Lead campaign is a set of buyer configurations created in PX platform in order to start a lead flow between particular publishers and buyer. All campaigns are easily scaled across all verticals.
To view and edit settings of your campaign, go to Campaigns, find the desired campaign and click Action -> Campaign settings.
Campaign settings page appears, including the following sections:
- General information
- Commercial
- Goals
- Delivery endpoints (only for parent EDUCATION campaigns)
- Endpoint triggers (only for EDUCATION campaigns)
- Volume & allocation
There are also links to configuration pages related to this campaign:
- API configuration
- Filter management
- Additional filters related to Jornaya verification partner.
- Payout management
- Source management
- Disposition management
- Audit log
To make changes, click Edit.
If you wish to change some settings of your campaign, contact your PX account manager.
General information
General settings describe basic configurations of the campaign, which are further used in API configurations.
1. Buyer - your unique name as a buyer on the platform.
2. Campaign ID shows the unique ID of this campaign.
3. Category - the category of this campaign (Lead, Call, Click, Data, Other).
4. Vertical - a lead generation niche, in which your campaign buys leads.
5. Campaign name - a unique name of your campaign.
6. Sales model - the sales model of your campaign (None, Exclusive, Shared, Undersold or Mixed).
7. Post type - the type of lead posting of your campaign (PING POST, DIRECT POST, BULKPOST, EMAILLISTPOST, LEGDELIVERY).
8. Country - country selected during creation of this сampaign.
9. Currency - the currency of this campaign.
10. Status - the status of the campaign:
- Published - this campaign is enabled and receives the leads.
-
Prepublished - this campaign is Off in Source Management and does not receive any leads.
- Deleted - this campaign is removed from the list of campaigns and disabled from the leads flow.
Commercial
Commercial settings describe financial configurations of this campaign.
1. Tier - the tier, to which this campaign is assigned (1, 2, 3, 4, 5 or 0).
2. Duplicate prevention - the number of days, for which a duplicated lead cannot be offered to this campaign (30 is recommended).
If Duplicate prevention is set on the buyer level, that setting is applied to all campaigns of this buyer and can't be edited in campaign settings. In such a case, the field looks like this:
3. Bid management (for PING POST campaigns only) - select Yes to make payout on ping optional and to enable Bid management for this campaign.
4. Direct bid (for DIRECTPOST campaigns only) - the price paid by this campaign for each lead.
Goals
The Goal is the specific disposition status of the lead that you strive to reach (most often - Customer). Goals are configured on a campaign level together with your expected revenue when it is achieved. Read more about Disposition Goals.
Fill in the fields:
1. Target CPA status - set the desired lead status that matches your target acquisition. To remove the goal, select None status.
Target status names may vary per vertical and buyer according to settings on Disposition Naming page.
2. Target CPA - set the target revenue that you expect to receive when your goal (specific lead disposition status) is reached.
Click Save as soon as you're done with campaign settings.
Delivery endpoints
Delivery endpoints section is available only for parent campaigns in Education vertical.
View the list of endpoint campaigns linked to this parent campaign:
If you'd like to link more endpoint campaigns, contact our integration team.
Endpoint triggers
Endpoint triggers section is available only for campaigns in Education vertical.
In Education vertical, only parent campaign pays for the leads when buying them from publishers, after which these leads are distributed among delivery endpoints with $0.10 Payouts.
In this section, set the rules that should trigger lead distribution to Endpoint campaigns:
- Triggered by sale - select Yes to route the lead to endpoint campaigns as soon as the lead is sold to the parent campaign.
- Triggered by disposition - select Yes to route the lead to endpoint campaigns when the lead disposition status has been changed.
Configure additional filter rules according to the fact of upload or specific status.
- Triggered by returns - select Yes to route the lead to endpoint campaigns if lead returns with that lead have been uploaded.
You can configure triggers on both parent and endpoint level. Parent campaign configurations have a higher priority:
- if trigger is set to No on the parent level, leads won't be routed to endpoints;
- if trigger is set to Yes on the parent level, leads will be routed only to endpoint(s) where this trigger is also set to Yes.
Volume & allocation
Volume & allocation section allows you to configure monthly, weekly, daily and day of week lead caps and budgets for the campaign, as well as Lead interval pacing setting:
- Lead interval pacing - the minimum interval, in seconds, during which the campaign won't receive any new leads after the previous lead was bought.
The next set of configurations is related to lead capacities and budgets for this campaign. By default, No limit is set for each lead capacity and budget.
Monthly
- Leads - the maximum number of leads that this campaign can buy in one month.
- Budget allocation - the monthly budget that can be spent by this campaign.
- Tier caps allow setting monthly number of leads and budgets per source tier in order to test different tiers within one buyer campaign with granular and robust control:
If monthly lead capacity and/or budget is reached, leads aren't posted to this campaign until the next month starts or this cap (budget) is increased.
Weekly
- Leads - the maximum number of leads that this campaign can buy in one week.
- Budget allocation - the weekly budget that can be spent by this campaign.
- Tier caps allow setting weekly number of leads and budgets per source tier in order to test different tiers within one buyer campaign:
If weekly lead capacity and/or budget is reached, leads aren't posted to this campaign until the next week starts or this cap (budget) is increased.
Daily
Configure Daily volume & allocation either in a standard or custom way. Select Standard to set the same cap and budget for each day:
- Leads - the maximum number of leads that this campaign can buy in a day;
- Budget Allocation - the daily budget that can be spent by this campaign;
- Tier caps allow setting daily number of leads and budgets per source tier in order to test different tiers within one buyer campaign:
Click Custom to set different lead caps and budgets for specific days of the week depending on your needs. For example, you can configure different lead caps for Saturday and Sunday, and spend caps for working days:
If any daily lead capacity and/or budget is reached (either standard or custom), leads aren't posted to this campaign until the next day starts or this cap (budget) is increased.
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