Creating a Campaign Dashboard

 

Once you've got your Site Dashboard mastered, you might want to drill down on some specific areas of your content, such as a branded content campaign or a specific section. If that’s the case, you need a Campaign Dashboard.

From your Site Dashboard, click the gear icon in the upper left-hand corner to access your settings page. From the menu on the right, choose 'Campaigns ' — if any Campaign Dashboards have already been created on your Site Dashboard, they'll be listed. You'll see a button labeled 'Create New Campaign,' which is — you guessed it — the one you want to click.

ADDING DATA 

Use the input fields to fill in the tags, categories, and authors that define your campaign. As always, these are based on the data you’ve passed to us via your CMS. Once the Campaign Dashboard is created, you can go back and add new tags, categories, or authors to the Dashboard from the settings page. Once a tag, category, or author is added to a Campaign Dashboard, it can’t be removed.

Within a single input field, each item is “or'd” while the input fields themselves are “and'd.” For example, say you entered the below data:

Tags: puppies, kittens, chinchillas
Categories: world news
Authors: Andi McGillicutty, Dana Phalange

Your Campaign Dashboard would show all articles with the tag puppies or kittens or chinchillas and the category world news and the author Andi McGillicutty or Dana Phalange.

It's important to make sure that your content items are tagged correctly so your Campaign Dashboard is pulling in all the right information.  Note: if a tag you've included for the Campaign Dashboard is dropped from a content item, the content item will disappear from the Campaign Dashboard once it gets its next page view.

CONFIGURE CAMPAIGN SETTINGS 

This is where you'll enter all of the particulars of your campaign.

DISPLAY NAME

What is your Campaign Dashboard going to be called?

START DATE

The first day from which  your Campaign Dashboard should display data.This can be in the past; the Campaign Dashboard can import data from as far back as the date we started tracking your content.

END DATE

The day you want to stop displaying data for the campaign. The campaign will automatically archive on the end date, which can be handy for the forgetful among us -- and for branded content campaigns with a hard end date.

ADDITIONAL METRICS

By default, members of the Campaign Dashboard will only see social actions, social referrals, and page views. Here, you can make additional metrics visible to Dashboard Members. Publishers often use this feature to shape the story of their branded content campaigns, ensuring that the Dashboard is emphasizing the most important parts of the story. Managers of the Campaign Dashboard will be able to see every metric by default.

DEFAULT DASHBOARD

Which Dashboard do you want users to see when they first log in? The Real-Time Dashboard has a stronger editorial focus, while the Overview Dashboard is more geared towards branded content campaigns.

DEFAULT DASHBOARD TAB

Choose how you want content to be sorted when users first open the Real-Time Dashboard: by trending (using our Predictive Score), by most-viewed, or by most recently published.

REAL-TIME DASHBOARD TIME FRAME

Choose how frequently your Dashboard totals will refresh in the Real-Time Dashboard. Choosing 'All Time' will set the dashboard totals to be cumulative from the start date you chose. Selecting 'Monthly' or 'Daily' will refresh the totals at that regularity.

CREATE CAMPAIGN 

Click the 'Create Campaign' button and you're done! It takes about four hours, give or take, for the Campaign Dashboard to be birthed, so check back in a little while.

Congratulations! You're the proud owner of a brand new Campaign Dashboard.