In TapClicks, some accounts have a feature enabled called Smart Campaigns. This is a data blending tool that enables you to group several campaigns into a single entity. This is typically used by Ad Operations teams to "roll up" multiple campaigns into one unit, making it easier to report.
It's helpful to understand the hierarchy of ad entities in order to describe where the Smart Campaign feature plays a role.
The typical hierarchy of ads is as follows:
- Ads ... these are the most granular level of advertising
- Ad Groups ... these are a entity that brings together multiple ads
- Campaigns ... these are groups of Ad Groups
- Smart Campaigns (TapClicks) ... a way to group multiple campaigns
When to use Smart Campaigns
Let's use an example to illustrate the use of Smart Campaigns:
I'm a marketing agency running ads for a client as part of a holiday campaign. We have several ads running over the course of three months leading up to the holiday. During that time, my team starts and stops ads, optimizes messages, and sequences social to correspond with some automation we've set up. These ads are organized into groups and campaigns by various team members, each of who runs a particular channel.
The client would like to see all these various campaigns rolled up in the reporting to show the effectiveness of the campaign. In my current report, each ad group has a separate name and my report is starting to look cluttered.
To make reporting easier, I select all of the campaigns and organize them into a single Smart Campaign. Now when I report to the client, all I need to do is select or filter by the Smart Campaign in my dashboard.
How to Create a Smart Campaign
1] On the Data menu, click Smart Campaigns.
2] In the upper right, click Add New Smart Campaign.
3] The New Smart Campaign screen appears.
4] Enter a name for your Smart Campaign in the Name textbox. This is what you will choose in dashboards, so make it memorable and short.
5] Select a data source from the Data Source dropdown.
6] Select a data view from the Data View dropdown.
7] Choose the campaigns, from the list that appears, by selecting their respective checkbox. If the list is long, you can search for a specific campaign by entering the name in the Search box (results appear automatically). If you have a naming convention for your campaigns, you can use the Search Pattern box to narrow the list down to just the campaigns following the search parameter you provide.
8] To automatically add new campaigns, as they are created, that follow the search pattern you provided, toggle on the Dynamic List Enabled switch. Example: If you have the word "holiday" in every campaign, then all new campaigns with the word holiday in them will be added to the Smart Campaign automatically.
9] At the bottom of the screen click Save.
How to Make Use of Smart Campaigns
Once you have created a Smart Campaign, you will be able to use it in dashboard widgets. You can also filter dashboards by Smart Campaigns to quickly isolate data for only that Smart Campaign.