shortcode should look like this:
id attribute is the ID of the campaign you’d like to insert manually. You can find this ID by clicking on the three vertical dots icon in the Campaigns list; the ID will be listed at the bottom of the popover menu:
UTM Suppression: a UTM code is a snippet of code that can be added to the end of a URL, to be used with campaigns. You can use it in the Pop-Up setting to prevent the popup from displaying when visitors have come to the site using a specific URL. So for example, if you had a pop-up promoting your newsletter, you wouldn’t need to show it to a visitor who got to the site following a link from your newsletter.
To use it, you would add
?utm_source=newsletter to the end of the URLs in the newsletter that point to your site, and add “newsletter” to the UTM Suppression field. The word you use as the
utm_source is arbitrary — using
spatula would work just as well, as long as the
utm_source and UTM Suppression field match.
Read more about UTM tracking in Mailchimp here.
Segment: By default, your campaign will be shown to all readers as long as they haven’t dismissed it, or haven’t met the campaign’s frequency conditions. You also have the option to create different campaign segments, which can be selected here. There is more information about setting up campaign segmentation here.
Dismiss Button Settings
Controls the link at the bottom of the campaign that readers can use to permanently dismiss it. Permanent dismissal buttons are common practice in Overlays, but often unnecessary for Inline campaigns.
Label: Text that’s used for the dismiss button. The default value is “I’m not interested”. If no dismissal button is needed, leave this field blank.
Alignment: Alignment of the dismiss button; by default it’s set to Center, but you can also align it Left or Right.
Background Color: This control will let you change the background color of the campaign – by default, the campaign background color is white. Changing the background color — even subtly — can help it stand out from the rest of your site’s content.
Overlay Color: When the Overlay campaign placement is selected, you will have the option to change the overlay color. By default, the overlay uses a dark gray.
Overlay opacity: When the Overlay campaign placement is selected, you will have the option to change the overlay opacity. By default, the overlay uses a 30% opacity.
When one or more categories are assigned to a campaign, that campaign will only show up on posts with those categories.
When one or more tags are assigned to a campaign, that campaign will only show up on posts with those tags.
Campaign Groups are a way to sort the different campaigns. You can create new Groups or assign existing groups from this section. You can also create new groups and manage existing groups in the Campaigns dashboard.