Campaign Management configuration overview
Learn how you can configure Uptempo Campaign Management to reflect the way your organization defines, plans, and measures marketing activities.
As an administrator, you can:
Set up the different types of marketing activities that your organization uses.
Create a hierarchical structure to organize your activities, such as into plans and campaigns.
Define the kinds of data you want to record in relation to your marketing activities to support effective planning and reporting.
Configure how you want to measure the effectiveness of your marketing activities, such as their impact on your funnel, or which KPIs you track.
Customize Uptempo Campaign Management to suit your organization's needs and preferences.
The configuration process
If you're setting up Campaign Management in a new Uptempo instance, follow this order of operations:
Step 1: Create custom attributes
Begin by creating custom attributes to record the types of data you want to track on your marketing activities.
An attribute is a structured piece of data that describes some aspect of a marketing activity. You use attributes to capture key details about the activities in your marketing plans in a consistent way, such as:
Objectives
Status
Geographic region or market
Target segment or persona
Marketing channel
After you create an attribute, you can use it on your activities to ensure that the attribute's data is captured whenever activities are created.
- Learn more
To learn about attributes and how to create and manage them, see Activity attribute configuration overview.
Step 2: Build the activity hierarchy
The next step is to set up your activity hierarchy to define the kinds of marketing activities you plan and track, and how they are organized.
The activity hierarchy structures your activities multiple levels, where broader "parent" activities sit above more detailed and specific "child" activities. This structure reflects the way most marketing teams organize their work: by building high-level plans that are divided into larger initiatives, which in turn are made up of low-level actions that contribute to the .
To build your activity hierarchy, you:
First, create activity type groups to organize similar and related activity types for easier management
Then, create activity types, predefined templates to standardize the way different kinds of marketing activities are planned and tracked
Finally, create activity rules to define the parent-child relationships between activity types in your hierarchy
- Learn more
To learn more about the activity hierarchy see Activity hierarchy configuration overview.
To learn how to create activity type groups, see Create activity type groups.
To learn how to create activity types, see Create and configure activity types.
To learn how to create activity rules, see Create activity rules.
Step 3: Set up activity access controls
With your activity hierarchy in place, it's important to determine who in your Uptempo environment can access your marketing activities and their associated data. To do that, you set up activity access controls.
Activity access controls are used to define exactly who (users) can access what (activities and their data) and how (the permitted actions). Setting up access controls helps to protect sensitive or privileged information, and prevents unauthorized changes to ensure the integrity of your marketing data.
- Learn more
To learn more about how activity access controls work, and how to set them up, see Activity access control configuration overview.
Step 4: Configure measurement tools
After you have defined how your marketing activities should be structured, the next step is determining how you want to measure their performance.
There are two ways to measure your marketing activities in Campaign Management: Impact Modeler, and Key Performance Indicators.
Impact Modeler lets you model the effect of your activities on your demand funnel. For each activity, you can enter assumptions for factors like conversion rate and velocity between stages and the expected deal size, and Impact Modeler generates revenue projections to show how your marketing activities are driving revenue.
Key Performance Indicators (KPIs) are essentially a special type of attribute that you can add to activity types to record performance metrics of your choice. On activities, you can enter both planned and actual KPI results, and track and compare them over time.
- Learn more
To learn how to set up and use Impact Modeler, see Create and configure Impact Modeler pipeline models.
To learn how to set up and manage KPIs, see Configure Key Performance Indicators (KPIs).
Step 5: Customize preferences and other settings
Finally, configure the various settings to customize the behavior and appearance of Uptempo Campaign Management according to your organization's needs. You can configure settings like your primary planning currency, predefined activity views, color-coding, and more.
- Learn more
To learn how to configure preferences for your Uptempo Campaign Management instance, see Activity hierarchy configuration overview.