Campaign Dashboard
  • 14 Nov 2023
  • 4 Minutes to read
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Campaign Dashboard

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Article Summary

You can manage campaign funds, track campaign-generated reviews, and compare the success of different campaigns directly from your Campaign Dashboard in my.G2.

Campaign Dashboard showing total review campaigns, average campaign score, star distribution, etc

You can track both G2-managed and self-managed review campaigns via the Campaign Dashboard.

For more information on G2-managed campaigns, refer to G2's Review Campaigns documentation. For more information on self-managed campaigns, please contact your G2 representative.

To access Campaign Dashboard, go to my.G2, then Review Management > Campaign Dashboard.

Campaign analytics

Campaign Dashboard contains review generation and budget analytics tools to help you evaluate your campaign strategies and assess campaign ROI. To get started, choose a date range and campaign from the filter panel.

Choose a default date range or enter a custom range

Select each of the tabs to learn more about your campaign performance. For example, The Top UTM by Review Count panel of the Total Campaign Reviews tab shows the top five UTM parameters that added to your review form URL.

UTM source, campaign, and medium analytics tools

To monitor the spending from your campaigns:

  1. Go to my.g2, then Review Management > Campaign Dashboard.
  2. Scroll to the Individual Campaign Balances section. The table contains several columns that you can use to evaluate your campaign performance:
Campaign BudgetThe total funds allocated to a campaign, including reloaded funds.
Amount SpentThe total amount of gift card funds distributed to reviewers, including reloaded funds that have been used.
Remaining BudgetThe remaining funds for your campaign.
Approved ReviewsThe number of reviews approved.
Incentivized (Y/N)Whether your campaign is currently incentivized.

For incentivized campaigns, if your incentive expiration date has passed or your remaining budget drops to zero, this field updates to No. This change will also reflect on your review-collection landing page.
Incentive Expiration DateThe date your incentives expire. Users who submit reviews after this date will not receive your incentive.
Incentive AmountThe incentive amount each reviewer receives after submitting an approved review to G2.

Adding funds to your account

Maintaining a sufficient account balance ensures that your team can quickly distribute funds to successful campaigns as needed.

G2 sends a low-balance email notification when your total account balance falls below $250.

low account balance

To add funds to your account:

  1. Go to my.g2, then Review Management > Campaign Dashboard.
  2. From the Campaign Balance panel, select Purchase More Funds.

refilling account balance

  1. Enter your Full Name, the Email Address that should receive a transaction receipt, and your Payment Method.

refilling account balance

G2 accepts the following credit card payment processors for loading gift card funds:

Visa, Mastercard, American Express, Discover, JCB, Diners, UnionPay

Payments are processed by a third party. G2 does not retain any payment information. To ensure PCI DSS compliance, G2 has completed a PCI Self-Assessment Questionnaire (SAQ), which can be provided upon request.
  1. Enter an Amount, then select Purchase Now.
  2. To verify the success of your transaction, go to Review Management > Campaign Dashboard. The Total Gift Card Balance immediately updates to reflect your funds addition.

Adding gift card funds to a campaign

Once funds are added to your account, they must be distributed to individual campaigns in order to be used. If a customer completes a review when there are no remaining funds, they are presented with the following message:

out of funds notification

To ensure your reviewers enjoy your G2 review experience, G2 recommends maintaining sufficient funds for the duration of your campaign.

Adding additional gift card funds allows you to continue collecting incentivized reviews during a successful campaign. G2 sends a low-balance email notification when your remaining budget for a specific campaign falls below $100.

low campaign balance

Emails are sent to all members of your organization who have a Marketing role in my.G2. To view your roles, go to my.G2, then Account > Admin Users. To change a role, use the dropdown in the User Role column.

adding funds to campaign

To assign funds to a G2 Review Campaign:

  1. Go to my.g2, then Review Management > Campaign Dashboard.
  2. From the Apply funds to a Campaign panel, enter an amount and choose your campaign. Funds must be added in $5 increments.
  3. Select Apply Funds. The Total Account Balance immediately updates to reflect your funds addition.

You can also verify your transaction in the Recent Transactions section of the Campaign Dashboard.

Moving gift card funds between campaigns

If a campaign is not performing to expectations, you can return the gift card funds from the campaign to your total gift card balance.

To ensure that your promised incentives remain available to new reviewers, G2 does not recommend removing all funds from an active campaign.

To move funds between campaigns:

  1. Go to my.g2, then Review Management > Campaign Dashboard.
  2. From the Individual Campaign Balances section, select the name of the campaign you want to defund.
  3. Select Return Funds to return the entire Remaining Gift Card Credit to your total account balance.
  4. To verify the success of your transaction, go to Review Management > Campaign Dashboard. The Total Gift Card Balance immediately updates to reflect your available funds.

You can also verify your transaction in the Recent Transactions section of the Campaign Dashboard.

  1. To redistribute your funds to an existing campaign, refer to the Adding gift card funds to a campaign section.