Campaigns

The Campaigns screen is the home base for all of your current ad campaigns. The main card contains all active and paused campaigns. The Recently ended card lists all campaigns that have ended within the last month or so. In the top right of the screen, you’ll see the Create a campaign button. You’ll be presented with a selector for Website and Digital Banking campaigns, with each option providing a different set of information to enter.


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Website

Name
A name for your campaign. This is only used internally, allowing you to track and compare different campaigns.
Description
A description for your campaign. This can be used to differentiate between campaigns and to leave notes and details about the purpose of the campaign.
Landing page
Your landing page is the website or page this campaign should lead customers to.
Start date
This is the date ads from this campaign will begin being served. You must set a start date, and the default will be the current date. So long as the campaign has not started yet, this can be changed.
End date
A date that the campaign should stop serving ads. As an optional field, this can be left blank, allowing you to leave a campaign up indefinitely or to end it manually at a later date. This can be changed at any time.
Related keywords
Products and services that describe the campaign. These will be used to ensure that the served ads match a given user’s interests.
Fallback campaign
Set whether or not this is a fallback campaign. Fallback campaigns will be served to new users we do not yet have targeted information for.

Digital banking

Name
A name for your campaign. This is only used internally, allowing you to track and compare different campaigns.
Description
A description for your campaign. This can be used to differentiate between campaigns and to leave notes and details about the purpose of the campaign.
Start date
This is the date ads from this campaign will begin being served. You must set a start date, and the default will be the current date. So long as the campaign has not started yet, this can be changed.
End date
A date that the campaign should stop serving ads. As an optional field, this can be left blank, allowing you to leave a campaign up indefinitely or to end it manually at a later date. This can be changed at any time.

Clicking a campaign from any list on the Campaigns screen will display the details for that campaign. In addition to allowing you to view and edit the details provided during campaign creation, this screen allows you to view and set several other pieces of information.

Audience segment
Setting an audience segment allows you to target a specific group of users with a campaign. If no segment is set, the campaign will apply to all users. Clicking a segment allows you to delete the set or view details, including the segment size, impressions, clickthroughs, and a row for each user including their ID, full name, email address, impressions, and clicks.
Campaign performance
The campaign performance card works similarly to the dashboard graph, but the information reflected here applies only to the selected campaign. If an audience segment is present, information regarding associated segments will also be present.
Ads in this campaign
This card shows all ads for the given campaign. If none have been created, a message will link you to the ad creation tool. If you have already made some ads, you can view each one, as well as impressions, clicks, and CTR for each. For more information on how to make ads, see the our documentation on ad creation.

FAQ

What format do we use to upload a segment?
Segments are uploaded via a .csv file where the first column includes either the NetTeller ID, User Name or Member Number (CUs).
What is the max number of users that I can upload in a single segment?
Currently approximately 500 users can be included in a segment. We estimate that we will be able to support larger segments of any size in late 2020.

View our How-to guide