Create Segments, Campaigns, & Media Plan

Navigate to:

1. Features added to the marketing panel

2. Create segments for re-marketing/DRIP marketing for your project

3. Create campaigns for your project 

4. Create a media plan for your project

1. Features Added to Marketing Panel

1.1. Create Segments for Re-Marketing / Drip Marketing for your project - 

• Steps to Create Segments
• Send Segment as Audience to Google Adwords & FB Business Manager

1.2. Create Campaigns for your project - 

• Steps to Create a Campaign
• Using Auto-generated Hashtag Spends Key for Google & Facebook
• Spends Methods & Definition
• Adding manual spends

1.3. Create Media Plan for your project - 

• Create and edit a Plan
• Planned vs Actual Spends

2. Create Segments for Re-Marketing / Drip Marketing 

A segment is created for a particular developer where leads can be sent back to Google and/or Facebook accounts integrated into the project as audiences for running re-marketing or drip marketing campaigns. All projects will have access to that segment once created.

Example: The Marketing Manager wants to run a re-marketing campaign for leads who have done a site visit on a project. By creating a segment and defining it appropriately, the Marketing Manager can send these leads back to Google or Facebook with captured customer data and can successfully run a targeted campaign on this ‘audience’ by giving a certain offer on booking post-site visits.

This section will help you how to create one or more Segments according to your requirements.

Steps to Create Segment:

I. Select the relevant 'Assignment' & then navigate to 'Segments'.

II. Click on the ‘Create Segments’ button.

III. Add the name of the segment.

IV. Mark the status of the segment as ‘Active’.

V. Select the ‘Assignment Type’ from the drop-down.

Manual- It lets you add a dataset manually. The data uploaded manually will not go into the fresh leads.

All Assignments- It collects the data from all the assignments/projects from the respective developer.

Filter By Assignments- It allows you to filter the data from any assignments of the developer.

Filter By Projects- It allows you to filter the data from any projects of the developer.

VI. You can deep filter your data by selecting ‘Buckets’ from the drop-down.

All- It will collect all the data from the selected database.

Qualified- It will filter all the qualified leads.

Visited- It will filter all the leads with site visits.

Booked- It will filter the leads with ‘Booking Done’ status.

Failed- It will filter Failed Leads.

VII. If you want to process this segment for a Google AdWords account, then choose the account from the drop-down accordingly.

VIII. If you want to process this segment for a Facebook account, then choose the account from the drop-down accordingly.

IX. Click on ‘Save’ & then click on ‘Process Segment’.

X. Click again on ‘Save’ to update & create the segment.

3. Create Campaigns 

This section will help you with creating a Campaign and managing Spends on them.

Steps to Create Campaign:

• Click on ‘Create Campaign’ to start.

• Select Project Name.

• Select Channel whether the campaign you are running is 'online' or 'offline'.

• Select Source and Sub-Source from the dropdown.

• After completing the above steps -- Turns the spends ‘ON’ below in the spends section.

• Add the Start Date & End Date.

• Select the ‘Mode’ from the drop-down.

• Press ‘Save Changes’ to complete the campaign creation

Using Auto-generated Hashtag Spends Key for Google & Facebook

To complete the Spends for Google & Facebook, select the campaigns from the list & click on the ‘View/Edit’ option.

Copy the ‘Hashtag Spends Key’ and add it after the name of the corresponding Facebook/Google campaign on FB Business Manager/Adwords.

Create Campaign - Spends Methods & Definition

For any other Source and Sub-Source, spends method will be one of the following:

• manual
• cpsv
• cpb
• cpl
• cpql
• bulk

Definitions:

Adding Manual Spends -

• Select the channel as per your requirement. Here in the example, we have chosen 'offline'.
• Select 'source' from the dropdown you desire.
• Select 'Sub Source' from the dropdown you desire.
• Select 'manual' under the Spends section, turn 'ON' the integration, and click 'Save Changes'.

Once the integration is active, you will be able to see the added manual key under your 'Spends' section to add expenses from your campaign on a daily basis similar to a spreadsheet.

4. Creating a Media Plan

Steps - Go to the media plan section.

• Click on ‘Create Plan’ if you need to create a new plan. Or click on the edit button if you need to edit an existing plan. Name the media plan ('TestPlan' in the below screenshot). 
• Turn the media plan ‘ON’.
• Add a date range for the media plan (01 Aug - 01 Sep in the screenshot below).
• Press ‘save’.

To edit a media plan - 

• Click on the edit button. Click on ‘+' if you want to add a new row to the media plan. Select a row and click '-’ if you want to delete a certain row.
• If you want to copy/paste the media plan from an excel sheet, simply copy, click on the left most cell of the media plan, and paste.
• Enter the media plan details.
• Source and Subsource should be selected from the dropdown - if a certain source and Subsource is not in the overall list of source and Subsource, it’ll be marked in red.
• Once done, click ‘save’ and then ‘close’.

Planned vs Actuals Spends

• To see planned vs actuals in the source-wise report, click on the menu button on right and click on ‘all’ or ‘totals’ under the Media plan.
• Actuals are the first value of the cell. Planned is the first value in the dashed rectangle. The second value in the dashed rectangle is the deviation between planned vs actuals in percentage.
• You can click on download to download this data and then further analyze it in excel if you need.

Planned vs Actuals Spends - Access from Home Page

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