1. Home
  2. Insights
  3. Practical guide
Practical guide

Preparing an allocation campaign: the 6-step method

A successful allocation campaign is won before it launches. Most sizing errors, reminders and post-delivery exchanges come from incomplete preparation. Here is the method we follow with our clients, step by step.

1. Gather reliable size charts

A recommendation can be no more accurate than the size chart it relies on. For each item, get the full chart from the supplier: the measurements for each size (chest, waist, hips, inside leg) and, where available, height.

An incomplete or approximate size chart produces approximate recommendations. This is the step you should never rush.

2. Define the scope

List the sites involved, the wearer profiles and, for each profile, the items and quantities. If your wearers choose from a catalogue themselves, set their points allowance rather than a fixed list.

3. Choose named or anonymous access

With a list of wearers, each person receives personal access and you can track who has responded. Without a list, a shared link is enough: the wearer enters their name when they respond, and results remain named in the dashboard.

4. Brand the campaign mini-site

Wearers are more willing to respond on a page that looks like their company. The mini-site uses your colours, your visuals and your logo, and can be adapted for each site or establishment.

See a campaign from start to finish

Size charts, mini-site, recommendation, approval: the demo follows a complete campaign in 30 minutes.

Book a demo →

5. Communicate once, clearly

One message is enough if it contains three things: the link or QR code, the closing date, and a reassuring line: “a few questions, no photo needed”. Wearers respond from their phone or a computer, in a few minutes.

Plan a mid-point reminder for those who have not yet responded: the dashboard shows you who to chase.

6. Approve, order, manage

Decide who approves orders, site by site. Once approved, quantities by item and by size go to the supplier with no re-keying. The dashboard keeps a history of sizes from one campaign to the next.

Mistakes to avoid

  • Launching without a complete size chart: the recommendation inherits its approximations.
  • Forgetting the closing date: without a deadline, responses drag on and the order waits.
  • Multiplying channels: one spreadsheet per site means as many versions to reconcile.
  • Asking wearers to guess their size: a person's usual size varies from one brand to another, and from one item to another.
WF
The WeeFizz team Size recommendation and workwear allocation
WeeFizz

How does your company choose sizes?

Workwear allocation, online store, visuals or try-on: let's talk for 30 minutes.