Client Management Report

The Campaign Management Report provides a new upgraded excel document, tailored to enhance the client’s level of engagement and visibility into the campaign setup process. With the Campaign Management Report, clients will be able to:

Track the progress and status of campaigns in set-up
Identify outstanding deliverables to get your campaigns live
Monitor the accuracy of campaign details

Overview

The report showcases 3 tabs: Summary, Campaigns In Setup & Live Campaigns. Included below is a breakdown of each tab and the data points included.

Summary

This tab in the excel document provides an holistic overview of the opportunity broken down by campaign status

Data	Definition

Data	Definition
Contracted Start Date	The minimum contracted date across all of the campaigns in the opportunity
Contracted End Date	The maximum contracted date across all of the campaigns in the opportunity
Contracted Amount	The total $ value of every line item in your contract (opportunity)
Contracted Leads	The total number of contracted leads in the opportunity
Contracted Impressions	The total number of contracted impressions in the opportunity
Total Campaigns	The number of line items (campaigns) in the opportunity
Total Lead Gen Campaigns	The number of Lead Gen (Content Syndication) campaigns in the opportunity
Total Display Campaigns	Number of Display campaigns in the opportunity
Total Campaigns in Set-up	Number of campaigns for which the set-up process was started
Total Campaigns Pending Target Account List	Number of campaigns missing the Target Account List
Total Campaigns Pending Form FIelds	Number of campaigns missing form fields
Total Campaigns Pending 1st Asset	Number of campaigns missing at least 1 asset
Total Campaigns Live	Number of campaigns live

Campaigns In Set-Up

This tab in the excel document provides a granular view into the progress of each campaign in setup

Data	Definition

Data	Definition
Campaign Name	The name of the campaign
Campaign ID	The id of the campaign
Campaign Type	The product type of the campaign
Status	New: The campaign was recently created and no set-up action has been taken yet In Set-up: The onboarding manager has received at least one deliverable and has started the set-up process Pending Approval: The campaign has everything it needs for it to go live and is pending client approval Approved: The campaign was approved by the client and is ready to go Live Live: The campaign is live. All live campaigns will be displayed in the Live Campaigns tab
Last Status Update	The date when any action triggered a change in status (i.e. The day that a campaign status switched from New to In Set-Up)
Region	The region where the campaign is running
Contracted Amount	The contracted $ amount for the campaign
Units	The amount of contracted units
Flight Start Date	The date the campaign started running
Flight End Date	The date the campaign will stop running
Target Account List Uploaded	Was the Target Account List (TAL) uploaded to the campaign? Yes: The ML team received the Target Account List from the client and has uploaded it to our system No: The Target Account List was not yet received by the client or the ML team has not yet had the chance to upload it to our system N/A: The product does not require a Target Account List to go live
Form FIelds (FF) Uploaded	Were the Form Fields (FF) uploaded to the campaign? Yes: The ML team received the Form Fields from the client and has uploaded it to our system No: The Form Fields were not yet received by the client or the ML team has not yet had the chance to upload it to our system N/A: The product does not require Form Fileds to go live
1st Asset Uploaded	Campaigns only need one asset to go live. Once at least one asset is received and approved, the client can instruct the ML counterpart to set the campaign live. Additional assets can be submitted after the campaign is live.This field tracks if at least one asset had been uploaded: Yes: At least one Asset was received and uploaded No: No Assets were received or uploaded

Live Campaigns

This tab displays all of the campaigns in the opportunity that are already running (Live). Please note, the data points in the Live Campaigns Tab are consistent with the data points in the Pending Campaigns tab above.

Data	Definition

Data	Definition
Campaign Name	The name of the campaign
Campaign ID	The id of the campaign
Campaign Type	The product type of the campaign
Status	New: The campaign was recently created and no set-up action has been taken yet In Set-up: The onboarding manager has received at least one deliverable and has started the set-up process Pending Approval: The campaign has everything it needs for it to go live and is pending client approval Approved: The campaign was approved by the client and is ready to go Live Live: The campaign is live. All live campaigns will be displayed in the Live Campaigns tab
Last Status Update	The date when any action triggered a change in status (i.e. The day that a campaign status switched from New to In Set-Up)
Region	The region where the campaign is running
Contracted Amount	The contracted $ amount for the campaign
Units	The amount of contracted units
Flight Start Date	The date the campaign starts running
Flight End Date	The date the campaign stops running
TAL Uploaded	Was the Target Account List (TAL) uploaded to the campaign? Yes: The ML team received the Target Account List from the client and has uploaded it to our system No: The Target Account List was not yet received by the client or the ML team has not yet had the chance to upload it to our system N/A: The product does not require a Target Account List to go live
FF Uploaded	Were the Form Fields (FF) uploaded to the campaign? Yes: The ML team received the Form Fields from the client and has uploaded it to our system No: The Form Fields were not yet received by the client or the ML team has not yet had the chance to upload it to our system N/A: The product does not require Form Fileds to go live
1st Asset Uploaded	Campaigns only need one asset to go live. Once at least one asset is received and approved, the client can instruct the ML counterpart to set the campaign live. Additional assets can be submitted after the campaign is live. This field tracks if at least one asset had been uploaded: Yes: At least one Asset was received and uploaded No: No Assets were received or uploaded