03. Enterprise Team Setup

Enterprise Team Setup #

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.
Sample Cover of your Personalized Brochure

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.

Team Members and Roles #

Once you have decided on super admin, secondary admin for your main team, plus admins for your secondary teams, you will have to do several things: #

  • Assign users to your teams – simple, just enter their email addresses in the Account Settings>Manage Team. View the image below to see where email addresses need to be entered. We can also set up your team access for you as part of the setup.
Go to Account Settings>Manage Team to start adding team members
  • Either create separate tag libraries for each team or copy your main library to all the rest of the team
  • 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.
  • If you are a Google Analytics users, decide if you will have a custom dimension for your utm_category and make sure to activate it so it always shows in every link. Associate it with its Google Analytics index to ensure you can see reports by category.
  • Finally decide if you want users to create campaigns with titles of their own choice or the titles need to be standardized for reporting or other purposes (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.

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.

There are certain things that could be limited to the users who are not admins. They 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.

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.

Rollout and Training for Team Members #

Once you have added everyon 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.

Please do not hesitate to contact us with any questions or comments via our chat menu or via support@campaigntrackly.com

Click below to download our Team Management Intro brochure:

Download The Onboarding Cheat Sheet
Download the Team Management Brochure

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

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