Lookup

Problem:

Let’s assume we have an external agency that does marketing campaigns for us, and we pay different fees for their services. As we have an export with the result of the campaign we need to map said campaigns to the agencies who ran those campaigns and see the associated fees.

Resolution:

To proceed with this exercise we will need to use the “Lookup” building block that would drill down through our dataset and map the campaigns to the agencies and indicate the associated fees by taking the steps below.

Step 1

First of all, we use the “Pull Data” building block to feed Conduit with our data. Then, as for the sake of this exercise we have the campaign fees in the spreadsheet, we use the “Pull CSV/GSheet” building block to show Conduit what are the fees for the campaigns in question.

Step 2

As a next step, we add the “Lookup” building block to the canvas. Now we instruct the building block to show “Fees” by looking for a matching metric in both data sources. In our campaign export we have a column “Campaign” which contains the Campaign name so does our Fees sheet in the spreadsheet. So “Campaign” is the common metric in both files.

Step 3

Now, if we click on “View” we will see a table with all the executed campaigns with the relevant agency fees and the cost.