This article shows you how to fill in the required fields on the Journey Settings panel. You'll need to open this panel when creating a new campaign from scratch on Journey Canvas or updating settings for an existing campaign.
- BTW, click here if you're creating a journey on Classic Canvas.
See the workflow in action
Ready for a quick 360 tour? Click the image below to view all the steps from start to finish.
Opening the Journey Settings panel
To open the panel, go to the top right corner of the canvas and click the gear icon next to the money bag icon.
A side panel displays the main sections. You don't have to fill in every field right now. I'll highlight the required fields.
1. General setting and billings
There's not much to do in the General Settings section. The required fields are pre-filled. You can update the journey name, but you cannot change the advertiser. Optionally, enter a brief description of the campaign (for internal use) and update the campaign's time zone.
Go to the Open Web & DOOH Details heading. In the Category field, select the option that best describes the content of this campaign. Then, enter the advertiser's website domain.
You've already configured the Enable Cross Device setting. Change it if you want. Otherwise, keep scrolling. Remember, this setting cannot be changed after you publish the journey.
Go to the CPM fields and enter values. As a general rule, the suggested max value is the highest CPM you'd expect to pay for any channel in the path. Of course, you can change these rates later. When you later add steps to a path, you can set different rates for each type of creative type (e.g. a max value of $10 for display and $25 for CTV). Leave the Enable Margin toggle off for now. Click Save.
2. Journey stages
Click the Journey stages menu link. The panel displays the stage selection you made earlier. Optionally, click a tile to add or remove a stage. Scroll down and set your goals for each creative type and stage.
Awareness Stage
In this demo, I'm going to run a display creative and video on the Awareness stage. The goal of the display creative is Awareness (reach as many people as possible with the lowest possible frequency). Click the video field and select an option. I select Event Completion Rate (ECR) (aka video completion rate) as the goal and set 50% as the value.
Engagement Stage
This stage has one creative, a display. Click the field to select an option. I choose a CTR goal and set the value to 0.15% (a respectable industry average). If you select Cost per Site Engagement (CPSE) or Cost per Click (CPC), you'll need to add a pixel to the journey (a later step).
Conversion Stage
Choose CPA or ROAS. If you select CPA, you'll need to add a tracker to the journey. If you select ROAS, you must create a page event snippet with a custom purchase macro that passes cart transaction values back to illumin so that spend totals can be calculated. Create the snippet on illumin and ask your web dev team to add the code to your site.
I select CPA because we're building a public service campaign with a list builder and a white paper download as the conversion rather than a purchase. I enter an estimated goal value of $10 (a required field).
Open Web Journey Settings
Use the sliders to define what constitutes a complete engagement. Realistically, few people will watch an entire video, so I set the video impression rate to 50%. If a user watches 50% (or more) of the video, illumin calls that a completed view. If I had audio content, I could set a rate for that creative, too. Click Save and move on to the next step.
3. Open Web trackers
Now, let's set up trackers for the pixel and page event action that you created in a different step. Read this article to get details about pixels and page events.
I'll create a tracker to collect data for all users who land on a website page and a page event action to collect user data for people who join a mailing list and receive a whitepaper.
- Go to the Tracker Type field and select Universal Pixel.
- Click the Tracker field and select the pixel you created for this action.
- Click the New Conversion Action button.
Now, add a goal. Because the pixel tracks visits to all website pages, let's create a Site Engagement goal.
- Go to the Action Name field and enter a unique name. I’ll enter Water Site All Pages so that its purpose is easy to understand.
- Click the Mapping field and select the matching mapping file in the drop-down. In this example, it’s Water All Pages.
- Go to the Conversion Type field and select Site Engagement.
Configuring settings
Scroll down the page and configure settings for seven fields. When complete, click Add.
- Conversion label: This field adds a tag, Primary, Secondary, or Tertiary. These tags are useful as filters on the reporting side if you need to sort data and want to display specific item types, like tags with the highest priority.
- Conversion Value: Click the field and enter a number. Although an estimate, illumin uses that figure to calculate the value of a conversion.
- Post View Conversion Ratio: This metric answers the question, “How many people saw your ad, didn’t click it, but converted later?” In the ad tech universe, this metric helps you quantity the impact of ads even when people don’t interact with them directly.
- Post Click Window: Create a timeframe to convert after a user clicks an ad. If they complete the action you’re tracking (e.g. make a purchase or sign up) within that window, illumin counts it as a conversion. Enter a number, click the field, and select a unit of measurement (i.e. days, hours, or minutes).
- Post View Window: Similar to a click window. This is the amount of time you give someone to convert after they’ve seen your ad without clicking it. Maybe they spot your ad, think, “Hmm, interesting,” and then come back days (or even weeks) later. If they convert within the window you’ve set, it gets credited to that ad view.
- Repeat Window: It's like hitting the reset button every time someone triggers a specific action in your campaign. Let’s say you’re tracking conversions, and a user keeps coming back to buy something. Instead of grouping all their activity into one conversion event, this feature creates a new tracking period each time they engage. Any repeated actions that take place within the window are counted as a single conversion.
- Accept Duplicate Order ID: Normally, systems block duplicate IDs to avoid double-counting, but sometimes you might want to allow it, like if multiple actions are tied to the same transaction.
illumin displays the conversion action in the form. Click Additional Tracker to add one, or click Save and Next to keep changes and go to the next step.
4. Open Web & DOOH targeting
I describe your targeting options in a different article, so I won't cover those parameters here. Most of the targeting options are self-explanatory.
5. Channel integrations
These are advanced options, and they are not required to build a standard campaign. I describe these integration options in Meta and email articles.
6. Bid optimization
More advanced settings. Search the knowledge base library or contact the illumin support team if you want to learn more about bid optimization.
7. Measurement
Open this tab to access two measurement tools: DV Post Bid Measurement and Footfall Measurement.
Ready to continue?
The required settings are complete. Close the panel window and start building (or editing) a campaign on Journey Canvas. Learn how to build and configure paths in this article.