Relevant to: Demand Acceleration Platform | Content Syndication
The purpose of building a Campaign in the Demand Acceleration Platform is to create a group that will house your Sources, which is where incoming leads from content syndication 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 a Media Partner (CPL) Campaign, which will be completed by your Demand Acceleration Platform Power User.
For an overview of the entire Content Syndication process, see Content Syndication via the Demand Acceleration Platform.
In this article:
Creating a Media Partner (CPL) Campaign in the Demand Acceleration Platform
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 then click Save.
It is advisable to 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 Media Partner (CPL) Campaigns. For full details on all available tab settings, see General Settings Tab.
Field | Required? | Recommended |
Campaign Name | Required | Use a specific naming convention to distinguish between multiple Campaigns (eg. region, team, quarter). |
Campaign Description | Optional |
Use this space if you'd like to add any Campaign related notes. This is often copied from your media plan to list target criteria. |
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 |
If you wish to display this in the Total Goal column on the My Campaigns page, specify a lead volume target for your entire Campaign. |
Third Party IDs | Optional | Add relevant third party IDs (eg. Contract ID) to inform any Campaign or Source Reports you generate. |
Disqualifiers | Optional |
Add tags to further convey target criteria that would deem leads as unacceptable to your Media Partners.
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5. Move to the Fields tab to add the lead data fields and any validation.
Create your Campaign to form a template that helps build Sources quickly. |
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.
6. Move to the Assets tab to add/review content from your associated Media Partner. For full details on managing your content assets, see Assets/Creative Tab.
7. Move to the Default Terms tab and fill in the required details.
The table below outlines the recommended settings for Media Partner (CPL) Campaigns. For full details on all available tab settings, see Terms Tab.
Field | Required? | Recommendation |
Default Total Allocation Per Source | Required |
Set the total number of leads that can be accepted within a Source.
|
Default Payout Amount | Required |
Specify the default value or cost of each accepted lead in associated Sources.
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Currency
|
Select one option |
Select the default currency for associated Sources. |
Leads Return Timeframe | Required |
Specify the window (in days) in which you can return a bad lead to a Media Partner.
|
Tag | Optional |
Add a tag that is meaningful to your team's content syndication strategy (this will help with filtering, tracking and reporting in the Demand Acceleration Platform). |
Over-Delivery
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Select one option |
Specify if over-delivery of leads beyond the Source allocation is allowed, and if so, the over-delivery price you are willing to pay. |
Pacing
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Select one option |
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).
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Sales Order ID | Optional | Specify your Sales Order ID (this will help with tracking and reporting in the Demand Acceleration Platform). |
PO Number | Optional | Specify your PO Number here (this will help with tracking and reporting in the Demand Acceleration Platform). |
Seller Proofs | Check box or leave blank |
Check the box to require Media Partners to submit a Proof of Concept for your approval before they can upload leads.
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Source Agreement | Check box or leave blank |
Check the box to upload terms that your Media Partners must review and agree. Media Partners are required to acknowledge this before they can accept the Source and begin uploading leads.
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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.
Create your Campaign to form a template that helps build Sources quickly. |
9. Skip the Proofs tab at the moment - this is where you'll be able to review, accept and reject any assets that a Media Partner uploads (provided this functionality has been specified in the Terms Tab). For more information about using proofs, see Proofs Tab.
10. Skip the Audit Logs tab at the moment - this is where you'll be able to view any changes made to the Campaign once it has been finalized. See Audit Logs Tab for more information.
Audit Logs are currently unavailable due to performance issues. This feature will be restored at a future date. |
10. Click Publish Campaign.
Your CPL Campaign is now setup. The next step is to build a Media Partner Source in the Demand Acceleration Platform. |
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If you have a Managed Service package with Integrate, we’ll 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 make changes to my campaign even after I have added sources to it?
Yes - however any changes made to a Campaign will only be reflected in future Sources (existing Sources will not be amended).
Can I move my Sources to a different Campaign?
No. We recommend considering how your content syndication 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. See Content Syndication Basics for more information.
Can I delete/archive a Campaign?
No. See My Campaigns Page & Sources Page for information about Campaign states.
Can I clone a Campaign?
Yes. See Creating & Cloning Campaigns for instructions.
Can I copy an integration from an existing Campaign?
Yes. See the relevant Setting Up article for your system in the Post Outs section.
Recommended Reading
- Content Syndication via the Demand Acceleration Platform
- Content Syndication Build Process
- Creating & Cloning Campaigns
- Building a Media Partner Source