Prior to uploading your campaigns, we recommend that you:
- Create account Users and make a list of their User ID numbers for use in the campaign_manager_id field of the import file.
- Create Profiles for easy grouping of campaigns in multiple campaign reports, and creation of single sign-on dashboards. Be sure to make a list of the ID numbers while creating profiles so you'll have them readily available for use in the profile_id field of the import file.
- If local rank tracking is a goal of any of your campaigns, review this Local Results Settings documentation and contact us with any questions you have, to ensure that your campaigns are set up correctly from the start.
- Review our Best Practices document to learn about time and effort saving account-wide settings that should be configured prior to importing your campaigns if you plan to use Client Dashboards, PDF Reports, or Keyword Tags.
The Campaign Import Tool is located in the Tools > Utilities section of Rank Ranger.