Create a Campaign

  1. Go to ‘My Account’ in the top right corner (admin panel), click ‘Manage’ in top left of this next screen
  2. See ‘Focus Campaigns’ in the top left menu of the next screen; click here
  3. Click ‘New Campaign’, follow the steps. Create a name for the campaign and a date range, and click ‘next step’
  4. Now add whatever wines you want to this specific focus campaign. Add all the wines you want in this specific campaign (they’ll be lumped together) then assign points per wine *Vinosmith will track the sales of each wine in the campaign and then add up points, and on the dashboard interface the reps will see how many points they have earned on that goal (often I just put in 1 point per case, but this is up to you. If you have 3 wines in a goal and one is a hard to sell wine, you might give that 10 points where the others get 1 point)
  5. Once you have put in points per case and clicked ‘Update Points’, now see ‘Manage Sales Rep Goals’ in top left corner - click there
  6. This will show you a list of all your reps, just put in how many points you want each to earn on this campaign, then click ‘update’ This takes you back to the points screen, just click on ‘Focus Campaigns’ (right above the Focus Campaign title) and add more

The sales reps will be able to see the goals they have been assigned by clicking on the goals tab on the dashboard, right next to the sales activity tab, right under the words “Your Dashboard”.

As the admin, when you look at this link, you will see all the reps lined up against each other, but they will only see their own goals.

When is the data collected?

Vinosmith does not re-calculate campaign data in real-time - the data collection happens once a day.

This means that if you create a new goal, in the worst case, it can take up to 24 hours for you to see any data.

However, you do have the ability to force a re-calculation to take place. Here is how to do that:

  1. Go to My Account in the top right corner, click Manage in the top left of this next screen
  2. Click on Focus Campaigns in the top left menu of the next screen
  3. On the left side of the screen is a green button, Re-Calculate Goals - click this button.
  4. If orders fit the campaign criteria (sales reps, wines, start/end dates), data should show up within a few minutes.