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Building a Social Campaign

nasha.gladney
  • Updated

Relevant to: Demand Acceleration Platform | Social Integrations

The purpose of building a Social Campaign in the Demand Acceleration Platform is to create a group that will house your Sources, which is where incoming leads from LinkedIn or Facebook will be collected.

This will be completed by your Social Power User(s) in the Demand Acceleration Platform > Campaigns.

For an overview of the entire Social Integrations process, including who your social team members are, see Social via the Demand Acceleration Platform.

You need to have connected your LinkedIn and/or Facebook accounts to the Demand Acceleration Platform - before building your Social Campaign.
Connecting Your LinkedIn Sponsored Account Connecting Your Facebook Business Page

 

 

Creating a Social Campaign in the Demand Acceleration Platform

Build your Campaigns to group and create similar Sources quickly.
Campaigns house Sources and act as a template when creating new Sources. Campaign properties are copied to new Sources, which means you should only need to make small changes to finalize.
Consider how your Social activity is currently grouped overall in terms of your teams wider strategy (eg. by region, target, quarter).
In the Demand Acceleration Platform, Social Campaigns are used to group Sources so you might want this setup to mirror your team's existing strategy. Sources cannot be reassigned to different Campaigns once built.

1. In the Demand Acceleration Platform, navigate to Campaigns > My Campaigns. Click the Create Campaign button.

dap-social-campaignbuild-01.png

 

2.  Select the Social Campaign type in the pop-up and click Continue.

For more information on Campaign types, see Creating & Cloning Campaigns.

Screen_Shot_2022-03-01_at_2_46_49_PM.png

If you see a banner over the Social box and are unable to create a Social Campaign, speak with your Customer Success Manager to configure your permissions.

 

3. This will take you to the new Campaign General Settings tab. Fill in the required details.

dap-social-campaignbuild-03.png

 

This table outlines the recommended settings for Social Integrations.

Field Required? Recommendation
Campaign Name Required Use a specific naming convention to help distinguish between multiple Campaigns (eg. region, target, quarter).
Campaign Description Optional

Leave this field blank (as this is primarily used for Content Syndication).

  • You can use this space if you'd like to add any Campaign related notes.
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

Select today's date or any date prior.

  • New Campaigns will default the Start Date to today's date. Cloned Campaigns will retain their original Start Date. 
  • When carried over to Sources, this determines when leads can start being accepted.
Date Range - End Date Optional

Check the box to add an End Date (if needed).

  • Leave the box unchecked to keep the Campaign open ended.
  • The End Date of your Campaign will not pause the Sources within the Campaign, but it will mark the Campaign complete and set the default End Date for any new Sources.
Campaign Total Goal Required Recommend leaving this as None as there isn't typically a set goal for social activity.
Third Party IDs Optional Leave this field blank (as this is primarily used for Content Syndication).
Disqualifiers Optional Leave this field blank (as this is primarily used for Content Syndication).
See General Settings Tab for full details on the available settings.

 

4. Click on Default Terms and fill in the required details. 

dap-social-campaignbuild-04.png

 

This table outlines the recommended settings for Social Integrations.

Field Required? Recommendation
Default Total Allocation Per Source Required

Leave as the default value 10000 (this is primarily used for Content Syndication).
Default Payout Amount Required

Leave as the default value 0 (this is primarily used for Content Syndication).
Tag Optional

Add a tag that is meaningful to your team's social strategy (helps with filtering, tracking and reporting in the Demand Acceleration Platform).
Sales Order ID Optional

Leave this field blank (as this is primarily used for Content Syndication).
PO Number Optional

Leave this field blank (as this is primarily used for Content Syndication).
See Terms Tab for full details on the available settings.

 

5. Click Create Campaign once all the required fields have been completed.

 

Your Social Campaign is now setup.
The next step is to build a Social Source.
Building a Social Source -- LinkedIn Building a Social Source -- Facebook

 

If you have a Managed Service package with Integrate, we’ll build and manage your Social Campaigns and Sources for you within the Demand Acceleration Platform.
This includes regular reporting to keep you informed. Contact your Customer Success Manager for more details.

 

 

Frequently Asked Questions

Can I move my Sources to a different Campaign?
No. We recommend considering how your social activity is grouped overall in terms of your team's wider strategy (eg. by region, target, quarter). In the Demand Acceleration Platform, Social Campaigns are used to group Sources and they cannot be reassigned to other Campaigns once built; you might want this setup to mirror your team's existing strategy.

 

Recommended Reading

 

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

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