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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
Table of Contents


The initial Graphic Design request creates the ads that the TDA campaign will build off of in future months. To accomplish this, the Belize

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

Digital Marketing Graphic Design Trello Board

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.

Add

  1. Account Manager sends the Geofence TDA Template Excel spreadsheet to the dealer

  2. Dealer fills Geofence sheet and returns

  3. TDA adds any additional geofences, as needed

Provide

  1. TDA provides geofences to Quorum

to be

  2. 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:

The Belize

-Live

TDA Specialist will

then provide the following to Quorum:
  • All ads created by the Graphic Design Team
  • Finalized Geofence list
Notify the

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
With Set-Up completed, it's time to move on the

  • AM then notifies the dealer that their ads are running.

3. Maintenance (TDA)

phase of the TDA Project Life Cycle!