Setting up Channel Rules with a CSV File

Transcript

Lesson three, Channel Rules Setup Using a CSV File.

In this lesson, we cover how to set up your online channel rules in Bizible. First, go to My Account and to Settings and find Online Channels on the left side. If this is your first time opening the settings, you will see Bizible’s default channel rules here.

Before modifying any channel rules, it will be helpful to understand how Bizible reads the channel rules on the page. Bizible will bucket marketing interactions into their assigned channels and sub-channels by starting at the top of the list and working its way down, placing interactions into their first eligible channel and sub-channel.

To customize these rules, click on the Download Current Rules button to get a CSV file that you can edit using a spreadsheet editor.

As you edit the channel rules, simply input the value for the field that you wish to bucket into the corresponding channel or sub-channel. You can get very specific by inputting values for any or each of the fields, including the UTM parameters such as campaign, medium, source, the landing page URL, that’s the full raw URL, or the domain name of the referring website.

Usually rules consist of at least one and sometimes two sources. Bizible looks at each cell in a channel row when deciding how to bucket that particular marketing interaction.

When editing rules in a spreadsheet, you can also use wild cards to further customize the marketing interaction.

Placing an asterisk before a value in a cell acts as a wild card and will bucket anything ending with that value. Placing an asterisk after some value will bucket anything that begins with that value. And placing an asterisk on either side of a value means that the rule will look for something containing the value. You can also use a semicolon as an or operator and input multiple values into a single cell.

If you want to bucket interactions that do not easily fit into one specific channel or sub-channel, you can use the Other channel as a catchall bucket. For instance, at the very bottom of the spreadsheet in this example, we have a catchall rule that will drop any interaction for a UTM source and medium field that does not meet the above criteria into an Other bucket. The Web Referral is also a catchall bucket for any referral interaction that doesn’t meet any one of the above rules. As you build out your rules, think about the order and be careful not to create rules that might compete with each other, or which might try to place the same marketing interaction into different channels. Let’s briefly look at the channel rules displayed in the current setup.

Here we can see that any interaction with an AdWords paid search referring URL will be bucketed into the Paid Search AdWords channel. While any interaction with a Bing Ads referring URL will be bucketed into the Paid Search Bing channel, and so on.