> For the complete documentation index, see [llms.txt](https://userguide.zappost.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://userguide.zappost.com/zap-post-web-app/zap-post-user-guide/zap-app/using-the-zapp/campaigns.md). # Campaigns ## Campaigns Page To navigate to the campaigns overview page, click the ‘campaigns’ icon in the header of ZAP-POST.
On the campaign overview page, you can * create new campaigns * manage existing campaigns * manage archived campaigns * Send mail
## Creating a Campaign To create a new campaign click the 'New Campaign' button on the campaigns page
{% hint style="info" %} You can also create a new campaign using the new campaign button on the dashboard. {% endhint %} ### **Paper Stock Selection** The first step of creating a campaign in ZAP\~POST is deciding which paper stock you wish to use since this will dictate the cost of your mailings. \ ZAP\~POST offers a wide range of paper stocks for various use cases.
{% hint style="info" %} Should you wish to compare prices across different paper stocks and plans we recommend viewing the [pricing calculator](https://zappost.com/pricing-wizard/) {% endhint %} ### **Template Selection** Once, you've select your paper stock the next step is to decide what data you want to use in your campaign. \ All ZAP\~POST campaigns have default fields for recipient address information. Should you wish to customise your campaign for a specific kind of campaign, we offer various template across many business sectors.
Once you're happy with your selected template or to Start from Scratch you can continue to the next step. ### Setting up Fields Once you've select a template (or start from Scratch), the next step is to manage the custom fields. On this screen, there is a table of all of the mandatory data fields which a campaign must have in order to send out Zaps. If you're happy with the data model defined on your selected template you can simply continue. If you choose to start from scratch, or want to customise your selected template model you can do so now. By using the 'Add new custom field' button at the bottom of this table, you can add new custom fields to one of your campaigns. You can find out more about this in our [custom fields section.](/zap-post-web-app/zap-post-user-guide/zap-app/using-the-zapp/campaigns.md#managing-custom-fields) \ \ When you're happy with your fields, click the ‘continue’ button which will appear at the bottom right of the screen. ### **Campaign Name** The final step is to name your campaign. Once you're happy with the name click the Create Campaign button and you are done. {% hint style="info" %} The campaign name must be unique to this campaign. {% endhint %}
## **Managing Custom Fields** If you wish to customise your campaign further, you can edit the custom fields. These custom fields allow you to choose data specific for your campaigns and customer data to be displayed on your Direct Mail campaigns. When selecting 'add new custom field', you will be able to create the following:
| Field | Description | | --------------- | -------------------------------------------------------------------------------------------------------------------------------------------- | | **Name** | The name of the field. This will be shown in CSV templates as column headers. | | **Description** | This will identify the use of the field to users submitting via CSV. The CSV template will contain the description below each column header. | | **Mandatory** | If a value must be included for the field. | | **Label** | This will be used in the design to identify the field so that it can be replaced for submitted data. |
Further options on the field creation wizard include the data type. All data types are listed below, including variable fields based on each data type. | Data Type | Field | Description | | ------------ | -------------------- | --------------------------------------------------- | | **Number** | Min Value | The minimum number allowed | | | Max Value | The maximum number allowed | | | Decimal Places | The number of decimal places expected | | | Example Value | An example of a typical value that may be submitted | | **Text** | Min Length | The minimum length the provided text value can be | | | Max Length | The maximum length the provided text value can be | | | Example Value | An example of a typical value that may be submitted | | **Date** | Date Format | The format the date must be provided in | | | Example Value | An example of a typical value that may be submitted | | **Time** | Time Format | The format the time must be provided in | | | Example Value | An example of a typical value that may be submitted | | **Datetime** | Date and Time Format | The format the datetime must be provided in | | | Example Value | An example of a typical value that may be submitted |
The final customisation option when creating a new field for your template is 'Validation Expressions'. This can be used to define a collection of regular expressions (should the field require its own unique validation). More information on regular expressions can be found here:
When you have finished setting up your field, please click the 'add field' button in the bottom right of the page followed by the 'save changes' button. ## Sample Data
Uploading Sample data allows you to use your own custom data sets to proof your designs before sending live mail. This will allow you to confirm you're happy with your artwork. \ This will be available to use later when artwork is being designed and published. \ \ There are a few bits of validation around the Sample Data which are important to note when trying to troubleshoot issues with data uploading via CSV or ingestion via the API. | Name | Mandatory Field | Validation | | ------------ | --------------- | -------------------------------------------------- | | Customer ID | Yes | | | Email | No | | | Salutation | No | | | Firstname | Yes | Up to 35 Characters in combination with Surname | | Surname | Yes | Up to 35 Characters in combination with First name | | Company Name | No | Up to 40 Characters | | Address1 | Yes | Up to 35 Characters | | Address2 | No | Up to 35 Characters | | Address3 | No | Up to 35 Characters | | City | No | Up to 35 Characters | | Postcode | Yes | Up to 15 Characters | | Country | Yes | Only UK Currently | | Currency | No | | | Language | No | | ## Campaign Statuses There are four possible campaign statuses in ZAP-POST. \ These can be seen in the column marked ‘status’ on the table of your campaigns on the campaign management page. | Name | Description | | --------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Waiting** | The campaign requires either a design to be published or data to be uploaded. | | **On Hold** | The account has billing issues which need to be resolved before proceeding. Users should get in touch with their ZAP-POST client manager or contact | | **Active** | The campaign has had Zaps sent from it and is ready to send more | | **Archived** | This will move the campaign to the ‘archived campaigns’ area which can be accessed by clicking the link on the campaign management page. This allows users to file away old campaigns, ready to be used again at a later time if needed. | ## Send Data The Send Data option available on each campaign row allows users to submit data to send new ZAPs. This wizard experience is covered in our [Sending ZAPs section](/zap-post-web-app/zap-post-user-guide/zap-app/using-the-zapp/sending-zaps.md)
## Expanded Menu each campaign has an expanded menu available at the end of the row which exposes further functionality.
* View Campaign - This will take you to the [Campaign](/zap-post-web-app/zap-post-user-guide/zap-app/using-the-zapp/campaigns/campaign-details.md) page * Edit ZAP Design - This will take you to the [ZAP Designer](/zap-post-web-app/zap-post-user-guide/zap-app/using-the-zapp/design.md) * View Published Designs - This shows a preview of any published artwork
* Edit Campaign - This will allow you to update the campaign name. * Edit Fields - This will take you to the campaign field wizard which allows you to manage you [custom fields](#managing-custom-fields) * Download CSV Template - This will download a CSV file which is pre-populated with your campaign data model ready for any recipient records to be added to submit to the app * Archive Campaign - This will archive the campaign, removing it from your campaigns screen allowing you to keep a clear picture of your active campaigns. A campaign can be archived or unarchived at any time. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://userguide.zappost.com/zap-post-web-app/zap-post-user-guide/zap-app/using-the-zapp/campaigns.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.