How to Setup Ondeck -Campaigns

Created by Sakshi Grewal, Modified on Thu, 23 May, 2024 at 12:13 PM by Sakshi Grewal

First you have to login on CleverTap. Click Here



Step 2 – Click on “Campaign” which is shown on the left side.



Step 3 – Now click on the “+Campaign






Step 4 – Click on “Native Display”






After that add context (override|paytm|view Id) for override campaign & (lifecycle|paytm|category id|phase id) for lifecycle campaign, then click on “+context”

Doodle Life cycle :recommended|paytm|01|<Cat_id>


PII 1:- recommended|paytm|pii_button1|category_id

PII 2:- recommended|paytm|pii_button2|category_id

Super thin : recommended|paytm|referral_super_thin|category_id



# Below is the lifecycle context;



 

View Name
UPI Money transfer
Current view id338008
Widget typesmart-icon-input-4xn
Contextoverride|paytm|view id
View NameUPI Money transfer
New view id339885
Widget typesmart-icon-input-4xn
Context1) override|paytm|view id2) recommended|paytm|my_paytm|category_id
RemarkFirst 6 slots category use override context and 7th & 8th slot categories use recommended context




 

View Name
PII Button
Current view id334426
Widget typesmart-icon-button
Contextoverride|paytm|view id
View NamePII Button
New view id339886
Widget typesmart-icon-button
Contextrecommended|paytm|pii_button1|category_id



 

View Name
PII Button
Current view id339738
Widget typesmart-icon-button
Contextoverride|paytm|view id
View NamePII Button
New view id339887
Widget typesmart-icon-button
Contextrecommended|paytm|pii_button2|category_id



 
View Name
Super thin
Current view id339726
Widget typethin-small
Contextoverride|paytm|view id
View NameSuper thin
New view id339888
Widget typethin-small
Contextrecommended|paytm|referral_super_thin|category_id






Note : Context is different for both campaigns. i.e. lifecycle or override campaigns.


For Ex-

1) Lifecycle – 

lifecycle|paytm|category id|user value (lifecycle|paytm|6850|1 or 2 or 3 or 4. 

You can add multiple category id contexts in a single campaign id as per the user value in lifecycle.

lifecycle|paytm|catId|<catid> - If users will not fall on any phase then no phase campaigns will be visible to that particular user. 


2)  Override  – override|paytm|view id  (override|paytm|302728).


Step 6 – Now set campaign priority as per your requirement and then add capping, either it is excluded or 2/day or 2/week or month. Click on “Continue”





Step-- 5 -Now select “Qualify User on Pull” for selecting full paytm universe,


Step -6  How to Check the Base Size : 


Step 1: Create the Push campaign with the same name as the given campaign : Browse through the existing segments or use the search functionality to find the segment  for which you want to check the campaign base size.

Step 2: Access Segment details: Click on the name of the desired segment to access its detailed information.

Step 3: Review Segment Criteria:Verify that the segment criteria are correctly defined according to the campaign's targeting requirements.

Step 4: Validate the Base Size Calculation :Cross-reference the segment criteria with the base size number to ensure it aligns with your expectations.

If necessary, consult with relevant team members or stakeholders to verify the accuracy of the base size calculation.

Step 5: Document the Base Size :Record the segment name, segment criteria, and the corresponding base size in a designated document or spreadsheet.






 Step -7 Now select “Cascade mode” then select “custom value”




For override campaign

           bannerId , slotId and priority are mandatory (these are written in lower case)


For lifecycle campaign

Widget type and banner Id are mandatory.





Check points for Banner id

  1. Name- It should be in the suggested format like “Category id_Category Name_Creative Name” (Excluding icons)

  2. Widget type- It should be the same as the widget type of view id for which campaign is created.

  3. Deeplink- Whether the shared link is valid or not and this can be verified by creating a QR code for that deeplink.

  4. Image- As per the banner SOP.


Step 8 – Sub-Context A will be default and add all the display in it then add sub-context B, now sub-context name will be the name of widget type “combo-grid-nx2” then add display as per the widget type.





Step 9 – Now you have to add the start and end date.





Step 10- Then the final step is click on “Save as draft” And now campaign id has been created.








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