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Creating Campaigns
Learn how to create LeadFlow and ContentFlow campaigns by clicking on each step for instructions.
LeadFlow Campaign Setup Steps
LeadFlow Campaign Setup – Step 1 – General (required section)
The General Campaign Information page consists of the following fields:
Campaign Name – A user generated name that will be used to identify the campaign.
Company Name – The company name will default to your account company name. Unless you are an agency representing another client, then your company name must match your account company name. This information will be displayed in your campaign web pages.
Company Website URL – The company website URL will default to your account company website URL. Unless you are an agency representing another client, your website URL name must match your account company website URL. This information will be displayed in your campaign web pages.
Company Logo Image – The company logo image will default to your account company logo image. Your company logo image may be different from your default logo. The recommended logo image size is 800 pixels wide or 450 pixels tall. The logo image must be less than 100KB in size and of the file type jpeg, gif, or png. This information will be displayed in your campaign web pages.
Clicking on Next or another step will save your information. If you exit the setup process at this step you can find your campaign listed under the Campaign tab.
LeadFlow Campaign Setup – Step 2 – Content (required section)
The Campaign Content page is where you upload your content for your campaign. Your campaign will not be approved if you do not own or have the rights to use the content offers provided. Your campaign will not be approved if you have an existing active campaign using the same content offer.
The content offers may be in PDF format, links such as videos or on-demand webinars, or live events such as live webinars.
The offers cannot consist of data sheets or sales collateral.
The cover of your content will be displayed for the offer. For content in PDF format this will default to the first page of the content, though you may choose to upload a separate cover if you wish. Cover images should be portrait oriented and 1200 pixels wide by 1555 pixels tall and be a maximum of 1MB.
You are allowed to have a maximum of 30 pieces of content per campaign.
For each piece of content added you must provide the following:
Content Title – Title of your content. Maximum length is 200 characters, text only.
Tagline – A sentence touting the highlights of the content piece. Maximum length is 500 characters, text only.
Abstract – A more detailed description of your content that identifies the audience the content is intended for as well as what they can expect to gain from reading the content. Maximum length is 2,000 characters.
Content Type – You can choose whether you'd like to upload your content, link to your content, or choose a live event.
Upload Your Content – Choose this option if your content piece is in PDF format.
Link to Your Content – Choose this option if your content piece is in link format. All links must be ungated.
Live Events – Choose this option for all live events such as live webinars. You will not enter the registration link to the event. Please contact
portal-support@netline.com
for information on how to get registrants signed up.
Content Description – Choose what best describes your content from the drop-down list.
Language – We allow English, German, French, Portuguese, and Spanish offers.
Add offer to my Content Library – Select this box to save content to your library to be able to easily choose this offer from your library when setting up future campaigns.
LeadFlow Campaign Setup – Step 3 – Questions (optional section)
The Lead Form Questions page consist of two types of questions:
Standard Questions (Default) – Standard questions are required for all campaigns and include the following:
User Demographics
Registrant country
Registrant job function
Registrant job level
Size of the organization (employee size or revenue)
The industry for the registrant's company
Custom Questions – Create brand new custom questions or choose existing ones from your question library.
Adding Questions – You may add custom questions to a campaign by selecting the "Add Custom Question" button at the bottom of the page. This button will bring up a dialog that will allow you to create your questions. The lead price will increase $3 per lead for each additional question added to the campaign registration form. All questions on the registration form must be answered by the user prior to them being sent the download link for the content offer. The information required to add a question consists of the following:
New or Existing – Choose whether you'd like to create a new question or choose an existing one from your library.
To add an existing question from your library, find the question(s) you wish to add and select the check box to the left. Once the boxes are checked, click the "Add to Campaign" button to add them to your form.
To create a new question you must follow these steps and provide the following information:
Select "New" from drop-down menu.
Save new question to the library – Check the box next to the "Save this question to my library" to add it to your question library for easy access.
Question Type – Use the drop-down list to choose which question type you are going to use. The question types are:
Text Display – Display text such as a notice that does not require an answer. You will not be charged for adding a text display question.
Text Input – Ask a question where the prospect can fill in their own answer.
Single Checkbox Answer – Display a statement with a checkbox.
Checkboxes – Select one or more answers - Add a question that will display answers as checkboxes, prospects can select one or more.
Dropdown List – Select only one answer - Ask a question that will display multiple answers in a dropdown list, only one answer can be selected.
Question Text – The question text is the question that you would like to ask the registrant and may not be more than 400 characters and only text. No HTML or special characters. The question will be displayed exactly how it is entered in this box. You may customize your questions by:
Bold
Italics
Underline
Hyperlink
Question Name – The question name is the name you give the question and will be associated with the question in the Question Library, and used as the header row for your leads in the Leads page, The question name may not be more than 50 characters in length.
Depending on the Answer Type selected, the following additional information must be provided to complete the question:
Text:
Maximum Length – This is the maximum length of the response a registrant may type into the question text box.
HTML5 Type – The HTML5 type indicates the type of answer expected and will aid in the display and answering of the question especially when the registrant is trying to fill out the form on a mobile device.
Single and Multi-Choice:
Answer Choices – The answer choices are the text answers that are presented to the registrant as a pull down in Single Choice or as checkboxes in Multi Choice.
Data Value (optional) – The data value is the string value that will be used in the data record for this question. If the data value isn't provided, it will default to the answer choice provided.
Include 'Other' as answer – The 'Other' question allows you to provide as the last answer choice an additional catch all answer in the case where none of the answer choices provided are an appropriate response for the registrant. Checking the Include Other checkbox will create a dynamic choice that when selected will cause an additional text question for the Other data value to appear on the form. To complete the Other question the following must also be included:
Answer Choice – Same as above, but for the Other question.
Data Value (optional) – Same as above, but for the Other question.
Conditional Questions – Offer conditional/secondary questions based on responses to your primary questions.
Conditional questions should be added first, so they can be selected when creating the primary question.
After secondary questions have been created, you can create a primary question. Only 'Dropdown Lists' are allowed to have conditional questions.
For each of the primary answer choices you would like to ask a conditional question, select the appropriate secondary question from its column.
Question Ordering – The order of questions on the registration form will always have the user demographic and default questions first. The questions you add to the form may be arranged in any order after the required questions. To change the question ordering place your mouse over the center of the question until the mouse icon changes to a move symbol and hold down the mouse and drag the question up or down the page and then release the mouse button.
Editing and Deleting – Questions can be edited or deleted by selecting either the pencil icon for editing or the trashcan icon for deleting.
Facts on custom questions – Adding custom questions may increase your form abandonment rate. Custom questions cannot be used as filters; you will receive all leads despite of the custom question answers.
LeadFlow Campaign Setup – Step 4 – Filters (optional section)
The Campaign Filters page allows you to decide what types of registrants you do not wish to collect as leads. You may filter the leads of your campaign based on the Default Questions only. You will not be given or see any of the leads that have been filtered out of your campaign. The lead price will go up $.50-$14.00 for each question that has a filter. NetLine automatically filters out: retired, students, interns, consultants, and contractors as well as professionals working at companies of 1-4 employees at no cost. To receive these leads, select them in the dropdown menu. NOTE: Having too many or very restrictive filters on your campaign will severely affect your campaign's lead flow rate and ability to reach your desired number of leads.
To add a filter to a question you must do the following:
Expand the question to view all possible answers by clicking on the plus sign to the left of the question. Click the plus sign to the left of the choices to expand to the sub-categories.
Uncheck the checkbox next to the value(s) that you wish to have filtered out. You will ONLY receive leads that meet the criteria you have left checked.
Number of Employees vs. Revenue – You will have the option to filter based off of either number of employees or revenue. You cannot filter by both. If you choose the number of employees filter, it will override the revenue filter. If you choose the revenue filter, it will override the number of employees filter. You will still receive the data for both options in your fulfillment files, regardless of the filter you choose.
Advanced Filters
Account Based Marketing – Run an Account-Based Marketing (ABM) campaign to only target professionals working at a specified list of companies. You may select country, job area, and job level filters along with your ABM list; you will not be able to select the company size and industry filter.
Account Suppression – Uploading an Account Suppression list allows you to suppress up to 100 companies and ensures that the leads from these companies will not be included in your fulfillment files.
Business only emails – A high percentage of professionals use their personal email address for business research, for example: Gmail, Comcast, or Yahoo. By applying this filter, you risk rejecting qualified leads.
LeadFlow Campaign Setup – Step 5 – Scoring (optional section)
The Campaign Scoring page allows you to score the leads of your campaign based on a weighted grade-point system calculation. This serves two important functions. First, the scoring drives the targeting algorithms used by NetLine to reach your ideal target customer. For this reason, you should always score your leads. Only values that are being accepted as filters can be scored. The second function scoring serves is to allow you to rank the leads you receive based on your own criteria. C-Levels at enterprise level corporations are typically more important to a client than a low-level employee at a small company for example. Your question scoring values will be included in your campaign data for each lead collected.
Filter Scoring – Only the accepted filters will appear on the page to be scored. The exception to this is if you filter off company size, only accepted company sizes will show, but all revenue brackets will show for scoring. In contrast, if you filter off revenue, only accepted revenue brackets will show, but all company size brackets will show for scoring.
Custom Question Scoring – Text display and Multiple checkbox question types cannot be scored.
How to Grade Answers – Set higher value to one answer over another, A-C, 'A' being the most ideal and 'C' being least ideal. If equal, use the 'Score All' option.
The "Question Weight" will allow you to set a higher importance to one question over another. The "Question Weight" will multiply the weight of the grade result for that question. Your final lead score calculation will be based on a weighted average grade-point of all questions and their answers and will be represented numerically where an "A" is a 4 and "C" is a 0. There is no additional price increase for scoring your questions and all single or multi choice questions may be scored.
To score your questions you must do the following:
Open the question to be scored by selecting the plus sign on the left of the question bar.
Select the weight of the question by using the pull down and selecting a value between 1 and 10 (The default is 1). The higher the value, the greater the weight (and importance) of the question.
Select the grade for each choice value of a question by using the pull down selector to the right of the choice value. You may use the 'Score All' selector to select an initial grade for all choices.
LeadFlow Campaign Setup – Step 6 – Mapping (optional section)
The Campaign Mapping page will allow you to map the data values of the leads of your campaign from existing default values to new custom values for this campaign. These values will be presented in the lead data collected for your campaign. The mapping feature is most often used when the default or profile questions have choice values that you do not wish to use with your data. There is no additional price increase for mapping your question values and all single or multi choice questions may be mapped.
Filter Mapping – Only the accepted filters will appear on the page to be mapped. The exception to this is if you filter off company size, only accepted company size brackets will show, but all revenue brackets will show for mapping. In contrast, if you filter off revenue, only accepted revenue brackets will show, but all company size brackets will show for mapping.
Bulk Mapping – You may do bulk mapping for country, industry, and job area. To do bulk mapping, expand the answer values by clicking the plus sign. Click the radio button to "Clear Values." Type the mapped value into the level one area then press enter and the mapped value will appear for all level 2 values.
Example mapping – If your CRM has a picklist range of company sizes that are different than our default values, you can map. For example:
Our Values
Mapped Values
5 - 9
1 - 25
10 - 24
1 - 25
24 - 49
25 - 50
50 - 99
50 - 100
100 - 249
100 - 500
250 - 499
100 - 500
500 - 999
500 - 1000
1,000 - 2,499
1000+
LeadFlow Campaign Setup – Step 7 – Lead Terms (required section)
The Campaign Lead Terms page allows you to set the goal for your campaign either by entering your "budget" dollar amount or "number of leads". Campaign spend minimum is $500. Total lead volumes are not guaranteed; however, you will only be charged for leads delivered matching your filter criteria. Each campaign will receive a 5% overage of leads to make up for any bad data that may slip through. These "scrub" leads will be delivered at the end of each campaign and have no cost.
Budget – If you have a set budget for this campaign, choose the "budget" radio button and enter your maximum campaign spend in the box. Our system will calculate the maximum number of leads you can receive, based on your CPL. Once your maximum budget is reached, your campaign will be completed and come down unless you increase your maximum budget.
Total Number of Leads – The number of leads entered is the maximum number of leads you will receive for this campaign.
Adding onto your campaign – To increase the total lead volume, change the 'Numbers of Leads' to the total number of leads you want the campaign to deliver. Example: Current Number of Leads: 30 and you'd like 10 more leads, change Number of Leads to 40.
Monthly Maximum Lead Goal – To help pace your campaign, you may set a monthly lead maximum. Enter the number of leads you wish to generate per calendar month. If the limit is reached before the month is over, your campaign will pause collecting leads and automatically restart again on the first of the next month.
CPL Uplift – CPL Uplift is a way to get your content in front of a larger audience. The CPL Uplift is a promotional push for your content to increase exposure and potentially provide greater lead flow. NetLine's Multi-Channel Network optimizes content placements based on targeting, popularity, and price. If all else is equal, content with a higher CPL will be promoted more often.
LeadFlow Campaign Setup – Step 8 – Schedule (required section)
The Campaign Schedule page consists of the following fields:
Campaign Start Date – The start date is the day you would like the campaign to go live and start collecting leads. The date can be set for the day of the campaign creation or any day in the future. Your campaign is subject to approval and will take a maximum of 48 business hours to be approved. If the start date is before the approval date, the campaign will go live on the approval date. If the start date is after the approval date, it will go live on the start date.
Campaign End Date – The end date is when your campaign will stop and no longer collect leads. If the campaign has reached its total number of leads prior to the end date, then the campaign will stop once the lead goal has been reached. The end date must be at least 30 days from the start date provided. If no end date is provided then a default end date three years from your start date will be used which almost ensures your campaign will not come down until all the required leads have been collected.
LeadFlow Campaign Setup – Step 9 – Fulfillment (optional section)
You may choose to receive your leads via email on either a daily or weekly basis. Below are the choices you get to make at this step.
Receive Fulfillment – By selecting 'Yes' you are agreeing to receive your leads via email. It is important to note that by receiving your leads via email you are in fact purchasing them, and they will be billed. You can always review and download your leads via the Leads tab. By selecting 'No' you are still able to download your leads from the Leads tab whenever you wish.
Fulfillment Frequency – You can choose to receive an email with your leads on a Daily or Weekly basis.
Daily emails are sent M-F at 5AM PST.
Weekly emails are sent on Monday at 5AM PST.
Fulfillment Type – You can elect to receive ALL of your leads in every email (Cumulative) or you can choose to only receive the new leads from the last time you received your leads (Incremental).
Email Recipients – By default you will receive the lead fulfillment emails at your primary email (your Portal username). In addition to receiving it at this address, you may select three additional email addresses to have your lead fulfillment email delivered.
Connector – Connect your leads to your CRM/MAP in real-time using NetLine leads connector. Simply click the "Request Approval " button to request approval. Please note that there is a $5k minimum spend requirement before being approved. Portal Support with get back to you within 2 business days regarding your request.
LeadFlow Campaign Setup – Step 10 – Review (required section)
The Campaign Review page is where you can preview what your lead generation campaign will look like on the web. Each content offer in the campaign will have a link to review your content and the splash and registration pages as it would appear on the TradePub.com website. These are not the real pages or fully functional and are only provided for a visual review.
Please remember to review your campaign and make sure the following information is correct prior to submitting your campaign for approval:
Check your campaign scheduled start and end dates.
Make sure you agree to the "Cost-per Lead" (CPL) that will be charged.
Check the total number of leads you wish to purchase and the total campaign cost.
View your splash page and registration form for correctness in spelling and grammar.
Make sure your filters are set correctly.
LeadFlow Campaign Setup – Step 11 – Submit (required section)
The Submit Campaign for Approval page is where you will once again review the details and pricing of your campaign, add any promotion code, and choose your billing method. The two methods of paying for a lead generation campaign are by credit card payments which you can choose to be billed weekly or monthly. DO NOT submit your campaign for approval if you do not agree to the NetLine Portal
Terms and Conditions
.
You will not be able to reach the Submit Campaign page if you have not completed the required steps in the campaign setup process or entered all the required user and company information in the 'Account' section.
ContentFlow Campaign Setup Steps
ContentFlow Campaign Setup – Step 1 – General (required section)
The General Campaign Information page consists of the following fields:
Campaign Name – A user generated name that will be used to identify the campaign.
Company Name – The company name will default to your account company name. Unless you are an agency representing another client, then your company name must match your account company name. This information will be displayed in your campaign web pages.
Company Website URL – The company website URL will default to your account company website URL. Unless you are an agency representing another client, your website URL name must match your account company website URL. This information will be displayed in your campaign web pages.
Company Logo Image – The company logo image will default to your account company logo image. Your company logo image may be different from your default logo. The recommended logo image size is 800 pixels wide or 450 pixels tall. The logo image size must be less than 100KB in size and of the file type jpeg, gif, or png. This information will be displayed in your campaign web pages.
Clicking on Next or another step will save your information. If you exit the setup process at this step you can find your campaign listed under the Campaign tab.
ContentFlow Campaign Setup – Step 2 – Content (required section)
The Campaign Content page is where you upload your content for your campaign. Your campaign will not be approved if you do not own or have the rights to use the content offers provided. Your campaign will not be approved if you have an existing active campaign using the same content offer.
The Content offers may be in PDF format.
The offers cannot consist of data sheets or sales collateral.
The cover of your content will be displayed for the offer. For content in PDF format this will default to the first page of the content, though you may choose to upload a separate cover if you wish. For all other types of content, you will be required to add a cover to your content offer. Cover images should be portrait oriented and 1200 pixels wide by 1555 pixels tall and be a maximum of 1MB.
You are allowed to have a maximum of 30 pieces of content per campaign.
For each piece of content added you must provide the following:
Content Title – Title of your content. Maximum length is 150 characters, text only.
Tagline – A sentence touting the highlights of the content piece. Maximum length is 200 characters, text only.
Abstract – A more detailed description of your content that identifies the audience the content is intended for as well as what they can expect to gain from reading the content. Maximum length is 2,000 characters.
Content Type – Choose to upload your content.
Content Description – Choose what best describes your content from the drop-down list.
Add offer to my Content Library – Select this box to save content to your library to be able to easily choose this offer from your library when setting up future campaigns.
ContentFlow Campaign Setup – Step 3 – Schedule (required section)
The Campaign Schedule page consists of the following fields:
Campaign Start Date – The start date is the day you would like the campaign to go live. The date can be set for the day of the campaign creation or any day in the future. Your campaign is subject to approval and will take a maximum of 48 business hours to be approved. If the start date is before the approval date, the campaign will go live on the approval date. If the start date is after the approval date, it will go live on the start date.
Campaign End Date – The end date is when your campaign will stop. The end date must be at least 90 days from the start date provided. Assigning an end date is optional. If an end date is not assigned, the campaign may remain live indefinitely.
ContentFlow Campaign Setup – Step 4 – Review (required section)
The Campaign Review page is where you can preview what your lead generation campaign will look like on the web. Each content offer in the campaign will have a link to review your content and the splash and registration pages as it would appear on the TradePub.com website. These are not the real pages or fully functional and are only provided for a visual review.
Please remember to review your campaign and make sure the following information is correct prior to submitting your campaign for approval:
Check your campaign scheduled start and end dates
View your splash page and registration form for correctness in spelling and grammar.
ContentFlow Campaign Setup – Step 5 – Submit (required section)
The Submit Campaign for Approval page is where you will once again review the details of your campaign and leave any comments for the NetLine Portal team regarding your campaign. DO NOT submit your campaign for approval if you do not agree to the NetLine Portal
Terms and Conditions
.
You will not be able to reach the Submit Campaign page if you have not completed the required steps in the campaign setup process or entered all the required user and company information in the 'Account' section.
Campaigns After Submission
Approval or Denial for LeadFlow Campaign
After your campaign is approved, you will be sent an email indicating the change in your campaign status and your campaign will go live within the next 4 business hours. If the campaign is scheduled to go live at a future date, you will receive an email saying your campaign is approved and will go live at that future date. You will receive an email when the campaign actually goes live. If the campaign is scheduled to go live right away, you will only receive the email when the campaign is live.
Approval or Denial for ContentFlow Campaigns
There is no charge (or credit card information) needed for ContentFlow campaigns.
After your campaign is submitted for approval, campaign details will be reviewed by NetLine's Client Services Department. If there is any information in your campaign that is missing or needs updating or correcting, then the campaign will be denied and an email indicating what changes are needed will be sent. After correcting the issues, the campaign can be submitted again for approval. Campaigns are approved within 48 business hours.
After your campaign is approved, you will be sent an email indicating the change in your campaign status and your campaign will go live within the next 4 business hours. If the campaign is scheduled to go live at a future date, you will receive an email saying your campaign is approved and will go live at that future date. You will receive an email when the campaign actually goes live. If the campaign is scheduled to go live right away, you will only receive the email when the campaign is live.
All Live Campaigns
Approved campaigns will automatically go live within 4 business hours of being approved or on their desired future release date.
Live campaigns will remain live until the end date has been reached, or come down once the lead goal and 5% scrub rate has been generated. If you do not set an end date and the campaign does not fulfill, a default end date of 3 years is set and your campaign will come down then. You will be emailed when your campaign goes live or comes down.
All Non-Live Campaigns
Campaigns will come down within 4 hours of requesting to be paused.
Campaigns that are paused for monthly cap will automatically restart on the 1st of the month. If your campaign has already hit the monthly cap and you do not want the campaign to restart, please reach out to
portal-support@netline.com
. If your campaign has not already hit the monthly cap, simply pause it manually to stop it from going live.
Campaigns cannot go back live after they have been deleted. NOTE: Deleting a campaign will delete the campaign along with all its data and reports.
You will be emailed when your campaign is no longer live.