Create Campaign

Feature Overview

Campaigns are created at Advertiser level. To create a new campaign, go to Advertisers menu and select an advertiser against which campaign is to be created.

Click on the ‘Create Campaign’ button.

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Create Campaign

Clicking on the ‘Create Campaign’ button initiates campaign creation, which requires entering the required fields in 7 steps, as described below.

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ii. Owner: This tab captures the ownership details such as account manager, campaign manager, etc. of the campaign. The users associated with the advertiser are listed under Permissions. By using the toggle option under ‘Access’ column, users can be permitted/denied access to the campaign.

iii. Financials: This tab captures the financial details of the campaign. The values differ slightly for Capped and Uncapped campaigns. Below screenshot is for an Uncapped campaign.

The below screenshot is for a capped campaign. Since the campaign is capped, it is required to enter details such as Volume required and Total contract value.

iv. Tracking: This tab captures details of tracking data such as Opt in method, landing page, forms etc. Single opt in is a one-time agreement between the user and the data capture method to confirm users are happy with their information being captured.

With Double opt in, a followup confirmation by the user is required after the initial opt in. This is achieved via an email sent to trigger the secondary opt in after the initial data capture form has been completed.

v. Jobs: Using this tab, user can configure the Processr jobs to run for the campaign. Some jobs like ‘Test Data Check’ and ‘Non Standard Character Check’ are selected by default and user may deselect them and enable other jobs on the campaign.

vi. Delivery: This tab captures the Integration/Delivery details such as the below.

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 if required, edit them by going back to the relevant tab.

Once the user has entered all the required details, reviewed them and clicked on Save in Review tab, the new campaign will be created for the advertiser and the user will be redirected to the Campaign’s Overview page. The contract needs to be signed by the advertiser for the campaign to be active.

An email will be sent to the advertiser’s mail id configured in Advertisers > Account, to sign the contract and activate the campaign. Unless activated, the campaign will remain in the Inactive Campaigns listing, with status: 'Setup Required'

Once the contract is signed, the campaign will move to the Active Campaigns listing. The advertiser can then assign publishers to the campaign.

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.

Campaigns can be imported from within the same advertiser or from another advertiser. If campaign is imported within same advertiser, all campaign permissions will be retained.

If campaign is imported to another advertiser, user is shown the below dialog warning that any validation lists and permissions will not be carried over to the imported campaign.

In the import modal, the user can specify:

• the advertiser whose campaign needs to be imported

• the campaign that is to be imported

• name of new campaign

• leads required

• currency

• per action payout amount

• start date and end date for the campaign

User does not have to fill in other details like jobs and other campaign settings. They are automatically copied over to the imported campaign and reduces the time required to setup a campaign.

Additionally, there is a ‘Test Mode’ that may be enabled on the imported campaign, which will in turn make all leads Test and will not deliver to integrations. This is useful when a master campaign is configured to be used as a template. Since it is a template configuration, we do not want leads to be delivered to integrations, hence it can be configured with ‘Test Mode’ enabled so the leads are all test. When such a master campaign is imported, the user can specify if they want the imported campaign also to be a test campaign or not using the ‘Test Mode’ configuraion.

The ‘Import Campaign’ modal also has an ‘Include’ section with values:

• Publishers

• Landing Pages and Forms

• Creative Assets

• Links

• Payout Bands

• Value Transforms

During the import, the user can select the configurations they need to copy over to the imported campaign. The user can select any/all/none of the configurations to be copied over to the imported campaign.

Quick Campaign

Another option to create campaigns easily is using the ‘Quick Campaign’ functionality. This option will be enabled for an Advertiser if ‘Performance Model', Sector’ and ‘Default Publisher Rates’ are configured in the Advertiser’s Default Value Settings (see Related Content above for details).

Clicking on the ‘Quick Campaign’ button will open the below modal where the user needs to enter the bare minimum details to create a campaign. Any default settings available in Advertiser > Default Value Settings will be available in the newly created campaign.

Summary

 User Permissions

Admin users and agency users associated with the advertiser can access the Advertisers tab to create/import campaigns.

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=1710197291