04. Enterprise Team Setup

1. Enterprise Team Setup – easy, quick, in just 10 steps

To set up enterprise teams, you will need more than 10 licenses for your team. The enterprise subscription will qualify for discounts, as well as setup fees + free features.

1. Contact us to request a demo.
   • If you are happy after the demo and want to continue the conversation, we will move forward as follows:
     • We will request your link tracking taxonomy, so that we can build for you a proposed setup in CampaignTrackly (1-2 days max response time)
     • We will email you back a dedicated brochure that will include a lot of information, including, SoW, links to your dedicated Taxonomy, Tags, screengrabs, proposed setup, etc.
     • We will also provide additional information you need to discuss with your decision-makers and assess the platform from security stand point.
2. If you are OK with what you read and see, we will set up for you a trial 30-day Enterprise access account. We will also set up a follow up appointment to discuss fit, custom requirements, questions, etc.

2. Expectations for Next Steps

1. Expect to have 3-7 touch points to ensure your team and you will learn about the tool, build the requirements for the custom features, and make sure all works as expected.
2. In the meantime, the setup process  on your end should continue in parallel – for you to get your internal approvals, launch the procurement process, IT, and security checks, and get your legal team to start work on the contract (if you require contract). We will be here to help.
3. Expected time to go through all relevant checks and balances is 4, sometimes 6 weeks. This should be enough time for us to finalize features, custom setup or agree on more complex requirements, if needed.
4. After contract is finalized and payment is about to proceed, we will send you the real invoice and will help load your tag libraries, as well as use emails in the system.
5. We will help with training, build of your strategy if needed, as well as answer any questions that you or your users may have.

3. Account Members and Roles

Each account will have one Account owner and up to 5 super admins.

• Each account can have up to 10 team folders
• Each team can have up to 2 admins
• Each individual member can have their individual permissions, team level permissions and account level permissions

4. Account Owner WorkSpace

1. Account owner starts the account setup with an Admin Workspace, which normally has access to everything in the account – teams, settings, etc.
2. Admin Workspace cannot be deleted or renamed.
3. The account owner is expected to create the teams, invite the team members and set up governance, tag settings, metadata tags libraries and templates.
4. The account owner also takes care of the payment and contract aspects.

5. Define Campaign Name Taxonomy

Adobe Analytics Customers

You need to define your metadata libraries, campaign naming metadata taxonomy and prefixes before you invite your team members. To get started, please go here.

Google Analytics & UTM Customers

You need to add your UTM and metadata tag libraries, campaign naming conventions and link formatting before inviting team members. Get started using the buttons below – this is a quick and simple process defined by a few clicks.

Setup categories & Campaign Name Standardization

• Establish your campaign categories and decide who should have access to which category
• Decide if you want to allow your users to create tags and edit your centralized tag library of if you prefer to have Governance that would enable you to collect requests from users and push the tags once a week, etc.
• Finally decide if you want users to create campaigns with titles of their own choice or the titles need to be standardized for reporting consistency (aka the utm_campaign taxonomy, which will necessitate using pre-set values for utm_campaign).

NOTE: all these functions need to be setup via the Account Settings menu by the superadmin of the account. For more guidance or questions – please contact us and we will be happy to provide assistance.

Set up Templates – if you plan to automate link building

For guidance on creating Drag and Drop templates – please go here.

6. Send Member Invites

To invite team-members, you first need to create teams and then use the Team Management page to quickly send invitations. Learn more about invites here.

7. Share Tags to Teams with A Click

We give you a simple and easy ability to copy tag groups to a single member or to a whole team – with a click. To access the tag sharing popup, just click on the “Copy UTM Tags” icon. To learn more, follow this link here.

8. Team Level Permissions

Whether you are in a team within an Enterprise account with multiple teams or in a simple Pro account, the rules for every team are the same: team-members share access to templates, tags, and campaigns by default.

Permissions are set up at TEAM level, as well as INDIVIDUAL level.

Team level permissions relate to tag creation and access to certain menus. View the team permissions set up in detail here.

9. Individual Level Permissions

Individual level permissions enable you to adjust access to campaigns, tags, and even categories to meet the needs of your large team. If you do want to allow “view” only access to auditors or analytics teams – that can easily be done by giving them access on the team and just assigning that individual with “campaign view only” permissions.

If you have different agency within the same team and you need to gate their activities – you can create categories and then assign the individual user to ONLY have access to a single category, within which they can ONLY view, create or edit campaigns.

This is all a very simple exercise that is achieved with a few clicks of your mouse.

10. Rollout and Training for Team Members

Once you have added everyone and setup your operational process, make sure to sign up for your weekly account usage reports and let us know if you need any templates to automate your process, so we can help with that as well.

We are happy to run virtual trainings for your team members if needed. We are also happy to build custom features that would help you better implement your process.

This concludes our tutorial. If you have questions, please contact us at support@campaigntrackly.com.