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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
Account Manager
- Perform Intake Call and complete the Intake Form
- 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
Pixel Deployment
The Digital Marketing Development Team will deploy the pixel through the back end of the website
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Pixel Deployment
Engineering (DigiDragons) will deploy the pixel.
Graphic Design Request
Belize TDA Specialist
To request creative for the campaign, the 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
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
Account Manager
- Send the Geofence TDA Template Excel spreadsheet to the dealer for them to add preferred geofences
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.
Account Manager sends the Geofence TDA Template Excel spreadsheet to the dealer
Dealer fills Geofence sheet and returns
TDA adds any additional geofences, as needed
TDA provides geofences to Quorum
Geofences are applied to the Campaign by the Quorum team
Go-Live
Belize TDA Specialist
Once the TDA account is ready to go love, the Belize TDA Specialist will:
- All ads created by the Graphic Design Team
- Finalized Geofence list
TDA Specialist will 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