Campaign Setup

When it comes to achieving marketing success, the foundation is set during campaign setup. It's the starting point and the roadmap that guides your marketing efforts towards achieving your goals.

We've learned the best ways to ensure your campaign setup is bulletproof. Below, you'll find a seamless, step-by-step guide. If you have any questions or would like assistance, click on the bell icon at the bottom right of the dashboard.

Guided Setup Protocol

Pingtree's guided Campaign Setup tool provides you with the list of steps needed to create a fully integrated campaign as well as your active progress letting you know what's left to be done.

Using Campaign Setup

1. Navigate to the campaign setup option located at the top right of the dashboard.

2. Follow the provided step-by-step guide.

How-To, Docs and Navigation

1. Access quick tutorial videos for each step by clicking on the "Watch Video" icon.

2. Refer to our comprehensive master document, which contains in-depth information for each action.

3. Initiate the process by clicking "Start" to be directed to the specific action location.

Minimum Setup Requirements

1. Integrate your offer using a click script.

2. Establish a connection to a data source.

3. Connect to an endpoint.

4. Install pixels in the appropriate locations.