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Create Campaigns

Sales Playbook #3


Create and edit campaigns.

Explore the Campaigns Playbook, your comprehensive guide to mastering campaign operations in Vision VX. Our mission is to empower you with a deep understanding of campaign intricacies, providing the skills needed to effortlessly create and manage campaigns in the Vision VX environment.

Whether you're a novice or an experienced professional, this playbook offers insights, strategies, and practical tips for success. 

Join us on a transformative journey, where you don't just learn about campaigns – you master them. Welcome to a world where Vision VX's innovation meets your proficiency goals. Let the journey to campaign excellence begin

Start Here:

 
 

Create a Campaign


Set up new marketing campaigns effectively within VX. Learn to define campaign objectives, target audiences, and craft compelling marketing strategies.
Create A New Campaign

Embarking on the journey of creating a new campaign in Vision VX is a pivotal step towards effective client engagement and successful marketing endeavors. Follow these detailed steps to seamlessly initiate and manage your campaigns

Select A Campaign Goal

Understanding how to effectively choose a campaign goal is paramount to ensuring the success and relevance of your marketing efforts in Vision VX. Follow these steps to meticulously select and refine your campaign goals.

Set Campaign Dates

Effectively managing campaign dates is a crucial aspect of campaign planning and execution in Vision VX. Properly chosen dates not only provide a clear timeline for campaign closure but also facilitate a seamless transition into the ordering process. Follow these steps to navigate through the selection of campaign dates:

The Significance of Campaign Dates:
Campaign dates serve as the temporal framework for your marketing initiatives, offering clear and measurable milestones. These dates are instrumental in not only closing campaigns but also initiating the subsequent ordering process, making them a vital component of your overall campaign strategy.

Align Dates with Expected Run Times:
It is highly recommended to align your selected campaign dates as closely as possible with the anticipated run dates of your campaign. This ensures a cohesive and well-timed execution that maximizes the impact of your marketing efforts.

Set Campaign Budget

Diving into the realm of campaign budgeting is a critical step in crafting a targeted and effective marketing strategy within Vision VX. The budget you set plays a pivotal role in guiding the platform to recommend the most suitable products and services, aligning seamlessly with your client's overarching goals. Here's a comprehensive guide on how to adeptly set campaign budgets:

Understanding the Significance of Campaign Budgets:
Campaign budgets are more than just financial allocations; they serve as the cornerstone of designing a tailored solution within Vision VX. The budget amount you specify acts as a directive, shaping the recommendations generated by the platform to achieve your client's specific goals.

Flexibility in Budget Adjustments:
It's important to note that campaign budgets are not set in stone. You have the flexibility to edit them at any point in the sales process before finalizing and submitting the campaign order for billing. This adaptability ensures that your budget can evolve in response to changing needs and insights throughout the campaign lifecycle.

Set Locations For Campaign

Leveraging the Client Locations feature on the campaign creation screen in Vision VX offers a dynamic way to configure multiple client locations, and even strategically incorporate competitor locations for effective geo-fencing.

Here's a step-by-step guide to seamlessly add and manage multiple locations:

Set Campaign Owner (Sales Rep)

In Vision VX, the flexibility to designate a campaign owner other than yourself adds a layer of collaboration and delegation to the campaign management process.

While you are automatically set as the default owner, modifying this ownership is a straightforward procedure.

Here's a step-by-step guide on how to change the owner:

 

Target Audiences


Explore the use of demographics data in targeting audiences. Understand how demographic information can be leveraged to enhance campaign effectiveness.
Target Demographics

Within the expansive capabilities of Vision VX, the robust demographic targeting feature empowers users to refine their campaigns with a precision that aligns perfectly with their strategic goals. In this comprehensive guide, we delve into each type of demographic selection available, providing you with the knowledge and tools to tailor your campaigns effectively

Target Lifestyle And Interest

Exploring beyond traditional demographic data, Vision VX introduces a powerful feature that allows users to intricately define their target audience through the dual lenses of interests and lifestyles.

This innovative approach enhances the depth of audience understanding, capturing not only what they read, watch, and share online but also delving into the intricacies of their digital behaviors.

Target In-Market And Search

Delving into the intricacies of audience targeting, Vision VX introduces a suite of advanced features designed to hone in on user behaviors, preferences, and intents with unprecedented precision.

These features include In-Market targeting, Search selections, and Shopper Profiles, each contributing to a comprehensive and nuanced approach to audience segmentation.

Target Occupation

In the realm of targeted advertising, Vision VX provides a nuanced approach to audience segmentation with the capability to precisely target by industry, role, and occupation.

 This feature proves particularly invaluable for Business-to-Business (B2B) campaigns and recruitment initiatives, allowing advertisers to tailor their messages and content to the specific professional contexts and interests of their intended audience.

Target Custom Audiences

In the realm of highly personalized and strategic advertising, Vision VX introduces a powerful feature that empowers advertisers to fine-tune their campaigns with precision and sophistication: the ability to target custom audience segments.

This includes the utilization of both client-supplied 1st party data and data provided by Lee.

Furthermore, this area presents a unique opportunity to delve into more niche-level details, such as Net Worth and Credit Score, offering advertisers an unprecedented level of granularity in audience targeting.

 

Set Geography


Master the use of geographic maps in targeting audiences. Learn to visualize and effectively use geographic data to make your campaigns location-specific.
Target Geography

In the expansive landscape of geo-targeted advertising, Vision VX stands out by offering a versatile array of targeting options, accommodating various geo types to cater to the diverse needs of advertisers.

This includes the ability to target by city, county, zip code, DMA (Designated Market Area), state, or country.

Moreover, the platform seamlessly integrates the powerful feature of geo-fencing through its intuitive Locations and Radius selections, enhancing the precision and scope of geographic targeting.

 

Set Mobile Geofencing

Navigating the realm of mobile location targeting and footfall attribution in Vision VX is made seamless through the intuitive Locations and Radius feature.

This feature enables advertisers to precisely define target locations and implement radius-based targeting, using either business or residential addresses. Here's a comprehensive guide on how to leverage this functionality:

 

Products


Understand how to edit and adjust products within your campaign.
Add Products To Campagin

In the dynamic world of Vision VX, the platform seamlessly guides users through the process of selecting the most pertinent products aligned with the client's industry, the campaign's overarching goal, and the allocated budget.

By default, Vision VX recommends products that are not only relevant but also optimized for achieving the specified campaign objectives and staying within the defined financial parameters.

Furthermore, both sales representatives and customers retain the flexibility to augment these recommendations by either adding the suggested products or introducing entirely new ones.

 

Budget Edit


Understand how to edit and adjust budget allocations to ensure campaigns stay within financial targets. Master the art of financial management within VX.
Use Suggest Budgets For Products

In the strategic landscape of Vision VX, the platform brings a level of automation and precision to the budgeting process, simplifying the intricate task of allocating funds across various products within a campaign.

The suggested product budgets, generated dynamically based on the client's category, the campaign goal, and the overall working budget, serve as a foundational starting point for advertisers.

Use Manual Product Allocations

In Vision VX, advertisers have the option to exercise more granular and hands-on control over budget allocations through the use of manual controls. T

his feature allows for a level of precision that is particularly valuable when specific adjustments are needed to align the budget distribution with unique campaign strategies or nuanced considerations.

 

Use AI Insights


This course will demonstrate how to use the AdviseMe AI functionality of Vision VX.
How to use AdviseMe

Fueled by the advanced capabilities of ChatGPT, the AdviseMe widget in Vision VX represents a groundbreaking tool that opens the doors to a treasure trove of AI-driven insights.

This widget serves as a dynamic gateway, enabling advertisers to tap into the extensive reservoir of data that the AI has meticulously gathered about the industry, the client, and the diverse array of products intricately woven into the campaign.

 

Add Campaign Details


Enhance your campaigns with additional details and customization. Learn to add extra information that enriches your campaigns and makes them more effective.
Edit Campaign Details

The Campaign Details screen stands as a pivotal hub within Vision VX, orchestrating a seamless convergence of sales, clients, and sales enablement teams.

Its paramount role lies in facilitating a smooth transition from the initial proposal stage to the meticulous execution of a successfully sold campaign.

Understanding and harnessing the functionalities embedded in this screen is key to achieving coherence and accuracy in the campaign lifecycle.

 

Get Campaign Support


Enhance your campaigns with additional details like available impressions, click forecasts or audience forecasts.
Request PPC Forecasts

In the realm of precision and efficacy, Vision VX goes the extra mile by seamlessly connecting users directly with campaign management experts from Affinity X Digital.

This strategic collaboration ensures the creation of authentic, measurable, and accurate forecasts specifically tailored for Pay Per Click (PPC) campaigns on Google.

Request Impression Avails

In the realm of precision and efficacy, Vision VX goes the extra mile by seamlessly connecting users directly with campaign management experts from Affinity X Digital.

This strategic collaboration ensures the creation of authentic, measurable, and accurate forecasts specifically tailored for Impression-Based Amplified Campaigns like Display, Streaming, OTT/CTV and Video.

Request Facebook Forecast

In the realm of precision and efficacy, Vision VX goes the extra mile by seamlessly connecting users directly with campaign management experts from Affinity X Digital.

This strategic collaboration ensures the creation of authentic, measurable, and accurate forecasts specifically tailored for social campaigns on Facebook and Instagram and Messenger.

Request YouTube Forecast

In the realm of precision and efficacy, Vision VX goes the extra mile by seamlessly connecting users directly with campaign management experts from Affinity X Digital.

This strategic collaboration ensures the creation of authentic, measurable, and accurate forecasts specifically tailored for social campaigns on YouTube.

Request Rate Adjustment

This Rate Adjustment request empowers users to propose changes to CPM or rates within their campaign details. Whether seeking an increase or decrease based on specific circumstances, a designated Lee team member will review and update rates post-approval.

This ensures a streamlined process for adjusting rates and allows users to continue their campaign selling with confidence.

How to use the Instant PPC Estimator

The Instant PPC Estimator is a valuable tool for quickly gauging the potential impact of a budget on clicks, impressions, and response rates in a PPC campaign.

While it doesn't replace the Avails Request, it serves as an additional tool for scenarios where instant product feedback is needed.

Here's a comprehensive guide on how to use the Instant PPC Estimator:

How to Order Lightning Video

This tutorial will show you to how to Order or Request a Lightning Video

How to use the Instant Social Estimator

The Instant Social Ads Estimator is a valuable tool for quickly gauging the potential impact of a budget on clicks, impressions, and response rates in a Facebook campaign. While it doesn't replace the Avails Request, it serves as an additional tool for scenarios where instant product feedback is needed. Here's a comprehensive guide on how to use the Instant Social Estimator:

How to use the Instant Reach Estimator

The Instant Reach Estimator is a valuable tool for quickly gauging the potential impact of a budget on clicks, reach. frequency, and response rates for Targeted Audience campaigns in Display, Mobile, Video and Streaming.

While it doesn't replace the Avails Request, it serves as an additional tool for scenarios where instant product feedback is needed.

Here's a comprehensive guide on how to use the Instant Reach Estimator:

 

Edit a Campaign


Explore the editing of existing campaigns within VX. Understand how to make changes, updates, and improvements to your ongoing campaigns.
Create Good/Better/Best Proposals

This guide will show you how to create Good / Better / Best proposals in Vision VX.

Edit A Campaign

Prior to submitting a campaign for final go-live through the Sold Order process, nearly every element of the campaign is editable and can be refined. 

It is recommended to make all nessecary edits prior to Submitting to Billing, which kicks off the go-live process.

To edit a campaign that is still not Submitted to Billing, follow these steps.

Copy (Duplicate) A Campaign

In the realm of Vision VX, the capability to duplicate or copy campaigns emerges as a game-changing feature, providing users with a powerful tool to accelerate the campaign creation process, streamline presentations, and efficiently replicate successful campaign structures. Whether aiming to showcase varying tiers of packages or swiftly recreate campaigns for multiple clients, the duplication feature serves as a valuable shortcut for tasks that exhibit high repeatability.

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