Using Campaign Targeter

Audio: OST: Introducing Campaign Targeter
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Audio: Campaign Targeter is the innovative online tool from Australia post that helps you reach new customers by creating more effective promotional mail campaigns.
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Audio: Campaign Targeter offers flexible and easy to use mapping tools to accurately define your delivery catchment area.
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Audio: You can locate new customers by using integrated helix personas to identify your target audience and view them on the map
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Audio: Using this dynamic online tool you can self-serve your own promotional mail campaigns from creation and mapping through to booking so your communication hits letterboxes on time and on budget
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Audio: Increase the effectiveness of your promotional mail campaigns by more accurately defining delivery areas. You can define your target catchment area using a variety of easy to use options.
Visual: OST: Mapping Delivery Areas 
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Audio: These include entering an address or dropping a pin at a selected area and setting a delivery radius, drawing a custom campaign boundary, selecting from pre-set boundaries such as suburbs, postcodes and electorates or uploading your existing catchment area files. 
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Audio: But more than just where you’re delivering to Campaign Targeter enables you to target who you’re delivering to.
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Audio: Take advantage of powerful demographic features called customer insights that can help you reach your target audience.
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Audio: You can choose from a range of available customer insights including basic demographic information or powerful helix personas that harness population and psychographic data such as lifestyle, attitudes, behaviours and values to locate your audience on the map.
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Audio: These easy to use features make it possible for you to expand your customer base by more accurately targeting your intended audience.
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Audio: Campaign Targeter gives you simple options for managing the cost versus coverage of reaching the address in your defined catchment areas.
Visual: OST: Configuring your campaign
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Audio: A campaign summary table displays an estimate of the costs and address counts for delivery by Australia Posts unaddressed and or acquisition mail services.
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Audio: Australia Post offers reliable bulk mail options to support your campaign needs.
Visual: OST: Bulk Mail Options
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Audio: Unaddressed mail offers a lower cost solution and is delivered at a postal round level. Acquisition mail allows you to target recipients to the level of SA1s. This option offers greater accuracy making it possible to target approximately 400 households.
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Audio: Are you a growing business looking to tap new markets, or a larger organisation with greater mail marketing needs. Maybe your business has multiple locations and users who require campaign access, or you use a mail house or media agency to coordinate promotions.
Visual: OST: Need more?
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Audio: Whatever your needs large or small Campaign Targeter enables you to create individual customer accounts, manage multiple users and access privileges and assign mail agencies, then your business can create and plan its promotional mail campaigns the way they should be. 
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Audio: Once you are ready to proceed, click Save to save your campaign and then click Next.
Visual: OST: What Next?
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Audio: You'll now be taken to the Review screen. Click View or Print to download a campaign summary report. 
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Audio: Click Next to proceed to the Booking screen.
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Audio: The Booking screen provides clear steps to booking your Unaddressed Mail and Acquisition Mail services.
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Audio: To book Unaddressed Mail, first download the locations file for your campaign.
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Audio: Next, download, complete and save the Unaddressed Mail Booking Request.
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Audio: Finally, select either the Premium or Standard service and email your locations file and completed booking request to the address shown. 
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Audio: To book Acquisition Mail from the Campaign Targeter booking screen, click the button shown.
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Audio: Read and accept the Acquisition Mail terms and conditions, complete the Robot Check and download the address file.
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Audio: Next, download and save the Acquisition Mail Lodgement Form. You'll need to complete this form to present at lodgement.
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Audio: The booking process is now complete.
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Audio: You're now ready to prepare your articles for lodgement and delivery. 
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Audio: For more information, visit auspost.com.au, or speak to your Australia Post account manager.
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Audio: To begin planning promotional mail campaigns with Campaign Targeter, first you need to register an account for your organisation. Once this main account is created, additional users can be invited to this account as required.
Audio: To do this, go to campaigntargeter.com.au
Audio: Select “Register” on the login page.
Audio: Enter your details including your name, email address, mobile phone number and a password. Accept the terms and conditions by ticking the checkbox provided and then select the Submit button.
Audio: You will then receive an SMS, with a verification code. Enter this code into the field provided and select “Verify”.
Audio: You will also receive an email containing a link to verify your email address. Clicking this link will verify your email address and return you to Campaign Targeter to continue the registration process.
Audio: The final step of the registration process is to enter the details of your customer account. These are the details of the business, organisation or agency that you will represent when planning promotional mail campaigns using Campaign Targeter.
Audio: If you are a media agency or mail house, inform us by selecting the “is agency” button. Once your request is verified by Australia Post, your customers will be able to find you in Campaign Targeter and give you access to their account. You will then be able to create campaigns on their behalf or manage their entire account.
Audio: Remember to complete all mandatory fields. Business name and phone number are mandatory for all customers. ABN is mandatory for agency customers.
Audio: Select “Save” to complete the registration process.
Audio: You will then be taken to the Dashboard, where you can begin planning promotional mail campaigns, create sub-accounts or invite additional users to your account.
Audio: To find out more, go to auspost.com.au/campaigntargeter

Audio: OST: Logging In and Finding Your Way Around
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Audio: After you have registered or been invited to join Campaign Targeter getting started is quick and easy.
Visual: Quick screen capture of logging in and using Campaign Targeter.
Audio: OST: Logging In
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Audio: To login, simply go to campaigntargeter.com.au. Enter your username and password. Remember, your username is the email address associated with your account. Select “Login”.
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Audio: OST: Resetting Your Password
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Audio: If you have forgotten or misplaced your password, select the “Forgot Password” link on the login page and follow the instructions to reset your Campaign Targeter password.
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Audio: OST: Navigating Campaign Targeter
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Audio: The Dashboard is the Campaign Targeter homepage. Here you can access the functions of Campaign Targeter. The menus and functions available to you on the dashboard will depend on your account configuration and level of access. The Customer Menu allows you to perform various functions at the main customer account level. 10 Your Customer Account is displayed here. If you have access to more than one customer account, select the desired account from the dropdown list. Account administrators can use the Customer menu to:

• Create new or edit existing promotional mail campaigns,
• Upload Catchment Shapefile Sets,
• Create customer Sub-Accounts,
• Invite additional users, and;
• Assign agencies access to your account. 

Visual: Screen capture. OST – “Administrator”
Audio: Users that do not have administrator access will only see the campaigns function, to create and edit promotional mail campaigns.
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Audio: If you have created or been assigned to a customer Sub-Account, the Sub-Account menu will appear on the Dashboard.
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Audio: This menu can be used to create and edit Campaigns at a Sub-Account level. If you have access to more than one Sub-Account, select the desired Sub-Account from the dropdown list.
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Audio: Return to the Dashboard at any time by selecting the logo at the top left of screen. Screen capture. Dashboard functions are also available at any time by selecting the grid icon at the top right of screen. Use this icon to access additional options including contacting the Campaign Targeter support team and logging out from your account.
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Audio: OST: Configuring Your Account
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Audio: Whether you’re a small or large business, agency or mail house, you can configure your Campaign Targeter account to reflect your business and make organising your promotional mail campaigns fast, easy and efficient.
Audio: The Customer menu provides all the options you need to effectively configure your account. Visual Diagram of business facets (Head office, locations, staff, service areas, mail-house). Labels appear beside each – Customer, Sub-Accounts, Users, Catchment Sets, Agency.
Visual: Screen capture: Dashboard (Admin)
Audio: OST: Create Sub-Accounts
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Audio: If your business is a franchise or has multiple store locations, you can set up sub-accounts that allow you to manage promotional mail campaigns for individual stores. Users of these sub-accounts can also independently create and manage their own promotional mail campaigns if desired. Visual: Mix of infographics and screen capture.
Audio: If you are a mail house or agency, you may wish to use this feature to create sub-accounts for each of the customers you manage.
Visual: OST: For more information, refer to Creating Sub-Accounts.
Audio: OST: Invite Users
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Audio: Invite additional users to your customer account or sub-accounts so multiple people can create and manage promotional mail campaigns for your business.
Audio: Easily assign access privileges so additional users have access only to the Campaign Targeter functions that they need.
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Visual: OST: For more information, refer to Inviting Users and Assigning Access.
Audio: OST: Assign Agencies
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Audio: If you use a mail house or marketing agency to plan promotional mail campaigns, then Campaign Targeter has got you covered.
Audio: You can add a mail house or agency to your account and assign the appropriate level of access required. The agency can then create promotional mail campaigns on your behalf or completely manage your account if you wish.
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Audio: OST: Acquisition Mail must be booked through an agency
Visual: OST: For more information, refer to Assigning Agencies with Access.
Audio: OST: Upload Catchment Sets
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Audio: Does your business already have location or service area data captured in a shapefile? You may be able to upload this data directly into Campaign Targeter to automatically create sub-account locations and campaign Catchment Areas.
Audio: Use Catchment Sets to easily create promotional mail campaigns of up to 500 locations. Catchment Sets have a specific format and are a helpful feature if you frequently create promotional mail campaigns for multiple store locations.
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Visual: OST: For more information, refer to Mapping Catchments – Using Catchment Shapefiles.
Audio: As you can see, there are lots of ways to configure Campaign Targeter to suit your needs. Get started now by registering your account at campaigntargeter.com.au
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Audio: OST: Creating Customer Sub-Accounts
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Audio: In Campaign Targeter, you can set up sub-accounts so you can manage promotional mail campaigns for individual stores, accounts or locations.
Visual: Graphic of business with multiple locations. Graphic of sub account users.
Audio: If you are a mail house or agency, you can use this feature to create individual sub-accounts for the customers you manage.
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Audio: To create a sub-account, select “Sub-Accounts” from the Customer menu on the Dashboard. Visual: Screen capture.
Audio: Select “Create New Sub-Account”.
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Audio: Add information about the sub-account in the Details fields provided. The account name and phone number fields are mandatory.
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Audio: Select “Save” to complete the process.
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Audio: Active sub-accounts are listed on the left. These can be edited by selecting the corresponding “Edit” button.
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Audio: To deactivate a sub-account, turn off the “Active” button and select “Save”.
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Audio: The sub-account will then be archived.
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Audio: To view or edit archived sub-accounts, tick the “Show Archived” checkbox.
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Audio: Once you have created a sub-account, a separate Sub-Accounts menu will appear on the Dashboard.
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Audio: If you have access to more than one sub-account, select the desired sub-account from the drop-down list.
Audio: Using this menu, administrators can:

• create and manage promotional mail campaigns that are only available to the selected sub-account,
• invite new or existing users to the sub-account and assign their level of access, and,
• view and update the sub-account details.

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Audio: Sub-account users that do not have administrator access can use this menu to create promotional mail campaigns at the sub-account level.
Audio: These user-friendly features offer flexibility and scalability, so you can manage the promotional mail for your business in a way that’s easy and effective.

Audio: OST: Inviting Users and Assigning Access
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Audio: Do multiple people plan promotional mail campaigns for your organisation? Do you have multiple accounts or sub-accounts?
Audio: Using Campaign Targeter, account administrators can invite new users or add existing users to their accounts or sub-accounts and easily manage user access levels.
Audio: To invite a new user, log in to Campaign Targeter and select “Users” from the Dashboard menu. If you have multiple accounts and sub-accounts, make sure the appropriate account is selected first.
Audio: Existing users are listed on the left. To add a new user, select “Create New User”.
Audio: Enter the new user’s name and email address in the fields provided.
Audio: When adding users, you can assign administrator or user-level access. Administrators can perform all functions and modify account settings, whereas a user only has access to create campaigns.
Audio: If you would like the new user to have administrator access, tick the “Admin User” checkbox.
Audio: Select “Send Invite”. An email will be sent to the new user inviting them to confirm their registration. You will be taken to the “Manage Users” screen where you can add a mobile phone number for the new user and further configure their level of access.
Audio: Here you can easily assign access to all sub-accounts as a user or an administrator.
Audio: If you would like to only assign access to specific sub-accounts, disable these options and select “Save”. Then select the “Accounts” tab.
Audio: Now you can assign this user access to selected sub-accounts. First, select “Assign”. Choose a sub-account from the drop-down list and select “Add”. The user will then be able to access th