How to Create Smart Campaigns in the Merchant Portal

What are smart campaigns?

Smart Campaigns are an automated promotion type in the Merchant Portal that manages targeting, discounts, and limits for you. Once enabled, Smart Campaigns automatically adjust offer details and eligibility so you don't need to manually manage individual promotions.

How do I create a smart campaign in the Merchant Portal?

1. Log into the Merchant Portal

2. Tap Marketing

3. Select Run a Campaign

4. Choose Smart campaign

5. Customize your campaign details under Settings:

   • Stores: Select which locations to include

     • Campaign length (at least 30 days is recommended):

     • Keep it going: Runs until paused or canceled

     • Choose end date: Campaign ends on the selected date

   • Scheduling: Run all day or during specific store hours

     • Average weekly budget:

     • No cap, or

     • Set a weekly average limit

   • Promotion items:

     • Use items selected by DoorDash, or

     • Exclude items from BOGO eligibility

     • Minimum of five eligible items is required

   • Campaign name: Enter a name for your campaign

6. Tap Create campaign

Your campaign will go live immediately.

How do I view Smart Campaign preformance?

1. Log into the Merchant Portal

2. Navigate to Marketing

3. Select Campaigns

4. Click on the campaign you wish to view and you can see high-level performance data

How can I download a marketing report?

In this report, you can see: return on ad spend (ROAS), customers reached, order value, advertising fees, and more for Promotion and Sponsored Listing campaigns.

1. In the Merchant Portal, select Reports on the left-hand menu bar

2. Press the red Create report button on the top right

3. Here, you can see the types of reports and what channels are available for each (Marketplace, Online Ordering, Drive On-Demand, etc)

4. Choose Marketing and select Next

5. Select Marketplace

6. Choose if you want this to be a one-time report, or a recurring report

7. Select a start and end date within the last two years

8. Select Promotions

9. Click Create report

10. You will receive an email when your report is ready for download. Once created, reports can be accessed from the Reports section for 7 days.

What happens if I already have campaigns?

• You'll be prompted to review and accept updated Marketing Services Terms

• If you accept, your existing campaigns will be migrated to Smart Campaigns

• The following settings remain unchanged:

  • Store selection

  • Campaign dates

  • Scheduling

  • Weekly budget

• The following settings become automated:

  • Targeting

  • Discount amounts

  • Subtotal minimums

  • Redemption limits per customer

To opt out, select the banner under Campaign Reporting in the Marketing tab.

How do Smart Campaigns work for BOGO offers?

For Buy One, Get One (BOGO) promotions, Smart Campaigns automatically determine which customers see BOGO offers and which items are included.

Key requirements and rules:

• Only select customers will see BOGO offers

• Each Smart Campaign can include up to three BOGO menu items

• You must have at least five eligible menu items, including one popular item

• You can exclude specific items from BOGO eligibility

• Smart Campaigns automatically manage:

  • Item pricing

  • Number of items shown

  • Weekly spend limits

These controls help keep your promotional spend within your selected budget.