đ Feature Overview
Advertiser user can set up multiple campaigns per advertiser and publishers may be assigned to campaigns to submit leads to the campaigns.
The Campaigns tab lists the Advertiser campaigns and provides options for the user to create campaigns and import campaigns.
Campaign Listing
Active and inactive campaigns are listed under 2 separate tabs- âActive Campaignsâ and âInactive Campaignsâ respectively. The user can use the custom table settings to select the details to be shown in the table, such as the campaign ID, name, status, etc.
Users can utilise the search and sort options available for some of the fields such as campaign name, country and duration to search for values and sort the records.
Create Campaign
Clicking on the âCreate Campaignâ 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 | Required | Notes |
|---|---|---|
Performance Model |
| CPL (Cost Per Lead) |
Sector |
| |
Category |
| Created under System > Categories |
Start Date and End Date |
| |
End Date Extension |
| |
Unavailable Campaign Logic |
| Whether to allow leads to campaign/redirect to another URL or show a screen that the campaign has ended |
Publisher Imports & Exports |
| Whether to allow publishers to import/export their data |
Publisher Delivery |
| Whether to hold publisher over-delivery |
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 âAccessâ column, users can be permitted/denied access to the campaign.
Field Name | Required | Notes |
|---|---|---|
Advertiser |
| |
Campaign Name |
| |
Account Manager |
| |
Campaign Manager |
| |
Country |
| |
Purchase/Insertion order No. |
| |
Additional Reference Numbers |
| |
Permissions |
| Define permissions as to which users can manage 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.
Field Name | Required | Notes |
|---|---|---|
Currency |
| |
Conversion Rate |
| |
Uncapped |
| Whether capped or capped campaign |
Volume Required |
| When campaign is capped |
Total Contract Value |
| When campaign is capped |
Payout metric |
| |
Publisher Payout metric |
| |
Per action payout amount |
| |
Default Publisher Rate |
| |
Payout Restrictions & Terms |
| Any payout restrictions, terms may be added here |
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.
Field Name | Required | Notes |
|---|---|---|
Compliance Optin Method |
| |
Landing Page Provider |
| Whether to use the enterpriseâs landing page or external website |
Data Capture Form |
| When âLanding Page Providerâ selected is âHost with enterpriseâ |
Global Forms |
| When âData Capture Formâ selected is 'Associate Form' |
Default Destination URL |
| When âLanding Page Providerâ selected is âHost with advertiserâ |
Secondary Destination URL |
| When âLanding Page Providerâ selected is âHost with advertiserâ |
v. Jobs: Using this tab, user can configure the Processr jobs to run for the campaign. Some jobs like âTest Data Checkâ and âNon Standard Character Checkâ 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.
Field Name | Required | Notes |
|---|---|---|
Endpoint |
| |
Realtime Delivery |
| |
Call centre services |
|
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 Campaignâs Overview page. The contract needs to be signed by the advertiser for the campaign to be active.
An email will be sent to the advertiserâs 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.
When importing an advertiserâs 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 new campaign is reduced.
Field Name | Required | Notes |
|---|---|---|
Advertiser |
| |
Campaign to Import |
| |
New campaign name |
| |
Leads Required |
| |
Currency |
| |
Per action payout amount |
| |
Start Date and End Date |
| |
Test Mode |
| When enabled, leads coming in to the campaign will be marked as test and will not be integrated. |
Include configurations:
|
| The user can select the configurations they want to import from the parent campaign |
Quick Campaign
Another option to create campaigns easily is using the âQuick Campaignâ functionality. This option will be enabled for an Advertiser if âPerformance Model', Sectorâ and âDefault Publisher Ratesâ are configured in the Advertiserâs Default Value Settings (see Related Content above for details).
Clicking on the âQuick Campaignâ 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.
As with newly created campaigns, the campaigns that are imported/created using Quick campaign will need to be activated by the advertiser by signing the respective contract.
\uD83D\uDDD2Â User Permissions
Admin users and agency users associated with the advertiser can access the Advertisers tab to create/import campaigns.