Campaign Channel Classification

The Campaign Channel Classification feature provides a powerful, no-code system that allows users to create custom rules directly within the platform and categorise campaign data from various sources, such as HubSpot, Salesforce, and UTM parameters, into standardised Channel and Sub-Channel taxonomies. This will help the organizations with consistent data reporting and reliable analysis.

To navigate to the Channel Classification, follow the steps: Config Center → Attribution, Spends, & Channel Analysis → Channel Classification tab

Key Features

• Custom Rule Builder: Define multi-conditional rules using all the available campaign dimensions (campaign source, campaign source system, campaign type, campaign name, etc)

• Complex Nesting: Supports multi-levels of logical nesting within a single rule

• Preview Functionality: See how the rules classify your campaign data before activation

• Granular Mapping: Supports the mapping of any rule to both the Channel and Sub-Channel levels

• Various Operators: Supports all the available operators to create the rules (Refer to the full list of operators)

How to Create the Rules

Creating and managing your classification rules follows a simple, three-step guided process:

• Rule Definition (Step 1)

  • Click on the Edit button (located in the top right corner) to move to the first step of the process
    

  • Here you will be able to Add/Edit your classification rules using various campaign dimensions and operators. Click on Add New Rule button
    

  • You can create the rules based on any Campaign Dimension and the operator. Select them from the dropdown
    
    
    

  • Crucially, you must assign the desired Channel and Sub-Channel* names to each rule. You can copy or delete the rule as well
    

  • You can also change the position (reorder) of the rules to control the execution priority
    

• Override (Step 2)

  • Once the rules are defined, click on Next to move to the Override section

  • In this view, you can preview how the rules classify your campaigns and see which Channel is assigned to which campaign according to the rules

  • You can manually override the Channel classification for individual campaigns.  Any such overrides applied here will be automatically added as a classification rule for those specific campaigns
    
    

  • At the top, you can see how many campaigns are classified, what percentage, etc., as an indicator of coverage. It shows how many campaigns are classified and how many campaigns have not satisfied any rule
    
    

• Final Classification (Step 3)

  • On the final step, you can verify the changes and click Save & Proceed to activate the new rule set

    

  • The rules will be run in the system after the next data sync happens. You can always preview the rules from the Preview tab and make the changes accordingly

    

    
    

How the Campaign Channel Classification Works

The system processes incoming campaign data against your defined rules:

• Campaigns are checked against the rules sequentially

• The users can manually override the channels while editing

• The user can preview the results of the rules created in the Preview tab while saving the rules

• All rules are re-processed every day as part of the nightly data sync

• When the process is initiated, the channel and sub-channel values are set to NULL for all Campaigns, and then the rules are applied sequentially

• All the rules are applied against all Campaigns in the system. Therefore, when multiple rules identify a campaign, the last rule in sequence will be the final rule that updates the said campaign
  Example:

  1. Rule 1: If Campaign Name CONTAINS “paid”, Set Channel = “Paid Search”

  2. Rule 2: If Campaign Name CONTAINS “search”, Set Channel = “Organic Search”

  3. Then a campaign with the name “Global Paid Search - GA” will be classified as “Organic Search” based on Rule 2.

  4. In this case, if you wish for Rule 1 to take effect for this campaign, Rule 2 can be updated as follows.

  5. Updated Rule 2: If Campaign Name CONTAINS “search” AND Campaign Channel IS NULL, Set Channel = “Organic Search”.   This will ensure Rule 2 is applied only for those Campaigns that have not been captured by preceding rules

• If a campaign does not match any user-defined or default rules, it is placed empty in the final preview

Note: Sub-Channel is not enabled by default. Please reach out to the Customer Success team or your Account Manager to enable it

Appendix

Exhaustive list of supported operators and their functions

Note: The string comparisons are case-insensitive