Skip to main content

How Does Campaign Grouping Impact Campaign Management?

  • Updated

Why This Update Even Matters

Before Campaign Grouping, campaign setup was heavily reliant on Meritto’s support teams or default logic:

  • Traffic Channels were hardcoded
  • Publishers were centrally managed by Meritto
  • Institutes could not create, rename, or reorganize campaign sources on their own
  • Any attribution clean-up = support ticket

Now with Campaign Grouping:

  • Campaign Management becomes fully self-serve
  • Attribution logic is customizable per institute
  • Reporting, filtering, and automation can finally match your marketing reality

What Changes in Campaign Management?

You Now Manage Publishers Locally

Earlier Now
Publishers were global and Meritto-managed Each institute has its own set of publishers
Common source tags like Shiksha, instituteDunia were shared across all You can create/edit tags per your requirement
Request changes via ticket  Do it directly from UI in Campaign Grouping Tab

Traffic Channels Are No Longer Fixed

You can now:

  • Rename traffic channels
  • Create new custom channels (up to 30)
  • Assign publishers/referrers to any channel (within rules)
Earlier Channel Editable? Now
Paid Ads ❌ No ✅ Fully Editable
Publishers, Offline, Other Campaigns ❌ No ✅ Flexible 
Direct, Chat, Referral ❌ No ✅ Fully Editable

More Granular Attribution Control

You're no longer bound by:

  • One-size-fits-all logic
  • Fixed campaign labels
  • Central publisher definitions

Now you define:

  • What counts as a “traffic channel” or “publisher/referrer”
  • How each utm_source gets mapped
  • How leads are bucketed across dashboard views

This means your Campaign Dashboard, Admin Dashboard, and Filters will reflect exactly how your team runs marketing.

Direct Impact on Attribution Reporting

Action You Take Result
Move a publisher from “Other Campaigns” to “Paid Ads” Attribution numbers update in reports
Add new publishers for new agencies No need to wait for support
Sync after editing source tags Past + future leads are re-attributed
Use Offline toggle smartly Lead Origin = Offline leads move to Offline Channel

Role-based Access Control (New Behavior)

You control who in your team can:

  • View Campaign Grouping Settings (newly added)
  • Edit Campaign Grouping Settings (newly added)
  • Just access Campaign Management Settings (Earlier Campaign Tracking Settings)
Permission Combo What They Can Do 
View + Edit Full access to the Campaign Grouping tab
View only  Tab is visible, but not editable
❌ View & ❌ Edit but Campaign Tracking Only legacy Campaign Management settings are shown

Impact on Lead Attribution

All edits to publishers or traffic channels trigger a “Save & Sync Leads” step.

This updates attribution across:

  • Campaign Dashboards
  • Admin Filters
  • Automation Rules (where used)
  • Publisher Panels (if enabled)

Notes: 

  • Removing source tags means leads with that tag will no longer match the publisher
  • Reassigning a publisher moves it across channels — it impacts filters and reporting views
  • Disabling a channel moves all its publishers to Unclassified

Comments

0 comments

Please sign in to leave a comment.