Using Ad Serving

During planning and after you approve a media plan, configure ad serving for your plan on the Ad Serving tab.

To access the Ad Serving tab:

  1. Go to Main Menu > Campaigns.

  2. Select a campaign.

  3. Select the Ad Serving tab.

Note: To control whether ad serving information appears or hides in your campaign view, select View Settings > Show ad serving.

The Ad Serving tab lists any ad tags currently set up for the campaign.

Creating Ad Tags

To add ad tags:

  1. Click Manage. The Manage Ad Tag modal appears.

  2. Click Add [+] to select the line items you want to set up. You choose all the line items for a channel, vendor and property, or group and tactic.

In this example, the team was ready to start working on ad serving for two of the direct vendors ( and Roscoe's Auto Parts), but not yet ready for the DSP ad tags or the third direct vendor, Bob's Discount Ad Space.

When you click Save, Basis automatically creates an ad tag for each ad size (or each combination of ad type and ad size) in the line item. Basis creates a default tag name using the naming conventions you've set up or the line item description from the media plan and the ad size. For most creatives, the tag type defaults to Ad Tag. For videos, the tag type defaults to VAST Ad Tag.

For DSP line items, you create tags by size or by size and tactic. Select an option from the Create DSP Tags By field: Size or Size and tactic.

Note: To apply ad serving, a format and ad size must be present.

Default tag names for DSP line items are built with your naming convention or the line item or tactic description and ad size. If a default tag name is not unique (for example, if two tactics have the same name and the same ad size), the default name also includes the tactic ID.

Editing Ad Tags

From the Ad Serving tab, you edit ad tag names and types.

To edit ad tags:

  • Click the field you want to edit and make your changes.

Duplicating Ad Tags

To duplicate an ad tag:

  • Select Options > Duplicate to the left of an ad tag:

Bulk Duplicating Ad Tags

From the Ad Serving tab, you bulk duplicate ad tags.

To bulk duplicate ad tags:

  1. Select Actions > Ad Tags.

  2. Select the ad tags you want to duplicate.

  3. On the Bulk Edit Ad Tags toolbar, click Duplicate.

    “Ad tags duplicated” appears at the top of the page. Duplicated ad tags appear as "Copy of [ad tag name]." Your changes automatically save.

  4. Click Done after you finish duplicating your ad tags.

Deleting Ad Tags

To delete a single ad tag:

  • Select Options > Delete to the left of an ad tag.

To delete multiple ad tags:

  1. Click Manage.

  2. Select different channels, vendors, groups, or tactics to remove multiple ad tags.