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Building a Campaign for Manual File Upload

danny.latour
  • Updated

Relevant to: Demand Acceleration Platform

The purpose of building a Campaign in the Demand Acceleration Platform is to create a group that will house your Sources, which is where you will upload the file that contains lead data. 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 a CPL Campaign, which will be completed by your Demand Acceleration Platform Power User.

 

 

Before you begin building; there are some important considerations that will determine the best way to set up your Campaign/Source for a manual lead upload.

1. Identify what benefits you anticipate from manually uploading lead data into the Demand Acceleration Platform - are you looking to combine processes such as validation, standardization, and mapping, plus the addition of static values to route the data into your Marketing Automation or CRM System? This is typically where value will be obtained from manual file uploads (rather than simply checking validation on one field or hoping it will save time overall).

2. Assess and address the cleanliness of your data - the data needs to have been consistently formatted prior to manual file upload or have a standardization processes implemented beforehand (eg. use consistent fields and list values).

3. Consider if your data is coming from multiple data source(s) and how consistent it is - should the data be added to one Campaign that is 'always-on' or would separate Campaigns for each data source make more sense? This depends on how consistent or varied your data sets are.

 

Creating a 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.

Build your Campaign with the standard General Settings, Fields, Terms and Integrations tabs that are needed for most of your file uploads (eg. fields typically collected, your standard de-duplication setting, basic routing details added).

When you add a Source, you'll only need to make small changes specific to the file upload (eg. add a custom question, alter routing details).

 

1. Login to the Demand Acceleration Platform and navigate to Campaigns > My Campaigns. Click the Create Campaign button.

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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.

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

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

dap-other-manualcampaign-01.png

 

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

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When creating Campaigns and Sources for manual file uploads in the Demand Acceleration Platform, there are some terms that are not typically used.
See the tables within the steps below for a list of settings that are not applicable for manual file uploads.

 

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

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This table outlines the recommended settings for manual file uploads. 

Field Required? Recommended
Campaign Name Required Recommend including Leads Upload 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).

  • 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.
  • 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).

  • 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 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).
See General Settings Tab for full details on the available settings.

 

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

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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. 

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This table outlines the recommended settings for manual file uploads.

Field Required? Description
Default Total Allocation Per Source Required

Sets the total number of leads that can be generated by a Source.

  • Leave as the default value 10000 (this is primarily used for Content Syndication).

This will set the default value for new Sources, preventing the Sources from reaching a limit.
Default Payout Amount Required

Specifies the value or cost of each accepted lead in the Campaign.

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

This will set the default payout amount for new Sources. 
Leads Return Timeframe Required

Specify the window (in days) in which you can return a bad lead.

  • Recommend leaving at 0 (as this is primarily used for Content Syndication).
Tag Optional

Assign tags to help with filtering, tracking and reporting within the Demand Acceleration Platform.

  • Recommend adding a tag that is meaningful to your teams' marketing strategy.

Over-Delivery

  • Disallow (Reject over-delivered leads)
  • Allowed
 Select one option

Allows you to specify if over-delivery of leads beyond Source allocation is allowed, and if so, the over-delivery price you are willing to pay.

  • Recommend setting to Allowed with an Over Delivery Price of 0.

Pacing

  • None
  • Per Time Period

Select one option

Allows you to specify the rate at which leads can be received. Pacing can be managed at any or all of the following intervals: Leads per Day, Week, Month or Quarter (based on calendar year).

  • 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).

See Terms Tab for full details on the available settings.

 

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

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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.

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

 

10. Click Publish Campaign.

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Your Campaign is now set up.
 The next step is to build a Source in the Demand Acceleration Platform.

Building a Source for Manual File Upload

 

If you have a Managed Service package with Integrate, we will build and manage your 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 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

 

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

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