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:
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.
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 Precise cap setting:
Considering that PX adjusts the lead flow to fill capacities of all campaigns in the platform, there can be a small infelicity in lead caps, meaning that the campaign can receive several leads a day more (or less) than configured.
When the lead is filtered out based on precise cap limit, Buyer Cap Approaching error is displayed in Transactions outbound report.
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 your campaign should buy in one month.
- Budget allocation - the monthly budget that can be spent by your campaign.
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.
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.
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.
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.
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