Creating Campaign Tracking Reports

To create a Campaign Tracking Report, follow these steps:

Step 1          Log into the MDP

Step 2          Click Discovery from the main menu

Step 3          Hover the mouse over Reporting

Step 4          Hover the mouse over Campaign Tracking

Step 5          Click Create Report

Note: All reports that have been setup to track on existing campaigns will be displayed in this page. The reports can be generated or have their settings updated within this page.

Step 6          To create a new report, click the Add New button

Step 7          Make the selections for the New Tracked Campaign

Step 8          Type in a detailed name in the Tracked Campaign Name box

Step 9          Optionally, assign the tracked campaign to a group, or create a new group

Step 10        Select the Date ranges for the Account Open Date Range

10.1              Type the date in the box or use the calendar box to select a date

Step 11        Click the Select button next to the Select Campaigns box

11.1              Place a check mark next to the desired campaign(s)

Note: More than one campaign can be selected if the desired report is to group the results together into one. Click Select All or Deselect All to check or uncheck all of the boxes at once.

11.2              Click the OK button once the campaigns have been selected

Step 12        If the campaigns selected are triggers, select the Date ranges for the Trigger Campaign Date Range

Note: If the campaigns are NOT trigger campaigns, the Trigger Campaign Date Range boxes will be disabled.

12.1              Type the date in the box or use the calendar box to select a date

Step 13        Click the Select button next to the Select Promoted Results box

Note: The Promoted Results will be those products and services that will be identified as Direct Responses and were the products marketed for within the marketing campaign.

13.1              Place a check mark next to the desired product (s) and/or service(s)

13.2              Click the OK button once the Promoted Results have been selected

Step 14        Click the drop-down arrow to select the Compare to Period

Note: The “Compare to Period” will be the time period that the campaign was sent out and is used to compare with the current time period to identify the changes in services and new products.

14.1              Select one time period from the list

Step 15        Optionally, place a check mark in the Override Campaign Costs

15.1              Type in the desired values to override the values entered into the campaign itself

Step 16        Click Save button

Step 17        To generate the report, place a check mark in the Process box next to the desired reports

17.1              Click View Report located in the bottom right corner of the page

17.2              To print the report, click the Export button when viewing the report

17.3              Click on the desired format to be downloaded

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          • Excel
          • PDF

Step 18        Optional: For better organization, create Campaign Tracking Groups

18.1              Click the Group drop-down arrow

18.2              Select Create New…

18.3              Enter a Name for the group

18.4              Select the tracked campaign(s) you wish to add to the group. Hold down the ctrl key to select multiple reports at the same time

18.5              Click the single right arrow to add selected tracked campaigns or click the double arrow to add all tracked campaigns to the group

18.6              Click Save

Tip: To edit a Tracked Campaign Group, click the Edit icon in the top left corner.

Article Reference: MDP304