How to Create Covatic Smart Campaigns
Feature Overview
Smart Campaigns is Covatic’s AI-powered optimisation engine. It reshapes campaign targeting while campaigns are still live, linking campaign performance to real business outcomes like website visits, purchases, and form fills. It continuously evaluates results and recommends new high-performing audience segments, so campaigns keep improving throughout their flight.
Prerequisites
- A registered Covatic account.
- Access to the Campaigns page in your dashboard.
- Ability to share the conversion tracking pixel code with your advertising partner or client to install on their website/CMS.
- Implementation of the Covatic ad exposure pixel within your ad server.
Ad Server Setup Note: For campaign measurement to work, the Covatic ad exposure pixel must be implemented in your ad server using the relevant macros for that specific ad server. If you do not have access to this pixel, please reach out to your Client Success representative.
Step-by-Step Instructions
1. Initiate Campaign Creation
From the main navigation menu:
- Click Campaigns in the left-hand sidebar.
- Click the + (Plus) button on the “Create a new campaign” banner at the top of the screen.
2. Choose Campaign Type and Attribution Goal
- Step 1 (Campaign Type): Under the Smart Campaign card, click Start.
- Step 2 (Attribution Goal): Select the primary goal you want to track for this campaign:
- Purchases: Track completed transactions.
- Website visits: Track landing page visits.
- Form fills: Track lead form submissions.
- Custom: Define custom pixel actions.
Important Note: Only one conversion event can be measured per Smart Campaign. Make sure to select the single key metric that best reflects your campaign success.
Click Next.
3. Enter Campaign Details
- Step 3 (Details): Fill out the campaign metadata:
- Campaign Name: Enter a descriptive name for your campaign.
- Order ID: Enter the exact Order ID from your ad server.
- Advertiser Name (Optional): Enter the client or brand name.
- Description (Optional): Add strategic notes for your team.
Critical Warning: The Order ID field must contain the exact Order ID from your ad server. If anything else is entered, measurement and attribution will not work.
Click Next.
4. Select Initial Seed Audiences
- Step 4 (Audiences): Select one or more audiences to start your campaign.
- Use the Search audiences… bar or scroll through the card grid.
- Click on audience cards to select them (selected segments will show a blue Selected overlay and appear in the top selection bar).
Click Next.
5. Configure Recommendation Settings & Review Insights
On Step 5 (Summary), review your campaign setup and configure the AI engine:
- Recommendations Cadence: Select Daily or Weekly to set how often the optimisation engine analyses performance data and suggests new audiences.
- Inspect Summary Tabs:
- Overview: Check total estimated 4-week reach, percentage of total audience, and selected audience codes.
- Audience Insights: Review visual demographic breakdowns (Age Ranges, Location distribution, Household Income, House Type, Home Ownership, and Family Structure).
- Pixel Code: Inspect the auto-generated conversion tracking script.
6. Deploy Pixel and Publish
- Click Save & Publish at the bottom right.
- A Pixel Code modal will pop up containing the tracking script required to track outcomes on the advertiser’s site.
- Copy the pixel script and send it to your advertising partner or client (or their web development team) to place on their target landing/conversion pages.
- Click Confirm & Publish.
Ad Server Setup & Master Key Value
“>Once published, the campaign will generate a unique Key Value displayed on the campaign overview page.
Ad Server Requirement: You must target this key value in your ad server for the Smart Campaign optimisation and automated audience recommendations to take effect. This is the master key value for the campaign, and without targeting it in the ad server, live optimisation will not apply.
Success Verification
- Notification: A green banner reading “Campaign ‘[Campaign Name]’ created successfully” will appear at the top right of the dashboard.
- Campaign Status: Your new campaign card will appear in the Campaigns list with a green Live badge.
- Master Key Value Generated: Open the campaign details to copy the Master Key Value and apply it directly to your ad server line item or campaign configuration.
Pro-Tip: Set the recommendations cadence to Weekly when starting a campaign. This ensures the optimisation engine has gathered enough performance data for audience segments to be accurately evaluated and included in optimisations.
