Rules | How to Use Rules for Keys Cleanup
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ChannelMix Keys is a great solution to be able to understand how your campaign is performing as a whole when you're running tactics on various channels/platforms. However, we know as marketers and analysts that mistakes happen and sometimes our data isn't as clean as we want it to be.
Has the campaign names in your dashboard ever looked something like this?
You can see the Key was entered at the end of the campaign name, but it's still not showing up correctly in my dashboard. In this example, this is happening because ChannelMix is looking for the Key in the wrong spot. (As a side note, we should update our Keys configuration so ChannelMix looks in the right spot moving forward) Other examples Keys may not be aligning correctly:
- We forgot to place the Key
- We misspelled the Key
- There's extra spaces included in the name
- The platform we're using doesn't allow us to control the naming convention
- If including Google Analytics data, we couldn't control the UTM where the Key should be placed
- We're looking at historical campaigns before we implemented Keys
For these examples ChannelMix Rules is an excellent way to clean up your ChannelMix Keys! Below is an example of what Rules can do.
Identify or Set-up your Key
To begin, set-up your ChannelMix Key or find the already existing one you'd like to use. To learn more about Keys, visit the Keys Section under ChannelMix Platform.
In the example above, we're looking for Key "d72kt51kse". It shows up in Keys under the subcampaign of "PM | ChannelMix".
This means we know we're successful if everything we're cleaning up shows up under the subcampaign of "PM | ChannelMix" in the dashboard.
Set-Up your Rule
You'll want to create a Rule that targets the OneView that powers the dashboard you're looking at. In this example, we'll be targeting v_oneview_media_and_conversion. If you are unsure which OneView to update, visit Rules | Available Target Fields in OneViews.
1) Name your rule
2) Select the dataset
3) Select "channelmix_key" as your target field.
Now you're ready for your first transformation in Rules. For Keys clean up, we recommend these two options:
1. Use "Contains"
If the campaign name is unique enough to target a specific term, you can use contains. In the example above, it looks like all the campaigns I want to target have "MOF" as part of the campaign name. I'll add that to the "String" field and the Key in the "Output" field. See how this looks below:
*A word of caution here. If I have ANY other campaigns with "MOF" in my dataset, they will also be added to this Key. This could create inaccurate results*
2. Use "Equals"
It may take a bit longer, but sometimes the best route is to target each individual campaign name with an "equals" to ensure your data remains clean and accurate. See how this looks below.
Now save your rule and let your data process! Once your data has processed and your dashboards have completed their daily refresh, you subcampaigns should look a lot cleaner!