Organize your ion portfolios and campaigns

ion is designed to be as flexible as possible so you can organize your console in whatever way makes the most sense for your company, teams and users. 

 

Portfolios are like folders, or suitcases into which you will put your Campaigns. Campaigns are like folders, or suitcases, where you will actually create/publish your Creatives (your landing pages, micro sites, conversion paths, mobile pages, etc) AND where you will 'go live' and set up tests with Traffic Sources. Traffic Sources are unique URLs you create in ion and you can set up your A/B tests on your Traffic Sources. 

Create as many Portfolios, Campaigns, Creatives and Traffic Sources as you want to!

Once you start using ion and understand its flexible structure, a well-organized console can make your life much easier. When getting started with your portfolio and campaign organization, keep in mind you can always change it later. It's easy to rename portfolios and campaigns, move campaigns from one portfolio to another, etc. You won't be stuck with a certain organization. 

As you start driving traffic to your ion console, you'll notice that the organizational structure will affect the way you see reports and analytics, so keep that in mind when you plan your portfolio/campaign organization. 

Companies sometimes use ion like this:

Portfolio Level

  • If a company has different brands, they may create different portfolios for each of their brands.
  • If a company has regional marketing, they may create different portfolios for each GEO or regional market.
  • If a single brand, they might use different portfolios for each of their products.
  • If a single brand and product, they might use different portfolios for each of their major types of traffic (PPC, social, etc). ion's own console is organized this way.

Campaign Level

  • Sometimes at the campaign level, a company may organize according to each type of traffic (social media, PPC, email marketing, organic, direct mail, etc.)
  • If they didn't mark their offers as portfolios they can use campaigns instead.
  • If a company runs actual 'campaigns' then they likely set up campaigns at this level as well. 

Creative Level

  • The individual landing pages and microsites live here.

Agencies sometimes use ion like this:

Portfolio Level

  • Each client of the agency has its own separate portfolio.  This is a great organizational structure for an agency because its the top down directory for each of their clients and they can allow clients access to their specific portfolios while limiting their access to other clients portfolios.

 Campaign Level

  • Sometimes at the campaign level, they'll organize according to each traffic source (social media, PPC, email marketing, organic, direct mail, etc.)
  • They might use different campaigns for each of their offers or campaigns. 

Creative Level

  • The individual landing pages and microsites live here.

Once you start using ion and understand its flexible structure, a well-organized console can make your life much easier. When getting started with your portfolio and campaign organization, keep in mind you can always change it later. It's easy to rename portfolios and campaigns, move campaigns from one portfolio to another, etc. You won't be stuck with a certain organization. 

As you start driving traffic to your ion console, you'll notice that the organizational structure will affect the way you see reports and analytics, so keep that in mind when you plan your portfolio/campaign organization. 

If you need further help, drop a call or email to the ion team.