Create an Anchor Campaign in Marketing Intelligence
Group related campaigns to track performance as a single strategic initiative.
Required Editions
| Available in: Enterprise, Performance, Unlimited and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To create an anchor campaign | Marketing Intelligence Admin |
- In Marketing Intelligence, from the Data Management tab, click Anchor Campaigns.
- Click New Anchor Campaign.
- Select the data space, name your anchor campaign, add a description, and then click Next.
-
Select the method for including campaigns.
- Filters automatically include campaigns based on defined rules.
-
Note Filters help refine your selection. However, anchors are created at the campaign level, and queries include all data tied to the parent Campaign ID. - Use Manual mode to select specific campaigns from a list. Set the date range.
- Set the date range.
-
Add your campaigns.
- To create a filter, select a dimension, select an operator, enter a value, and then click
Apply.
For example, create a filter to include campaigns automatically based on strategy. Select the Strategy Name dimension, set Contains as the operator, and enter a value of Lead Nurturing. This objective targets campaigns that engage and educate prospects over time to drive conversions.
- In Manual mode, select the campaigns you want to include from the list.
- To create a filter, select a dimension, select an operator, enter a value, and then click
Apply.
-
Customize the table columns. Click the
icon, search for the fields you want to view, and add them to the table.
- Save your changes.
The Anchor Campaign appears in the Anchor Campaign table.
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