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Prerequisites #1 - Creating Your First Campaign
Prerequisites #1 - Creating Your First Campaign

Before we can begin integrating Sticky.io Checkout, this is the first of two prerequisite steps needed to begin.

Zakk Sykes avatar
Written by Zakk Sykes
Updated this week

Creating Your First Campaign

We're equally as excited for you to implement Sticky.io Checkout and launch. But this is one of two necessary steps before integrating Sticky.io Checkout.

As it stands today - Sticky.io Checkout automatically pulls in your Shopify products during the implementation process and automatically creates an offer. But as we'll explore later, you need a campaign to map everything to. However, to create a campaign you first need a product and offer.

This has historically been the setup process - though with the introduction of Sticky.io Checkout, this design philosophy is being reconsidered. That said, this should only take a few minutes since the intent is to create a mock product, offer, while creating our actual billing models and campaigns. While Sticky.io Checkout does the remainder of our heavy lifting.

NOTE: If you're already familiar with Sticky.io, once a mock campaign has been created you can skip ahead to the next article here.

Without further ado, let's begin!
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Signing In & Creating Your Mock Category

First things first, let's get signed into your Sticky.io account. You should have received your first "Welcome to Sticky.io" email containing your login credentials and URL to your account.

Once signed in, you'll land on your Dashboard. Let's start by navigating over to Products > Categories.

Once loaded, navigate to Actions > Add Category. As discussed earlier, the intent here is to satiate the platform requirements to integrate Sticky.io Checkout and for this it's suggested to just create a mock category.

I'm naming the category and category description "Sticky.io Checkout".


Creating Your Mock Product

Next, we'll want to create a mock product. Let's navigate over to Products > Products.

Following, Actions > Add Product > Product > Next.

There are 5 requirements for saving a product in Sticky.io.

  • Name: Sticky.io Checkout

  • SKU: Sticky.io Checkout

  • Category: Sticky.io Checkout

  • Price (MSRP): $1.00

  • Max Qty: 1

Following, click Save.


Creating Your Billing Models

Contrary to the other parts of this exercise, we do want to take some time and create the billing models you'd actually like to offer to your customers. Out of the box, Sticky.io comes with "One Time Purchase".

We'll need to create other forms of continuity such as Monthly or Yearly.

To begin, navigate to Products > Billing Models > Actions > Add Billing Model.

Sticky.io supports a wide array of billing models and this article wouldn't do this component justice. For this exercise, we're just creating a simple Monthly billing model. To learn more about Billing Models, please click here.

Let's start by naming the Billing Model "Monthly". Following, Billing Model Type > Bill by Cycle > 30 Days > Save.


Creating Your Mock Offer

Next - we'll need to create an Offer. An offer is a marriage between products and billing models. It's how you tell Sticky.io what product can be sold with what billing models. For this exercise, we're creating an offer that just contains the mock product and billing model we created a few moments ago.

Let's start by navigating over to Products > Offers > Actions > Add Offer > Standard > Next.

Once loaded, we'll choose our One Time Purchase & Monthly Billing Models.

Then we'll add our "Sticky.io Checkout" mock product and click Save.


Creating Your Shipping Profiles

Similarly to your Billing Models, here we want to take our time and actually configure Shipping Profiles as these are what your customers will see during checkout.

Whether it's Free Shipping or a flat rate we'll create them here and should only take a minute.

To begin, we'll navigate to Products > Shipping Profiles.

NOTE: Shipping Profiles are a requirement to save a campaign. Irrespective of if your SaaS or Physical. If you're the former, make a mock shipping profile.

Shipping is segmented into two categories.

  • Shipping Groups: While on the bottom, is a prerequisite to Shipping Methods. The Group are the options your customers will see on checkout.

  • Shipping Method: Takes your Shipping Group and allows you to tack on the prices, descriptions, and extras for international shipping.

Let's tackle Groups, first. Actions > Add Shipping Group.

  • Name: Name your shipping profile. (e.g Free Shipping, Priority Mail).
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  • Code: If you intend to handle fulfillment through one of the native Sticky.io Fulfillment Providers, the code you enters here is what maps the option from Sticky to the provider. (e.g. Code = 54321 may equal Free Shipping on Zakk's Fulfillment Software).

Next is our Shipping Methods. Actions > Add Shipping Method.

  • Name: Name your profile. Should be the same name as your Group.

  • Group Name: The group you just created. Free Shipping = Free

  • Initial Price & Subscription Price: Leave at $0.00 or specify the amount you want to charge for subscription either for initials or recurring.

For a complete comprehensive breakdown on each option beyond the base requirements, visit our Help Desk.


Creating Your Mock Campaign

We're almost done! The last step we're covering in this article is spinning up your first Campaign.

A campaign acts as a 'wrapper' to all of the components in Sticky.io. Your campaign contains your offer which contains your billing model and products. Any integrations such as fulfillment, payment gateways, fraud tools and a considerable amount more. For an in-depth overview of campaigns, click or tap here.
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Similar to our Billing Models, Shipping Profiles, the campaign is to to be taken seriously since this is what we'll end up using to connect with Sticky Checkout.

To begin, let's navigate to Products > Campaigns > Actions > Add Campaign.

With how important Campaigns are in the grand scheme of Sticky.io most of the components here are required.

  • Name: Sticky.io Checkout

  • Default Channel: Any Option

  • Offer Configuration: ID #1 (Sticky.io Checkout) The mock offer you created.

  • Payment: Specify the payment type(s) you want to accept. (e.g. AMEX, Discovery, Mastercard, Visa).

  • Payment Gateway: Dry Run Testing (we'll revisit this later).

  • Regions: Choose the regions you support. (e.g. United States, Canada, Mexico).

  • Shipping: And lastly, choose the Shipping Profile/s we made a few moments ago.

After you're done, Click Save.


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