Ad Assignment
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
Select an Account, then select the Advertiser housing the ads
Select a Campaign
Click Campaign Options to access the Campaign Builder UI
Prior to Ad Assignment, the User should have already completed Steps 1 and 2 (For Campaign Builder Steps click Here)
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:
| |
Line Item - Name | Filters by Line Item Name Users can add in tags for easy filtering - Simply click | |
Tactic Status | Filters by the Tactic Status Status Definitions Below:
| |
Tactic Name | Filters by Tactic Name Users can add in tags for easy filtering - Simply click | |
Ad Status | Filters by the Ad Status Status Definitions Below:
| |
Ad Name | Filters by Ad Name Users can add in tags for easy filtering - Simply click | |
Audit Status - All Sources | Filters by Ad Audit Status across ALL Exchanges Status Below:
For More information on Status Definitions Click Here | |
Audit Status - Google ADX SSL | Filters by Ad Audit Status on Google ADX SSL Only
For More information on Status Definitions Click Here | |
Audit Status - Xandr | Filters by Ad Audit Status on Xandr Only
For More information on Status Definitions Click Here | |
Audit Status - Xandr MS | Filters by Ad Audit Status on Xandr MS Only
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:
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
Use the checkboxes to select the Tactic(s) where ads need to be unassigned
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
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:
| |
Ad Name | Filters Ads by Name Users can add in tags for easy filtering - Simply click | |
Ad ID | Filters Ads by ID
| |
Type | Filters Ads by Type - Choices Below:
| |
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)
| |
End Date | Filters Ads by End Date (if implemented)
| |
Created | Filters Ads by Creation Date
Click the Calendar icon to Select Date | |
Last Updated | Filters Ads by Last Updated Date
Click the Calendar icon to Select Date | |
Audit Status | Filter by Ad Audit Status across ALL Exchanges Status Below:
For More information on Status Definitions Click Here | |
Audit Status - Google ADX SSL | Filters by Ad Audit Status on Google ADX SSL Only
For More information on Status Definitions Click Here | |
Audit Status - Xandr | Filters by Ad Audit Status on Xandr Only
For More information on Status Definitions Click Here | |
Audit Status - Xandr MS | Filters by Ad Audit Status on Xandr MS Only
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 | |
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 | |
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 | |
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