Product Update - November 02, 2022

Sprint 56

Thematic Campaigns

You can now create campaigns where the allocation of that campaign is set by the sum of all its child campaigns and expense groups. These campaigns have no budget of their own and therefore do not draw budget down from any segment. As a result, these campaigns can not have any expenses directly in them - their budget is set by their children and so too is the actual spend of these campaigns set by the sum of the actual spend (expenses) of their child campaigns and expense groups.

You can create a thematic campaign by not filling out an allocation AND not assigning a newly created campaign to a segment. You can return to this campaign and assign a segment to it in the future, but this will set the allocation of the campaign as a static figure - it will no longer be the sum of its children.  

Some important notes about Thematic Campaigns:

These campaigns do not show up on the segment view of the manage page, as they are not attributed to any segment. 

Metric counts are already inherited from children campaigns to parent campaigns and so to accurately calculate the ROI of parent campaigns, we recommend not attributing metric counts to parent campaigns directly.

Users can automatically populate the target audience and campaign messaging from a thematic campaign to a child campaign by creating the child from the thematic campaign detail page.

Note that campaigns created via integration can not be thematic campaigns.

Salesforce Campaign Mapping

Users can go to the Salesforce mapping screen now to see a list of all their Salesforce campaigns and to which Plannuh campaigns those Salesforce campaigns are mapped. Users can also edit the mapping in this screen. Users can also sort this page to see which of their Salesforce campaigns are not mapped in Plannuh and map them immediately.

Admin Reports

Finally, this release exposes some additional reports. By going to Create > Export Reports, admins can now export four reports:

1. The Campaign Report is a snapshot of how your spend and success metrics are tracking for all your marketing campaigns.
2. The Recaptured Budget Report shows you money that Plannuh made available for re-use that would have been stranded in closed campaigns, expense groups, or expenses.
3. The Campaign Allocation Report shows you each campaign and their allocated budget.
4. The Reallocation Report shows you how your segment budget has changed and lets you pick two moments in time to compare (the first of every month in your budget year or today’s date).

Other Updates

• If a user setting up an integration has access to multiple Google/LinkedIn/Facebook accounts, they can now specify which account they want to integrate to.
• Metrics can now be added to campaigns in bulk via the Actions dropdown on the Manage Page
• Expenses totals are now clickable in the segment budget section for the segment budget row and unallocated row.
• There is an option when filtering expenses by campaign for “Not Specified” - meaning expenses with no parent campaign
• Metrics can now be added to campaign in bulk from the Manage Page
• Users can click on the ellipses menu on the manage page to quickly copy a campaign’s external ID without having to navigate to the campaign detail page.