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🏠 Feature Overview
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Clicking on the ‘Create Campaign’ button initiates campaign creation, which requires entering the required fields in 7 steps, as described below.
i. Metrics: The user has to provide the below values in the Metrics tab
Field Name | DescriptionRequired | Whether MandatoryNotes |
|---|---|---|
Performance Model | ✅ | |
Sector | ✅ | |
Category | ✅ | |
Start Date and End Date | ✅ | |
End Date Extension | ❌ | |
Unavailable Campaign Logic | ✅ | |
Publisher Imports & Exports | ❌ | |
Publisher Delivery | ❌ |
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ii. Owner: This tab captures the ownership details such as account manager, campaign manager of the campaign
Field Name | DescriptionRequired | Whether MandatoryNotes |
|---|---|---|
Advertiser | ✅ | |
Campaign Name | ✅ | |
Account Manager | ❌ | |
Campaign Manager | ❌ | |
Country | ❌ | |
Purchase/Insertion order No. | ✅ | |
Additional Reference Numbers | ❌ | |
Permissions | ❌ |
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iii. Financials: This tab captures the financial details such as Contract Value
Field Name | DescriptionRequired | Whether MandatoryNotes |
|---|---|---|
Currency | ✅ | |
Conversion Rate | ❌ | |
Uncapped | ❌ | |
Volume Required | ✅ | |
Total Contract Value | ✅ | |
Payout metric | ✅ | |
Publisher Payout metric | ✅ | |
Per action payout amount | ✅ | |
Default Publisher Rate | ✅ | |
Payout Restrictions & Terms | ❌ |
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iv. Tracking: This tab captures details of
Field Name | DescriptionRequired | Whether MandatoryNotes |
|---|---|---|
Compliance Optin Method | ✅ | |
Landing Page Provider | ✅ | |
Data Capture Form |
| ✅ when hosted with enterprise |
Global Forms | ✅ when | |
Default Destination URL | when hosted with advertiser |
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v. Jobs: Using this tab, user can configure the Processr jobs to run for the campaign. The jobs: are selected by default and user may unselect them
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vi. Delivery: This tab captures the ….
Field Name | DescriptionRequired | Whether MandatoryNotes |
|---|---|---|
Endpoint | ❌ | |
Realtime Delivery | ❌ | |
Call centre services | ❌ |
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vii. Review: This tab shows the summary of the values entered for all the fields in all the previous tabs. This helps the user to verify the details and edit them by going back to the relevant tab
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Import Campaign
This feature enables the user to Import an existing campaign from an advertiser. This is helpful when the user needs to create a campaign that has similar settings of an existing campaign. When importing an advertiser’s existing campaign, the user can choose whether to import associated settings such as Publishers, Publisher bands, Scheduled Delivery, etc. By doing so, the effort required to configure a campaign is reduced.
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Field Name | DescriptionRequired | Whether MandatoryNotes |
|---|---|---|
Advertiser | ✅ | |
Campaign to Import | ✅ | |
New campaign name | ✅ | |
Leads Required | ✅ | |
Currency | ✅ | |
Per action payout amount | ✅ | |
Start Date and End Date | ✅ | |
Include (features) | ❌ |
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Quick Campaign>>>> description>>>>>
Another option to create campaigns easily is using the ‘Quick Campaign’ functionality. This option will be enabled for an Advertiser if ‘Performance Sector’ and ‘Default Publisher Rates’ are configured in Default Value Settings. Clicking on the ‘Quick Campaign’ button….
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\uD83D\uDDD2 User Permissions
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