Help Center / Campaigns / Overview

How to: Launch Any Campaign

Launch campaigns to experiment and identify your best performing channels, audiences, ads and offers.

Get started on the Campaigns page:

  1. Add new campaign
  2. Configure channels
    1. Add audiences and keywords
    2. Add ads
    3. Add offers
    4. Configure settings
  3. Enter Budget Group, dates and launch campaign

Prerequisite: You need to have Audiences and Budget Groups to complete the steps below.

Add new campaign

Click Add New Campaign.

Click Brand Awareness or Lead Generation.

Note: Brand awareness campaigns drive visitors to your website. Lead Generation campaigns drive conversions such as content downloads or demos booked.

Enter the Name for your campaign, and click Create.

Tip: Be clear in how you name campaigns. Consider the following template: QuarterYear_Country_Audience_Objective_Offer. Example: Q221_US_WebVisitors_Demos_Giftcard

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Configure channels

Activate your ad channel using the Enable button.

Add audiences and keywords

Tip: Test all audiences to experiment adequately and find your winning audiences. Read All about: MetaMatch vs native targeting audiences to learn more about the different audience types.

Include audiences or keywords (Google-only).

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Exclude audiences or keywords (Google-only).

Tip: Use exclusions. Read How to: Use Exclusion Audiences and How to: Create Google Ads for more information about adding exclusions.

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Add ads

Tip: Add 2-3 ads to experiment adequately, and find your winning creative and ad copy. Find how-to articles on creating new ads in the Library > Ads section.

Click + Add Ad.

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Select your ads, and click Submit.

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Add offers

Tip: Add 1-2 offers maximum, one being a lead gen form (if applicable) and the other being a landing page. Exceeding 2 offers dilutes your daily budget and produces marginal returns. Find more information about different offer types in the Library > Offers section.

Click + Add Offer.

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Select your offers, and click Submit.

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Configure settings

Tip:
  • MA List for Leads: Specify a static contact list called Metadata Leads to push all converted leads to one list for future processing.
  • Native Bidding:
    • Facebook = Auto-Bid
    • LinkedIn =
      • Convo Ad = Manual Bid with the amount set to $1
      • Other ad types = Manual Bid, start with $30, and increase or decrease until you reach average CPC + 20%
    • Google = Maximized Conversion
    • Display = Cost Per Click with the amount set to $3
  • Daily Budget Per Experiment: Provide a daily budget of $50 - $100 per experiment for the best performance. Daily budgets less than $25 see a significant drop in performance. Read How to: Calculate experiments per Budget Group to calculate the number of experiments you can add.
  • Placement choice (Facebook only): Choose Metadata Auto to automatically place each ad in all supported mediums (eg, feed, stories, reel) based on the content type and dimensions. Be cautious when choosing manual placements - ensure that all ads are supported for the selected placements otherwise your experiments will fail.

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Repeat these steps for all ad channels.

Configure UTMs

Tip: Read How to: Configure UTM parameters to learn about setting up your default UTM parameters.

Click to expand UTM Parameters and review your UTMs.

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(Optional) Click Edit to update and Save your UTMs.

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Enter Budget Group, dates and launch campaign

Select your Budget Group.

Tip: Read How to: Create Budget Groups for information about creating budget groups with best practices.

Set the Start Date and End Date for your campaign.

Tip: Give your campaign at least two months to reach optimization and see the best performance.

Click Launch Campaign to launch your campaign.

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Conclusion

Congratulations on launching your campaign! Next, read How to: Make the most of your pacing to learn about optimizing your campaigns based on key performance metrics.