GitLab Community Relations, 9 Jan 2023

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From YouTube: Campaign Manager App - HandsOn Demo

Description

In the video, Abubakar shows a demo of how to use the Campaign manager Application. You can watch the Campaign Manager Overview at https://youtu.be/UldclhWi9Bg, where Abubakar gave an introduction and walkthrough of the Campaign manager.

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Manager to run your campaigns now. This is the secondary series of uh videos about campaign manager. uh In the first one we talked, we saw an overview of campaign manager and some of the use cases for campaign manager and uses you can make for it. If you haven't seen the video you can go to the community apps playlist in gitlab, unfiltered YouTube channel and watch the video before uh this. Now in this video we are going to see. How do you create a team? How do you create a campaign?

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How do you create a campaign link and so on now, if you are using Community campaign manager for the first time? uh This is what the interface look like. We might improve on the interface subsequently, but for now this is what it looks like. The URL is campaign, Dash manager.gitlab.com and you can log in by using the login Link at the top right corner of your of the page. Now, if you are logging in for the first time, it will automatically create your account for you, you can only log in using gitlab's Google account.

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No other account is supported and once you log in for the first time it's going to create a defaults team for you, for example mine. It created a worker silicon. This is your personal team. Where you can create campaigns, you can choose to add other members to your campaign uh yeah. So this is basically my own space to create campaigns to create uh other things. So but let's say, I I have mine and I want to create a team and defend him. I'm. A part of community team here, but I want to create another team.

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So I can come to uh create team here and see oh developer.

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Evangelism campaigns.

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Campaigns of the the team and here ATM content prefix, for example, for the de team. uh We have a UTM code, content prefix that was agreed upon with the MSN 18 marketing strategy and analytics team. Basically it a prefix de underscore that will be attached to the UTM content code so that when data is being pulled to sizes, they can filter by that prefix. So we have de underscore Now the default campaign for all Ozark Community at the community team is community. You can have different campaigns. This is basically UTM underscore campaign.

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You can have your own campaign and UTM budget is cmty for the community team, and uh here you can set if anyone within the team should be able to create new campaigns, or only admin should create campaign here. I'll leave that anyone should be able to create a campaign. So if you enable it, it disables everyone else from managing the team. Now so now you can see it has been created team created, so we have um yeah the name of the team description, the team admins.

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If you have multiple admins they'll, be listed here and you can see here, all members can create campaigns when it was created uh who created it, the UTM content, prefix the budget and the default campaign that we specified. You can also edit a team. It brings you to this page.

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So if I click here, for example, you see update you see only admins can create campaigns if I go back and see and remove it and update to see if all members can create campaigns now down here you see, we don't have any campaign and we can add team members here now. So, let's say, for example, I come I want to add. In my team Michael Michael from my team, the de team, Michael Friedrich. Let me grab his email, I, don't remember his email of Arts or uh uh Fatima.

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Okay, I can easily get Fatima's email. Now, if you want to add a team member, they will need to have signed in at least once if you did not sign in at least once you won't be able to add them. So you create add team member and you paste their gitlab email. Only gitlab emails are supported and you click add automatically.

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Khalid added to the team, you see she's added here, you can make her. You can make team members and admin or you leave them as a member.

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Now you can also remove team members. You can add, as many team members as you want. Next thing is stream campaigns uh you can create, as many campaigns uh as you want in this example, I'll be using release evangelism as a campaign every 22nd of the month when new versions of gitlab are released, the developer, evangelism team uh share with the community of certain features and how they can be used. So let me specify the name release campaign here and I. Also, uh please.

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And please, by the team: now let me save this okay, once you save it, you see it under the team developer, evangelism and it has zero. Impressions we've not created any links, so the campaign status is active. You can set it to archived.

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Archived is mainly oh, you are no longer uh uh running the campaign and you are no longer running the campaign, but you don't also don't want to delete it because you want to keep the data uh before you in the future we're going to set. uh We are going to add a feature where you can fill tag campaigns by active or archived. Now, on the right hand, side here, you will see UTM content. You can set the UTF content for a campaign. You can set the budget. You can set the UTM default campaign.

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We will be for our case here, we'll be using the default campaign of the team. If there's a specific campaign for the UTM campaign code that has been approved for this campaign, you can specify it here.

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um So let me specify the UTM content. I can click on edit yeah? Let me show you example: we can switch the campaign to archived, you see it has changed to archived and we can switch it back to active. So for this we can see release evangelism for UTM content. We don't need to space. In our case where we use content prefixes. We don't need to set it here. It's going to pick from the default set for the team, uh so everything here is fine. Now see it's back to active and we can see.

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The bar chart here is empty because no data has been generated here. When we scroll down. We are going to see uh um the campaign link section where you can add a a link. Now, when you click on ADD link, you can specify the link type, let's say, for example, oh gitlab 15.7, then what link do you want to link to so I can use the example here to the blog post for uh gitlab 15.7.

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Now here you can still set a specific UTM content for a link, if you don't want it to use the default you've set in the campaign already, but we are not setting it here now.

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Utm tracking status, do you want to enable user tracking I want to disable it here? It says: disabling UTM track makes the camp building function as a shortened URL with no UTM codes attached during redirect now. The next here is: what medium do you want? Utm medium? Do you want to use okay, let's say: I want to use social, okay and I want to use uh shape on LinkedIn, then I select LinkedIn.

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So this medium changes space, uh Source changes based on what medium you've selected you can, depending on what campaign you are running or where your campaign will be displayed, you can choose the right option here. So let me tell you to Social and select LinkedIn.

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You can have multiple uh campaign links for different, medium and Source. Now, I can click add. Link here, link has been added. You see, it has redirected me to the page of the link showing me. This is the link you added. This is the link tied to uh this is who created this is the track and status this the medium is selected. This is the source you selected and this short thing. The URL has been created for it now also. This QR code has been created for this link.

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Now, if I visit this link, now you see it will load my page for me and let's see here, let's analyze this uh address here, you see it has automatically applied my etm codes. It picked UTM campaign Community, then UTM content d e underscore release the release, release evangelism UTM source as LinkedIn UTM Medium as social UTM budget equal to cmty. Now, if we look at this you, let's pick, for example, it sets UTM underscore campaign equal to community.

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Let's go back to our app. You see that I didn't set UTM campaign here, there's nowhere place to set UTM campaign. What it does is, let's go to our campaign. Also I didn't set it in our campaign. Also, where did I set it I set it in the team for the team UTM default campaign community, so the campaign link inherited the default team campaign.

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Now, let's also look at remember, we set de underscore for our UTM content prefix and if we look at release evangelism here, we set our UTM content for this campaign as release evangelism. So let's check our URL. You will see that it picked the prefix from the team and also the UTM content from the campaign and applied it for the link. Now you also see here that in the theme we specify the project cmty.

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If you come here, UTM underscore budget cmty has been applied. Now, let's make some customizations.

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If, let's say I go to a campaign and I want to change the defaults campaign here uh to instead of UTM default instead of the default campaign, Community I want to use something else. uh Let me edit and see for our UTM campaign. I no longer want to inherit what the team has to set for the team. I want to use the e man jail, the Evangelist, let's just use that, for example, and budget I want to say de I, don't want to use cmty anymore and I click save.

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So, let's go to our campaign link and visit the campaign link. If we check the URL that's load, if you check the URL, you see that the UTM underscore campaign is no longer Community. It is now de underscore evangelist and you'll see that our budget UTM budget is now de it's no longer cmty. So the way UTM works is you can set certain values. At the campaign link level, you can set UTM content at the campaign link level or at the campaign level, or it inherits the deity UTM content prefix from the team level.

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If you don't set UTM prefix from the team level, it doesn't apply now, UTM default campaign can be set at the same level if you are using the same campaign UTM campaign for the whole team. But if the campaigns have their UTM campaign codes separately, you can set it at the campaign level and it will use the uh one you've set at the campaign level, so the same thing UTM budget. So the hierarchy is this: if you said something at a campaign link level, it ignores the campaign level and Team level.

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If you don't set at that level, it will use the campaign. If you don't set things at the campaign level, it will use any defaults that is at the same level. So that is the hierarchy from campaign link to campaign to campaign to team. Now so let's go scroll down and see you see the two times have visited. You will notice. It shows that direct relations too. Now let me use my let me go to the campaign link or let me create a new campaign.

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We have LinkedIn Let's, see, we add another one and see uh a tree Tab and we added the same link. Here. We decided to use a separate ECM content, Twitter de, for example. It's enabled social and Twitter I will add the link now the difference here is. We have set a UTM content at the campaign link level for this specific link, but remember for LinkedIn it wasn't set so LinkedIn is using uh release evangelism de underscore release. Evangelism remember the underscore is set at the team level.

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Release evangelism is set at a campaign level now ball for the Twitter link we just created. Let's go back to our campaign for the Twitter link we just created. Let's visit it.

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You will see that it's not using the campaign level. Utm content is now using its own Twitter underscore de so you can have multiple uh links having different UTM content for certain reasons. Now then, um next, okay, let's try the QR code scan. So if I use my phone and I scan the QR code, uh let's do this. Okay, awesome good! It has opened on my phone. This is the website and uh uh let's now refresh this page, to show two Impressions one QR codes.

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Can the total Impressions here includes the QR codes that are scanned now, so that is how- and you see the bar chart is also updated.

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At the end of the day, you can delete the link you can you can delete a link, it's automatically deleted now you can also delete a campaign, but you can't delete a campaign if it contains campaigns, you have to delete the campaign links first before you delete the campaign and uh um the you can also uh for now you can't delete a team, but in the future, who enable a feature where you can delete a theme.

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Now, let's look at another use case: you don't want to use UTM codes, let's pick the LinkedIn link, for example, and we click on update I will decide to set U10 tracking status to disabled once we set it to disabled I. Will click on update link? You see it has changed to disabled shortened.

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Smash yourself, I'll fix the typo later shortened, URL mode. So when you visit it this time, no UTM codes are attached. So let me go back and ah this this is not functioning properly. So let me set it to disabled now and I click on disabled, oh sorry, enables. Let me click on enable update, enabled this is enabled now. So when I visit the link you'll see, it shows.

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The UTM codes, so once you disable UTM tracking, no UTM goods are attached. So on yeah, so we've looked at teams, you can create a new team and you can update the the settings of the team. You can set the default uh UTM codes for your team. You can set a default UTM budget. You can set the default uh campaign if you've set this default. They are inherited by the campaigns if they are not set at the campaign level. Now, then you can access your team campaigns here.

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You can uh add team members or Elevate their privileges or demotes their privileges, remove their privileges to add a team member. You can use their gitlab email address. Now. If we look at a campaign you can see here, you can set the UTM content here. You don't set UTM content at the team level. You only set the UTM content prefix at the team level. If you use prefix now, but you can set UTM content at campaign level, you can set UTM budget at campaign level and Team level if it's not set at the campaign level.

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It inherits where you set at the team level. If it's also not set at the same level, it ignores it now, then you can set a team level. You can set a default campaign that all the teams campaign use, but if you don't set it, you can also. You can set the the a campaign for each card, a a UTM campaign for each campaign.

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Now uh then, for your campaigns, you can come and create different campaign links and for each one you create new threatened URL are created, and once you access them, you can enable UTM, tracking or disability and tracking and also QR codes are automatically generated.

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Yeah. That's the end of this video. More videos should be created, as more features are added to the campaign manager. If you have any questions or clarification, you can reach out in the developer, evangelism Channel. Thank you on slack. Thank you.