Building an Event Lead Management Campaign

Relevant to: Demand Acceleration Platform | Event Lead Management

This Help Center section is specific to using Event Lead Management with the Demand Acceleration Platform.
For a comprehensive guide to using the Event Lead Management solution, see Event Lead Management Guides.

The purpose of building an Event Campaign in the Demand Acceleration Platform is to create a group that will house your Sources, which is where incoming leads from the Event Lead Management system will be collected. The properties of the Campaign will be copied when creating new Sources - use them as a template to create similar Sources quickly.

This article outlines the instructions for creating an Event Campaign, which will be completed by your Demand Acceleration Platform Power User after some initial setup in the Event Lead Management system.

For an overview of the entire process using both Integrate systems, see Event Lead Management with the Demand Acceleration Platform.

You need to have set up an Event template / form in the Event Lead Management system - before building your Event Campaign in the Demand Acceleration Platform.
Setting up your Event

Creating an Event 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 so you should only need to make small changes to finalize.
When using the Event Lead Management solution with the Demand Acceleration Platform, it is recommended to create Campaigns dedicated to event activity. Consider mirroring how your event activity is currently grouped overall (eg. by region, team, quarter) and the different Event forms that may be used.

This Campaign should be built to match the Event template built in the Event Lead Management system.
See Setting up your Event for more information.

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

2. Select the Media Partner (CPL) Campaign type in the pop-up and then click Continue.

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

3. This will take you to the new Campaign General Settings tab. Name the Campaign and click Save.

It is advisable to include the word Events and/or use a specific naming convention to help distinguish between multiple Campaigns (eg. region, team, quarter).

Then configure the settings of your new Campaign: complete the information as outlined below by moving methodically left to right through the tabs.

Create your Campaign to form a template that helps build Sources quickly.
The properties of the Campaign will be copied when creating new Sources. From there, you may only need to make small changes to finalize the associated Sources.

4. Starting with the General Settings tab, fill in the required details.

The table below outlines the recommended settings for Event Campaigns. For full details on all available tab settings, see General Settings Tab.

Field	Required?	Recommended
Campaign Name	Required	Recommend including Events or a specific naming convention to distinguish between multiple Campaigns (eg. region, team, quarter).
Campaign Description	Optional	Leave this field blank (as this is primarily used for Content Syndication).
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. This will set the default for any new associated Sources. On the Source level this determines when leads can start being accepted. In order to test the lead flow between systems, you will want to enable lead flow on your Event Sources immediately.
Date Range - End Date	Optional	Check the box to add an End Date (if needed). Recommend not defining an End Date to leave Events Campaigns 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. You can extend the end date at any time allowing additional time to accept leads.
Campaign Total Goal	Required	Recommend leaving this as None (as this is primarily used for Content Syndication).
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).

5. Move to the Fields tab to finalize the setup as needed for your Event Campaign.

This is done using drag and drop from the Field Creator to the Campaign Fields section. For full details on configuring your Campaign Fields, see Fields Tab and Field Types & Validations.

The fields here should be set up to match those in an Event template in the Event Lead Management system.
Any mandatory fields should be mirrored in both the Demand Acceleration Platform and the Event Lead Management system.

If you are adding validation to a phone number field, it must be designated as mandatory in the Event template/form.
For more information, see Setting up your Event.

6. Skip the Assets tab as this is primarily used for Content Syndication.

7. Move to the Default Terms tab and fill in the required details.

The table below outlines the recommended settings for Event Campaigns. For full details on all available tab settings, see Terms Tab.

Field	Required?	Description
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).
Leads Return Timeframe	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 strategy (helps with filtering, tracking and reporting in the Demand Acceleration Platform).
Over-Delivery Disallow (Reject over-delivered leads) Allowed	Select one option	Recommend setting to Allowed with an Over Delivery Price of 0.
Pacing None Per Time Period	Select one option	Recommend setting to None for constant lead flow.
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).
Seller Proofs	Check box or leave blank	Leave this field blank (as this is primarily used for Content Syndication).
Source Agreement	Check box or leave blank	Leave this field blank (as this is primarily used for Content Syndication).

Scroll down and set any de-duplication rules to define the behavior for duplicate leads - whether they are allowed into your systems or rejected. For more information, see Terms Tab.

8. Move to the Integrations tab and setup the outbound integration to your Marketing Automation or CRM system - click Add Integration. For more information, see Integrations tab.

9. Skip Proofs and Audit Logs tabs as they are primarily used for Content Syndication.

Audit Logs are currently unavailable due to performance issues. This feature will be restored at a future date.

10. Click Publish Campaign.

Your Event Campaign is now setup. The next step is to build an Event Campaign in the Demand Acceleration Platform.
Building an Event Source

If you have a Managed Service package with Integrate, we’ll build and manage your Event Campaigns within the Demand Acceleration Platform.
We will also provide 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 event activity is grouped overall in terms of your teams wider strategy (eg. by region, team, quarter). In the Demand Acceleration Platform, Campaigns are used to group Sources and they cannot be reassigned to other Campaigns once built; you might want this setup to mirror your teams existing strategy.

In this article:

Creating an Event Campaign in the Demand Acceleration Platform

Frequently Asked Questions

Recommended Reading

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

In this article:

Creating an Event Campaign in the Demand Acceleration Platform

Frequently Asked Questions

Recommended Reading

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

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