How do you document campaign optimization? (12)
In the last few days, I was scaling two campaigns on 2 different ad-networks. I've figured it out that my whole setup is becoming a clusterfuck. I can’t image how to manage 10 offers at the same time with my current setup. There are too many changes to remember and it can become time-consuming.
I’m thinking about Google Spreadsheet file with different sheets for every offer and track main KPIs and optimization notes. For optimization purposes, I would say it’s important to have in one place the main KPIs (Clicks, CTR, CPM, CPA, ROI, …) and charts/graphs for graphical representation of data and overall performance of the offers/campaigns.
How do you document your campaign optimization?
Are you using any project management tools like Trello, Asana, Basecamp?
The easiest way to track everything would be to have annotation option or changelog on the traffic source… but we can’t do much about it.
I know that
Would be great if
I currently use Google Keep to keep track of campaign notes.
Another option may be a special notebook in Evernote with separate notes for campaigns (where note name = campaign name).
You can print out the day of changes and separate by horizontal lines.
Trello might work too each campaign could have it's own box, changes could be assigned to a date with the calendar plugin etc.
Keep adding ideas and your approaches, interesting topic. 
@erikgypes, I was using before Google Docs and Notes (similar to Evernote) but I couldn't get used to it because I didn't have all the data on one place, KPIs were still in the excel/tracker.
I'll go back to the good ol' excel and try to optimize it as much as possible. Here is my first version of the spreadsheet.
It would be really great to hear more ideas and approaches. I believe each affiliate has it's one way of documenting changes.
When I was starting, I used to write down notes on what I did and what impact it had ... later on, as I gained more experience, I learned to just look at the data in the tracker and base my decisions on what I see there.
Originally Posted by erikgyepes
You can print out the day of changes and separate by horizontal lines.
Trello might work too each campaign could have it's own box, changes could be assigned to a date with the calendar plugin etc.
Keep adding ideas and your approaches, interesting topic.
I add in a time/date line inside of a note whenever I make a change or start running a new test on a campaign. I also link my Google Sheet with KPIs and campaign metrics.
I've done the evernote setup but having it separate from campaign data is a hassle so now using notes in
Same here as sellhealthg, using notes in the tracker (
I have 3 kinds of analysis/optimizations.
1. The
2. Exporting
3. All testing rationale/documentation I'll put in excel. I'll document test name, date started, campaign involved, test change, reasoning for test being done, column for results if the test has come to a close, close date.
I've had the most trouble historically keeping up with #3 - I'll run a test for 2 weeks and forget why I ran it at all by the time its over (if I don't document properly).
Seems like doing a good job here is a matter of discipline rather than a special tool.
About this topic I would like to quote myself from my review in the
Before I had spreadsheets, one for every traffic source and inside the spreadsheets I had journals for all my campaigns.
In
Click one of the button to have the actual time and date and write your notes directly in the tracker.
No more needs for different documents per campaign or traffic source, you just have everything in one place.
In the overview the campaigns, landers and offers with notes are marked with a green star so you can spot them easily.
I use to use Excel, now I use Google Sheets. but the tracker usually can set up the reports which I have on my own servers. If you want to go in depth, I usually still xport everything and then let sheets recalculate as I already set the formulas to just grab the data and import it in the views I want to. Now my question is are you doing this for yourself or like more for a team to document the optimization?
I've always enjoyed the simple approaches to everything (K.I.S.S :P),
@wakeboarder very similar to yours with the ROI tags green/red for facebook accounts its always just been tracking funds and revenues with a base account price if was farmed/bought etc
But also have a sheet 2 tab which tracks all adcopies/targeting/image-video folder/CPA
CPA's are pulled from sheet 2 and put into sheet 1 automatically and as long as the target CPA is below the offer CPA its green and if not its red :P then VA's have ability optimise based just on the colour whether to pause or not.
With these two sheets we've been able to have large scale with cheap VA's as the whole overview is visible and easy for everyone to understand and disconnects the chance of getting headaches trying to assess all the data.
I used to always think the only way to track everything and get the work up was me but being convinced in the art of letting go of the smaller operations from some of the best affs in this forum has been huge. Would you rather 150% at $1k spend or 70% roi at $10,000 spend?
(these are re-worked examples of our spreadsheets for demo)
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