Article KB53

How To Setup and Run Campaigns in Local Falcon

Last updated on 5/25/2023, 2:21 PM

Local Falcon's "Campaigns" feature is a powerful tool you can use to schedule recurring Map Scans for multiple business locations, using the same Scan Settings for each Auto Scan a Campaign runs.

Setting up Campaigns for groups of similar business locations saves you time by running Map Scans for you at regular intervals, without requiring you to manually choose locations and keywords to scan for or set the Map Scan Radius and Grid Size every time.

Campaigns also allow you to automatically send Scan Reports to the people you want to share them with, making them ideal for users who want to share Campaign Reports with multiple clients, team members, and other stakeholders.

Creating a New Campaign

1. Log in to your Local Falcon account
   • Go to the Local Falcon homepage and click "Login" in the top right-hand corner, then enter the email address and password you used to create your account.
2. Go to "Campaigns"
   • Select "Campaigns" in the main navigation menu on the left-hand side of the screen.
3. Click the "Create New Campaign" button at the top of the screen
   • Once you create Campaigns, they will be displayed on this screen as well and you can choose to edit them (see section on Editing an Existing Campaign below).
4. Enter a name for the new Campaign
   • Type the desired Campaign name into the text box displayed on this screen, then click the "Continue" button below.
   • It's best to give your Campaign a name that helps you easily identify which business locations it's for.
5. Choose the business locations you want to run the Campaign for
   • Any business locations you've imported from a connected Google account will be shown here and you can search for them by typing a name or address into the search bar, or simply by scrolling down the list.
   • If you don't see a business location you want to include in the Campaign, you can add it by Text Search, by entering a Google Place ID, or by importing from a Google account (these buttons are all above the search bar).
   • To obtain the best Local Rank Tracking data and optimize your credit usage, we recommend running separate Campaigns for businesses in areas with different population densities (for example, rural business locations in one Campaign and urban businesses in another).
   • Click the "Continue" button after you've selected all the business locations you want in the Campaign.
6. Add the keywords you want to scan for
   • Type any keywords you know you want to use into the text box and click the "+" button or hit the "Enter" key on your keyboard to add them.
   • You can add multiple keywords at once by separating them with commas before clicking "+" or hitting "Enter."
   • If you need help choosing keywords, click the "Get Keyword Suggestions" button above the text box to get a list of Suggested Keywords you can choose from (by clicking the "+" next to each one you want to add).
7. Set the Grid Size and Scan Radius
   • Select the Grid Size and Scan Radius from their respective drop-downs.
   • We recommend running a few individual "baseline" Map Scans for your business locations before you set up ongoing Campaigns to get an idea of what Grid Size and Scan Radius settings work best.
8. Select a Campaign start date, Scan Frequency, and time to run scans
   • Change the start date by clicking the text box next to "Start campaign on" and choosing a date from the calendar that pops up, or highlight the date and type a new one into the box using the format M/D/YYYY.
   • Select the Scan Frequency from the drop-down menu next to "Run scans"  — we recommend a weekly or bi-weekly frequency, although you may decide to choose a monthly frequency depending on your needs and budget.
   • Choose what time to run scans for your Campaign by clicking on the text box showing a time and selecting a new time of day from the drop-down, or by highlighting the text and entering a new time manually.
9. Set up a Campaign Report notification email (optional)
   • If you don't want to send a Campaign Report notification email, select "No" from the drop-down next to where it says "Send email after each scheduled run?"
   • If you do want to send a Campaign Report notification email to stakeholders after every automatic Map Scan your Campaign runs, fill out the fields on the screen to set it up.
   • Once you've filled out all the fields, click "Preview Notification Email" to see what the email will look like, make any adjustments you want to it, then click the "Continue" button at the bottom of the screen.
10. Review and confirm the details of your Campaign
    • Review the selections you've made for your Campaign to make sure everything looks good, then hit the "Continue" button at the bottom of the screen to finalize the details and schedule your Campaign.
    • If you need to make changes to any section of your Campaign, just click the pencil icon next to that section.

Editing an Existing Campaign

1. Log in to your Local Falcon account
   • Go to the Local Falcon homepage and click "Login" in the top right-hand corner, then enter the email address and password you used to create your account.
2. Go to "Campaigns"
   • Select "Campaigns" in the main navigation menu on the left-hand side of the screen.
3. Select the Campaign you want to edit
   • All the Campaigns you've previously created will be displayed on this screen.
   • Click the "Edit Campaign" button (indicated by a pencil icon) next to the Campaign you want to edit.
4. Make changes to any of the Campaign settings as needed
   • You can add or remove business locations and keywords, change the Grid Size and Scan Radius settings, modify the Campaign schedule, enable/disable/update the Campaign Report notification email, and pause/resume the Campaign.
5. Click the "Update Campaign" button when you're done
   • This will save all of your changes and you can then go back to your Campaigns or navigate elsewhere within your Local Falcon account.