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 set-up 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. |
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Setting up your Event |
In this article:
Creating an Event Campaign in the Demand Acceleration Platform
This Campaign should be built to match the Event template built in the Event Lead Management system. |
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's 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. |
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.
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Date Range - Start Date | Auto-filled |
Select today's date or any date prior.
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Date Range - End Date | Optional |
Check the box to add an End Date (if needed).
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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 set-up 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 social strategy (helps with filtering, tracking and reporting in the Demand Acceleration Platform). |
Over-Delivery
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Select one option |
Recommend setting to Allowed with an Over Delivery Price of 0. |
Pacing
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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 set-up 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.
10. Click Publish Campaign.
Your Event Campaign is now setup. The next step is to build an Event Campaign in the Demand Acceleration Platform. |
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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.
Recommended Reading
- Event Lead Management with the Demand Acceleration Platform
- Creating & Cloning Campaigns
- Building an Event Source
- Event Lead Management section