Campaigns
Campaigns tie together the various parts that make up the campaign dashboards and campaign Power BI reports.
Creating a Campaign
In the Campaign Manager App, select Campaigns in the navigation menu at the top of the page. When a client is selected, a campaign can be created from the Campaigns tab. Click the "New Campaign" button in the top right corner, this will display a dialog box.
Target Segments
The target segments tab demonstrates how the target market has been divided, the associated channel, its sources and finally the size of the target segment.
A Duplicates segment is included within the segment list to define the anticipated number of duplicate contacts within the segments. If duplicates exist, then the value entered to this segment is a negative number. The Campaign Funnel Report aggregates the target segments and uses the final result as the Targets (TAM) value in the Campaign Funnel.
The segments defined in the Target Segments tab are used within the Cost Per Lead tab.
Adding a Target Segment Item
A New Target segment item can be added by Clicking the "New Item" button in the top right corner, this will display a dialog box with 5 fields:
- Name (Mandatory) - The name of the new target segment
- Channel (Mandatory) - The marketing channel associated to the segment
- Source (Mandatory) - Where the target segment contacts are sourced
- Detailed Definition (Mandatory) - A description of the target segment
- Count (Mandatory) - The number of contacts targeted within the segment
Once all the fields are populated, click "Save" to add the segment to the Target Segment list.
Editing an Existing Target Segment
Existing target segments can be edited by clicking on the three dots on the row, this will display either Edit or Delete. Click Edit and a dialog box with the same fields from the New Item dialog box.
Make your amends and "Save".
Deleting Target Segments
A target segment can be deleted by clicking the three dots on the right hand side of each item row and clicking "Delete". This is a soft delete. So if you delete an item in error, it can restored in the database. Submit a request to support if you need this action to be taken.
Cost Per Lead
The Cost Per Lead tab is used for Content Syndication campaigns to determine the cost for the lead (source type for imported data = ContentSyndication).
Every content syndication inquiry in WMS has an "Agency Placement Name", this value must pair with an "Agency Placement Name" configured in the Cost Per Lead tab where a client price per lead and a publisher price per lead has has been set. The client price per lead is used in the Campaign Funnel Report for the cost of Content Syndication campaigns.
Creating a New Item
To create a new agency placement name, click the "New Item" button in the top right corner, a dialog box will appear with 11 fields:
- Agency Placement Name - This value acts as a key value to join the Cost Per Lead data in the funnel configuration to the Inquiry Process in WMS. It's important this value is entered correctly, otherwise the Cost Per Lead values will not be attributed to leads in the Power BI Reports
- Booked Placement Start Date - The date booked for the publisher to start supply of Inquiries
- Actual Placement Start Date - The date the publisher actually started providing Inquiries
- Booked End Date - The booked date for the publisher to fulfil their leads ordered target
- Clients Price Per Lead - The price the client pays for each lead
- Publishers Charge Per Lead - The amount paid to the publisher for each lead
- Publisher - Entity responsible for delivering Inquiries for the configured Agency Placement Name. This is a list of publishers setup on the web platform
- VPO Number - The Vendor Purchase Order (VPO) number assigned to the submitted VPO when the leads were ordered from the Publisher
- Total Leads Ordered - The amount of leads ordered for the Agency Placement Name
- Client Placement Name - The Placement Name assigned by the client (this field is no longer used in the Publisher Reports)
- Segment - The targeted market for the leads ordered from the publisher. This is a list of Target Segments configured within the Segments Tab