Creating Campaigns

Navigating the Campaign Page

Campaigns help you track and manage your marketing initiatives, including landing page traffic and social media tracking. This data is available from Campaign Reports and Custom Reports. 

The Campaign page houses all of your various campaigns. From there, you can create, modify, and view your campaigns. To navigate and view your campaigns click Campaigns > Campaigns in the left toolbar.

1. Filter campaigns by Active, Inactive, or Active and Inactive campaigns, using the Activity drop-down menu.
2. Filter campaigns by Channels, using the Channels drop-down menu:
   • All Channels
   • Social Media
   • Email
   • Paid Search
   • Referral/Affiliate
   • Event
   • Direct Mail
   • Offline
3.  Alternatively,  use the    Search field to display all campaigns with a specific keyword in their title.
4. Choose how to display your campaigns:
   • Click   List to display campaigns in a list of 10 per page.
   • Click   Grid to display campaigns in a grid of 16 per page

Campaigns have the following attributes: 

• Date Range - The start and end date of your campaign duration. Leads that visit outside of this date range will not be attributed and the campaign will be deactivated.
• Status - Campaigns can be active or inactive. Inactive campaigns will not track visits.
• Channel - The channel being tracked for the campaign -- Social Media, Email, Paid Search, Referral / Affiliate, Event Direct Mail, Organic, Offline.  
• Attribution Weight/Level - The relative impact of this campaign against other campaigns. More important campaigns should have a higher impact setting. There are 5 levels, with Level 1 having the lowest impact, Level 3 having neutral impact, and Level 5 having the highest impact.
• Tags - Tags help to easily track campaigns based on topics or subject. Filter by tags within Reports.

Default Campaigns 

When you navigate to the Campaigns page, you'll see some pre-made campaigns, called Default Campaigns, and the option to create a new campaign using the Create Campaigns button.

Default campaigns (located in the All folder) can help you get started quickly and act as examples for any of your own campaigns you plan to create. The following default campaigns are included in your Lead Gen & CRM account: 

• Bing Search
• Direct Traffic
• Google Search
• Yahoo Search
• Google Ads
• Google Display Network

Each default campaign is Active by default, which means it's gathering information from your landing pages based on incoming traffic. You can turn the campaigns off without removing the configuration from your Campaign folder. To Activate or Deactivate a campaign, click   Options and then click the preferred status.

Note: You can activate and deactivate default campaigns and you can move the campaign's folder location. However other configurations, such as Channel, Tags, Tracking Rules, Duration and Attribution Weight (Level) are automatically set and cannot be changed. To customize a campaign, create a new campaign instead.

All default campaigns are set to Level 3 Attribution Weight, which has a Neutral Impact. 

Creating New Campaigns

You can create different campaigns to suit your needs. When building a campaign, you will need to fill out general information, enter tracking data, set the campaign duration and attribution weight, and choose whether to track social posts.

Note: This article will help you to build campaign tracking in your Lead Gen & CRM instance. To build the channels that need tracking, navigate to the various sections of the platform using the left toolbar. Read our Landing Page, Email, and Social Media articles for help building your channels. 

To get started with creating a new campaign, click Campaigns from the left toolbar, and then select Campaigns from the submenu. 

1. Click Create Campaign
   
   

    

2. Enter a Title. 
3. Edit your campaign settings, including Channel and any advanced settings you want to include. 
4. Click Save Changes.

Note: Return to the main Attribution page at any time by clicking Back in the Save Changes bar. 

Title and Channel are required fields. Additional fields can be left on their default setting and you may create a Campaign with this limited information. However, there are additional, more advanced settings you can manage and select, as well. Keep reading to learn more about additional settings.

Channel

Channel will manually indicate which area of the business is being monitored by your campaign. Choose channel to display that information in reporting. 

Tags

You may choose any necessary campaign tags from the Tags menu. If your tag doesn't exist, click Manage Tags to add it. You can manage campaign tags from there. 

Tracking

Under Tracking, click +Tracking Rule to assign the campaign with relevant tracking data. Select which Site to track. Existing landing pages can be selected from the drop-down menu. 

Enter the Page, Parameter, or Referring URL. Add as many tracking rules as necessary. 

Note: Any parameters, pages or referring URLs you enter are case sensitive.

In Lead Gen & CRM, campaign tracking options are used to assign a lead to a campaign by clicking a specific link. UTM parameters are a means of assigning a lead to a campaign. This means that when a contact is created in Lead Gen & CRM, there is information on file on where that lead came from.

UTM parameters in Lead Gen & CRM require one unique identifying parameter. This parameter is whatever you want it to be. Consider the following examples:

• UTM=PandoraAD1
• UTM=DecEmail
• UTM=holidaypromo

To use a UTM parameter, you would need to add the snippet at the end of any link, separated by a ? character:

www.site.com?UTM=PandoraAD1

The entire UTM link would be used as a tracking identifier for things like a call to action in an email, a URL redirect for an ad, or to link to a social media post. When a tracked lead meets any of these campaign tracking criteria, the lead will be associated with the campaign.

Important: Tracking rules can have only one UTM parameter per rule. Tracking rules will not function if more than one parameter is set to them.

To add UTM parameters and tracking data to campaigns, scroll to the Tracking section:

1. Click + Tracking Rule.
   
   

    

2. Select the desired site from the Tracking Rule drop-down menu.
3. Optionally, enter a UTM parameter in the Tracking Rule text field. Note: Do not using spaces when creating UTM parameters. Parameters without spaces promote consistent tracking
4. Click Save Changes.
   
   

    

Note: Repeat the above steps as necessary. Click   Remove to remove a tracking entry.

Duration

Under Duration, decide how long your campaign should run. Choose Perpetual Campaign to run the campaign forever, until it is manually deactivated, or choose a Specific Date Range. 

Note: When a date range is selected, your campaign will not track traffic outside of those date ranges. Campaigns will be deactivated automatically when the date range ends. Campaigns will begin automatically when the date range begins. Campaign date depends on your Lead Gen & CRM account's Localization Timezone. Return to the main Attribution page at any time by clicking Back in the Save Changes bar.

Attribution Weight (Level) 

Configure how impactful you want the campaign to be, when compared to other campaigns by managing attribution weight.

To set attribution weight, scroll to the Attribution Weight section and click-and-drag the slider to the desired impact level.

Click Save Changes.

Social Tracking

Determine whether the campaign will track social posts. This means that when leads click the a specific link in a social media post, they will be added to the campaign that was attributed to that post.

To set campaigns to track social posts, scroll to the Social Tracking section:

Select or deselect the Allow social posts to be associated with this campaign checkbox.

Click Save Changes.

To learn how to modify the settings for an existing campaign, or change campaign folder location, please read our Modifying Campaigns article. 

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