Overview

This guide will review the NEW Ad Assignment UI as well as the steps a user needs to perform in order to assign Ads within the DSP Platform.

Ensure to have Ads already created within your Advertiser

For documentation related to Creating Ads Click Here

Navigation to Ad Assignment UI

  1. Select an Account, then select the Advertiser housing the ads

  2. Select a Campaign

  3. Click Campaign Options to access the Campaign Builder UI

  4. Prior to Ad Assignment, the User should have already completed Steps 1 and 2 (For Campaign Builder Steps click Here)

  5. Click into the Ads Tab - Step 7 - The below page will render - Visuals shown below

UI Overview

Ad Settings - Description of Fields

Field

Description

Protocol

Choose either non-secure http:// or secure https://

Landing URL

This field is used for ads assigned to the campaign, if they are not declared on the ad itself the ad will inherit the campaigns landing URL

Ad Server

The default Ad Server is Sizmek DSP - this will be updated in a future release

Privacy Icon (Toggle)

This field is not editable. If you have any questions please reach out to your Account Manager

Icon Type

This field is not editable. These choices will differ dependant on Account Setup

Icon Location

This field is not editable. If you need to have this changed please reach out to your Account Manager

Filtering

On the right-hand side of the page, Users will see the option to Filter:

Description of fields

Notes:

  • Users can expand and contract each filter by using the carrots

  • When applying Filters the number next to the filter selected will change based on what was applied

  • To Clear Filters - Click Clear

Examples Shown Below:

Filter

Description

Visual

Line Item - Status

Filters by Line Items Status

Status Definitions Below:

  • Running - Line Item is enabled/live

  • Paused - Line Item is inactive/paused

  • Active Flight - Flight is active (current day falls within Flight Start and End Dates)


Line Item - Name

Filters by Line Item Name

Users can add in tags for easy filtering - Simply click (plus) ​Ad Tag and create a tag of your choice, the platform will then filter that tag if the Line Item name contains that tag


Tactic Status

Filters by the Tactic Status

Status Definitions Below:

  • Running - The Tactic is enabled/live

  • Paused - The Tactic is inactive/paused


Tactic Name

Filters by Tactic Name

Users can add in tags for easy filtering - Simply click (plus) ​Ad Tag and create a tag of your choice, the platform will then filter that tag if the Tactic name contains that tag


Ad Status

Filters by the Ad Status

Status Definitions Below:

  • Running - Ad is enabled/live

  • Paused - Ad is inactive/paused


Ad Name

Filters by Ad Name

Users can add in tags for easy filtering - Simply click (plus) ​Ad Tag and create a tag of your choice, the platform will then filter that tag if the Ad name contains that tag


Audit Status - All Sources

Filters by Ad Audit Status across ALL Exchanges

Status Below:

  • Pending (Internal)

  • Pending (Exchanges)

  • Passed

  • Failed

  • Other (Expired, Inauditable, Blacklisted)

For More information on Status Definitions Click Here


Audit Status - Google ADX SSL

Filters by Ad Audit Status on Google ADX SSL Only

  • Pending

  • Passed

  • Failed

  • Other (Expired, Inauditable, Blacklisted)

For More information on Status Definitions Click Here


Audit Status - Xandr

Filters by Ad Audit Status on Xandr Only

  • Pending

  • Passed

  • Failed

  • Other (Expired, Inauditable, Blacklisted)

For More information on Status Definitions Click Here


Audit Status - Xandr MS

Filters by Ad Audit Status on Xandr MS Only

  • Pending

  • Passed

  • Failed

  • Other (Expired, Inauditable, Blacklisted)

For More information on Status Definitions Click Here



Assigning Ads

1-Use the checkboxes to select the Tactic(s) where ads need to be assigned

2-Click the “Expand” button at the Line Item level to show Tactics for a given Line Item, or click the “Expand All” button to display all Tactics for all Line Items

Note: Selecting a Line Item will select all Tactics within it

Once selected, the “Update Ads” button will become enabled:


3-Click the “Update Ads” button to pull up the following UI:


4-While viewing the “Available Ads” tab, all ads housed at the Advertiser level will be displayed. Click the “Search” icon to filter by Ad Name, or click the “Filter” icon to filter by other criteria.
Once complete, use the checkboxes to select the ads to be assigned to the selected campaign object(s) (indicated in the top-left of the window)

5-Click and view the “Assigned Ads” tab to view all ads selected for assignment, then click “Save” to update the ad assignments.
Use the checkboxes to de-select and remove any ads that may have been accidentally selected for assignment (ad assignments are not saved until the “Save” button has been clicked)

6-Once the “Save” button is clicked, you will remain in the window in order to review ad assignments or continue assigning more ads. Otherwise, the “Close” button can be clicked to return to the Ad Assignment grid.

7-After clicking “Close”, you will be returned to the Ads Step and the count of assigned ads for the selected Tactic(s) will be updated under the “Ads” column. Once a Tactic has at least 1 ad assigned, an “Expand” button becomes available at the Tactic level, which will display a list of the ads assigned to said Tactic when clicked:

1-Click the name of any assigned ads to view more details about a given ad in the Ad Details panel:

  1. The first section (#1 pictured below) will display an Ad Preview and read-only details, as well as the ability to change the status of an ad (status toggle) or edit the ad in a new tab (pencil icon)

    • The second section (#2) will display the HTML tag, as well as any extra HTML (applicable to HTML and Image ads only)

    • The third section (#3) will display the audit details of the selected ad:

2-Repeat steps 1-6 until all running Tactics have at least 1 ad assigned - once completed, a blue checkmark will appear next to the Ads step name to indicate that the step is complete.

Unassigning Ads

  1. Use the checkboxes to select the Tactic(s) where ads need to be unassigned

  2. Click the “Update Ads” button, then navigate to the “Assigned Ads” tab

    • If multiple Tactics were selected, the “Available Ads” tab will display all ads assigned to any of the selected Tactics

  3. De-select ads to be unassigned, then click “Save” to confirm the changes.

Manage Ads

In order to view a grid/list of all ads assigned to the campaign without the Line Item/Tactic hierarchy view, click the “Manage Ads” button at the top-right of the Ads step:

Available functionality within this page includes:

  • Search

  • Filters

  • Column Manager

  • Export

The next section will describe each of the functionalities:

  • Search - Click on the Magnifying Glass to Search for Ads

    • The Ad Name filter will be highlighted - Add in the search criteria and Click Enter

      • The list of ads containing the Ad Tag will display ie. Below

  • Filters - Click on the Funnel Icon to Filter Ads

Filter

Description

Visual

Status

Filters Ads by Status

Status Definitions Below:

  • Running - Line Item is enabled/live

  • Paused - Line Item is inactive/paused


Ad Name

Filters Ads by Name

Users can add in tags for easy filtering - Simply click (plus) ​Ad Tag and create a tag of your choice, the platform will then filter that tag if the Ad name contains that tag

Ad ID

Filters Ads by ID

  • Equal to =

  • Not Equal to

  • >- Greater Than

  • < - Less Than

  • Between

  • Not Between


Type

Filters Ads by Type - Choices Below:

  • HTML

  • Image

  • Flash

  • Video/Audio

  • Facebook RHS

  • Facebook Newsfeed

  • Instagram

  • Facebook Video

  • Native


Size

Filters Ads by Size

Enter in the Ad sizes for the system to filter by

Example shown on the right - 728x90 and 300x250


Start Date

Filters Ads by Start Date (if implemented)

  • Equal to =

  • Not Equal to

  • >- Greater than or equal to

  • < - Less than or equal to

  • Between

  • Not Between


Click the Calendar icon to Select Date



End Date

Filters Ads by End Date (if implemented)

  • Equal to =

  • Not Equal to

  • >- Greater than or equal to

  • <- Less than or equal to

  • Between

  • Not Between


Click the Calendar icon to Select Date


Created

Filters Ads by Creation Date

  • Equal to =

  • Not Equal to

  • >- Greater than or equal to

  • <- Less than or equal to

  • Between

  • Not Between

Click the Calendar icon to Select Date



Last Updated

Filters Ads by Last Updated Date

  • Equal to =

  • Not Equal to

  • >- Greater than or equal to

  • <- Less than or equal to

  • Between

  • Not Between


Click the Calendar icon to Select Date



Audit Status

Filter by Ad Audit Status across ALL Exchanges

Status Below:

  • Pending (Internal)

  • Pending (Exchanges)

  • Passed

  • Failed

  • Other (Expired, Inauditable, Blacklisted)

For More information on Status Definitions Click Here


Audit Status - Google ADX SSL

Filters by Ad Audit Status on Google ADX SSL Only

  • Pending

  • Passed

  • Failed

  • Other (Expired, Inauditable, Blacklisted)

For More information on Status Definitions Click Here

Audit Status - Xandr

Filters by Ad Audit Status on Xandr Only

  • Pending

  • Passed

  • Failed

  • Other (Expired, Inauditable, Blacklisted)

For More information on Status Definitions Click Here


Audit Status - Xandr MS

Filters by Ad Audit Status on Xandr MS Only

  • Pending

  • Passed

  • Failed

  • Other (Expired, Inauditable, Blacklisted)

For More information on Status Definitions Click Here


Campaign Name

Filters Ads by Assigned Campaign Name

Users can add in tags for easy filtering - Simply click (plus) Ad Tag and create a tag of your choice, the platform will then filter that tag if the Campaign Name contains that tag


Campaign ID

Filters Ads by Assigned Campaign ID

Enter in the Campaign Id to the Search field for results


Line Item Name

Filters Ads by Assigned Line Item Name

Users can add in tags for easy filtering - Simply click (plus) ​Ad Tag and create a tag of your choice, the platform will then filter that tag if the Line Item name contains that tag


Line Item Id

Filters Ads by Assigned Line Item ID

Enter in the Line Item Id to the Search field for results


Tactic Name

Filters Ads by Assigned Tactic Name

Users can add in tags for easy filtering - Simply click (plus) ​Ad Tag and create a tag of your choice, the platform will then filter that tag if the Tactic name contains that tag

Tactics Id

Filters Ads by Assigned Tactic ID

Enter in the Tactic Id to the Search field for results


3rd Party Placement ID

Filters Ads by Assigned 3rd Party Placement ID

Enter in the 3rd Party Placement ID to the Search field for results


  • Column Manager - Click on the Gear - Choose the Filters to render for the Manage Ads Page and Click Apply

  • Export - Users can Download contents of the grid as-is to CSV

    • Click the Export Icon

      • The File will download and can be seen at the bottom left side of your screen




11