Using Audience, Location, and Segment Sets

Note: As of January 27, 2021, Basis is using a new version of location targeting. The new targeting taxonomy impacts countries, regions, and cities, but not DMA codes, ZIP/postal codes, or hyperlocal targets. You cannot add sets that include legacy country, region, or city targets to your tactics. You must re-create those sets using the new version of location targeting.

For more information, see New Location Targeting.

When you've arranged your audiences, locations, or contextual or brand protection segments and logic in a way that you might want to use again, you can save them as a set. A set includes:

  • One or more audiences, locations, or segments
  • Target/exclude rules 
  • AND/OR targeting relationship between the rules

You can use a set in as many tactics as you like. When you apply a set to an existing tactic, the set overwrites all previously existing audiences, locations, or segments.

Creating a Set

To create a set:

  1. Go to Main Menu > Campaigns.

  2. Select a campaign.

  3. Select a media plan.

  4. Select Options > Edit to the right of a tactic.

  5. Select Audience.

  6. On the Audience Rules panel on the right side of the My Audience tab, select the audiences, locations, contextual brand protection segments that you want to target or exclude.

  7. Set the targeting rules for the segments. See Audience, Location, Contextual and Brand Protection for more information.

  8. Click Save as set.

  9. Enter a set name.

  10. Click Save.

  11. brand_protection_new_set.png

  12. Select Contextual > Contextual Set to find your set on the Contextual Sets tab. For a tactic, your set is in the Location Set, Brand Protection Set, or Audience Set tab.

  13. Click Add [+] to apply it to a tactic.

  14. brand_safety_my_sets.png

Note: You can edit the name of any set you created. In the Contextual Set, Location Set, Brand Protection Set or Audience Set tabs, click the name of your set on the left panel to change it.

Editing a Set

You cannot directly edit a set's rules. Instead, create a new set with the rules you want and delete the old one.

To edit a set:

  1. After applying your set to a tactic, adjust the rules on the Contextual Rules panel on the Contextual Set tab: add or remove rules, change relationship between rules, etc.

  2. Click Save. You can now delete the old set.

Deleting a Set

To delete a set:

  • Click Delete [X] next to a set to delete it. If a set is used in a tactic and later deleted, the tactic continues to target all the segments that used to be part of that set.

  • brand_safety_delete_sets.png