The purpose of a CPL campaign dashboard is that it helps users who are involved in the campaign access all information such as the CBD, Signed SOW Document, Live Reports and any training content from a centralised location. It also allows new users coming into the campaign to quickly and easily access content for the campaign.
A CPL Campaign Dashboard is a centralised location for all the resources in a given campaign. The dashboard is split into 6 tiles:
This tile displays two images, one stating Campaign Briefing Document and the other is of an SOW Document. Clicking on the first image will open up SharePoint Link to view the CBD. Clicking on the second image will download the relevant document for the campaign.
It is important to have these two documents in the dashboard as it provides a 'single source of truth' for the CBD and Signed SOW for a campaign.
This tile displays the Deal SOP Process Diagram for the campaign, the importance of this tile on the dashboard is that it allows you visualise and understand the status of the Deal SOP for the campaign.
This tile displays the QBR Process Diagram for the campaign, the importance of this tile on the dashboard is that it allows you visualise and understand the status of the Quartely Review for the campaign.
This tile displays the New Campaign Setup Process Diagram for the campaign, the importance of this tile on the dashboard is that it allows you visualise and understand the status of where the Campaign Setup currently is for the campaign
This tile displays the Campaign funnel reports which is used for the client. This is a central report by client into which all CPL campaigns data is uploaded.
There are additional buttons in this tile for:
The live reports tile is important to be displayed on the dashboard as it displays the campaign reports which are currently being used for the campaign.
This tile displays additional resources which are relevant to all CPL campaigns such as training content. There are four default pieces of content:
There are a few additional placeholders for which you can supply content which is specific to the campaign/client.
There are also additional buttons in the Other Resources tile for:
The Other Resources tile is important to be displayed on the dashboard as it contains all the relevant information in a single place and anyone can easily familiarise themselves with this type of campaign.
Training content for CPL Campaign Dashboards can be downloaded here
The complete end to end CPL campaign dashboard setup is required when creating the first dashboard for a client or when a CPL dashboard setup is in a different currency to the existing campaign(s). Below is the full list of required items that must be setup to complete the full end to end setup:
A process called WBL_EIMS_DEMO exists in WMS designer and it is the standard process for all digital campaigns. Take a copy of the WBL_EIMS_DEMO process and name it using the following naming convention: WBL_{ClientName}_{Region} (Example: WBL_ADOBE_NA).
Before the process can be cut live the API key (see the minions documentation for API key creation) needs to be created and the process minions need updating.
There are 3 minions that need to be updated, this requires changing the API key to the newly generated key and updating the minion URL with the API URL for the current process. The minions to be updated are located on the following WorkItems:
Now that the process is setup and cut live we need to conduct 2 test bulk imports. The imports will be used as templates for the valid and rejected inquiry import automation emails. Before starting, download the Publisher Import Template & Reject Import Template and add some test data. You will need at least 1 row of test data in order to complete the bulk imports.
Below are the configuration details for the valid inquiries bulk import. Please ensure you use the exact configuration provided, if the bulk import is not configured as detailed below then you will run into issues when the Inquiries are delivered from the publisher.
Below is the field mapping to use for the valid inquiries bulk import. The SourceFileColumn is the column from the Publisher Import Template, DestinationField is the field from the campaign process in WMS and the DefaultValue is a static value that is set when a SourceFileColumn is not mapped. If the SourceFileColumn is not mapped and the DefaultValue is NULL then the mapping should be ignored.
| SourceFileColumn | DestinationField | DefaultValue |
| NULL | Process Owner | Account Manager for this campaign |
| NULL | Process Requester | Account Manager for this campaign |
| NULL | Process Country | United Kingdom |
| First Name | FirstName | NULL |
| Last Name | LastName | NULL |
| Business Email | NULL | |
| Telephone | PhoneNumber | NULL |
| Job Title | JobTitle | NULL |
| Company Name | CompanyName | NULL |
| Inquiry Status? | InquiryStatus | NULL |
| NULL | Situation | NULL |
| NULL | Problem | NULL |
| NULL | Implication | NULL |
| NULL | Need | NULL |
| NULL | Authority | NULL |
| NULL | Timeframe | NULL |
| NULL | Budget | NULL |
| NULL | CloseDate | NULL |
| NULL | SfdcLeadId | NULL |
| NULL | SfdcOpportunityId | NULL |
| Source Type | SourceType | NULL |
| NULL | Markup | NULL |
| Email Permission | EmailPermission | NULL |
| Phone Permission | PhonePermission | NULL |
| Mail Permission | MailPermission | NULL |
| NULL | ReasonForDisqualification | NULL |
| NULL | LeadStatus | NULL |
| NULL | Stage | NULL |
| NULL | Value | NULL |
| Industry Sector | Industry | NULL |
| NULL | FollowUpComments | NULL |
| Co Size by Employee | CompanySize | NULL |
| Address 1 | Address1 | NULL |
| Address 2 | Address2 | NULL |
| City / Town | Town | NULL |
| County / Region / State | County | NULL |
| Country | Country | NULL |
| Postcode / Zipcode | PostCode | NULL |
| Website URL | Website | NULL |
| Turnover | Turnover | NULL |
| NULL | Publisher | NULL |
| Medium | Medium | NULL |
| Asset Name 1 | AssetTitle | NULL |
| NULL | SearchTerm | NULL |
| Client | Client | NULL |
| Advertiser | Advertiser | NULL |
| NULL | Segment | NULL |
| Mobile Phone Number | Mobile | NULL |
| NULL | Account | NULL |
| Salutation | Salutation | NULL |
| Direct Dial Telephone | DirectPhoneNumber | NULL |
| LinkedIn URL | LinkedInURL | NULL |
| Address 3 | Address3 | NULL |
| Sub-Source | Sub-Source | NULL |
| Asset Name 1 | AssetName1 | NULL |
| Asset Name 2 | AssetName2 | NULL |
| Publisher ID | PublisherID | NULL |
| Opt-In (Explicit Consent) | Opt-In(ExplicitConsent) | NULL |
| Opt-In (Legitimate Interest) | Opt-In(LegitimateInterest) | NULL |
| Tactic | Tactic | NULL |
| Lead Origination Date | LeadCreatedDate | NULL |
| Agency Placement Name | AgencyPlacementName | NULL |
| Campaign ID | CampaignID | NULL |
| Date / Timestamp | Timestamp | NULL |
| Job Level | JobLevel | NULL |
| Business Function | BusinessFunction | NULL |
| NULL | EmailVerification | NULL |
| NULL | PhoneVerification | NULL |
| Channel | Channel | NULL |
| Interaction Type | interactiontype | NULL |
| Offer Code | OfferCode | NULL |
| Ov code | ovcode | NULL |
| SFDC Campaign Status | sfdcCampaignStatus | NULL |
| Response Type | ResponseType | NULL |
| Product of Interest | ProductOfInterest | NULL |
| Language | Language | NULL |
| Lead Source Detail | LeadSourceDetail | NULL |
| NULL | LeadSourceClient | NULL |
| Campaign Name | CampaignName | NULL |
| utm Campaign ID | CampaignIDUTM | NULL |
| utm Country | CountryUTM | NULL |
| AdGroup | AdGroup | NULL |
| Department | Department | NULL |
| NULL | CBDURL | NULL |
| EIMS API Required? | API | NULL |
| Data Validated? | CSDataValidated | NULL |
| Region | Region | NULL |
| Publisher Lead ID | DigitalUniqueId | NULL |
| NULL | LdmPermissions | NULL |
| Publisher Contact Email | PublisherContactEmail | NULL |
| Publisher Lead ID | First Note | NULL |
Below are the configuration details for the rejected inquiries bulk import. Please ensure you use the exact configuration provided, if the bulk import is not configured as detailed below then you will run into issues when the Inquiries are delivered from the publisher.
Below is the field mapping to use for the rejected inquiries bulk import. The SourceFileColumn is the column from the Publisher Import Template, DestinationField is the field from the campaign process in WMS and the DefaultValue is a static value that is set when a SourceFileColumn is not mapped. If the SourceFileColumn is not mapped and the DefaultValue is NULL then the mapping should be ignored.
| SourceFileColumn | DestinationField | DefaultValue |
| NULL | Process Owner | Account Manager for this campaign |
| NULL | Process Requester | Account Manager for this campaign |
| NULL | Process Country | United Kingdom |
| NULL | FirstName | N/A |
| NULL | LastName | N/A |
| NULL | na@na.com | |
| NULL | PhoneNumber | N/A |
| Job Title | JobTitle | NULL |
| Company Name | CompanyName | NULL |
| NULL | InquiryStatus | Declined |
| NULL | Situation | NULL |
| NULL | Problem | NULL |
| NULL | Implication | NULL |
| NULL | Need | NULL |
| NULL | Authority | NULL |
| NULL | Timeframe | NULL |
| NULL | Budget | NULL |
| NULL | CloseDate | NULL |
| NULL | SfdcLeadId | NULL |
| NULL | SfdcOpportunityId | NULL |
| NULL | SourceType | ContentSyndication |
| NULL | Markup | NULL |
| NULL | EmailPermission | Opt In |
| NULL | PhonePermission | Opt In |
| NULL | MailPermission | Opt In |
| NULL | ReasonForDisqualification | NULL |
| NULL | LeadStatus | NULL |
| NULL | Stage | NULL |
| NULL | Value | NULL |
| Industry Sector | Industry | NULL |
| NULL | FollowUpComments | NULL |
| NULL | CompanySize | 1-49 |
| NULL | Address1 | N/A |
| Address 2 | Address2 | NULL |
| NULL | Town | N/A |
| NULL | County | N/A |
| Country | Country | NULL |
| NULL | PostCode | N/A |
| Website URL | Website | NULL |
| Turnover | Turnover | NULL |
| NULL | Publisher | NULL |
| Medium | Medium | NULL |
| Asset Name 1 | AssetTitle | NULL |
| NULL | SearchTerm | NULL |
| Client | Client | NULL |
| Advertiser | Advertiser | NULL |
| NULL | Segment | NULL |
| Mobile Phone Number | Mobile | NULL |
| NULL | Account | NULL |
| Salutation | Salutation | NULL |
| Direct Dial Telephone | DirectPhoneNumber | NULL |
| LinkedIn URL | LinkedInURL | NULL |
| Address 3 | Address3 | NULL |
| Sub-Source | Sub-Source | NULL |
| Asset Name 1 | AssetName1 | NULL |
| Asset Name 2 | AssetName2 | NULL |
| Publisher ID | PublisherID | NULL |
| NULL | Opt-In(ExplicitConsent) | YES |
| NULL | Opt-In(LegitimateInterest) | YES |
| Tactic | Tactic | NULL |
| Lead Origination Date | LeadCreatedDate | NULL |
| Agency Placement Name | AgencyPlacementName | NULL |
| Campaign ID | CampaignID | NULL |
| Date / Timestamp | Timestamp | NULL |
| NULL | JobLevel | Non-Influencers |
| NULL | BusinessFunction | Business Owner / General Office |
| Email Verification | EmailVerification | NULL |
| Phone Verification | PhoneVerification | NULL |
| Channel | Channel | NULL |
| Interaction Type | interactiontype | NULL |
| Offer Code | OfferCode | NULL |
| Ov code | ovcode | NULL |
| SFDC Campaign Status | sfdcCampaignStatus | NULL |
| Response Type | ResponseType | NULL |
| Product of Interest | ProductOfInterest | NULL |
| Language | Language | NULL |
| Lead Source Detail | LeadSourceDetail | NULL |
| NULL | LeadSourceClient | NULL |
| Campaign Name | CampaignName | NULL |
| NULL | CampaignIDUTM | NULL |
| NULL | CountryUTM | NULL |
| AdGroup | AdGroup | NULL |
| Department | Department | NULL |
| NULL | CBDURL | NULL |
| NULL | API | No |
| NULL | CSDataValidated | No |
| Region | Region | NULL |
| Publisher Lead ID | DigitalUniqueId | NULL |
| NULL | LdmPermissions | NULL |
| Publisher Contact Email | PublisherContactEmail | NULL |
| Publisher Lead ID | First Note | NULL |
In order to create the campaign funnel and publisher reports a campaign must be configured within the Campaign Dashboards module. The campaign configuration is used to generate the data tables that the Power BI reports are build on.
If the campaign is for a new client or this is the first campaign dashboard for the client then you will need to create the client first. This is done by clicking the New Client button on the client list page:
Once the client exists in the module select the client and navigate to the Campaigns tab. Click the New Campaign button and enter a name in the following convention (must be all in uppercase): {CLIENTNAME}_{REGION}.
The only other fields that are required to be populated for a CPL Campaign are the Start Date and Projected End Date.
Once the campaign is created we must assign the campaign process to the campaign. Click the Set Inquiry Process button, uncheck the Copy Process box and select the campaign that was setup earlier in the guide from the dropdown. Click the Create Process button and the process will be set against the campaign, click the Save button.
Now that the campaign process has been set we can begin configuring the budget breakdown. Select the Campaign Detail Budget tab and select the SourceType field from the "Budget Source Type Context Object" dropdown and the Region field from the "Region Context Object" dropdown. Once the correct fields are selected a grid will appear with the region values as rows and the Source types as columns. As each campaign is for a single region, only 1 of the rows under the ContentSyndication column will need to be populated.
Next we need to create a new funnel configuration and assign it to the campaign, we can do this directly in the campaign by selecting the funnel tab. Click the Create Funnel button, you do not need to set any of the details on the dialog box so click Save and the funnel config is complete.
Once all the previous steps have been completed, we can create the data tables. Click the Data & Reports tab and enter a sync time (Note: time is in UTC to adjust the value entered accordingly). The data tables within the data warehouse are synchronised every 24 hours, the time entered is the time of day the campaign is synchronised in the data warehouse.
set the Digital Agency Master Campaign ID to 0. CPL campaigns do not use Paid Media so we set this to 0 so no data is synchronised to this campaign.
The campaign funnel report requires the standard Power BI Campaign Funnel Report template and will require a support request to be configured.
The publisher report requires the standard Power BI Client Publisher Report template and will require a support request to be configured.
Once the funnel and publisher reports have been setup we can create the CPL dashboard. Navigate to the client and click the Dashboards tab. Click the New Dashboard button, enter the campaign name as the dashboard name, and add the following as the description: {ClientName} - CPL Dashboard (Example: Adobe - CPL Dashboard)
Ensure you check the "Import Security from Client" checkbox and click Save.
Once the dashboard is created, select the tile from the list and the edit dashboard page will load. Click the Load Template button and select the "CPL Campaign Dashboard (Client)" option from the Template dropdown. A list of fields will load and each field should be populated from the details provided as part of the New Campaign Setup Process. Fill in the fields and once done Click the apply button.
The dashboard will be automatically created with all the relevant field values populated in the correct tiles and buttons.
Click the Publish button and finally Save.
The CPL dashboard setup is now complete.