You will get a quick snapshot of

1. Creating online & offline campaigns

2. Spends for online campaigns & auto-generated hashtag

3. Spend methods

4. Adding manual spends

1. Creating Online & Offline Campaigns

This section will help you in creating Online and Offline Campaigns. You can create an online campaign for Google and Facebook; while, offline campaigns for any offline activities covering newspaper, radio, etc.

 

Steps to Create Campaigns:

I. Log in to the AD Panel & select the ‘Assignment’.

NOTE: Make sure you select the right mandate for which you are creating a campaign.

 

II. Click on the ‘Campaign’ under the ‘Assignment’ section at the left sidebar and then click on the ‘Create Campaign’ button to start.

 

IV. Select Channel Type ‘Online’ or ‘Offline’ depending upon your campaign.

NOTE: Online campaign is for Google & Facebook, and Offline campaign is for offline sources including newspapers, billboards, radio, & so on.

 

V. Select Source, Sub-Source, & Project from the list.

NOTE: Selecting the project will allow you to track the spending at the project level.

 

VII. Now, turn the spends ‘ON’ by adding all the details in the Spends section.

NOTE: Refer to Section 2 & Section 3  for understanding the Spend Method for online & offline campaigns.

 

VIII. Press the ‘Save Changes’ button to complete the campaign creation.


2. Spends For Online Campaigns & Auto-Generated Hashtag

I. Set the start & end date for the campaign.

 

II. To complete the Spends for Google & Facebook,  select ‘API’ from the drop-down, turn On the integration & click on the ‘Save Changes’ button.

 

III. A ‘Hashtag Spends Key’ will be auto-generated (as shown in the screenshot below).

 

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


3. Other Spend Methods & Definition

For any other Source and Sub-Source, the Spend method can be one of the following:

  • manual

  • cpsv

  • cpb

  • cpl

  • cpql

  • bulk

Definitions:

Method Type

Purpose

manual: 

Spends need to be added to the spends section manually in the spreadsheet.

bulk: 

Spends added will be distributed evenly between the given dates. 

cpl: 

Spends for a given day will be calculated dynamically based on the number of leads that came on that day * cpl.

cpql: 

Spends for a given day will be calculated dynamically based on the number of qualified leads that came on that day * cpql. 

cpsv: 

Spends for a given day will be calculated dynamically based on the number of site visits that came on that day * cpsv.

cpb: 

Spends for a given day will be calculated dynamically based on the number of bookings that came on that day * cpb.

 

NOTE: When the date range of the campaign created is not specified, the system assumes the date range of the start and end date of the ongoing mandate.

 


4. Adding Manual Spends

  • Select channel as per your requirement. Here in the example, we have chosen 'offline'.

  • Select ‘Source' and 'Sub Source' accordingly from the list.

  • Select ‘Project’ for tracking the Spends at the project level.

  • 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.

 

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