Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Social Integrations | Webinar Integrations
The purpose of creating a Campaign in the Demand Acceleration Platform is to create a group that will house your Sources, which is where incoming leads will be collected.
|
Create your Campaign to form a template that helps build Sources quickly. |
In this article:
How to create a new Campaign
1. Create a new Campaign in the Demand Acceleration Platform. To do this, navigate to Campaigns > My Campaigns and click on the Create Campaign button.
Select the type of Campaign you'd like to build.
This table will help you identify which type of Campaign to create based on where your leads will be coming from.
| Where your leads are coming from | Which Campaign type to use | Description | More reading [coming soon] |
| Media Partner (CPL) |
Houses Media Partner (CPL) Sources, where incoming data is coming from a Content Syndication Media Partner directly into the Demand Acceleration Platform. |
Building a CPL Campaign for Content Syndication |
|
|
Houses Event (CPL) Sources, where you can set up lead data to flow into the Demand Acceleration Platform from the Event Lead Management platform or other inbound methods (including manual file uploads and other API connections). |
Building a CPL Campaign for Event Lead Management |
||
| Social Integrations | Social | Houses Social Sources, where incoming lead data from LinkedIn and Facebook is passed to the Demand Acceleration Platform. | Building a Social Campaign |
| Webinar Integrations | Webinar | Houses Webinar Sources, where incoming lead data from On24 and BrightTalk is passed to the Demand Acceleration Platform. | Building a Webinar Campaign |
| Landing Pages | Landing Pages [coming soon] |
Houses Landing Page Sources, where incoming lead data from hosted URL pages is passed to the Demand Acceleration Platform. | Building a Landing Page Campaign [coming soon] |
| If you see a 'Learn more about...' banner across a particular Campaign box and are unable to create that type of Campaign, your permissions may need changing. Speak with your Customer Success Manager. |
2. Name the Campaign and click Save.
3. Configure the settings of your new Campaign: complete the information as outlined below by moving methodically left to right through the tabs.
The options here will differ according to which Campaign type and channel you're using. For more detailed information, reference the specific channel section.
The settings that are defined here will be applied on a Campaign level. These will copy over to your Sources*, once they are built. Adjustments to the settings can be made on an individual Source level to fit any needs specific to a Source.
| Tab | Action |
| General Settings | State basic Campaign information including name, start and end dates, and description. |
| Fields |
Add form field and validation rules to determine the formatting of incoming lead data.
|
| Assets | Upload documents you wish to share with your Media Partners (if using Content Syndication). |
| Default Terms |
Define terms including set targets and de-duplication rules to determine what warrants acceptable leads. |
| Integrations | Set-up your outbound integration to post lead data to your Marketing Automation or CRM system. |
| Proofs * | Skip this tab - Proofs will be uploaded by Media Partners once this process has begun (if using this feature for Content Syndication). |
| Audit Logs * | Skip this tab - logs will begin to populate with a record of changes made to your Campaign once the Campaign is live. |
| * Proofs and Audit Logs will not be copied to Sources | |
| Once you've completed your Campaign build, you can clone it to create new Campaigns quickly that are similar in structure. |
Cloning Campaigns
The cloning feature creates an exact replica of a Campaign, which you can then be edit if needed. This means you won't have to start from scratch every time.
When you clone a Campaign, everything is replicated except:
- Integrations (can still be loaded from an existing Integration while building your Campaign)
- Associated Sources (you will add these within your new Campaign)
- Proofs (if using Content Syndication)
- Audit Logs (automated record of changes made, resets for each new Campaign)
How to clone a Campaign
1. In the Demand Acceleration Platform, navigate to Campaigns > My Campaigns.
2. Locate the campaign you would like to replicate and select the Options button. Click Clone Campaign.
3. Complete the fields in the popup, adjusting any of the default terms as needed, and click Clone.
4. Confirm the settings of your Campaign: adjust the cloned settings to fit the needs of your new Campaign. We recommend doing this by moving methodically left to right through the tabs.
The options here will differ according to which Campaign type and channel you're using. For more detailed information, reference the specific channel section.
Recommended Reading