Client Campaign Dashboard Guide

Control > Structure > Channels > (Add) > Client Campaign

To set up and launch your Client Campaign Dashboards, you will need to create a Client Campaign Type Channel.

Select the Client Campaign option form the Channel > Add screen:

Fill in the necessary fields and Save:

The listing screen displays all of the Live and Non Live client campaigns.

You can search for client campaigns by:

• Name
• Account
• Campaign Code
• External Campaign ID
• Product Line
• Campaign Start/End
• Live / Not Live

You can Add, Copy and Delete client campaigns from this screen as well.

You can Add a new client campaign from the listing or from the detail screen of an existing campaign:

The Add/Edit screen is composed of panels, each having fields which determine what content will be reflected on the dashboard:

• Main
• Client Campaign Elements
• Overview
• Leads
• Ad Campaigns
• Security
• Publication
• Audit

• Name: Enter the Name for the Client Campaign
  Description: Enter an internal description just for the team shown on the control-side
• External Campaign ID: e.g. from a separate sales / campaign CRM. You can set this to Required within the CRM Settings if it is mandatory for all campaigns
• Account: Select the client / internal company for this campaign
• Logo: Select a logo to display on the Overview screen
• Public Campaign Name: Enter the campaign name displayed on the display-side. If this field is blank, the Name field will be used
• Public Description: Enter the information to be shown on the Client Campaign Overview screen
• Public Notes: Enter additional information to be shown on the Client Campaign Overview screen with slightly different formatting below the description, e.g. this could be the latest status, etc.
• Product Line: Select the product lines or brands for this campaign.
• Campaign Start/Campaign End: This is purely informational and shown on the Overview screen

The values set in the above fields will be seen on the Overview of the client campaign:

Lead Contact Lists: Select the Lead Contact Lists from which the Leads will be displayed on the Lead tab. This way any trackable activity can directly generate leads

Message Campaigns: Select the Messages campaigns to be included on the Client Campaign Dashboard, all messages within this campaign will be used on the dashboard

Messages: Select the Messages to be included on the Client Campaign Dashboard. This will work in conjunction with the Message Campaigns selected - all messages will be included in the analysis

Note: the message(s) is added to the ones associated to the Message Campaign

Ad Campaigns: Select the Ad campaigns to be included on the Client Campaign Dashboard

Ad Creatives: Select the Ad Creatives to be included on the Client Campaign Dashboard. This will work in conjunction with the Ad Campaigns selected - all creatives will be included in the analysis.

Note: the Ad Creative(s) is added to the ones associated to the Ad Campaign

Articles: Select the Articles to be included on the Dashboard.

Media Items: Select the Media Items to be included on the Dashboard. This is for videos and podcasts.

Sections: Select the Sections to be included on the Dashboard, e.g. Topic Sections, Campaign Landing Pages.

Content Creators (Authors): Select the content creators to identify articles and media items to use in the Client Campaign Dashboard.

Content Publish Start From / Start To

Select the Publish Start/End date to filter articles and media on the Client Campaign Dashboard. This is specific to the items automatically selected on the Section and Content Creator fields.

Conversion Events: Select the Conversion Event that you want to report on under the activities tab. Each one selected will list out the Conversion Event, e.g. Form Entry, Landing Page View, and then show the total number / number filtered by the date range.

Show Code: Select which code to display on the Client Campaign display-side (Campaign Code or External Campaign ID):

Show Title: Select to display the title on the lead listing

Show Email: Select to display the primary or secondary email address on the lead listing (can be Primary or Secondary email)

Show Job Title: Select to display the job title on the lead listing.

Show Company: Select to display the company or organisation name for the lead. Select the order in which a Contact's company is used. For instance, if Public Name is empty, use Account, if Account is empty, use Company.

Show Telephone: Select to display the client's telephone on the lead listing.

Show Mobile: Select to display the client's mobile on the lead listing.

Show Country Column:Select to display the client's country on the lead listing.

Show Address:Select to display the client's full address on the lead listing. This will add a column for each address field in the export.

Demographic Fields: Select the demographic fields you want to include on the lead listing.

Conversion Events: Select the Conversion Events you wish to feature on the Client Campaign - Leads screen and export. If a user triggered one or more of these conversion events during the selected timeframe they will be displayed alongside each entry (and included in the export).

Show Impressions: elect to display creative impressions (i.e. those that have been served)

Show Views: Select to display creative views (i.e. viewable ads)

Client Contacts: Select the client contacts who will have access to this specific campaign dashboard

Management Security: Select the locked down security clearance for this client campaign. If none is selected then it will in any case be locked down by campaign Statistics System Security

Live: Select to display the campaign on the display side Client Campaigns.

Audit: once the client campaign has been created, the Audit panel will show the following values:

• Created (Date)
• Created By (User)
• Last Updated (Date)
• Last Updated By (User)

Print:

You can print any of the available screens:

• Overview
• Leads
• Ad Campaigns
• Content Campaigns
• Message Campaigns
• Activity
• Downloads

- by using the Print button:

Clicking on the Print button will display a modal with all of the printing options:

Export:

All of the screens (minus Overview and Downloads) have the Export option:

Once you click on the button, the export file will be generated.

You will receive an email notification once completed with a link to the download centre.

You can also find the export on the Active Tasks screen:

Control > Settings > Active Tasks

The Campaign Dashboard is where you can see all of the Client Campaigns on the display side (not the Control Centre listing mentioned at the start of this guide.

You can search for client campaigns using the following filters:

• Name
• Campaign Code / Ext ID
• Campaign Start /End
• Account

You also have the ability to switch between dark and light mode, together with the option to print the dashboard:

You can also filter the results by:

• Name
• Campaign Code / Ext ID
• Description
• Campaign Start
• Campaign End

The View and Manage buttons:

- allow you to view the Client Campaign:

-  and also, go to the Control Centre to view or edit: