SDC plan

Overview

This section addresses the setup of the primary specifications for a single dimension campaign.

Accessing single dimension campaign planning

To start creating a single dimension campaign:

1. Click on the campaign icon from the menu at the top of your Resulticks screen. You are taken to the Campaign list screen.



2. Click on the "+" icon to create a new campaign. You are taken to the Delivery method selection screen.



3. Select single dimension by clicking on the single dimension icon. You are taken to the Campaign details screen.

Setting up the campaign

A single dimension campaign setup requires input for the following elements in the sequence recommended.

1. Set the campaign name to be an easily recognizable name that will be used in the Campaign list, Reporting, the Dashboard, and Analytics. You can use up to 50 characters, including a combination of numbers, text, and special characters.



2. Create campaign tags These campaign tags will be associated with the campaign and can be used to identify it using the search feature in the campaign list. This information is optional. Click on the tag icon and enter keywords/phrases for the campaign with comma separators. Note the keyword and character limits.



3. Create campaign reference information to record information for your internal purposes. This information is optional.
   You can enter a maximum of seven fields of information. Information on up to 5 brand specified alphanumeric fields can be captured as well. These fields have to be defined during on-boarding.
   Two fields automatically provided are:
   • Campaign grouping ID
   • Priority

You can also attach a campaign docket (any file type).

Using the automatic fields

1. Input the campaign grouping ID to group multiple campaigns under a single umbrella campaign. You might run multiple campaigns for Christmas and group them under a single ID for reference. To set the priority:
   • Select the relevant campaign grouping ID from the drop-down list, or
   • Create a new campaign grouping ID by clicking on "New grouping ID".
2. Set the priority using the drop-down list to define the order in which the campaigns are to be sent within a Grouping ID.
3. Attach one campaign docket of any type for internal information purposes (e.g. a campaign manager attaching checklist document for reference). Click on the Attach icon and upload.



4. Tick the test campaign checkbox if this campaign is a test campaign. If this is enabled the campaign analytics will not be generated for this campaign and the campaign's performance will not affect the campaign dashboard report.
5. Select the campaign type from the drop-down list. Campaign types need to be defined during on-boarding.



6. Select the product type from the drop-down list. Product types need to be defined during on-boarding.



7. Set the primary goal to be used to measure campaign performance and success. The goal is used for benchmarking purposes as well as for descriptive, predictive and prescriptive analytics. Performance against this goal will be displayed in the Dashboard, as well as in the analytics for that campaign. A secondary goal can be defined as well. The secondary goal is not used on the dashboard or to assess performance against target. The secondary goal is used by Resulticks for analytics and is reported in the campaign analytics.
   To set the primary goal
   • Select one of the metrics to be used: Reach, Engagement, or Conversion from the drop-down list.
   • Enter the goal percentage(s) that you are targeting.
   • Select the conversion types from the multi-select drop-down If the conversion is set as the primary goal. Conversion types need to be defined at the time of on-boarding.
To set the secondary goal:
• Click on the "+" icon to set an optional secondary goal for the campaign and follow the same process as the setting the primary goal. This goal is not used for any campaign performance analytics.



8. Specify the campaign period with a start and end date. The end date is the last date that analytics for the campaign will be captured.
   Note that you will schedule the specific outbound communication timing for each channel in the content creation step. Enter the details in the format displayed or use the icons provided.



9. Select the channel type(s) through which you want to deliver the communication. Parameters for specific channels will be defined during content creation. At least one channel type must be selected to proceed to the next step.



10. Specify the type of analytics for tracking the audience journey in the channel types selected.



11. Proceed to the next steps. There are 3 options to proceed:
    • Click "Save" to save the current input and return to the Campaign list.
      All mandatory fields on the current screen must be completed to save successfully. The platform will highlight any missing mandatory information.
      The campaign will be saved as "Draft" if it is a new campaign. If the user has been editing a "Draft" or "Scheduled" campaign, the campaign state does not change.
    • Click "Next/" to initiate the following:
    • All mandatory fields on the current screen must be completed and the platform will highlight any missing mandatory information.
    • If all mandatory fields are completed, the screen defaults to the Campaign creation screen for the first channel selected for the campaign.
    • Click "Cancel" to return to the Campaign list screen and discard all current input.