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Creating Your Campaign Using Campaign Wizard
Creating Your Campaign Using Campaign Wizard

Creating Your Campaign Using Campaign Wizard

Updated over a week ago

At a Glance: This article guides you on how to create a campaign using the campaign wizard option.


Overview

Campaigns are the foundation of any marketing company. In this industry, campaigns are also referred to as offers. Campaigns can be thought of as the main epicenter from which all information is stored and passed to publishers and advertisers, respectively.

Campaigns can generate tracking links, set multiple targeting options, select revenue and payout, and set different goals and goal values. Campaigns can upload their creatives and everything else.

In this knowledge base, you will learn how to create a campaign step by step.


Step 1: Basic Information

Create Campaign: Basic Information
  • Advertiser: Choose the advertiser from which you got this offer.

  • Title: Choose the relevant title for your campaign.

  • Description (optional): This block can include inside details about the campaigns.

  • KPI (optional): KPI basically contains the necessary details about the different targeting that the publisher needs to take care of before bringing traffic on the same.

  • Preview URL: The preview URL should include the link to the main landing page. For instance, if it is a CPI campaign, then the preview URL will have the link to the Play Store.

  • Conversion Tracking: Trackier platform allows you to track campaigns in multiple different ways, as described below:

    a) Server Postback - Also known as S2S integration. In this process, the postbacks are shared with the advertiser and publishers. Using the correct macros and parameters, the URLs are added, and integration is done accordingly.

    b) Image Pixel - Multiple image pixels are being added at the Thank you page or the ending page, as soon the registration or the objective has been completed the image pixel is fired and the conversion is recorded.

    c) iFrame Pixel - A single pixel is added at the ending page. Hence, when the page is reached during the objective, the pixel fires, and the conversion is recorded.

  • Default Campaign URL: This field will have the tracking URL, which you will get from the advertiser. At this step, you will add Trackier's macros for a successful tracking process. To learn more about the macros, go to this link.

  • Status: You can set the status for the publishers. Either the campaign is paused, active or deleted. It can be selected from here.

  • Devices: The devices that will be allowed to access the campaign.

  • Category: Choose the respective Category based on the campaign that you are running.

  • Operating System: Choose any of the operating systems or all being used while accessing the campaign.

  • Default Landing Page Name: In case you are dealing with multiple landing pages, name the one that you will be using here as the default.

  • App Name: The application name that you want to use for the campaign.

  • App ID: The app ID that you want to use for the campaign.

  • External Offer ID: If the campaign is retrieved from the API, the external offer id will be automatically filled in.

  • Thumbnail: Any thumbnail or image that you want to use for the campaign.

Click on NEXT after filling in all the necessary details.

Step 2: Setup Revenue, Payout & Goals.

Campaign Creative: Revenue, Payout & Goals
  • Choose an objective: What is the main objective of your campaign? Whether it is conversions, app installs or sales, etc. It needs to be mentioned here.

    a) Conversions to track leads, acquisitions, actions, etc, and to pay your publishers based on CPA.

    b) Sale to track sales. Upsell any e-commerce product or when you want to pay your publisher on the basis of a percentage of revenue and to pay your publisher based on CPS.

    c) App Installs to track app installs, events, cohort, retention, etc, and to pay your publisher based on CPI.

    d) Leads to track leads generated from the traffic and to pay your publisher based on CPL.

    e) Impressions to track the number of views of any banner or creative and to pay your publishers based on CPM.

    f) Clicks for cost per volume campaigns and offers.

  • Currency: Select the currency you want to run the campaign for. It can be based on the Geo used for the campaign as well.

  • Default Goal Name: Set a name for your goal of the campaign.

    a) Geo Coverage: This field should be filled with the GEOs in which you want the campaign to run. Basically, the traffic that will be coming for this campaign can be from any Geo but the conversions from the Geo's mentioned here will only be considered for the payment.

    b) Revenue: The revenue is the amount that you will be getting from the advertiser for the completion of the goal.

    c) Payout: The payout is the amount that you will be giving to your publishers based on each conversion.

  • Goal: You can even set a goal for your campaign that you feel can help you track the success of the campaign.

Note: Goal Value should always be provided by the Advertiser. The goal value is case-sensitive so it should be the exact match with the value provided by the advertisers.


For instance, if you want to see the actual sales post registration of the user you might add a title as “Sales count post registration” which can have a goal value that should be provided by your advertisers. Once the goal value is matched then only the conversion is recorded in the panel.

a) Goal Title: Enter a title for the goal that you would want to set.

b) Goal type - By default, it will be set to public but if you want you can even select private.

c) Track multiple conversions - This feature will allow you to track your conversions with the transaction ID.

d) Goal payout model - You can either fix an amount for your revenue and payout or can look to add this value in terms of percentage as well.


​Click on NEXT after filling in all the necessary details.

Step 3: Advanced Settings

Create Campaign: Advanced Settings

  • Visibility: This part controls the visibility of the campaign to your publishers.

    a) Public: The offer will be visible to all the publishers on their panel and they can run the offer anytime.

    b) Ask for Permission: The offer is visible to the publishers on their panel, but they will not be allowed to run the campaign without your permission.

    c) Private: The offer will not be visible to any of your publishers. They will be able to see and run the campaign only when they are approved by you or your team.

  • Impression URL: In case you enable the impression URL button you would require to add the impression URL. It is used to calculate the number of ad impressions and perform post-view attribution.

  • Set all conversions Pending: In case you enable this all your conversions will be in a pending state until you disable it manually.

  • Redirect Type: Trackier provides you with 4 types of Redirections.

    a) 302 Redirect - This is the default redirection while creating the campaign.

    b) 302 Redirect with the hidden referrer - The source/referrer is hidden in this redirection. The rest work is the same.

    c) 200 Redirect - This redirection is used when the ads have to be run on Facebook.

    d) 200 Redirect with the hidden referrer - The source/referrer is hidden in this redirection. The rest work is the same.

  • Conversion Flow: Here you can involves the flow of redirection to determine how the conversion will occur.

  • Unsubscribe URL:

  • Suppression URL: URL constraining list of people/users who have unsubscribed from the campaign and are not our target audience.

  • Unique Click Session Duration: Duration for calculating unique clicks in an hour.
    ​​

  • Duplicate Click Action: In case you receive duplicate clicks either you would want a blank page or a fallback URL for users to be redirected to. In case the particular targeting fails where should traffic redirect to, you can set a custom URL in this section.

  • Conversion Hold Period: Hours for which the conversion will be on hold. You would also need to mention the state of conversion post-hold period is over.

  • Conversion Status After Hold Period: You have the option to change the conversion status once the hold period has ended.


    ​Click on NEXT after filling in all the necessary details.

Step 4: Setup Targeting

Create Campaign: Targeting


With our advanced targeting feature, you can create highly specific rules for targeting a campaign to your preferred audiences. In Trackier, you’ll find common targeting rules, such as browser type, device, brand, and operating system. Additionally, you have the option to define and manage your own targeting rules.

  • Variable: There are multiple values under “Variable” wherein there are options like country, region, device etc. So you can choose any one of the options to target your campaign to the right audience and either allow or deny your campaign access. For example, I want the campaign to explicitly focus on India.

  • Logic: The logic to either deny that or accept it.

  • Rule Block Name: You can also give a name to this targeting rule to recognize it or differentiate it from others.

  • Condition: You have the option to select an exact match or start/end with a match that best suits your targeting needs. This is a crucial aspect of targeting. For any globally defined variables such as country or city, please use the default option. For other variables like source, GAID, or IDFA, please use the specified condition that best fits your needs.

    • Matches (default): For Country, State, City, Browser, Device.

    • Exact Match: If you have the exact value, example, if you know the exact source value 43_343, 1223_312312_12312.

    • Starts with: If your value starts with a certain fixed value. For example, 12_123, _156278

    • Ends with: If your value ends with a certain fixed value. For example, _2323, _23231212

    • Empty: If Value is Empty in the variable. for example, if GAID is mandatory and it is not passed by the publisher.

    • Bigger than: Used with Sale Amount Variable, so that you can allow conversion which has a sale amount bigger than a defined value.

    • Lesser than: Used with Sale Amount Variable, so that you can deny conversions which has a sale amount lesser than a defined value.

  • Event: Choose the event for which you want to apply to target along with the AND/OR rule

  • This setup will allow you to either apply it to some specific publishers or exclude some publishers

  • Value: You need to enter the value that you need to Deny/ Allow.

    ​Click on NEXT after filling in all the necessary details.

Step 5: Setting CAP, Creatives & Schedule


Setup CAP:

Create campaign: Cap, Creatives & Schedule


If you have a budget from the advertiser for the campaign then you can automatically pause the campaign and use the traffic for different offers. You can set CAP for

  • Day

  • Month

  • Lifetime

This can be set for the whole campaign or for a specific publisher or group of the publisher for a campaign. There are following types of CAP that can be set on a Campaign.

  • Type: This Define on which KPI you want to set CAP.

    • Gross Conversion

    • Approved Conversion

    • Payout

    • Gross Revenue

    • Gross Clicks

    • Pending Payout

    • Pending Revenue

  • Publisher: If you select any Publisher then it will be Publisher Specific CAP, otherwise it will be Campaign Level if you select "ALL".

  • Publisher CAP Visibility: You can Control CAP visibility on Publisher Interface.

    • If you select Public then CAP will be visible to them on the Offer level.

    • If you select Private then CAP will not be visible.

  • Publisher CAP Type: If you select 5 different Publishers then you have the option to set CAP on them, then you can select.

    • Each of them will get X Number of CAP on daily/monthly/Lifetime.

    • Group means, together those 5 publishers will have X number of CAP on daily/monthly/Lifetime.

  • GEOs: If you have Multiple GEOs on the campaign then you can set CAP on GEO level as well.

  • Daily/Monthly/Lifetime: One would need to add value here for capping along with timezone.

  • Cap over Delivery: If cap over delivery is enabled, then traffic will not be paused but spillover conversions will still be cancelled. This only applies to the daily cap.

  • Redirect: This particular field indicates where the link will be redirected after the cap has been reached, whether it be a blank page or a designated fallback page.

Setup Creatives:


Campaign creatives in the Trackier platform allow you to host and upload all creative related to a campaign at one place as these creatives are used by publishers to drive conversions to campaigns. Trackier provides an infrastructure to host and serve these creatives for you and your publishers. You can upload as many creatives you need.

  • Creative Types: Trackier supports the following:

    • Banner Image

    • Drive/DropBox Link

    • Email Creative

    • Landing Page

    • Video

    • HTML Ad

    • Native Ad Image

    • Other Asset

  • Title – Enter Title which will be visible to publishers and advertisers.

  • Campaign – Select the proper creative type and then further select the campaign with which you want to associate this creative.

  • File – Upload creative file size max 50MB.

  • Description (Optional) – Add a description of the creative you have uploaded.

  • Status: Select status to be active for the creative to be visible else select Inactive or Hidden.



    Setup Scheduling:

    Creatives


    ​You can set a particular period of time for the campaign. The Campaign will run or the Tracking link will work during that time period only.

  • Schedule Status Change: You can change the status of your campaign after a time. All you need to do is mention the status, time, and if you want to notify your publishers about the same.

  • Time Targeting: This feature helps you to deactivate/expire your campaign after a certain time. Just enter the start and end hours for your campaign. Though keep in mind this is a 24-hour support so keep the timezone. In case you want to mention the hours when the campaign will be in an inactive state you can tick the box and time targeting will be done for inactive hours.

Hit the FINISH button to create your campaign successfully.



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