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Summary
Summary
This logic will group campaign names into clear, meaningful categories like “Mortgage,” “Business,” “Consumer,” or “General,” based on common keywords. It helps bring consistency to naming and makes reporting much easier to manage.
You can easily adapt this approach to include other categories or tailor it to different teams, brands, or product lines. It’s especially useful when you’re working across multiple campaigns and need a cleaner view of performance.
Please see below for benefits and implementation steps.
Benefits
Benefits
Clear categories simplify the analysis of campaign performance.
Removes redundancy and unnecessary complexity from raw campaign names.
Compare metrics across Mortgage, Consumer, and Business campaigns to identify trends and optimize strategies.
The updated logic can be further customized as campaign naming conventions evolve.
Implementation
Implementation
Step 1
Step 1
Navigate to Data in the left navigation then choose Calculation and press the + button.
Create a calculated field using a CASE statement
Step 2
Step 2
Use this logic to group the size variations:
Note: Any values not assigned by the lines in the CASE statement will be labelled as "Unassigned"
Step 3
Step 3
Test the calculation and save it by pressing the button at the bottom of the page.
Step 4
Step 4
Add the new calculation dimension to your dashboard widgets and reports.
There is often more than one way to solve a problem in the Tapclicks platform, so it's important to consider how each one could impact the performance of your instance. Here are some key points to keep in mind:
Advanced calculations: While powerful, advanced calculations can slow performance with large datasets. Use simpler calculations when possible and reserve advanced ones for when necessary to maintain efficiency.
Limit CASE statements: Keep CASE statements to 10 branches or fewer. Larger ones can slow processing, so simplify or break them into smaller segments for better performance.
Data lookups for large conditions: For complex conditions, consider using data lookups from external sources like Google Sheets to simplify logic and improve performance.
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