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Creating, editing and managing campaigns

Learn how to create new and modify existing campaigns in Adventive

Adventive's Campaign Manager is a simple, yet powerful tool to prepare for and organize your campaign for trafficking and subsequent performance reporting.

In this article, you will learn:

How to create a new campaign

How to modify an existing campaign

How to create a new campaign

Before creating your new campaign, ensure that you are in the correct Advertiser account you wish to create the campaign in. If you have yet to create an Advertiser, this article will guide you through that process.


The following steps will create a new campaign in Adventive:

  1. From the Dashboard or Campaigns screen click New Campaign
  2. Enter the campaign name and the associated flight dates and click Submit

Campaign names may only consist of alphanumeric characters, underscores and dashes. Commas, periods or slashes are prohibited characters in a campaign name.

Flight Dates are a required attribute to build your campaign and are used for reporting and sorting purposes, as well as scheduling reporting for individual campaigns. For more information on scheduled reporting, check out this article.


new-campaign

How to modify an existing campaign

Before creatin

Managing Your Campaign
Your campaign page displays the campaign name, flight dates, sites, placements, and delivery groups associated with the campaign.

Campaign name and flight dates appear at the top of the page and are inline editable. Just click on the underlined text to edit. Updates are automatically saved.

 

Below the campaign header, there are two tabs - Sites and Placements and Delivery Groups.

Sites and Placements is where you'll add sites and placements to your campaigns and Delivery Groups is where you'll manage your Delivery Groups. 

Sorting functionality for the Placements is to the far right.  Click on the dropdown menu to choose to order the placements alphabetically or by date last modified:

 

 

Sites
Sites are the web properties where you’ll run your ads. Simple campaigns will have a single site, while advanced campaigns will have multiple properties.

When you create a campaign you’ll first need to add a site. To add a site, click the + icon at the top right of the page or select Add Site from the Campaign Actions dropdown menu.

 

A list of your sites will open in a popup window. Your site list will include all sites created across your Adventive account. Click the site you’d like to add and click Submit.

 

If you haven’t created any sites, or need to create a new site, select Create Site from the Campaign Actions menu.

A popup window will open. Site name is required. URL, contact, phone and email fields are optional. Click Submit to create your site and add it to the campaign.

 

Campaign Actions Menu
The Campaign Actions Menu is located just under the header at the top right of the page.

Campaign Actions
Export Campaign Tags: Export tags for the entire campaign

Delete Campaign: Delete the entire campaign. This action cannot be undone.

Add Site: Add an existing site to the campaign

Create Site: Create a new site and add it to the campaign

Configure Reporting:  Set up Automated Reporting

 


Placements
A placement is the section of the site where your ad will appear (i.e. News section, Travel section, or ROS, etc.)  You can name based on your own naming conventions (where the ads run will be ultimately determined by your trafficking set up in your 1st party ad server).

All sites require at least one placement.

Once you’ve added a site to your campaign, you can now create placements. To add a placement, click the + icon located to the right of the site name or select Add Placement from the Site Actions dropdown menu.

A new placement will be added to your site. Enter the placement name, flight dates and estimated impressions are optional fields.

 

Sorting functionality for the Placements is to the far right.  Click on the dropdown menu to choose to order the placements alphabetically or by date last modified:

 

 

Placement Actions


The Placement Actions menu allows you to:

Export Placement Tags: Export tags for the ad units included in the placement.

Duplicate Placement:  Allows you to duplicate the placement with existing ads (3rd party tracking optional).  When selected, the following window appears:

-  Type in new Placement name

-  Select the site:

  

-  Uncheck the "Keep 3rd Party trackers" box if you plan to use new trackers in your new placement.  If you want to keep the existing trackers, keep the default box selected.

-  Click "Duplicate"

Add Ad Units: Add ad units to your placement.

Add Delivery Group: Add a delivery group to your placement.

Delete Placement: Delete the placement from the campaign. Note, this will delete all ads and creative groups associated with the placement. This action is not reversible.

 

Ad Units
Ad units are the creatives that will be displayed on site.

Once you’ve added a placement to your site, you can now add ad units. To add an ad unit, click the + icon located to the right of the placement name for a dropdown or select Add Ad Units “click here” from the Placement Actions dropdown menu. 

A list of your ad creatives will open in a popup window. The 2 dropdown menus in the upper right hand corner of the window allows you to sort by creative type (Rich Media, VAST, Image File, All) and from Newest to Oldest (alphabetically or by last modified date).

  • Rich Media files – files that include advanced features such as video, audio, animations, or any other elements that engage a viewer.
  • VAST - VAST videos that were created within the VAST Ad builder
  • Image Files – Static images (any image file - png, jpg or gif uploaded to assets will populate. Image files can have one click URL assigned, but allow for multiple impression trackers. 

Select "VAST" to add your VAST ad. You will see all existing VAST Ads, as well as a preview image on the lefthand side.

 If you have rich media files, as well, they will appear in a list when "Rich Media" is selected.

Click to select the ad units you want to add to the campaign. To unselect an ad, just click it again. Click Submit to add your ad units to the campaign.

Ad units will be displayed under your placement as single line items. The ad name and click-through URL are inline-editable and can be updated by clicking on the underlined text. The creative name is not editable as it represents the creative asset to be displayed (to change the creative asset name, see Guide: Ad Builder). 

 

The type of file/dimensions will show:

 Image file/ Static image:

Rich Media file:

 VAST file:

You can preview the ad unit by clicking the magnifying glass icon. 

If you added a backup image to your Rich Media creative when building the ad unit, an image icon will be displayed next to the Rich Media ad.

Click to preview your backup image. If not, you can add a backup image from the Ad Unit Actions menu.  *This does not apply if static image is selected.

 


Ad Unit Actions Menu

Preview Ad Unit: Opens the ad preview in another window.

Edit Ad Unit:  Opens the creative in the Builder for editing.  *This does not apply if static image is selected.  Note:  if you do not have access to the Builder this option will be greyed out.

View Tag: View the single ad unit tag.

Export Tag: Export the single ad unit tag.

Set Backup Image: Click to add or edit the backup image for the ad unit. A popup window will open displaying static image assets matching the ad dimensions. View all files or by asset folder. Click to select a backup image and click Submit to save.  *This does not apply if static image is selected.

You can also clear a Backup Image from here, click on "Set Backup Image":

Then click "Clear Backup Image" (you can then choose a different backup image if needed - then submit and republish):

 Remove Ad Unit:  Click to remove Ad Unit from placement.

Add Third Party Tracking:  Click to add click, impression, and engagement tracking to your ad unit – See How to Add Third Party Click, Impression, & Engagement Tracking article for full details. 

* Image files can only have one click URL assigned, but allow for multiple impression trackers.

 

Delivery Groups
Delivery Groups allow you to traffic multiple creatives across mobile, tablet and desktop with a single ad tag.  Depending on browser size and algorithm chosen (see below for options and Delivery Group article for more details on each option/walkthrough), Adventive will automatically deliver the appropriate ad unit.

To create a new delivery group, click the + icon located just below the campaign header on the right side of the page or select Create Delivery Group from the Campaign Actions menu.

A popup window will open. Give your group a name, specify ad unit size then select a creative rotation. Click submit to create your new group.

 

Creative Rotation
Creative Rotation allows you to determine how the ads in your creative group will be delivered.

  • Evenly:this selection will automatically distribute impression equally between all creatives in a group.
  • Engagement Optimized:Creatives will be optimized according to engagement rate (ER = Total Engagements/Total Impressions). Creatives with the highest engagement rate will be served more often, and Adventive will automatically phase out poorly performing creatives.
  • Click Optimized:Creatives will be optimized according to click-through rate (CTR = Click-throughs/Impressions). Creatives with the highest click-through rate will be served more often, and Adventive will automatically phase out poorly performing creatives.
  • Weighted:If you select weighted rotation, each creative will rotate based on the frequency you specify. You can set frequency once you’ve selected the ad units for the group.
  • Responsive Orientation:you can choose landscape or portrait and Adventive will serve the appropriate ad according to page layout.
  • Responsive Width:you can choose where the ad will display (mobile, desktop, tablet) and set the breakpoints (you can replace the default placeholders).

Editing Delivery Groups
Group name and rotation can be edited by clicking the underlined text. Grouped ad units are listed as line items below the group name header. The ad name and click-through URL are inline-editable and can be updated by clicking on the underlined text. If your group is set to weighted rotation, you also edit this in-line under the weight column header.

To add additional ad units to your group, click the + icon located to the far right of the group name or Add Ad Units from the Delivery Group Actions menu.

To delete a delivery group, select Delete Delivery Group from the Delivery Group Actions menu.


Adding A Delivery Group to A Campaign
Delivery Groups may be added to any placement. To add a Delivery Group, click the + icon located to the right of the placement name or select Add Delivery Group from the Placement Actions dropdown menu.

 

 

A list of your Delivery Groups will open in a popup window. The dropdown menu in the upper right hand corner of the window allows you to sort by last modified date.

Click to select the Delivery Group you want to add to the campaign. To unselect a group, just click it again. Click Submit to add your Delivery Group to the campaign.

Your Delivery Group and associated ads will be displayed under your placement. To edit a Delivery Group, click the Delivery Groups tab at the top of the page.

 

Generating and Exporting Ad Tags

Adventive’s tag generator allows you to export the right first-party tag format, ensuring ads are distributed with the appropriate tag settings.

Tags can be exported at the Campaign, Site, Placement or ad unit/ad group level.

Campaign-Level: Export all campaign tags
Site-Level: Export tags for a given site
Placement-Level: Export all tags for a given placement
Ad Unit/Ad Group-Level: Export an individual tag for a single ad unit or ad group.

To generate tags, select Export Tags from the Actions drop down menu.

Select an ad server or trafficking platform
Adventive supports all major first-party ad servers. If your vendor is not listed, select Generic Tag. If you require a specific tag format, please contact support@adventive.com.


Select an Export Format
Excel XLS, CSV or Text file.

SSL Compatible
Adventive will automatically select the proper tag depending on where the ad is being served.

Export Method

Choose Download or Email method for how trafficking sheet should be delivered - if email, type in the email address in the "Email to" field:

 Click Submit.