Activate New Campaign

Set a business goal and use our intuitive yet powerful wizard to build a supporting campaign. Each campaign can use advanced targeting, audience segments, and optimization options to maximize impact.

To activate a new campaign

1. In Campaign Manager, click + NEW CAMPAIGN
2. For the Start step, complete these sub-steps:
   1. Name Your Campaign – Fill out the Name field to describe your new campaign. Use a naming convention across your organization to make management easier and reporting clearer as more campaigns are created.
      
      Once completed, click Save and Continue.
      
      
   2. What’s Your Goal? – Each campaign has a purpose. From the selections provided, select a campaign goal. A goal may provide additional campaign settings that can be configured.
      
      Once selected, click Save and Continue.
      
      
3. For the Targeting step, complete these sub-steps:
   1. Store Locations – Target your organization’s network for this campaign. By default, your organization’s entire network is targeted to start.
      
      Focusing on a subset of locations is possible with the use of targeting options available. These options will be unique for your organization. For example, your organization may provide additional store metadata such as Store Format that helps narrow down targeting.
      
      If desired, select the available options to refine and adjust your store location targeting needs.
      
      Once completed, click Save and Continue.
      
      
   2. In-store Locations – Target activation points within your stores. An activation point represents the digital device, mounting type, and placement within a store. By default, no activation points are selected. At least one selection is needed to continue.
      
      Individual activation points are available for selection. Depending on your organization, additional targeting options may be available. For example, a list of store departments may be an available target option. Rather than selecting individual activation points, a user can select “Welcome / Entrance” to select all activation points placed in this area throughout all the stores.
      
      Once completed, click Save and Continue.
      
      
   3. Schedule – Set when the campaign runs across the network. The required fields are the start date and the end date.
      
      Dayparting is available if you want the campaign to run only on certain hours of the day. For example, a campaign to boost sales for breakfast-related products is shown only between 6AM and 11AM local time.
      
      Days of the week is available if you want the campaign to run on certain days of the week. For example, a campaign might be relevant during days of professional football and be shown on Sundays, Mondays, and Thursdays.
      
      Once completed, click Save and Continue.
      
      
   4. Audiences – Apply additional targeting by store with available audience segments. These selections are optional and may narrow the overall targeted stores.
      
      To add an Audience Segment, click + Segment Group.
      
      Within the new Segment Group, use the dropdown field to see what Segments are available. For example, Behavioral and Census are segments that we provide.
      
      Once you select a Segment, you can specify minimum and maximum decile values. This determines which stores to target based on the segment’s representation. For example, if you select the segment “Behavioral > Healthy Eaters” and set the minimum decile to 6 and the maximum decile to 10, the campaign will target stores that are more frequently shopped at by healthy eaters.
      
      Within the Segment Group, other Segments can be added to refine targeting even more. For example, if you added the segment “Behavioral > Price Conscious” and set the minimum decile to 1 and the maximum decile to 5, the campaign will target stores that are more frequently shopped at by healthy eaters that also don’t care much about the price. If you want to remove any of the segments, click the Delete Segment link.
      
      Adding another Segment Group expands audience targeting. As each Segment Group is defined, the targeted stores expand.
      
      Audience segments are distinct groups of visitors to retail locations, categorized based on various characteristics and behaviors. Segmenting the audience helps retailers tailor their content strategies and in-store experiences to better meet the needs and preferences of different customer groups.
      
      The available audience segments may vary by organization. CoolerX provides their segments based on mobile visitors to retail locations and point-of-sale system analysis. In addition, an organization can provide unique audience segments based on loyalty member data or store metadata.
      
      If interested to include your organization’s audience segments, please contact your account representative [or create a ticket] for any requests or questions.
      
      Click Skip or when completed, click Save and Continue.
      
      
4. For the Optimization step, you can adjust how a campaign is delivered. Each activation point (where a campaign can be shown) might have multiple campaigns ready to be played. The platform evaluates and optimizes all eligible campaigns for each activation point, whether there are just 2 or as many as 25 campaigns. This ensures the best possible performance for each campaign.
   
    Two options are available:
   1. Use default optimization - Optimize campaign delivery using your set locations, audiences and timing. We allocate your content dynamically to meet your requirements.
      
      Click Skip to use default optimization.
      
      
   2. Configure optimization settings - Modify this campaign's optimization options to adjust delivery frequency or maximize sales lift, which requires selecting categories, brands or products to set up product sales attribution.
      
      Click Configure to access the optimization settings page.
      
      Optimization Settings – These settings can be modified:
      1. Set play frequency – To influence how often the campaign will be played, adjust the slider to boost or reduce plays relative to other eligible campaigns.
         
         
      2. Set sales attribution – The platform can adjust play allocation across activation points. If sales attribution (product category, brand, and/or UPCs) is set, a feedback loop is enabled to drive an optimization goal. For example, if a campaign has creative that boosts an energy drink promotion, sales attribution can be set for Product Category (e.g., Energy Drinks) and Brand (e.g., Monster). Daily, if sales for Monster Energy are greatly improved across a certain set of stores, the platform shifts more plays to the higher performing stores.
         
         

Once optimization settings are set, click Save and Continue.

1. For the Content step, assign the creative assets that will be delivered. This is achieved through these sub-steps:
   
   1. Who will see this content – Customers may see creative assets depending on how they interact with an activation point.
      
      All activation points support the “All Shoppers” option. Select this option for almost all campaigns.
      
      If activation points do have advanced sensor capabilities enabled, other options may appear. Please contact your account representative [or create a ticket] if activation points are enabled in the network.
      
      When an option is selected, click Continue.
      
      
   2. Assign content – Set what creative assets are played when your campaign runs.
      
       To start, all eligible device types are displayed. For each device type, these details help understand the customer experience and reach:
      • Aspect Ratio – The physical aspect ratio of the device
      • Touchpoints – The physical device IDs installed across your stores
      • Departments – The in-store locations that have these installed devices

An example is a Wall device type with:

• A landscape 16:9 aspect ratio
• CXI-00029-000-0001 as its physical device ID
• Entrance as its store location

To set creative assets to the device type, click the + Assign link. The Creative Setup appears to walk through these three steps:

1. Choose Creative Type – Available templates render assets in various ways. The Universal template is the default creative type that uses the entire full screen to display one or more assets
   
   Once the creative type is selected, click Next.
   
   
2. Select Assets – The available creative assets come from two sources: your computer or your organization’s asset library.
   
   If you have an asset that matches the creative specifications, click the upload icon and locate the file on your computer. Upload the asset to your organization’s asset library.
   
   If you want to use an existing file in the asset library, use the Search box and scrolling features to find the asset you want to use. Click on the asset(s) that you want selected for this campaign.
   
   NOTE: Your organization’s Digital Assets Management (DAM) system can be integrated to replace the built-in asset library. Please contact your account representative [or create a ticket] for more information.
   
   Once the assets are selected, click Next.
   
   
3. Confirm Assets – Review the assets before you confirm the setup.
   
   Your selected assets are shown. If more than one asset was selected, you can rearrange the order of these assets with the arrows to the right of each asset.
   
   When ready to confirm, click Finish.
   
   

Repeat the Creative Setup steps for the other eligible device types.

If you assigned content to all device types, click Save and Continue to review the entire campaign before submission. If you need to save it as a draft to assign content later, click Save.

For the Review step, examine the full summary of campaign settings.

If a setting needs to be edited, click on the setting’s Edit icon. You’ll return to this step in the wizard.

If the campaign settings are correct, click Submit for Review to await approval for publishing. If the campaign is not ready for approval, click Continue to keep it as a draft.

NOTE: Each organization has its own approval process. Please contact your account representative or contact support about your approval process.