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General Settings Tab

Vorpahl
  • Updated

Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Social Integrations | Webinar Integrations

Having created your Campaign, you can now add parameters such as Campaign details, qualifiers and restrictions in the General Settings tab. 

The options here may differ according to which Campaign/Source type and channel you are using.
For more detailed information, reference the specific channel section.

 

 

Defining basic settings in the General Settings tab

In your Campaign or Source, click on General Settings.

dap-buildbasics-generalsettings-01.png

 

The table below shows the data fields present in the General Settings tab:

Field Required? Description
Campaign Name Required

The name given to your Campaign when it was first created. This is editable on a Campaign level.

  • It is advisable to identify a naming convention that will bring consistency to titles and help with distinguishing between multiple Campaigns.
  • The fiscal year and quarter are commonly used (eg. FY17 Q3 Content Syndication).
Description Optional

A text box where you can keep Campaign/Source related notes. This is editable.

  • This can be used to help further identify the use of your Source. 
  • For Content Syndication - the description can be used to provide the Media Partner with additional information regarding the Source. eg. list your target details according to your contract.
Timezone Required

Select your timezone.

  • Currently this feature is not functional - the system is set in Coordinated Universal Time (UTC) as standard.
Date Range - Start Date Auto-filled

New Campaigns/Sources will default the Start Date to today's date. Cloned Campaigns/Sources will retain their original Start Date.

  • This determines when leads can start being collected (leads will not be accepted prior to this date).
  • For Content Syndication - this should reflect the start date as per your Media Partner contract.
Date Range - End Date Optional

Check the box to add an End Date to your Campaign/Source. If it's not needed, recommend not defining an End Date to leave open ended.

  • Adding an End Date to your Campaign will not pause the Sources within the Campaign, but it will set the default End Date for any new Sources.
  • For Content Syndication - this should reflect the end date as per your Media Partner contract.
  • You can extend the end date at any time allowing additional time to accept leads.

Campaign Total Goal

  • None
  • Conversions
 Select one option

Specifies a lead volume target for your entire Campaign. This is editable on a Campaign level.

  • If you select Conversions, specify the lead target amount.
  • This will be displayed in the Total Goal column on the My Campaigns page.
Third Party IDs Optional Allows you to track any relevant Third Party IDs (eg. Contract ID) at a Campaign level. If you enter Third Party IDs here, they will be included in any Campaign or Source Reports you generate.
Disqualifiers Optional

Add tags that would deem leads with specific parameters as unacceptable. This is editable and you can add multiple disqualifiers.

Examples of tags include location, competitors, industries or job titles outside of your target audience.

  • This is primarily used for Content Syndication to further convey unacceptable target criteria to your Media Partners.
  • Adding disqualifiers will not prevent incoming lead data. Target criteria and validations are set on the Fields Tab.

 

Confirming the setup of this tab is part of your Campaign/Source build process.
Read more about the other tabs in Build Basics or see specific channel processes.

 

 

For more help, get in touch with our Support Team or your Customer Success Manager.

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