Managing Ad Tags

To create, add, or remove multiple ad tags, click Manage in the upper-right corner of the Ad Serving tab.

Creating Ad Tags

To create an ad tag:

1. Go to Main Menu > Campaigns.

2. Select the Ad Serving tab.

3. Click Manage. The Manage Ad Tags modal appears.

4. Click Add [+] to select the line items you want to set up. Choose all of 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 a single 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.

Bulk Editing Ad Tag Names

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

To bulk edit ad tag names:

  1. Select Actions > Ad Tags.

  2. Select the ad tag names you want to edit.

    Note: Selections cannot exceed 50 items. If you select more than 50 items, an error occurs.

  3. On the Bulk Edit Ad Tags toolbar, select Edit > Name.

    Note: The character limit for names is 255. If a name has too many characters, an error occurs.

  4. To find and replace text in the ad tag names:

    1. Enter the text you want to replace in the Find field. Text that matches your search becomes highlighted on the preview panel.
    2. Enter the new text in the Replace field. Leave this field blank if you want to delete the highlighted text.

      Note: Ad tag names must have text. They cannot be empty.

    3. Click Apply to see your changes on the preview panel on the right
  5. To add text to the beginning of the ad tag names, enter the text in the Prefix field, then click Apply.

  6. To add text to the end of the ad tag names, enter the text in the Suffix field, then click Apply.

  7. Apply as many prefixes, suffixes, and changes to the names as you need.

    • Click an ad tag name on the preview panel to manually edit it.
    • Click Reset at any point to undo all of your changes.
    • Click Close [X] to stop bulk editing without saving
  8. When you're ready to save your changes, click Next to see a before and after preview of the ad tag names.

  9. Review the new ad tag names, then click Save ad tags to apply your changes.

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.