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Campaign and Marketplace Controls

This article will help you to configure account defaults for the types of offers that can appear on your placement, exclude certain offers from appearing on your placement, and Associate placements to offer controls.

Managing the Offers That Appear on Your Page

There are two offer types which dictate where an offer can appear on the Rokt network:

  1. Internal Rokt Commerce: these offers are from your own brand and are only able to show on your website.
  2. External Acquire: these are third party offers from different brands marketing to customers on Rokt partner sites.

Offers also have an objective which represents the ultimate goal outcome of your marketing campaign. For example, if you are looking for brand awareness and lead generation, we would recommend directing traffic to your site through a traffic or hybrid campaign. If your goal is to drive loyalty and engagement with your brand, or promote repeat purchase behavior, it would be more appropriate to sign up customers to your email program or prompt them to install your app.

Configuring the rules for what offers are allowed to show on a placement is a fine balance between what can be enabled to generate additional value, while also ensuring a positive customer experience. Typically the decision about what is right to show on a page in the checkout flow will be different to a page appearing post transaction.

Example:

Consider the experience on the product selection or upsell page of an e-commerce site. A common strategy is to exclude third party offers and promote loyalty driving actions through internal offers, the focus being improving average order value and cart completions. Comparatively, the confirmation page presents a great opportunity to maximize value through third party offers.

How it works

By selecting internal offers only, you are defining that only your brand’s Rokt Commerce campaigns should show on the associated placements. The opposite is true when you select external offers only, this will exclude your internal offers and restrict the placement to only showing third party offers from the Rokt marketplace.

Regardless of whether you allow internal or external offers to show, the campaign objective must also be allowed for an offer to be eligible to appear.

Example:

You may be running two separate internal campaigns, one email and the other app install. For both offers to be eligible to appear on your placement they must be allowed in your campaign control settings.

Similarly, you can exclude certain types of offers from appearing on your placement when you think the behavior of that offer is inappropriate for your brand or ineffective in promoting the sale of your products or services on the page where the offer will appear.

Controlling the Allowed Offers for a Specific Placement

Campaign controls lists are shareable configurations of allow/block rules which are associated to a placement. Rokt will provide a default campaign control list with every account, containing standard allow/block rules for the campaign types and minimum quality score. New lists can be created with variations of these controls to suit the objective of the associated placements. Every new placement will inherit the default list, but can be associated to any offer control list within the account.

Prioritized campaigns will exist as a separate object to campaign controls, they should be placement specific and work in tandem with the defined campaign and marketplace controls. Prioritized campaigns that do not match the allow/block rules for that placement will not be eligible to show, e.g. if the campaign type is blocked.

Offer Settings Include

  1. Campaign type (internal, external)
  2. Objective (email, traffic, phone, etc.)
  3. Minimum quality score

Create a List

Here's how to create a new offer control list for your account, with the steps listed below:

  1. Find the Transactions tab in the left navigation menu, select the Controls page,
  2. Click Add Controls,
  3. Input a name,
  4. Configure your desired campaign allow/block settings,
  5. Click Save.

Great! You’ve created a new control list, find out how to link these to your placement below.

Linking Offer Controls to a Placement

Campaign control rules will not take effect until they are associated to a placement. To link your new campaign controls to a placement, follow the below steps:

  1. Go to placements overview,
  2. Find the placement,
  3. Click settings,
  4. Select a Campaign Control list,
  5. Click Save.

Rules

  • Placements can be associated to maximum one list.
  • Lists can be associated to many placements.
  • Every account has a default list which is automatically associated to every new placement.
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