ChannelMix Keys Implementation Guide

Introduction

This implementation guide will walk you through how to set up ChannelMix Keys in order to support the Paid Media Campaign Pacing dashboard. 

In this article, you will learn how to:

  1. Configure ChannelMix Keys
    1. Import Default Configurations
    2. Create a Key
  2. Levels Within Keys
    1. Campaign
    2. SubCampaign
    3. Source
    4. Flights

To learn more about what ChannelMix Keys is, check out the Tracking | What is ChannelMix Keys? article. 

Configuring ChannelMix Keys

Import Default Configurations

To support the Paid Media Campaign Pacing dashboard, we developed a Standard Configuration in the Keys Admin section for clients to import. Check out the Importing Default Configuration and Creating a Sample Key to watch the video and view the step-by-step process to take in the Keys Admin section ChannelMix Control Center.

NOTE: The configuration for the Paid Media Campaign Pacing dashboard is called "Cross Channel Campaign Configuration".

Create a Key

Configuring Keys in ChannelMix Control Center allows you to fill out fields in the Campaign, Sub Campaign and Source "cards". The fields within the cards will allow for campaign metadata to be added to the database.

A Key is unique to every SubCampaign. When creating a SubCampaign, the Key associated to it will also populate within the Source cards below. 

 

Levels Within Keys

Campaign Level

At the Campaign level, this card holds the information you would identify as "The Initiative" or overall objective. This would include things like overall goals like impressions, clicks, conversions, budget, etc.

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Subcampaign Level 

The SubCampaign is the card where you would identify the "Campaigns" executed within paid marketing sources. This is the level where the Key can be found and houses metadata on a more granular level. You could also incorporate other important campaign attributes like call to action (CTA), audience, etc. 

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Source Level

Sources should always be used because they help determine what field the Key should be placed within the source UI and the delimiter for each source.

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Flights

A Flight is a way for you to be able to break out budgets at a SubCampaign and Source level down to certain timeframes. For example, if "SubCampaign Test 1" has an overall budget of $9,000, but it needs to be for all of Q1, separated evenly, a Flight allows January, February, and March to have a budget of $3,000 each. 

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