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Here you'll find a breakdown of responsibilities, tools, and resources required to successfully set up a TDA campaign. |
Set Up
None of the following set-up tasks can be completed until after an Account Manager has completed an Intake Call with the new client.
Account Manager
- Perform Intake CallInform the TDA Department Manager once the Intake Call has been completedAdditionally, the TDA Department Manager will monitor the Intake Form Response sheet for completed Intake Call information
- For Dealer Spike, attach the Intake Form to the intake task in Salesforce
- For IRV, email the Intake Form to trenika.stevens@leadventure.com
Juniper
- Set up a NinjaCat account for the new TDA client
Belize TDA Specialist
- Create a Trello card for the new client on the Targeted Digital Advertising Trello Board
Pixel Deployment
Belize TDA Specialist
To deploy the tracking pixel on the website, the Belize TDA Specialist will:
- Move the new client's Trello Card on the Targeted Digital Advertising Trello Board to the Conversion Set Up (Add Lief!) column on that same board
- The Digital Marketing Development Team will deploy the pixel through the back end of the websiteThe Digital Marketing Development Team will move the client's card to the Design Phase & Supplemental Info column once pixel deployment is complete
Pixel Deployment Resources
Graphic Design Request
Belize TDA Specialist
The initial Graphic Design request creates the ads that the TDA campaign will build off of in future months. To accomplish this, the Belize TDA Specialist will:
- Create a Trello card for the new client on the Digital Marketing Graphic Design Trello Board
- Move the client's card into the TDA Column
- Sends the completed ads to the assigned Account Manager to obtain client approval
- Once the ads are approved they will move the client's card into the Completed column on the Targeted Digital Advertising Trello Board
- All completed ads will only be submitted to Simpli.fi once the TDA campaign is brought live
Graphic Design Team
- The Graphic Design Team will complete the TDA ad request
- Once completed, they will move the client's card into the For Review column
Graphic Design Request Resources
Keywords
Belize TDA Specialist
The Belize TDA Specialist will create the initial keyword list that the TDA campaign will build off of over the length of their campaign
- If the TDA client already has either an SEO or SEM package the Belize TDA Specialist will request an export of the keyword list from their SEO or SEM Specialist
- If the client does not have a preexisting SEO or SEM package, the Belize TDA Specialist develop a keyword list based on the client's inventory
- Admin Panel > DS Admin > Inventory Stats (to see the client's current inventory)
- Use the Kogneta Keyword Multiplier Tool to assemble the keyword list
- If needed, the Belize TDA Specialist will use the TDA Keyword Bank to help improve the generated keyword list
- Create a new Google Sheet, import the keyword list into the sheet, and download the sheet as a CSV
- The CSV with the keyword list will only be sent to Simpli.fi once the campaign goes live
Keyword Resources
- TDA Keyword Bank
- Kogneta Keyword Multiplier
- Google Drive (to create a new Google Sheet for the keyword list)
Geofences
Account Manager
- Send the Geofence TDA Template Excel spreadsheet to the dealer for them to add preferred geofences
Belize TDA Specialist
The default number of geofences to set up a geofence campaign is 30. Many times the dealer is only able to provide between 10 to 15 geofences. In this case, the Belize TDA Specialist will generate the remaining geofences from a mix of competitors and lifestyle locations, e.g. camping stores, campgrounds, hardware stores, really any contextual lifestyle resources that will appeal to the dealers' audience.
- Receive the initial list of geofences provided by the dealer in the Geofence TDA Template Excel Spreadsheet
- Add any additional geofences, as needed, to the Geofence TDA Template Excel spreadsheet to reach the default number of 30
- The Geofence TDA Template Excel spreadsheet will only be sent to Simpli.fi once the TDA campaign is brought live
Geofence Resources
- Provide geofences to Quorum to be applied to the Campaign
Go Live
Belize TDA Specialist
Once the TDA account is ready to go love, the Belize TDA Specialist will:
- Fill out and submit the Simpli.fi Order Request Form (Google Form)
- This sends a copy of the form responses to:
- Simpli.fi
- TDA Department Manager
- Belize TDA Specialist
- This sends a copy of the form responses to:
- The Belize TDA Specialist will then attach provide the following to the form response emailQuorum:
- All ads created by the Graphic Design Team
- Finalized Keyword List CSV
- Finalized Geofence TDA Template Excel spreadsheet
- Geofence list
- Notify the Account Manager that the TDA campaign has been brought live
- For Salesforce, the task will be completed
- For IRV, TDA will notify the Account Manager that the campaign is live via email
Account Manager
- Notify the dealer once the TDA account has gone live
Go Live Resources
- Simpli.fi Order Request Form (Goofle Form)
- west@simpli.fi
- Attach all generated ads
- Attach CSV of Keyword List Attach Geofence TDA Template Excel spreadsheet
With Set-Up completed, it's time to move on the 3. Maintenance (TDA) phase of the TDA Project Life Cycle!