Building a CPL Campaign for Content Syndication

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.

Creating a Media Partner (CPL) Campaign in the Demand Acceleration Platform

Use your Campaign as a template to build your Sources quickly.
The properties of the associated Campaign are copied to the new Source and you should only need to make small changes .

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

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

Consult your Media Plan to consider how your Content Syndication activity is currently grouped overall in terms of your team's wider strategy (eg. by region, target, quarter).
In the Demand Acceleration Platform, Campaigns are used to group Sources so this setup should mirror your team's existing strategy. Sources cannot be reassigned to different Campaigns once built. For more information, see Content Syndication Basics.

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

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.
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 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. 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.
Date Range - End Date	Optional	Check the box to add an End Date (if needed). 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. When creating Sources, you can change the End Date as needed.
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. Adding disqualifiers will not prevent incoming lead data. Target criteria and validations are set on the Fields tab.

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.
The Campaign field properties will be copied to new Sources. From there, you may only need to make small changes or additions to finalize the associated Sources.

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. By default this is set to 10000. When creating associated Sources, you are able to change this based on the Source's lead goal.
Default Payout Amount	Required	Specify the default value or cost of each accepted lead in associated Sources. By default this is set to 0. When creating associated Sources, you are able to change this based on the Source's cost per lead (CPL).
Currency USD CAD EUR AUD JPY SGD	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. By default this is set to 0. This should be agreed with your Media Partner in their contract. For more on the lead returns process, see Returns/Update Lead Dispositions.
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 Disallow (Reject over-delivered leads) Allowed	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 None Per Time Period	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). Set to None to enable constant lead flow. This should be agreed with your Media Partner in their contract.
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. See Seller Proofs for more information.
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. See Source Agreements for more information. Integrate does not accept liability for anything contained within the Source Agreement and is only ensuring that partners accept the Agreement terms prior to fulfilling your campaign.

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.
The Integration configuration will be copied to new Sources. From there, you may only need to make small changes or additions (eg. routing specifics) to finalize the associated Sources.

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.
Building a Media Partner Source

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.

In this article:

Creating a Media Partner (CPL) 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 a Media Partner (CPL) 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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