Creating campaigns

Overview

Campaign management is organized in a three-level structure:

• Advertiser - the client (brand) whose ads are served
• Campaign - typically represents an advertised product; a campaign consists of one or multiple insertions
• Insertion - includes one or multiple creatives as well as all the delivery settings (time frame, placements, targeting etc.)

Creating a campaign

To create a new campaign, go to Campaigns > Campaign list.



Click on the New Campaign button located in the top-right corner to open the New campaign window.



In step 1:

• select from Direct, Programmatic Guaranteed, RTB, Video Ad Exchange or Meditation.

• define a Name
• define the Start and end date - the time frame should cover all the time frames of the insertions in this campaign
• choose from:
  • Select advertiser to select an existing advertiser
  • Create advertiser to create a new advertiser (advertisers can also be created under Administration > Advertisers); define the Name, User group (more details in User management) and - optionally - the Agency/Agencies the advertiser is associated with (agencies can be created under Administration > Agencies) 
• select the Agency associated with this campaign or select Direct advertiser if there is no agency involved
• click Create
• if needed, adjust additional settings by editing the campaign, using the context menu in the campaign list (see "Context menu" / "Editing a campaign" below)

Campaign list

Filters and search options

The campaign list shows the campaigns in your network with various KPIs.
Options:

• Tabs (read related chapter "Time column" below): 
  • All – all campaigns, regardless of their start/end date/time
  • Upcoming – campaigns with start date/time in the future
  • Current – campaigns that are currently activated; i. e. start date/time in the past and end date/time in the future
  • Ended – campaigns with end date/time in the past
• Search – search for campaigns or advertisers
• Filters
  • Advertiser – campaigns of a specific advertiser only
  • Agency – campaigns of a specific agency only
  • Channel – campaigns of a specific monetization channel only (Direct, RTB, Mediation, Programmatic Guaranteed, Video Ad Exchange)
  • Status – Active vs. Archived; a campaign is archived 365 days after the latest contained insertion reached its end date; the campaign status remains Archived permanently - even if the campaign end date is extended and one of its insertions is put online again and delivers impressions; an insertion is archived 180 days after it reached its end date
  • Traffic manager – campaigns matching the selected traffic manager(s)

Time column

The following table explains the behavior when you sort the Time column in ascending order (↑) on each of the available Tabs:

Tab	Behavior when "Time" column is sorted ↑
All	Campaigns that started/ended most recently or will end/start soonest are shown on top of the campaign list
Upcoming	Campaigns starting soonest are shown on top of the campaign list
Current	Campaigns ending soonest are shown on top of the campaign list
Ended	Campaigns that ended most recently are shown on top of the campaign list

 

Customizing the campaign list

You can customize the campaign list as follows:

• Hide/Display columns - using the selector shown in the screenshot above, you can hide/display columns (Name, Advertiser, Impressions, Clicks, Viewability rate, Revenue etc.)
• Pin columns - hover over a column name and click the pin icon. The pinned column will then move to the left. 
• Rearrange columns - hover over a column header and drag and drop it to the desired location.
• Adapt column width - drag and drop the vertical lines between columns to change the column width

Context menu

In the campaign list, hold your mouse over a campaign and select the "..." context menu to show these options:

• Edit campaign; see section "Editing a campaign".
• Copy campaign; see section "Copying a campaign". 
• Delete campaign
• link to Instant Insights, where the campaign will be set as a filter
• link to Instant Report Builder, where the campaign will be set as a filter

Editing a campaign

To edit the campaign, click Edit from the "..." context menu.

• define a Name
• define the Start and end date - the time frame should cover all the time frames of the insertions in this campaign
• select the Agency associated with this campaign or select Direct advertiser if there is no agency involved
• define a Salesperson and a Traffic manager
• define an External ID and/or an External description; for instance, if this campaign's data are synchronized with a third party system, this field can be used to indicate the campaign's ID in the external system
• set the Booking status (see "Booking status" below) 
• set a Frequency capping (for a general description of frequency capping, read chapter "Frequency capping" in Insertions: General settings and Delivery):
  • Campaign lifetime — determines the max. number of impressions per user over the entire campaign lifetime
  • Session — determines the max. number of impressions per session; a session starts with the first time this campaign is displayed to a user and ends 30 minutes later (without any refresh); Note that sessions are site specific: a user’s visit of another site (where this campaign is running) is considered as a new session and the session capping is applied again; therefore, even if the capping limit is reached on a website before the session ends, the campaign is eligible to be shown on another site, since the visit of the other site counts as a new session

Copying a campaign

To copy a campaign, click Copy from the "..." context menu and fill in the following fields:

• Name of copy
• Advertiser: by default, the advertiser of the original campaign is selected. You can select a different advertiser for the campaign copy, but the option Copy insertion creatives is unavailable in this case.
• Agency: select either the agency for the campaign copy or select Direct advertiser, if no agency is involved.
• Copy insertions: enable this option to copy the campaign including its insertions.
• Copy archived insertions: select this option to include archived insertions in the copied campaign.
• Copy insertion inventory: select this option to copy sites, pages, formats, packs, domains, and bundle IDs.
• Copy insertion creatives: select this option to copy the original insertion's creatives. This option is only available when the advertiser in the insertion copy matches the advertiser of the original campaign. 

Booking status

• if the campaign's insertions will start delivery on their scheduled start date/time and
• if their volumes are taken into account in the forecast calculations: