Creating a Campaign
Campaign Setup involves selecting a campaign name, deciding when the campaign will run, and assigning team members to the campaign. The instructions that follow will help you get started.
Name your Campaign
Selecting a name is the first step in campaign creation.
- Enter a Campaign Name that easily identifies the client and the campaign.
Example: Client Name_Weekend Promotion.
- Enter the Advertiser's Name. This is optional.
- Select a product or service-type from the drop-down list. Note: Some networks may not accept ads for certain products. Universities, for example, may not accept ads for alchoholic beverages.
- Select a Life Pattern from the drop-down list. This is optional.
Tip: Life Pattern campaigns help you reach your desired audience in route to, or within, the venues they frequent. If, for example, your product or service type is Consumer Packaged Goods, consider creating a Life Pattern campaign intended to reach Alpha Moms, College Students, or Mobile Millennials.
After selecting a life pattern campaign, the life pattern's key elements - Venue Categories, DMA, and Demographics - will populate your campaign. You can then modify any of the campaign's attributes while refining the campaign.
Select your target start and end dates
Decide when you would like the campaign to run. This is done by selecting a start date, which begins on Monday, and a Sunday end date. These dates
(or date range) are the campaign's scheduled length. Dates can be entered manually or by clicking the calendar icon and navigating to the desired month and day.
- Target Start Date - The target start date defaults to the first Monday that is three weeks or greater from the current date. Accept the default start date, or use the calendar to select an alternate start date.
- Target End Date - The target end date, by default, ends after 4 weeks. Accept the default end date, or select an alternate end date (2, 8, or 13 weeks) from the drop down list.
Important: All flights begin on Monday and end on Sunday.
Create a Campaign Team
The Campaign Team is comprised of people that will be responsible
for some or all of the tasks that are performed during the planning process. Assign jobs or tasks to the team members best suited for the roles that SeeSaw
provides.
To create a campaign team:
- Click Add Team Members. The Add Members to your Team dialog box will appear.
- Click the radio button for the users/members that you want to add. By default, My Company Users is already selected.
You can change the display of names by clicking the Partner Company users or the All Users radio button.
- Select the names in the Available column. You can highlight several names or select names individually.
- Click Add to Team.
- When finished, click X in the upper right corner, or click Close. The names that you selected will appear in the campaign team members section.
Invite New People to your Campaign
The Invite New Person feature allows you to invite new people to your team.
Invite New Person allows you to invite others to join your team.
To invite a new person to your team:
- Click Invite. The Invite Person to Team page will appear.
- Complete the required entries: First Name, Last Name, Email Address, Contact Office Phone, and Company Name.
- Click Send and Continue.
Note: Email will not be sent after clicking Send and Continue. The new company and/or new user will be created with pending status. After the campaign is saved, an email will be sent to a SeeSaw Networks Account Manager. Email will not be sent to new users during this period.
Assigning Permissions
After adding people to your team, you can assign their permissions.
There are two types of permissions :
- View Campaigns allows you to Upload Creative, Edit, and/or Place Buys.
- Upload Creative Only limits your responsibilities to uploading creative media.
Decide which team members are best suited for the permissions that you can allow and assign them as follows.
To assign permissions :
- Locate the member(s) to which you want to assign permissions.
- Select View Campaigns or Upload Creative Only from the drop-down list.
- Click Save Team Changes
Assigning Email Notifications
Notifications are e-mail messages or alerts in your dashboard that remind users about upcoming or pending activities, important milestones, or deadlines that occur during campaign trafficking.
Email notifications for traffic, planning, and billing can be sent to team members if these checkboxes are selected and assigned to the user's email address. Assign by checking the desired checkbox(es).
Removing Team Members
To remove team members:
- Locate the name(s) you want to remove.
- Click Remove.
- Repeat until finished.
- Click Save Team Changes.