Creating an Advertiser
In order to create a new advertiser within Zeta DSP,
1. From the menu on the left, click on the Account dropdown, and then begin typing or directly select the name of the account that the new Advertiser will be associated with.
The Advertiser will inherit settings from the selected Account.
2. Click on the +Advertiser button at the top right and fill out the details in the Create New Advertiser window that appears.
Enter the following fields:
Name & Details
Name of Advertiser
Enter the Advertiser's name. This name must be unique. You may wish to search using the bar at the top right to see whether the company name you wish to use already exists.
Enter a version of the company name that is ten characters or less. The Short Name matters if you are also using the Zeta DMP software offering, where the Short Name is used in a number of places, especially on company selection screens. If you are already using the DMP, ensure that the Short Name you enter here matches the one you used on the DMP.
Select the currency type.
Select the time zone to be used as the start and stop times for campaigns. This is also used for reporting.
This is an optional step. You can add targeting to the Advertiser, which will apply to all campaigns run for that Advertiser.
Advanced Settings (Optional)
This is an optional step. Enter your Pixels and Optimization specifications. Click on Save (in the upper right) to save the Advertiser.
This is an optional step. Enter the email addresses of the Account Manager, Trader, Analyst, Sales Person #1, and Sales Person #2. Click on Close.
Editing an Advertiser
To edit a created advertiser,
1. Select the Advertiser name from the Advertisers Grid and click on Advertiser Settings at the top-right.
The Advertiser Builder opens where you can make the necessary edits and click on Save.
Viewing an Advertiser
You can view campaign data across a set date range by clicking on the Calendar icon in the upper-left of the Advertisers Grid and selecting the Start Date and End Date. Alternatively, you can also click on the Shortcuts menu to select a pre-determined date range.
The upper-right corner of the Grid shows the Total Spend and Total Impressions. These numbers reflect the displayed date range.