Click the links below to view answers to common questions about Self-Serve Targeting:
- What are the steps for setting up a campaign?
- How do I know if the campaign is scoped correctly based on the campaign parameters?
- What creative file types are supported with the Creative Uploader?
- If I want to leverage dynamic personalized creative, how do I set this up?
- Once a campaign is published, does Demandbase do any quality assurance testing before the launch?
- What are the configuration issues Demandbase’s AdOps team checks?
- What is the SLA for Quality Assurance to launch?
- How do I know if my campaign is live?
- How do I make changes to a live campaign?
- How do I make changes to the audience or accounts being targeted?
- How do I keep track of changes made to a campaign?
- As a Campaign Creator, what other options besides campaign creation and edit do I have access to?
- What if I accidentally delete a campaign?
- What campaign configurations are not supported via campaign creation?
- Who has the ability to create and edit campaigns; who is a Campaign Creator?
- Do I have the option to have self-serve and managed campaigns?
- Can I continue to have Targeting be a managed service?
What are the steps for setting up a campaign?
Once logged into the ABM Platform, navigate to the Targeting section. Click the Create New Campaign button to be taken into the self-serve campaign creation workflow.
Step 1: Identify a Campaign
1.1 Name your campaign: Select any naming convention you would like for your campaign.
1.2 Add watchers: Add yourself and colleagues to watch a campaign. Being a watcher enables you to receive Campaign Insights (emails) on a weekly basis.
Step 2: Select a Budget and Schedule
2.1 Enter your budget: Demandbase supports 2 types of campaigns - one-time and monthly budgets.
2.2 Select a schedule: Enter the flight date of your campaign.
Step 3: Select a Location
3.1 Geotargeting type: Select any geo targeting restrictions for the campaign. You can choose global, region, country or state. Any selections you make will show in the map to the right.
Step 4: Select a Target Audience
4.1 Select a target audience for this campaign: Scroll through your audiences or use the search feature to look for a specific audience.
Once you have selected an audience, Targeting’s inventory tool will run to let you know if there is enough inventory to support the campaign as well as predicted reach to the audience. This is an important step to ensure we can support the campaign without under-delivery or reaching a small percentage of the target audience.
Step 5: Select Creatives
5.1 Select creatives to be used in this campaign: All previously leveraged creative will be listed for use. If you would like to use new creative, simply click the Upload Creative button.
- The creative uploader supports static and animated files along with 3rd party (Excel) tags. If you have a file type not supported by the uploader, reach out to your account team for help in uploading.
5.2 Publish the campaign: Once all campaign configurations have been supplied, click the Publish button. Your campaign will then be set up and ready to launch.
- The inventory tool will run one last time to ensure there will not be any issues with delivery.
How do I know if the campaign is scoped correctly based on the campaign parameters?
When setting up or editing a campaign, Targeting’s inventory tool will run and check 2 elements based on the scope:
- Reach: Based on the target audience, what percentage of the accounts are considered reachable. Reachable accounts are active on Demandbase’s whitelist of ~5,000 sites with at least 25 biddable impressions.
- Inventory: Based on your budget and rate structure, Demandbase will check to see if there is enough inventory (impressions) to support the budget.
The inventory tool runs during Step 4: Target audience and Step 5: Creatives once you select to Publish your campaign. There are 3 potential messages you will receive:
Message 1: Budget, available impressions, and reach look good.
Message 2: Budget and available impressions look good, but too many unreachable accounts. The message lists the parameters you need to adjust.
Message 3: Budget is too high based on available impressions. The message lists the parameters you need to adjust.
What creative file types are supported with the Creative Uploader?
The Creative Uploader can support the following file types for banners:
- Jpg, jpeg, gif, png, and js
- 3rd party tags (excel): DFA, Flashtalking, and Sizmek
If I want to leverage dynamic personalized creative, how do I set this up?
Configuring and uploading dynamic personalized creative remains a managed service by Demandbase. If you have dynamic personalized creative scoped for your campaigns, please contact your Demandbase account team to get started.
Once a campaign is published, does Demandbase do any quality assurance testing before the launch?
During the early adopter program for self-serve, Demandbase will be quality assurance testing all campaigns prior to launch to ensure there are not any configuration issues. As Demandbase builds out some additional monitoring around campaign configuration in Q2 2020, campaigns will be launched without requiring quality assurance testing by Demandbase. Your Demandbase account team will then reach out to you if there are any issues with the campaign.
What are the configuration issues Demandbase’s AdOps team checks?
The AdOps team reviews the creative and landing page.
- Creative: no issues with specs and includes company logo
- Landing page: Tag onsite, UTMs
What is the SLA for Quality Assurance to launch?
For the early adopter program, the SLA for quality assurance will be within 24 hours if a campaign is set up during the weekday. For campaigns set up on the weekend, quality assurance testing will occur on Monday.
How do I know if my campaign is live?
There are two ways to know if a campaign is live:
- Email: Once a campaign has been launched, an email will be sent to the Campaign Creator.
- Targeting reporting: When reviewing the campaign within the ABM Platform, there will be a green dot next to the campaign name. This denotes the status as live. Grey is inactive.
How do I make changes to a live campaign?
When hovering over the campaign you would like to make changes to, the campaign will highlight and a blue cogwheel will appear next to the campaign name. Click the cogwheel and select Edit.
Selecting Edit will take you back into the campaign creation workflow to make adjustments. The following adjustments can be made post live:
- Campaign name: renaming of the campaign.
- Budget: can be increased or decreased.
- You cannot change from a one-time campaign to a monthly campaign or vice versa.
- Flight date: You can reduce or extend the end date, but you cannot change the start date if inflight.
- Accounts: Hover over Step 4 and a tooltip will show to click to edit the audience.
- A new tab will open where you can view the Audiences page and make changes.
- Creative: add or remove creatives
How do I make changes to the audience or accounts being targeted?
Once a campaign has been configured with an audience, you cannot swap out audiences. You can however make changes to the accounts within the audience. In order to do this, you can click on the audience below the campaign name, via the Settings page, or in Step 4: Target audience.
Once you are within the ranked list of accounts for the audience, you can select accounts to add or hide accounts and click save.
How do I keep track of changes made to a campaign?
From the cogwheel, there is a feature called Change History. This enables you to keep track of any campaign configuration changes made by your organization as well as Demandbase. Change History keeps track of the following campaign edits:
- Campaign creation (draft to publish) with campaign scope
- Campaign name
- End date
- Creative and landing pages
As a Campaign Creator, what other options besides campaign creation and edit do I have access to?
Click the blue cogwheel next to the campaign name and you have 2 additional options: Duplicate and Delete.
- Duplicate: For easier campaign creation, you can duplicate a campaign to copy the campaign parameters. Once you have selected this option, you will be guided through the campaign creation workflow with the parameters from the previous campaign copied over.
- Delete: You can delete any drafts or inactive campaigns that do not have any spend from the reporting.
What if I accidentally delete a campaign?
When you select the delete option, there is a popup that will ask if you are sure you want to delete the campaign. This is a safeguard to prevent accidental deletion.
You can only delete campaign drafts or inactive campaigns (published) that have not yet gone live / been spent.
What campaign configurations are not supported via campaign creation?
There are certain configurations that are not yet supported by the campaign creation workflow.
- Creatives: HTML and dynamically personalized creative
- Frequency capping: Demandbase’s default is 3x/24 hours
If you need any configurations outside of the ones available, please contact your Demandbase account team.
Who has the ability to create and edit campaigns; who is a Campaign Creator?
For customers who are included in self-serve Early Adopter Program (EAP) and later on when in General Availability, the admins of the Demandbase Platform will be able to assign the user role and permissions for self-serve. Only users with this role and permissions have the ability to set up, launch, change and delete campaigns.
Do I have the option to have self-serve and managed campaigns?
Yes, Demandbase still plans to support self-serve and managed campaigns.
Can I continue to have Targeting be a managed service?
Yes, Demandbase will still support our managed customers without interruption. You now have the option to self-serve, be a hybrid or remain managed based on what works best for your business.