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 green 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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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: MNET304