How To Create A Campaign

You've defined your target account list, finalized your strategy and created your messaging. It's time to create a campaign! This article will walk you through the steps to create a campaign and some best practices. For more detailed information on campaigns read our Campaigns Overview article.

Steps to Creating a Successful Campaign: 

  1. Organize
  2. Build an Audience
  3. Create a New Campaign
  4. Choose and Create your Campaign Elements
  5. Deploy the Campaign
  6. Activate Changes

Step 1: Organize

Before building a Triblio campaign, it is important to think through how you would like to organize your campaigns. A campaign can hold multiple campaign elements such as an overlay, an ad group and a personalization. You can also add multiple audiences to a campaign with different elements going to each audience.

Triblio Tip

The best way to figure out how to organize your campaigns is to think through how you would like to report on the campaigns. Come up with your ideal end of quarter or end of year report and use that to inform your campaign organization.
Will you be comparing messaging effectiveness? Are you interested in comparing campaigns based on audience engagement? To learn more about Triblio reporting, read our Triblio Report Guide here.

The most common ways to organize campaigns are:

  • Organize By Messaging: all elements with a similar messaging are contained in the same campaign. There can be multiple audiences in this campaign but the messaging is consistent across every element. Organizing by messaging allows you to compare campaign performance to determine which messaging was most successful.
  • Organize By Audience: a new campaign is created for each audience targeted. The campaign will include all elements going to that audience. Organizing by audience creates a clean way to measure audience behavior and allows you to easily measure your effect on each audience.

Step 2: Build an Audience:

You can not build a campaign without an audience. To learn more about Triblio audiences and how to build them, review our audiences article here

Step 3: Create a New Campaign

Once you've built an audience, follow the below steps to create a new campaign.

  1. Log-in to Triblio
  2. Click on 'Campaigns' from the left hand menu to open up the campaigns section.
  3. Click 'New Campaign' in the top right corner.
  4. Fill in the name of the campaign and click 'create'. 
  5. Triblio Tip

    Be sure to use a consistent naming convention that everyone on your team will understand. Some examples are:

    • Lifecycle (e.g. "Unknowns - Finance industry")
    • Time-based (e.g. "2016 Q1 - Customer conference")
    • Account groups (e.g. "Tier 1 Target Accounts - mailer follow-up offers")
  6. You will now be in the campaign editor. Click 'Add Audience' and choose your audience from the list that pops up. You are able to choose multiple audiences at once.
  7. Once you have a chosen and audience, you will see element sections appear for each audience. Each section will be called 'Elements for: Audience Name.' You create individual elements based on each audience.
  8. Continue to step 4 to learn how to create an element.

Step 4: Choose and Create your Campaign Elements:

There are six types of Campaign Elements in Triblio:

  1. Contact Ad Group: display ads targeting personas or a contact list (US & Canada only).
  2. IP Ad Group: display ads targeting IP addresses (Global).
  3. Messaging (Website Personalization): re-skinning your website or landing pages based on a visitor's audience membership.
  4. Overlay CTA: pop-up, slider, footer or header overlay card to showcase a relevant offer.
  5. Google Segments: create custom segments to measure audience behavior in Google Analytics.
  6. Redirect: automatically send a visitor to a different page based on the visitor's audience.

To learn how to create any of these elements, see the articles linked above.

Step 5: Deploy the Campaign:

Once you have built your audience, created your campaign and selected and created your elements you are ready to deploy the campaign. From within the 'Campaign Edit' module, you will see a blue 'Deploy' button. Don't be afraid to click this button, it will not launch anything. When you click the deploy button, it will open the activation module for all of the elements within your campaign. You will see each element listed under 'Campaign Elements' to the top. They will all automatically be enabled. 

  1. Launch all Campaign Elements: click the green 'Activate' button at the top. This will push all of your elements live. Please note, ad campaigns can take a few days to sync before beginning to spend.
  2. Only Launch Some Elements: You are able to only set certain elements live by toggling the 'Yes' toggle to 'No' in the Enabled column next to each element you would like to disable. This will keep that element from going live when you click 'Activate'.
    • If the campaign is already live, you will see an orange 'Activate Changes' button appear next to the 'Activate' button. You must push 'Activate Changes' to disable the elements.
  3. Schedule Campaign: you are able to schedule a time for the entire campaign to go live as well as schedule different times for each element in the campaign.
    1. Click the 'Schedule' button underneath the 'Activate' button at the top of the deploy module. This will open the schedule window.
    2. Choose between scheduling activation or deactivation from the drop down.
    3. Choose the day and time you would like the campaign to be activated or deactivated. Click 'Add Event.'
  4. Schedule Individual Elements: you are also able to schedule the elements to go live or deactivate at different times. 
    1. Click the 'Schedule' button to the right of the element you would like to schedule. 
    2. Choose between scheduling activation or deactivation from the drop down.
    3. Choose the day and time you would like the campaign to be activated or deactivated. Click 'Add Event.'

Step 6: Activate Changes:

If you make any changes to the campaign or audience, you will notice the campaign status will change to 'Active - Pending.' When you see 'Active-Pending' you likely need to go into the deploy menu and 'Activate Changes.'

  1. Go into the campaign and click 'Deploy' at the top. 
  2. You will see an orange 'Activate Changes' button to the top right. Click the 'Activate Changes' button.
  3. All changes will now be go live and the campaign-status will update to 'Active'. Changes to an ad group may take a few days to sync.
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