My Demeter Documentation

Navigation

There are two ways to navigate to this page

• When in the Home page,
  • Click Campaign Manager on the Frequently Used Apps or Available Apps
  • By default, you will be taken to the Campaign Manager Page.
• When using the Navigation bar.
  • Click ‘Apps’ button on the top right corner of the Navigation Bar, and you can see all available apps
  • Click the ‘Campaign Manager’ App
  • By default, you will be taken to the Campaign Manager Page.

Purpose

• Display publishers automatically added via a Vendor Approval process which exists in MyDemeter
• Manually add publishers if not added automatically (This will happen if a Vendor Approval Process is not linked to MyDemeter)
• Create an Ideal Publisher Profile (IPP) (To Choose Publishers based on your Target Criteria e.g. Tactics, Regions and Functions)
• Compare publishers (You can compare Publishers for various reasons e.g to check which publisher performs better)
• Use Publisher Rank Report to see how the publisher performance is rated by completed questionnaires
• Add chosen publishers to a campaign (If a publisher fits the profile and you want to use them to generate inquiries for your campaign)

How do publishers get added?

There are two ways to include publishers:

• All publishers approved through a Vendor Approval process that is linked to MyDemeter will automatically appear under Publishers, along with the information provided, such as name, logo, etc...
• Publishers added through a Vendor Approval process not linked to MyDemeter must be added manually on the Publishers page

What is on this Page?

A list of all publishers approved through a Vendor Approval process that is linked to MyDemeter will automatically appear under Publishers.

Displayed info:

• Publisher Name - The name of the Publisher
• Logo - Image or symbol that represents the publisher brand 
• Overview- This is a short summary of a publisher
• Tactics - Different types of ways a publisher shares messages with their audience
• Total Audience - Number of people the publisher has reached across all their publications and channels
• Total Subscriber Count - Number of people subscribed to publications

How to Add a Publisher (permission dependant)

Click Add (top left), to add a new publisher. A dialog box will require you to type the name of the new publisher, then click ’Ok’ to save (or Cancel if you do not wish to proceed)

Publisher Brochure page opens (Displaying the Name, and sections for Audience, Publications and Creatives). The Publisher Brochure page is non editable. It's purpose is for you to read all information supplied for the publisher in one downloadable page.

On the left-hand pane, there is a collapsible menu with the following items:

• Brochure - which is the default landing page for the publisher and is non editable. The menu items below populate the Publisher Brochure.

Editable items:

• Overview - Where a short summary for the publisher can be added along with the publisher logo
  • Click Overview in the menu bar (To add content to the Overview Page)
  • Publisher Overview page opens
  • On the bottom right, you'll see an Edit button. Click Edit to add/change content
  • To add a logo, click Browse Files and select the image you want to upload
  • To add a Publisher Overview, use the available text box to enter your content. A maximum of 4000 characters of source Html are allowed. Keep the overview to a short succinct summary of the publisher activity.
  • Click the ‘Save’ button to retain all changes made
  • You can click the 'Undo' button to reverse all actions since the last save.
  • Click close/cross to exit the publisher overview page

• Audience - A group of people who read, watch, or follow a publisher’s content organized by region and by function
  • Click Audience in the menu bar (To add content to the Publisher Audience Page)
  • Publisher Audience page opens
  • On the bottom right, you'll see an Edit button. Click Edit to add/change content
  • To add Audience Sizes by Region, click Add. A pop up will appear where you can select Audience Type (from the selectable region options: North America, EMEA, APAC, LATAM) & add the respective Audience Size (number). Click Ok to save. Repeat until all regions serviced by the publisher are listed.
  • To add Audience Sizes by Function, click Add. A pop up will appear where you can select Audience Type (from the selectable function options: Business Owner / General Office, Finance & Procurement, HR, IT, Marketing, Customer Experience, Operations, Facilities, Sales) & add the respective Audience Size (number). Click Ok to save. Repeat until all functions serviced by the publisher are listed.
  • Click the ‘Save’ button to retain all changes made
  • You can click the 'Undo' button to reverse all actions since the last save.
  • Click close/cross to exit the publisher overview page

• Publications - Content that the publisher shares, Publication name is the title, Subscriber count shows how many people have read or received it and the publication URL shows the link to view it Online.
  • Click Publications in the menu bar (To add content to the Publisher Publications Page)
  • Publisher Publications page opens
  • On the bottom right, you'll see an Edit button. Click Edit to add/change content
  • Select Publisher Tactics. This is a multi-select field. Choose appropriate tactics for the publisher from the following options: Email, Publications, Display, Social, ABM. If any option is selected in error, click the cross within the tactic name to remove from the selection.
  • To add Publications, click Add. A row will appear beneath the headers: Publication Name (title), Subscriber Count, Publication URL. Populate each column and click Add to increase the number of rows until all publications are listed. If any row was added in error, click the bin at the end of the row to delete it. 
  • Click the ‘Save’ button to retain all changes made
  • You can click the 'Undo' button to reverse all actions since the last save.
  • Click close/cross to exit the publisher overview page

• Creatives -  It is the image or file used in a campaign to grab the audience’s attention.
  • Click Creatives in the menu bar (To add content to the Publisher Creatives Page)
  • Publisher Creatives page opens
  • On the bottom right, you'll see an Edit button. Click Edit to add/change content
  • Upload Creatives. This can be done in bulk, a maximum of 5 creatives are allowed. Click Upload. then Browse Files, select all creatives you want to upload,Click open, all selected items are visible. Click Ok to confirm these are the creatives you want to upload.
  • All creatives are listed on the page.
  • If any creative was added in error, click the bin to delete it. 
  • Click the ‘Save’ button to retain all changes made
  • You can click the 'Undo' button to reverse all actions since the last save.
  • Click close/cross to exit the publisher overview page

• Users - Users who are connected to a publisher. Information in this page is not shared in the publisher brochure. 
  • Click Users in the menu bar (To add content to the Publisher Users Page)
  • Publisher Users page opens
  • On the bottom right, you'll see an Edit button. Click Edit to add/change content
  • To add/link users click on + Link User to Publisher. A pop up will appear where you can select a user from the database. Click Add.
  • User will be listed on the page by First Name, Last name & Email. Repeat process until all linked users are visible on the page.
  • If any user was added in error, click the Unlink button to remove the user. 
  • Changes are automatically saved
  • Click close/cross to exit the publisher overview page

• Information - The Publisher Information page shows: Created By, Created Date, Updated By and Updated Date. This page is non editable.

How to Archive a Publisher

On the bottom left of each editable menu item, you'll see an Archive button. To be used if you need to archive the publisher. A confirmation pop up will appear where you are informed 'Please confirm that you would like to archive this Publisher. Please note, the Publisher will continue to work in existing Campaigns but you will no longer be able to add it to new Campaigns'. Click Ok to confirm the archive action if this is what you want to do.

• If you mistakenly click the archive button, just cancel to exit

How to see all publishers

In the IPP List (far left), click on All Publishers

You will see every publisher (unfiltered view) & count of (to the far right).

Search is available, so if you want to find anything in particular just perform a search by the value you want returned.

Create an IPP (Ideal Publisher Profile) 

You can create your Ideal Publisher Profile by adding a name, description, selecting filters such as publisher tactics, total publication subscriber count, and region. The return will be all publishers who match the criterion added. Criterion can be tightened if your requirements are very specific or loosened for a broader search across publishers.

To create an Ideal Publisher Profile Click Create IPP, visible at the bottom left corner in the IPP List column.

• Create Ideal Publisher Profile page opens
• Type the Name for the IPP and give it a short description e.g. explaining the criterion/filters selected
• Then add your filters
• Filter By Publisher Tactics (all selected options must be met. This is a multi-select field. Choose appropriate tactics for the publisher from the following options: Email, Publications, Display, Social, ABM. If any option is selected in error, click the cross within the tactic name to remove from the selection.
• Filter By Publication Subscriber Count. Enable Included in IPP if required for your profile. Select the Condition Operator (Greater Than or Less Than) and the Comparison value
• Filters by Regions can also be included in the IPP. Enable the one(s) you want to include and select the Condition Operator (Greater Than or Less Than) and the Comparison value
• Filters by Regions can also be included in the IPP. Enable the one(s) you want to include and select the Condition Operator (Greater Than or Less Than) and the Comparison value

Test the return for your profile filters/criterion using the Apply Current IPP button. In the middle pane you can see which publisher matched the profile and count.

When you're satisfied with your profile and results returned, click Save to retain the profile.

Other ways to exit a publisher profile: you can either use the Close button on the bottom left of the pane or on the top right use the cross to close.

You IPP is saved to the IPP List. If you click on your IPP you will see the Publishers which matched the profile

How to Edit an IPP

• Click on the ellipsis next to the IPP name
• Click Edit
• Edit Ideal Publisher Profile page opens
• Change the profile as necessary (Name, Description, Tactics, Subscriber Counts and/or Filters by Region / Function)
• Test return for profile changes using the Apply Current IPP button
• When you're happy with your changes, Save to retain all values

How to Archive an IPP

• Click on the ellipsis next to the IPP name
• Click Archive
• The IPP will no longer be visible in the list

How to Compare Publishers

In IPP List, click on All Publishers to see an unfiltered list.

• Select a maximum of 3 publishers for comparison purposes.
• Click Compare button (bottom right of the page)
• Compare Publishers page loads
• All possible filters are listed in the first column
• The values in the profile of each of the selected publishers is visible in the publisher column making it easy to compare profiles.

Click the cross in the top left corner to exit the comparison. You will be taken back to the Publishers page.

How to Add a Publisher to a Campaign

If a publisher fits the profile and you want to use them to generate inquiries for your campaign. Click the Add to Campaign button. A pop up will appear, select the Campaign you want to add the publisher to.

Click Ok to confirm or Cancel if you do not want to proceed.

If you click Ok you will be taken to the Campaigns page and the Campaign Cost Per Lead (CPL) tab where you can add items.

How to use the Publisher Rank Report

The Rank Report will work for a selected IPP (can contain more than 3 publishers) or a selection of publishers (maximum of 3). The number of publishers visible in the Rank Report is dependent on the publisher having been ranked/scored. Meaning that if a questionnaire has not been filled in for one of the selected publishers (or a publisher which is part of the selected IPP) the Publisher Name column will not contain the publisher. 

The purpose of the Publisher Rank Report is to visualise how Publisher performance is rated once questionnaires are filled in with scores for the following areas: Responsiveness, Creative Quality, Lead Delivery vs Pacing, Campaign Results, Client Satisfaction and Cost Per Lead