The Campaign Grid

Overview

The Campaign Grid shows a row for each line-item and tactic in your campaign. On this grid, you can view delivery, spend, budget, and other line-item/tactic details. You can quickly adjust line-items and tactics using the following techniques below. 

Viewing a Campaign

  1. Navigate to the DSP logo in the upper left corner. The DSP shows a menu for Advertisers and Admin.

  2. Select the Account that contains your advertiser, and then select your Advertiser. The DSP will display all of the advertiser's campaigns. 

  3. Click on the Campaign you would like to view from the list.

  4. The Campaign Grid opens, showing all your campaign details.

Adjusting Campaign-Level Settings

Click the Campaign Setup button in the upper-right corner of the Campaign Grid to open The Campaign Builder. All campaign-level settings can be managed there.

Adjusting the Campaign Grid View

Sorting by a Column

Click the column header filter a column or adjust its display. See Filtering by a Column and Adjusting Column Display (below) for more information. 


Filtering by a Column

Click the arrow below the column header to open that column's filtering menu. The filtering options depend on whether the column shows a string or a numerical value.

Adjusting Column Display

  1. Hover over a column header to show the column options menu

  2. The following options are available:

    1. Pin Column: Pin the column to the left or right.

    2. Autosize This Column/Autosize All Columns: Automatically adjust column width.

    3. Expand/Collapse All: Expand/Collapse all line-items and tactics.

The Campaign Grid Header

Rename Multiple Line-Items or Tactics

  1. Click the checkbox next to each line-item or tactic you are editing.

  2. Click the Bulk Action menu, and then click Name to rename multiple line-items or tactics simultaneously.

Assign Daily Budget

  1. Click the checkbox next to each line-item or tactic you are editing.

  2. Click the Bulk Action menu, and then click Daily Budget to adjust the daily budget for multiple lines.

If Autopacer is on, Daily Budget will automatically update daily based on the remaining Flight budget.

Apply Targeting Rules in Bulk

The Campaign Grid's Bulk Action menu lets you apply targeting rules to many line-items and tactics at the same time.

  1. Click the checkbox next to each line-item and/or tactic you would like to bulk edit targeting to.

  2. Click the Bulk Action menu, and then click Targeting.

3. The DSP shows the selected line-items and tactics. Click + Targeting to add a new targeting rule to the selected line-items and tactics.

4. Apply targeting as usual. See Targeting for details.

Bulk Update dCPM Pricing

  1. Click the checkbox next to each line-item or tactic that has set dCPM pricing.

  2. Click the Bulk Action menu, and then click dCPM Pricing to set a maximum and minimum dCPM value for all selected lines.

Toggle Chart

This feature allows users to quickly view campaign data within the Campaign Grid. 

Open the Chart

By default, the chart is not displayed. To view the chart, select Toggle Chart from the toolbar. Once the screen loads, adjust your Chart Settings and input a desired date range.

In the screenshot above, the blue bars indicate spend and the green lines indicate impressions.

Chart Settings

To open the Chart Settings pane, click Open Settings. To close the Chart Settings pane, click Close Settings. 

Filter

Filter the chart to display different metrics of all flights and all line-items. 

  • Filter the date range of the chart by clicking the date range box to adjust the range the chart displays. The default date range is the campaign start and end dates.

  • Filter the flights contained in the chart by clicking the flights menu on the left

  • Filter the line-items shown in the chart by clicking the line-item menu on the left.

  • Filter the display of metrics in the chart by clicking the

    icon for "SHOW" "AND" menus.

Zoom

To zoom in to a particular data set, simply click and drag your cursor across an area in which you'd like to take a closer look at. To reset after zooming in, click “reset zoom”

Hover

To view more information on a single data point, hover over the green dot

Download

To download the chart, click in the upper-right corner and select the appropriate file type from the drop-down.

Working in the Campaign Grid

Pausing and Resuming Lines

  1. Click the checkbox next to each line-item or tactic you are editing.

  2. Click Pause or Start at the top of the grid.

3. A message will appear confirming the number of line-items and/or tactics that were paused or started. 

Cloning Line-Items and Tactics

  1. Click next to the line-item or tactic name and select Clone.

2. By default, when cloning a single line-item, you will create one copy of the line-item, its child tactics and targeting rules to the campaign. You may also select to copy any Partner Margin settings.

When cloning a single tactic, you will create one copy of the tactic to any line-item within the campaign.

3. Optional: Cloning line-items and tactics can also be completed by utilizing the Bulk Action menu in the top-right. 

  • Edit the new line-item and or tactic name, see Rename Multiple Line-Items or Tactics for more information.  

  • By default, Targeting is copied to new line-item(s) or tactic(s). Clear the Targeting checkbox to not copy targeting from the line-item.

  • By default, Partner Margin is not copied to new line-item(s). Select the Partner Margin checkbox to copy the Partner Margin settings from the line-item.

  • By default, all Tactics are copied to the new line-item(s). Clear the checkbox for each Tactic you do not want to copy to the new line-item.

  • Line-items and tactics may be cloned to another campaign under the same Advertiser. 

Viewing a Campaigns Ads and Audit Status

  1. Click the Ad icon for a line-item or tactic.

  2. The Ads window appears and shows all ads assigned to the selected line-item or tactic. The three columns reflect the AD Name, AD ID, and Status.

3. To show ad audit details, or to simply view all ads assigned to the campaign, click Manage Ads atop the Ads window.

4. All ads assigned to the campaign will be displayed on the left. To view ad settings, audit details or ad assignment, toggle between the corresponding tabs on the right. 

Viewing Tactic Diagnostics and Bidding Stats

  1. Click next to the line-item or tactic name and select Diagnostics or Bidding Stats. 

2. When choosing Diagnostics (via the tactic level), a window pops up with the following data:

3. When choosing Bidding Stats (via the line-item or tactic level), a window pops up with the following data:

4. When you have finished with the pop-up, click Close.

Archive

You can archive any line-item or tactic that has not yet begun delivery. Each campaign must have at least one non-archived line-item. To do this, navigate to the line-item or tactic within the Campaign Grid and then select Archive.

Campaign Grid Columns

Status

Pause or start a line-item or tactic by hovering over the Status icon and clicking the toggle

  • A grey dot means the line-item/tactic has not yet begun delivery.

  • A green dot means the line-item/tactic has begun delivery.

Line-Item or Tactic

The name of each line-item and tactic. Click on a line-item or tactic name to view details.

Action

The Action column allows you to perform the following:

  • Clone line-items or tactics

  • Check Bidding Stats

  • Archive line-items or tactics

  • Run Diagnostics (via the tactic level)

Ads

The Ads column shows the number of ads assigned to each line-item and tactic.

Targeting

The Targeting column shows the number of targeting restriction types applied to each line-item and tactic, along with the inheritance history for that rule. See Set Targeting for instructions on how to apply line-item and tactic level Targeting.

Pricing

Click the Pricing column to view the line-items pricing type and value. If there is no delivery against a line-item, you can edit these values via the Pricing window.

The example below will show line items that have CPM and dCPM pricing

Pricing window:

Users can make adjustments and Click Save

Tactic Level dCPM Pricing

Users can adjust the dCPM min/max price at the Tactic Level:

Tactics can also inherit the dCPM min/max level as shown below:

or - Users can update the dCPM min/max level independently of the other tactics - ex. Below:

Pricing Type

Description

CPM

Cost per Mille. See Glossary for more.

CPC

Cost per Click. See Glossary for more.

CPA

Cost per Acquisition. See Glossary for more.

dCPM

Dynamic CPM. Enter a minimum and maximum available dynamic CPM on the line or tactic level

Flight Budget

Click into the Flight Budget column to manually adjust the current flight period's budget. See Add Flights and Budgets via The Campaign Builder for more information.

Flight Budget window:

Spend FTD

This column shows the total amount spent so far in the current flight.

Imps FTD

This column shows the number of impressions served by this campaign so far in the current flight.

Ebid Reqs

Eligible Bid Requests. The number of bid requests that have been evaluated by the DSP AI after bids that have failed budget allocation pacing checks and targeting mismatches.

Bids

The number of times an ad from the tactic has been selected for an outgoing bid response to the SSP.

Bid Rate

The number of bids divided by eligible requests.

Win Rate

The number of logged bid wins divided by the bids made.

The number of bid wins is not equivalent to the number of impressions served. Do not attempt to calculate CPA, CTR or other spend calculations using bid wins.

% Pace

The % Pace column shows how the campaign is pacing in terms of total delivery vs. budgeted delivery. This shows the variance from even pacing for the line-items active flight budget as a whole (Total Spend to Date/Expected Spend to Date).

The Pacing chart is color-coded based on how the campaign is pacing. The following bullets explain the color scheme:

  • Green: ≥90% and ≤110%

  • Yellow: ≥80% and ≤89.99% and ≥110.01% and ≤120%

  • Orange: ≤79.99% and ≥120.01%

To view a day-by-day chart of Pacing, see Toggle Chart for more information.

Remaining Budget

The amount of budgeted dollars (or selected currency) that has not yet been spent.

Days Left

The number of days left in all scheduled flights.

Daily Budget Needed

This shows the value of the Remaining Budget / Days Left. This provides an estimate as to how your campaign should pace.

Daily Budget Pacing Options

Option

Visual

Description

Optimized

When this setting is enabled, the user cannot modify the Daily Budget manually. The AutoPacer service will calculate the Daily Budget value based on the Line Item’s Flight Budget and duration, while also accounting for performance on a day to day basis. The associated “Pacing Variance” setting (available at the Campaign-level only under Advanced Settings>Modeling & Optimization) specifies the percentage that AutoPacer is allowed to over or under deliver by on a given day, given the calculated value (ex: If performance is good on Wednesdays, Pacing Variance is set to 50%, and AutoPacer determines that $100 is what’s needed that day - then the Daily Budget can be set as high as $150)

Notes:

  • Whenever there is impression attribution, this is taken into account and has an effect on the budget that is set by AutoPacer. AutoPacer will adjust by increasing or decreasing the daily budget set, based on the data collected from these first two runs.

  • The longer a campaign is running, the more accurate the AutoPacer will be. If flights are not several weeks long, the AutoPacer may not have enough time to adjust and optimize for performance. One adjustment strategy is Front-loading. Front-loading increases daily budgets by up to 30% during the first third of the flight. The goal of front-loading is to deliver 95% of the flight budget by 90% of the flight.

  • If the flight budget is too low, delivery spikes can potentially result in the Line Item delivering 100% of budgeted impressions before the flight has reached the end date. 

  • The new flight begins

Manual

The user is free to input any Daily Budget value they wish (must be >0), and the value will remain static throughout a given Flight until the user changes the value or Pacing setting.

Even

When this setting is enabled, the user cannot modify the Daily Budget manually. The AutoPacer service will calculate and input the "needed" Daily Budget for a Line Item, which is calculated based on the LI’s remaining Flight Budget and duration (ex: If the assigned Flight Budget is $100 and runs for 10 days, the Daily Budget calculated should be $10 on Day 1). The “Pacing Variance” setting will not be applicable when this option is selected.

Pace Ahead

When this setting is enabled, the user cannot modify the Daily Budget manually. The AutoPacer service will calculate and input the "needed" Daily Budget for a Line Item (see the calculation for “Even” Pacing above), then pad that number by a user-specified percentage on each day of a given Flight (ex: If the Flight Budget is $100, runs for 10 days, and the Pace Ahead percentage is set to 30% - then the Daily Budget calculated will be $13 [$10 + $3] on Day 1). The “Pacing Variance” setting will not be applicable when this option is selected.

Pacing FAQ’s

Question

Answer

What is the default “Pacing” setting for a Line Item?

Line Items will be set to “Optimized” Pacing by default, as this will usually result in the best performance.

Why can’t I edit the Daily Budget value for my Line Item?

When Pacing is set to Optimized, Even, or Pace Ahead, the Daily Budget value cannot be edited because it will be automatically calculated and set depending on the selection. Use the Manual option if you’d like to set a static Daily Budget value yourself

When will the AutoPacer calculate the Daily Budget for a Line Item?

 Once a Flight Budget is assigned to a Line Item, a Daily Budget value is calculated for that LI based on the current or upcoming Flight’s End Date, the “Pacing” option selected, and the current day/time (even if the initial Flight’s Start Date is in the future). If the first day of the first flight is set for a future day/time, the AutoPacer service will calculate the Daily Budget again on the exact day and time that flight starts. Any of the following actions will also trigger a recalculation of the Daily Budget value for a Line Item:

  • The current or upcoming assigned Flight Budget is modified

  • The current or upcoming Flight Dates/Times are modified

  • The “Pacing” setting is changed (assuming the LI has a current or upcoming assigned Flight Budget). The UI will show a preview of the Daily Budget value once a Pacing option is selected from the drop-list, and the exact value will be determined once the setting is saved. This means that the value may differ slightly before and after saving changes (depending on the amount of time lapsed before saving changes).

  • A new Flight begins

How often will the Daily Budget be calculated for a Line Item if Pacing is set to Optimized, Even, or Pace Ahead?

Once a flight begins, the Daily Budget value will be calculated at 1 am EST each day.

My Line Item has a budget assigned to a Flight that starts in the future - why does the Daily Budget value look incorrect given the Start/End Date of the Flight?

See “When will the AutoPacer calculate the Daily Budget for a Line Item?”

Why do I see “Calculating Daily Budget” in place of an actual Daily Budget value?

 This can sometimes happen if Pacing is set to Optimized, Even, or Pace Ahead, and the AutoPacer service has not been able to calculate the initial Daily Budget value yet. Refreshing the screen will usually resolve this.

Allocation

The Allocation column shows a flowchart icon in the header

Tactics are allocated among line-items. This column shows the icon corresponding to the Tactic allocation method for the line-item. Click this icon to adjust the tactic allocation method.

Allocation Method

Icon

Description

Even

 

Each active tactic receives an equal proportion of the budget. Paused tactics do not contribute. When you pause or resume a tactic, the DSP updates the bidding technology immediately.

Manual

 

When enabled, each tactic is displayed with a corresponding percentage box. Manually enter the percentage of budget that should be allocated to each tactic.

Optimized

Set the Allocation as Optimized to automatically balance spend between the line's tactics. This method lets the DSP AI allocate delivery amongst your tactics to maximize performance. This option leaves it up to the DSP AI technology, which tries to maximize overall performance. The option is similar to the legacy Grouping option. The AI considers all of them when deciding when and how much to bid.

Today's Spend

The amount spent in the last 24 hours.

Delivery Health

This shows how the campaign is delivering. It shows the variance of the spend from the budget over the last three days. 

Click into the Delivery Health column to show daily delivery details:

Overall Performance

This column shows the overall performance for a line-item or tactic over the last 7 days (not including the current day). The performance is displayed as a percentage in relation to the goals. If one goal is in place on a line-item or tactic, the percentage shown is the actual performance compared to the goal. (e.g., the campaign has a single CPA goal of $1, but the CPA over the last 7 days is $5, the column shows 500%)

Click into the Overall Performance column to show daily performance details:

Goal A / Actual

The Campaign Grid has a column for each goal assigned to the campaign (or line-items and tactics within the campaign). This column shows the goals for each.

This column shows two values:

  • The Goal (with a link icon when the goal is inherited from a parent level).

  • The Actual Value over the Last 7 Days (not including the current day) as a percentage of that goal.

The color of the icon in this column represents performance:

  • Green: > 90% of Goal

  • Yellow: 90% > 80% of Goal

  • Orange: < 80% of Goal

Click into the Goals column to view details. In the Goals pop-up, you can adjust the goal, priority, and value for all line-items/tactics that have not yet begun delivering.

Multiple Goals

Zeta offers the ability to apply multiple goals to your campaigns, line-items, or tactics. This feature allows you to optimize against two or more goals. While achieving all of your goals is an ideal state, this feature allows you to ensure your most important goals are secured first. When multiple goals are in place for a line-item/tactic, the performance % is calculated for each goal and then averaged.

For example:

  • Goal 1: CTR 10%. Actual CTR over the last 7 days is 5%. Thus, a 50% performance.

  • Goal 2: $1 CPA. THE actual CPA is $5. Thus, a 500% performance.

The Zeta DSP averages the bolded percentages above to calculate a 275% performance value. When multiple goals are in place, use the Goal A/Actual column to get a view of how the campaign is performing towards each goal.

Autopacer

Turn on the Autopacer to specify that the budget is proportionally spread out over the life of the line-item.

The Autopacer automatically incorporates a day of the week and intra-day pacing based on the unique characteristics of this campaign and account. Note that some days will generally spend more and others less depending on a wide variety of factors, but the average daily spend tends to be proportional. The Autopacer checks current spending only once a day. Therefore, if you change elements of a line-item they are only guaranteed to be picked up within a 24-hour period. If for some reason you need the Autopacer to recalculate immediately, contact your Zeta Programmatic Support team for application of the Autopacer Trigger.

Turn off the Autopacer, and then manually enter a value in the Daily Budget box, to have the DSP attempt to pace the campaign based on the given value. This is not suggested as it may leave some budget unaccounted for.

The Autopacer is expected to end each flight to within 1% of the budgeted amount. Autopacer uses several processes to achieve this goal. Occasionally there may be a slight discrepancy between the budget and actual spend at the end of a campaign.

Autopacer makes its first run at 1:00 AM (EST) and its second run at 10:00 AM (EST) to account for conventional updated reporting times. Whenever there is impression attribution, this is taken into account and influences the budget that is set by Autopacer. Autopacer will adjust by increasing or decreasing the daily budget set, based on the data collected from these first two runs.

Autopacer is not a perfect science. Several factors affect its efficiency:

  • Flight budget: A budget that is too low can cause delivery spikes that will likely result in a DIF (deliver in full) scenario before the flight has reached the end date. Delivery / spend spikes can occur when the platform wins more bids than expected between data syncs. Autopacer works off hours rather than days to allow it to be more precise and to account for factors such as day-parting.

  • Length of Campaign/Flights: The Autopacer is more accurate on longer campaigns. Ensure each flight is long enough to allow the Autopacer to adjust and optimize performance.

  • Budget adjustment limitations: Autopacer is limited in how much it can adjust the daily budget. It can only increase by 1.5x or 50% over the current budget, except for when daily pacing variance is applied on the campaign level. This daily budget limitation helps to prevent pacing issues that could come from inaccurate reporting. If you are switching from manual pacing to Autopacer, be sure to adjust the daily budget accordingly.

Front-loading increases our effectiveness to deliver in full by the end of the month or flight and helps to avoid high inventory costs that usually spike at the end of the month. For example, Front-loading occurs on a flight if there is enough time to allow it to adjust. Conventionally, front-loading increases daily budgets by up to 30% during the first third of the flight. The goal of front-loading is to deliver 95% of the flight budget by 90% of the flight.

Rather than pacing evenly, the Autopacer uses the following to increase or decrease budget compared to the even pace baseline:

  • Adv Ratio: Metric attribution between Third-party Ad Servers and Zeta DSP. Represented as a percentage

  • Front Load Fraction: At the beginning of a flight, the daily budget is increased and tapers down over the length of the flight. Represented as a percentage

  • Daily Modifier: Expected campaign goal performance. Min and max percent difference are set by the "Allowed daily pacing variance +/- from even" goal in DSP. Represented as a multiplier

Click the % Pace column for a line-item to view pacing details.