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G

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



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

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




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 any additional geofences, as needed
  • 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:

  • The Belize TDA Specialist will then provide the following to Quorum:
    • All ads created by the Graphic Design Team
    • Finalized 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




With Set-Up completed, it's time to move on the 3. Maintenance (TDA) phase of the TDA Project Life Cycle!