My Demeter Documentation

Campaigns

What is it used for (purpose)?

Campaigns ties together the various parts that make up the campaign dashboards and campaign Power BI reports. 

What is on this page?

The Campaigns tab displays a list of all available campaigns with their Campaign Manager Name, Client, Data Set and Campaign Status.

Actions you can take:

• Search
• Count
• Refresh
• Add Button (to add a new campaign)
• Sort Options default option is Name (Displays Campaigns sorted by client, data set and campaign manager)

Navigation (How do I get to Campaigns?)

There are two ways to navigate to this page:
In the Home page

• Click ‘Campaign Manager’ on the Frequently Used Apps or Available Apps
• By default, you will be taken to the Campaigns Page.

Using the Navigation bar. 

• Click ‘Apps’ button on the top right corner of the Navigation bar, and see all available apps
• Click on the ‘Campaign Manager’ App
• By default, you will be taken to the Campaigns Page. 

How do you use the functionality in this page?

Add a New 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 "Add" button in the top right corner to add a New Campaign, this will display a dialog box.

Help content

By default you are on the Campaign Detail page and to the right there is a collapsible menu with these items

• Campaign Detail
• Sub-Campaigns
• Information
• Security
• Linked Processes
• Reporting
• Glossary
• Target Segment
• Funnel Stage
• Benchmarks
• Publishers
• Data Sources
• Dashboards
• Budget

Campaign Detail

Displays all the campaign details fields. 

Name of the campaign & Campaign Manager fields are populated as per the dialog box for 'Add New Campaign'.

Other fields on the Campaign detail page:

• Client Campaign Name
• Description
• Start date (date will roll up from sub-campaigns)
• End date (date will roll up from sub-campaigns)
• Fiscal Period
• Campaign Briefing Document (URL)
• Status
• Toggle for Enable Budget Detail Configuration
• Inquiry Process Definition
  • Select the digital process used for the client
  • If a selected field is removed a warning will display:
    • Changing this selection will remove existing budget values from the budget table and clear existing analytics field mappings. Consider saving only after you have reviewed and reconfigured the mappings for the new process.
• Inquiry Source Field
  • Select SourceType for digital processes
• Inquiry Region Field
  • Select Region - all budget breakdown will apply to values in this field. Standard options are NALA, EMEA & APAC
• Campaign Selection Field
  • Select CampaignName as this is the field in which data for the linked campaign is supplied by publishers
• Validators Task Definition
  • Select 1. Validate as this is the task where validation of inquiries occurs
• Validators Group
  • Select Digital Validation as this is the field to which all validators are added so that they can access inquiries to validate.
• Media Buyer(s)
  • Select users from the Media Buyers group who are responsible for campaigns for the client
• Analytics Field Mapping
  • Where source fields (Inquiry process definition) can be mapped to analytics fields
  • This mapping carries over to all sub-campaigns associated with the parent campaign
• Client instruction
• Internal instructions.

Sub-Campaigns

Displays all sub-campaigns linked to the campaign

Information

See created by, created date, updated by and Updated date.

Security

Allows you to define permission for users to create, read, update and delete of the Campaign. You must add the users which are permitted to take actions.
Actions you can take (Campaign Security page):

• Search- you can search for the users that were given access to the campaign.
• Add a user or group by clicking on the ‘Add’ button. A dialog box will appear. There are 2 options to choose from
  • User-adding security permission to a user.
  • User Group-adding security permission for a user group.
• Refresh- You can refresh the Users/Group list

Linked Processes

Displays all the processes linked to a Campaign.

• Actions you can take (Campaign Linked Processes):
  Add Available Process by clicking Add available process button. Add available process dialog box opens and you can choose the linked process type (CRM Activity, Overview OR Diagram) and select a process design and click add.

Reporting

Displays the list of reports added to the campaign, showing the report name and type
Actions you can take (Campaign Reporting):

• Click Add (top left), to add a report. A dialog box will require you to type the name of the report, then and choose whether to upload a new report or use an existing report. click ’Ok’ to save (or cancel if you do not wish to proceed).

• Uploading a New Report: Select the Upload New Report option and click Next, enter the report name, select the report workspace and report type from the dropdown menus, then click Browse File to choose the report you want to upload.

• Use Existing Report- Select Use the existing report option and click Next, enter the report name, report workspace, report type and select a report and click add a report.

• On the far right, hovering over the ellipsis reveals an Edit option and Delete option, the edit option opens the Edit Report dialog where you can update the report name, select a different report type, and click Save to apply the changes. When you click the delete option a delete report dialog box will open and click ok if you want to delete the report

Glossary

Glossary is reference list of standard terms and definitions used in a campaign, so everyone understands the same meaning.

Glossary displays the list of added glossary with their Order, Team, Metric, Description, Measure and TCR.
Actions you can take (Campaign Glossary):

• A New Campaign Glossary item can be added by Clicking the "Add" button in the Middle pane, this will display a dialog box with 5 fields:
  • Term (Required)- The Name given to the glossary
  • Metric (Required)- This is a measurable number used to track and evaluate performance of the campaign
  • Description (Required)-The description added to the Glossary
    Measure-The measure is a number used to count results in a campaign
  • Target Conversation rate- Is the conversation rate you aim to achieve
• On the far right, hovering over the ellipsis reveals an Edit option and Delete option, the edit option opens the Edit Item dialog where you can update the Term, Metric, Description click save item and all the items are saved. When you click the delete option a delete glossary dialog box will open and click ok if you want to delete the Glossary.

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.

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.

Data Sources

Add default data sources button is enabled, the Sync all data sources button is disabled, clear all data source button is disabled.

Actions you can take (Data Source):

• Search- you can search for the data sources
• Refresh-you can refresh the data source
• Adding default data source when you click Add default data source
• Rates dialog box opens select the sync time and enter the platform campaign ID click ok and the rates is added.

Dashboards

Displays all dashboards that were added as templates during campaign details setup.

• Actions you can take (Dashboard):
  In the far-right collapsible menu, select Dashboard. A grid will appear displaying the following columns: Dashboard Name, Status, and Last Updated. The dashboard created for the campaign will be visible in this list.
• To add a new dashboard, click Add on the far right. The Add Template Dashboard dialog box will open. Click the dropdown arrow, search for the template you want to add, and the matching results will appear. Select your desired template and click OK The new dashboard will then be added.
• Click Sync Campaign Dashboard to refresh and sync the dashboard. Then, click the dashboard in the list to open it. The dashboard will load in a new tab.

Budget

Funds set aside to run a campaign, the Account manager who has the Client is responsible for gathering the budget information and letting us what values to input in budget Client.

Actions you can take (Budget):

• In your far right there is Sync Campaign budget button, you press this button and the campaign budget information sync.
• A list of Regions and Source types will display and you can type in the budget per source type:
  • Content Syndication – Promoting your content on third-party websites. Users download the content by completing a form, which converts them into leads.
  • Paid Media – Running ads on platforms such as LinkedIn or Google. When a user clicks the ad and fills out a form, it triggers an inquiry in the WBL process, and a team member follows up.
  • Calling – Proactively making outbound calls to potential prospects to generate leads, which then enter our process and are logged as targets, when you click save all the typed in values will be saved.