iPromote solutions are designed to be used easily and have been tested by our end-users through years of interactions. We want ease of use and quick adoption to continue to be hallmarks of our products and services.
The following quickstart walks you through the process of creating an omni-channel advertising campaign on our platform.
For more support, see our many other Support Help Center articles, especially those in Opportunities.
Step 1: Create a client
Before creating an opportunity (and campaign), you must create a client. Opportunities and campaigns are always associated with a client to which they belong. If you want to create an opportunity for an existing client, just go to the client first and create a new opportunity from there.
For more information, see Create a new client.
Step 2: Create an opportunity
An opportunity is a record made up of all the settings and data needed to create a campaign before a campaign is launched. Think of it as a draft that your customer needs to approve before it goes live. The following subsections discuss each stage of the opportunity creation journey. Many settings are customizable, but what you customize is up to you; iPromote always does the heavy lifting.
For more information, see Create an opportunity and Manage an opportunity.
1 – Business Details
On the 1 – Business Details step, your client's publicly available data is used to pre-populate the client's business details. Edit any incorrect fields or fill them in as needed. If the incorrect business was returned, then click Clear the Business before starting a new search.
For more information, see Find an advertiser.
2 – Creative
After you enter your business details and select an objective, we automatically create a suite of digital ads. The suite of IAB compliant ads shares a common look across ad channels.
However, you can customize any of these ads. Keep in mind that your outcomes will vary depending on what channels your objective uses and what effects you want your ads to have.
For more information, see Creatives by channel and Step 2 – Creative.
3 – Targets
Once you're happy with your creative, you need to set up targeting. Targeting is really just the practice of defining key attributes about the best audience for your ads. In our user interface, you can set attributes like location and keywords. Behind the scenes, iPromote uses other targeting attributes to get your ads to the right audience.
A basic workflow for setting up targeting includes the following steps:
- Geography: You have options based on where an audience might be and how large that space should be. For more information, see Select locations.
- Keywords and interests: When we get a request to fill an ad space, we also get information about the requesting party, like information about the webpage an ad might go on. This information helps to match a campaign with that digital property. For more information, see Select keywords and interests.
- Demographics: Our bidding technology prioritizes serving ads to consumers who meet certain demographic requirements. But if there aren't enough consumers in the targeted area to serve the full campaign's budget, then ads are served to users outside of the selected demographics. For more information, see Audience targeting.
- Scheduling: Ad scheduling is usually handled automatically by iPromote. But users can opt to control when ads are served by choosing days, time windows, and intensity levels. For more information, see Activate manual ad scheduling.
- Call tracking: Depending on your setup, you can use call tracking on some or all campaign types. When a consumer places a call from an ad, the call is logged as a lead in reporting, displaying the call duration, consumer contact information, and date and time that the call was placed. This improves customer ROI. For more information, see Select call tracking.
For more information, see Targeting, Geo targeting, and Retargeting.
4 – Budget
After you target an audience, set up your campaign's budget. To do so, select a package or specify per-channel budgets, then set the campaign's start and stop dates. Package schemes vary by partner. Packages can be fixed, dynamic, or both combined.
For more information, see Step 4 – Budget.
5 – Summary
After creating ads, targeting an audience, and choosing a budget, it's time to check out. Carefully review the campaign summary, then ask for advertiser approval before placing an order.
Click Place Order to launch the opportunity as a campaign. The campaign must first be reviewed by an iPromote auditing team before it can go live. This typically takes a couple of days. If we find anything that you need to address, we will contact you.
For more information, see Step 5 – Summary.
Step 3: Manage your campaign
Important: When you edit a campaign, 1) do not stop the campaign and 2) make all creative edits at once before you save. Every time you stop a campaign or make changes and save them, the campaign must be reviewed. This results in an ad serving delay.
After your campaign is submitted by you and approved by our auditors, it is a live campaign. That means we are serving ads on your advertiser's behalf, so the reporting data you see is the real thing. Campaigns do not typically require regular intervention beyond optimizations and creative edits.
Campaigns can be searched by name, filtered by attribute, and sorted by attribute. Click a campaign on the Campaigns page to get a detailed view of the campaign and to edit the campaign. Edit aspects of a campaign after it's running to improve its effectiveness.
You can create a new opportunity from an existing campaign. The new opportunity must still go through an approval process in order to become a campaign.
For more information, see Manage a campaign and Reporting and analytics.