How do I create a SmartPromo?

Creating a SmartPromo

💡 The SmartPromos feature is available for teams on the Pro or Enterprise plans. You'll also need to make sure you've installed your team's Trackable analytics prefix on your show's RSS feed before you create a SmartPromo. Visit this link for instructions.

To get started, visit the SmartPromos page in your Chartable dashboard, then click on the green Create Promo button in the top right.

1. Enter the name of the podcast you're promoting

Enter the name of the podcast you're going to be promoting. Once you start typing, you should see the podcast appear in the search results. Select the show from the list.

2. Select Dynamic or Baked-In

We'll need to know if the promotion will be dynamically inserted into the podcast episode, or if it will be "baked-in" to the episode.

💡 If you're not sure which to select, click on "What does this mean?" to learn more. If the publisher team has asked for or mentioned a "tracking pixel" or a "pixel code", you'll want to select Dynamic.

3. Enter the name of the podcast the promotion is running on

💡Leave this section blank if you need a Run of Network (RON) tracking pixel for a dynamically inserted campaign, or if you just want to be be able to generate a tracking pixel that you can use internally or email to someone.

4a. For internal dynamic promotions: Select the DAI platform you need a tracking pixel for

4b. For external dynamic promotions: Enter the name of the publisher you're working with for this promotion

💡 Chartable requires the publisher team to approve SmartPromos. We'll use the information you provide us in this step to assign the SmartPromo to the correct team in Chartable for approval.

If the promotion will be dynamically inserted, the publisher team will be able to select a DAI platform and create a tracking pixel that you'll both have access to from your Chartable dashboards.

4c. For external baked-in promotions: Enter the name of the publisher you're working with for this promotion

Enter the name of the publisher who can give us approval to provide attribution for your promotion. We'll notify them that their approval is required for this SmartPromo.

💡 An email address is not required, but can help speed up the approval process if the publisher isn't currently a Chartable user.

5. Click Create Promo

That's it! We'll use the information you provided to assign the SmartPromo to the appropriate publisher team for approval. 

Once the publisher has approved the SmartPromo, you'll begin seeing analytics data for it in your SmartPromos > Analytics page once we begin receiving impressions and conversions from the tracking pixel or the episode with the baked-in promotion.

💡 Our system will try to automatically assign the SmartPromo to the correct Chartable account for the publisher team to get their approval. In some cases, the team the promo is assigned to is not the team that will be approving the SmartPromo. If you notice that the SmartPromo has been assigned to the wrong publisher team, please email [email protected] and let us know the name of the SmartPromo and which publisher team it should be re-assigned to.

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