Release Notes

To keep up to date with the latest features, check these highlights from our most recent releases.

What's New

Date:August 5, 2022

Feature:

Date:July 27, 2022

Feature:

  • Revisionless DSP Workflow:

    • You can now edit DSP line items in live and approved media plan without going through the revision and approval process required for other channels.

    • As long as there isn't a revision in process, edit DSP line items, groups, and tactics directly in the live or approved plan.

  • Managing Ad Tags:

    • You can now bulk duplicate ad tags on the Ad Serving tab, making it easier to duplicate a large number of ad tags at one time.

Date: July 20, 2022

Feature:

  • Improved YouTube Video Completion Calculations

    • We've updated the AV Completion Rate and Video Completions Rate calculations for YouTube so that they are better aligned with those in Google Ads.

Date: June 29, 2022

Feature:

  • Google Campaign Manager (GCM) Cross-Environment Conversions:

    • GCM Cross-Environment Conversions delivery data is now available in Basis Analytics and Reporting.

    • Cross-environment conversion reporting shows the effectiveness of your campaign across all environments, such as tablet, mobile, and desktop; app and web, regardless of the device or environment a user converts on, which means they can be converted on the same or different device.

    • For more information on setting up GCM Cross-Environment Conversion metrics and reporting, see the Cross-Environment Conversions Quick Reference Guide.

Date: June 8, 2022

Feature:

  • Data Canvas:

    • Data Canvas is now available in Basis.

    • Data Canvas is a tool that lets you create, edit, and share campaign performance dashboards internally and externally, so you can visualize and analyze client performance data in real time.

      • Dashboards can include DSP, Direct, Search, and Social data that is already available in Basis, both for contracted and delivered measures.

    • For more information about getting access to Data Canvas, contact your Account Lead.

Date: May 26, 2022

Feature:

Date: May 18, 2022

Feature:

Date: May 11, 2022

Feature:

  • New Campaigns Page:

    • The Campaigns page now includes metrics for pacing, margins, spend, and a tab for recently updated campaigns.

  • Updated Geopolitical Targeting:

    • Geopolitical locations now include state legislative districts, as well as updated congressional districts for 2022.

  • New Global Navigation Sidebar:

    • Introducing a new global sidebar that allows you to quickly access campaigns, line items, and the dashboard.

  • Pacing Notifications:

    • Receive daily summaries of under- and over-pacing summaries directly to your inbox.

Date: April 28, 2022

Feature:

  • Creating a Campaign:

    • You can now select Select All on the Account Team tab when you create or edit a campaign, making it easier to include all your team members on your campaign.

Date: April 7, 2022

Feature:

  • Customizing Ad Serving Views:

    • The Start Date and End Date filters on the Ad Serving tab have been updated so you can now select Date Range, On or Before, or On or After options when customizing your Ad Serving view.

  • Analytics: 

    • Net and gross pacing totals have been added to the Line Items and Channels tables. The values in the Totals row are adjusted based on filters you have applied to your view.

      • The Totals row of the Line Items table shows Gross Total Pacing and Net Media Pacing for all of the line items within that specific channel.

      • The Totals row of the Channels table shows Gross Total Pacing and Net Media Pacing for all of the channels within the Campaign.

Date: March 16, 2022

Feature:

  • Contextual and Brand Protection:

    • DoubleVerify's contextual and brand protection segments now include Video Ad CPM pricing info. Hover over a segment to find these details.

  • Dashboard:

    • The Line Items with Low Delivery widget on the Dashboard is now grouped by campaign name, then sorted by line item name, then line item start date. When you click on a campaign name, the Line Items page retains that sort order. If you click View All, the Line Items page is now sorted by campaign name, then line item name.

Date: March 9, 2022

Feature:

  • DSP Forecasting:

  • New Basis Welcome Email:

    • We've updated our new user email invite with an engaging new look and links to directly access resources such as the Help Center, Platform Support, and Basis Updates.

Date: March 2, 2022

Feature:

  • Location Targeting:
    • We added two more countries to our postal code targeting options: Brazil and Guatemala.

    • For Brazil, enter the 5-digit version of the postal code instead of the newer 8-digit version.

  • Custom Columns Improvement:

Date: February 24, 2022

Feature:

  • Analytics:
    • The Gross Total Spend metric on the Analytics tab now includes add-on spend, so you can see the total campaign spend inclusive of plan add-ons, and it is now consistent with Insights reporting.

  • Bid Shading:

    • You can now enable bid shading for your DSP tactics.

    • Bid shading uses historical bid data to automatically lower the bid price you pay to win an auction. As a result, the tactic spends more efficiently, winning more impressions for the same budget.

Date: February 16, 2022

Feature:

  • DSP Inventory Forecast:
    • Introducing a new planning tool: DSP Inventory Forecast.

    • This tool allows you to plan campaigns and tactics without having to create dummy tactics or uploading creatives.

    • Using historical data, DSP Inventory Forecast predicts available inventory based on a set of tactic parameters.

  • Market Trends:

    • Market Trends is a new planning tool that displays advertising trends based on Basis' data and research.

    • This tool allows streamlines the process of collecting, researching, and organizing data, and helps you to set benchmarks and compare performance for your campaigns.

  • Analytics:
    • Tooltips have been added for metrics on the Analytics tab, so you can easily see descriptions and calculations for those metrics.

  • Submit an Issue:
    • You can now include additional email addresses when you submit a support issue, so other recipients, such as team members and Customer Success Mangers, are informed of the issue and its progress.

Date: February 2, 2022

Feature:

  • Basis Platform API:
    • A new data source for conversion data is now available in Google Data Studio which you can use to create reports.

  • Analytics:
    • Legacy Analytics has been permanently removed from Basis. All customers will only have access to the new version of Analytics. See Analytics for more information.

  • DSP Reports:

    • Delivery/Performance reports now include two new fields: Preview, which shows the creative preview URL, and Landing Page URL, which shows the ad's landing page URL.

Date: January 20, 2022

Feature:

  • Domain Lists:

    • When you bulk edit domain lists, you can now add new allowlists, blocklists, or domain sets without deleting your tactics' existing ones.
  • Analytics:
    • You can now sort line items by Gross Total Pacing, Net Media Pacing, Gross Unit Pacing, and Net Unit Pacing, making it easier to identify over and under pacing line items.

    • You can now view the following DSP line item metrics for additional information about tactic add-ons:

      • Net DSP Spend (Net Inventory Spend + Net Data Spend): This value matches what users are billed by Basis DSP.

      • Net Add-On Spend: This value represents spend that the group(s) under a certain line item have delivered for tactic add-ons.

Date: January 12, 2022

Feature:

  • Basis Platform API:
    • You can now gather delivery metrics by individual conversions with the Basis API.

  • Analytics:
    • Legacy Analytics will be permanently removed from Basis on Wednesday, January 26. For more information on the new Analytics screen, including guided videos, click here.

Date: January 5, 2022

Feature:

  • Analytics:
    • You can now view the following Impression metrics for DSP Groups: Impression Cap, Impression Pacing, and Yesterday's Impressions.

Date: December 15, 2021

Feature:

Date: December 8, 2021

Feature:

  • Domain Lists:

    • You can now add multiple domain lists (allowlists and blocklists) to a single tactic. You can add up to 10 lists maximum per tactic.
    • Blocklists take priority over allowlists. For example, if you add an allowlist and a blocklist that both include “espn.com” to a tactic, that tactic will not bid on impressions on espn.com.
  • Domain Sets:

    • If you have allowlists and blocklists that you often use together, you can create a domain set to quickly and easily apply them to your tactics.
    • Domain sets overwrite any lists that the tactic is currently using. You must add a set before selecting any other lists to the tactic.
  • Analytics:

    • You can now view the following Line Item spend pacing metrics: % Net to KPI Goal and % Gross to KPI Goal.

    • Analytics performance has been improved to avoid refreshing when you click back to a previously viewed table.

Date: December 1, 2021

Feature:

  • Bulk Edit Domain Lists:

    • You can now edit the domain lists for multiple tactics at the same time.
    • Select the tactics you want to edit and click Bulk EditDomain > Replace to overwrite your tactics' current allowlists or blocklists with new ones.
  • Line Items Page:

    • You can now filter the Line Items page by To KPI Goal and Total Contracted.
  • Analytics:

    • You can now add Net Media Pacing and Gross Total Pacing to channel level metrics.

Date: November 17, 2021

Feature:

  • Custom Columns Improvement:

    • Columns on the Customize Columns modal are now listed in alphabetical order, making it easier for you to identify the columns you want to include on the Campaigns, Line Items, Ad Serving, and Analytics pages.

Date: November 10, 2021

Feature:

  • Line Items:

    • We combined the Line Items and Performance pages for a more comprehensive view of your campaign performance from one location. On this page you can view gross and net information for your line items or all line items in your organization for campaigns that are in planning, have been approved, and are currently live. Click Line Items in the main menu to access the updated Line Items page. The Performance page has been removed as part of this update, but all of the metrics you previously saw on the Performance page are now available on the Line Items page.

Date: November 3, 2021

Feature:

  • Message Center:

    • Content from message center emails has been removed from auto-populated emails that recipients receive in non-Basis inboxes. Now, recipients can click a link to view the message and its contents in Basis Platform. This update doesn't prevent recipients from replying to emails outside of Basis Platform.
  • Tactic Add-Ons:

    • You can now create third-party fees and apply them to your DSP tactics. This feature allows organizations that use service providers (like Cuebiq, Contobox, or Spaceback) to more accurately track what their providers charge them per 1000 impressions.
    • Add-On spend information is available in Analytics and is also part of certain totals (Net Media Spend, Net Total Spend Gross Media Spend, Gross Total Spend, and any KPI metrics that begin with "Media.")
  • DSP Inventory Forecast:

  • Viewability:

    • For improved clarity, we renamed Unknown page position targeting to Unspecified.
    • We recommend that you always include Unspecified when you measure viewability as most inventory does not specify fold position in the auction.

Date: October 27, 2021

Feature:

  • Analytics:

    • The load time for each click on the Analytics screen has been reduced to increase performance.
    • You can now view analytics for the following Campaign Channel metrics: eCPM, eCPC, Clicks, and CTR.

Feature:

  • DSP Inventory Forecast:

    • DSP Inventory Forecast is a new tool that helps you plan your tactics before executing campaigns.
    • This tool allows you to estimate available inventory (impressions), available spend, and more for a particular set of tactic parameters, including flight date, CPM, audience, geo target, creative size, and creative type.
    • Use this information to plan out your tactics, gather more granular data to share with clients and prospects, and identify opportunities to upsell your clients.
    • DSP inventory forecasting eliminates the need to create dummy groups and tactics or upload creatives.
    • This feature is currently in beta and will see continued development in the coming months.

Date: October 20, 2021

Feature:

  • Basis Assistant:

    • You can now export a report for all of your campaigns by clicking the Export button when you view the list of campaigns.
    • The report now includes columns for clients and brands.
    • You can now search for clients and brands.
    • Campaign information now includes brands as well.
  • Tactic Editor:

Date: October 15, 2021

Feature:

  • Centro is now Basis Technologies! Check out our CEO's blog post to learn more about the philosophy behind our rebrand.
  • Market Trends:

    • The graphs now include more descriptions when you hover over them.
    • The default channel for the graphs is now DSP, when applicable.
    • There are new filters for the Performance Over Time graph:
      • All line items
      • Line items with specified KPI

Date: September 29, 2021

Feature:

  • Market Trends:

    • Basis' Market Trends dashboard is now available.
    • This feature reports on spend and performance across channels, properties, verticals, and KPIs to help you create data-driven media plans.
    • This feature is currently in the beta phase and will see continued development and improvements in the coming months.
  • Conversion Tracking:

    • We've improved our conversion tracking messaging.
      • When you aren't tracking any conversions, we tell you that we don't automatically track conversions and that you need to select to track them with the Manage button.
      • We now show you how many conversions are available to track in addition to how many you're currently tracking.
      • We make it more apparent that new conversions don't populate in the list of those available to track until a conversion occurs.
      • The Track Conversions button now includes a count of conversions. You can hover over the button to see the number of conversions available for you to track.
    • We've included Delivery Sources as filters.
      • You can now filter by tracked Delivery Sources on the Conversions page.
      • You can now filter by available Delivery Sources in the Manage Conversions modal.

Date: September 22, 2021

Feature:

  • DSP:

    • We've expanded our optimization suite with group budget optimization (GBO).

      • GBO automatically shifts and allocates a group's budget between tactics based on performance.
      • With GBO enabled, you no longer have to manually monitor and adjust tactics, saving you time and effort.'
    • A new report type is now available: Conversion Details Reports.

      • This report shows conversion event data, with or without transaction IDs.

      • Use conversion details reports to analyze the performance of conversion pixels and review sales funnel performance to make group and tactic optimization decisions.

Date: September 15, 2021

Feature:

  • Message Center:

    • You can now archive messages you've sent in the Message Center by clicking Archive in the top-right corner. After you archive a message:

      • The message and any included attachments move into the Archived Messages section of the Message Center.
      • Message receivers can no longer see its contents and see a note that says "Message was archived by {name} on {date} at {time}" in the message thread.
      • You can restore archived messages by selecting a message in the Archived Messages section, and then clicking Unarchive in the top-right corner.

Date: September 9, 2021

Feature:

  • Analytics:

    • Legacy Analytics has been deprecated for all customers. All new and existing customers will only have access to the new version of Analytics.
  • Ad Serving:

    • We moved all page customization tools into the new Settings panel. Click the gear icon to open Settings and customize columns, save views, select row density, and more.

Date: September 1, 2021

Feature:

  • Analytics:

    • We added the following new metrics:
      • CTR is now available in the Delivery Sources table
      • Net Media Spend is now available in the Line Items table. Note that Net Media Spend = Net Total Spend - Net Ad Server Spend
    • You can now filter the Property by Channel
  • Vendor Contacts:

    • We updated "last active" data for vendors to include messages responded to from outside of Basis. Additionally, the date listed in the Contact tab's "Last Active" column is the date on which the most recent action was taken by the vendor.

Date: August 25, 2021

Feature:

  • Ad Server Export:

    • When you export placements to the Google Campaign Manger, you can now see specifically which tags you're creating, updating, and deleting in new expandable sections on the Export modal.

Date: August 18, 2021

Feature:

  • Campaigns

    • You can now access all of your customization tools from the Settings menu on the right side of the page by clicking the gear icon. From the Settings menu, you can:
      • Customize page columns
      • Create and save views
      • Switch between default Basis view and your Saved views
      • Select the density of page rows

Date: August 11, 2021

Feature:

  • Analytics
    • We added a date range filter and the option to customize columns to the Channels screen.
    • The Group and Tactic screens display real-time data instead of data up to yesterday.
  • DSP:
    • The Location tab in the tactic editor no longer defaults to the United States. You must select a location to save the tactic.

Date: July 28, 2021

Feature:

  • Vendor Contacts:
    • When you view a list of vendor contacts, the contacts who were most recently active in Basis appears at the top.
    • These contacts are more likely to provide a response and can be a good starting point for establishing vendor relationships.
  • DSP:

Date: July 21, 2021

Feature:

  • DSP:
    • Bid forecasting information now automatically refreshes when you open or make changes to a tactic in the tactic editor.

Date: June 30, 2021

Feature:

  • Analytics:
    • We added a new settings panel to Analytics where you can apply saved views to the screen, create new saved views, customize columns, and switch to a compact view.
    • Click the gear icon in the top-right corner of a split screen to access Analytics settings.
  • DSP:
    • Introducing Contextual Insights reports.
    • Contextual Insights is a new report dimension for Data Segment reports.
    • Unique to Centro, Contextual Insights reports list the contextual categories of the best performing audiences for your tactic.
    • This information can help you understand the context in which your ads appeared and identify contextual segments you may want to target.

Date: June 24, 2021

Feature:

  • Analytics:

    • We added Actual Start Date (Act Start Date) to line item metrics.
    • Actual Start Date is the date that the line item went live and started to deliver.
  • DSP:

Date: June 16, 2021

Feature:

  • Analytics:

    • When you select a DSP line item, you can now view its tactics in the bottom screen instead of only its groups or delivery sources.
    • You can filter line items by status (Upcoming, Completed, or Active).
    • We added additional metrics to the delivery source view:
      • Num of Interacts
      • Viewable Imps
      • Measurable Imps
      • AV Stars
    • We added a tooltip when you hover over the Win Rate metric to clarify how this is calculated.
    • We removed the Actions button, but you can still access reports and export campaign analytics:
      • Access reports from any screen in the campaign by clicking Reports in the top-right corner.
      • Click the export icon in the top-right corner of an Analytics screen to export your data as a CSV.
  • DSP:

Date: June 9, 2021

Feature:

  • Reports:

    • We moved the Reports button to the top-right corner of the campaign screen, next to Messages and Comments.
  • DSP:

    • We've limited the total number of creatives that can appear in the Creative panel and in the tactic editor to 10,000. If your brand has over 10,000 creatives, apply filters and use the search feature to load the creatives that you want to link to tactics.

Date: June 3, 2021

Feature:

  • Analytics:

    • We updated the labels for some of the metrics available in Analytics. See Analytics Metrics for more information.
      • For line item metrics:
        • Net Media Spend is now Net Inventory Spend
        • Gross Pacing is now Gross Total Pacing
        • Net Pacing is now Net Media Pacing
      •  For group and tactic metrics:
        • Total Media Spend is now Net Media Spend
        • Inventory Spend is now Net Inventory Spend
        • Data Spend is now Net Data Spend
        • Y'day's Spend is now Y'day's Net Media Spend
        • Daily Target is now Net Media Daily Target
        • Daily Difference is now Net Media Daily Difference
        • Pacing is now Net Media Pacing
      • We also added tool tips when you hover over the column headers to clarify what these metrics are and how they are calculated.

Date: May 27, 2021

Feature:

  • Analytics:
    • The bulk edit button now only appears when you select at least one group or tactic.
    • The line item information that appears above groups and tactics now displays contracted KPI % instead of KPI Goal %.
  • DSP:

Date: May 19, 2021

Feature:

  • Analytics:

    • Net Media Contracted data is now available for line items in Analytics. See Analytics Metrics for more information.
    • We added messaging to specify how recent the data in Analytics is. Hover over data as of _____ in the top-right corner of the screen for additional details about data sources and availability.
  • DSP Groups:

    • None is no longer an option for group budgets - you must select Daily or All Time as the group budget type. See Setting a Group Budget for more information.

Date: May 12, 2021

Feature:

  • Analytics:

    • We've updated the line item information found at the top of the screen when you view DSP group or tactic data.
      • Added KPI Type in addition to KPI Goal.
      • Added Contracted Units (e.g. Est Imps, Est Clicks).
      • Now show Net Media Contracted instead of Net Total Contracted so that you can reference group and tactic spend against the contracted media spend.
      • Now show Net Media Rate Contrated instead of Net eCPM so that you can reference group and tactic performance against the contracted media rate.
  • Dashboard:

    • We added grey backgrounds and new headers to give the Basis Dashboard a new look!

Date: May 5, 2021

Feature:

  • Insertion Orders:

    • The Special Terms that you entered in an IO now carry over between revisions, so you no longer have to manually re-enter them with every revision. You can still edit the Special Terms if necessary.
  • Analytics:

    • We've added line item information to the top of the fullscreen tactics view.
      • Click Hide line item to collapse the line item info and expand your tactics view.
    • We've added Size and Source columns to the delivery source view, so you can now sort and filter the delivery source table by these details.
  • Saved Views:

  • DSP:

    • You can now add multiple event trackers (up to 100 total) of the same type when you create or upload audio, video, and VAST creatives.

Date: April 28, 2021

Feature:

  • Analytics:

    • You can now access performance alerts from Analytics.
      • Click the warning icon to send a performance report to vendors and account team members.
    • When changed what happens when you select a DSP Group: you will now view all of its tactics in a full-screen view, rather than a split-screen.
    • We added new columns to display information about the DSP tactic's optimization, if applicable: Opt Type, Opt Status, Opt KPI Goal, and Opt KPI Type.

Date: April 21, 2021

Feature:

  • Analytics:

    • We added line item comments to the new Analytics screen.
      • Comments that mention users appear in their Dashboard and link to Analytics.
      • The Comments panel displays all comments for the selected channel's line items.
    • You can now in-line edit a DSP group or tactic's start and end dates. See Editing Groups and Tactics in Analytics for more information.
  • Dashboard:

    • The Pacing and Performance widgets now indicate that you are viewing Gross values. Use the Performance page to see Net values.

Date: April 14, 2021

Feature:

  • Analytics:

    • You can now bulk edit groups and tactics in the Analytics screen.
    • We added Net Data Spend and AV Completion Rate to the line item view.
    • We changed Total Spend to Total Media Spend in the DSP Groups and Tactics views so that it's more clear that the spend value excludes ad serving. We will make more updates in the coming weeks to further clarify the data fields and metrics in Analytics.
    • The default views for non-DSP line items now include columns for Property and Vendor.
  • DSP:

    • We've added a lookback window of 45 days for DSP reports or report schedules.
    • You can now bulk remove audiences from tactics.

Date: April 9, 2021

Feature:

  • Centro Certified:

    • Check out Centro Certified, Centro's education program designed to help you master digital advertising, enhance your programmatic knowledge, and become a Basis pro.
    • Courses are available on-demand or through blended sessions that feature live virtual events with presentations by experts.
    • To begin, visit the Centro Certified website to create an account and learn more.
  • Analytics:

    • We've added Add-Ons data to the Analytics tab.
    • If your campaign includes add-ons, you'll see Add-Ons listed beneath your channels in the top half of the Analytics split-screen view.
    • Select the Add-Ons row to view metrics for specific add-ons in the bottom screen.

Date: March 31, 2021

Feature:

  • Analytics:

    • You can hide the line item information above your DSP groups and tactics to view more data on the screen.
    • We've made it easier to view data for many tactics in one screen. Use a group's Options menu to view its tactics in a full-screen view rather than in a split screen (click OptionsView tactics (real-time data)).
  • Bulk Uploading Ads:

    • You can now upload HTML5 ads in bulk!
    • Upload a ZIP that contains your HTML5 creatives and one Excel file that includes details for each ad. A blank Excel template is available for download through the Bulk Upload HTML5 window.
    • See Preparing HTML5 Ads, Bulk Uploading HTML5 Ads and Bulk Uploading Ads for more information.

Date: March 24, 2021

Feature:

  • Analytics:

    • Line item pacing has been updated to reflect "Gross Pacing" and "Net Pacing".
    • Line item capstone pacing now displays "Net Pacing".
  • Saved Views:

Date: March 17, 2021

Feature:

Date: March 10, 2021

Feature:

  • Basis Assistant:

    • You can now mark campaigns as "Favorite" by clicking the star next to them. Campaigns that you favorite appear at the top of the list.
    • Assistant is now also available on Airtable.
    • We added "Select All" as an option when filtering Labels.
  • Ad Serving:

Date: March 3, 2021

Feature:

  • Analytics:

    • We've released a new version of the Analytics screen that focuses on improving workflow for optimizing and reporting on campaigns.
    • New users will only have access to the new screen. Existing users will continue to have access to the legacy Analytics screen until further notice.
    • To use Analytics effectively, we recommend customizing columns and saving custom views.
    • Explore the Analytics tutorial videos for quick guides to get started.

Date: January 27, 2021

Feature:

  • DSP:

    • We have updated our location targeting to include more granular locations.
    • The new targeting taxonomy impacts countries, regions, and cities. Hyperlocal regions, ZIP/postal codes, and DMA codes are not affected by this change.
    • All existing tactics will continue to run as expected.
    • If you want to edit the locations of an existing tactic, you will have to replace all country, region, and city targets using the new location targeting taxonomy.

Date: January 14, 2021

Feature:

  • DSP:

    • You can now select Supply Path Optimization options in the tactic editor, allowing you to:
      • Exclude sites without ads.txt
      • Target direct publisher relationships only
      • Opt out of Centro Supply Quality entirely
    • These settings help you avoid ad fraud and have greater control over the inventory that your campaign targets.

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For more information contact Basis Support.

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