Campaign Dashboard
  • 15 Mar 2022
  • 4 Minutes to read
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Campaign Dashboard

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

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.

Campaign analytics

The Campaign Dashboard contains review generation and budget analytics tools to help you evaluate your campaign strategies and assess campaign ROI.

To monitor the reviews generated from your campaigns:

  1. Go to my.G2, then Review Management > Campaign Dashboard.
  2. Choose a campaign and timeframe from the dropdown filters.
  3. Select each of the tabs on the graph to view the corresponding analytics.

campaign analytics

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 Budget The total funds allocated to a campaign, including reloaded funds.
Amount Spent The total amount of gift card funds distributed to reviewers, including reloaded funds that have been used.
Remaining Budget The remaining funds for your campaign.
Approved Reviews The 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 Date The date your incentives expire. Users who submit reviews after this date will not receive your incentive.
Incentive Amount The 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

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.

To add funds to your account:

  1. Go to my.g2, then Review Management > Campaign Dashboard.
  2. From the Total Gift Card Balance section, select Purchase More Gift Cards.

refilling account balance

  1. Enter the amount you want to add, then fill out your credit card information. You are limited to three transactions per day, with a maximum of $5000 per transaction.
  2. Review the payment amount, then select Submit payment to proceed with the fund purchase.
  3. 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.

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.

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 Individual Campaign Balances section, select the name of the campaign to receive additional gift card funds.
  3. Enter the amount to be added in the Add Funds to Campaign field.
  4. Select Add Funds. The Remaining Gift Card Credit 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.

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