UI Overview and Navigation

Learn how to navigate Basis' UI in the following sections.

Basis Home Page

When you log into Basis for the first time, you'll see your Dashboard. The Dashboard shows an overview of your campaigns' statuses, comments, proposals, and IOs. Use the top navigation or Main Menu to go to other areas of Basis. On the top navigation bar, access Universal Search and Help, see account balances and notifications, and quickly create a campaign. From the Main Menu, access your campaigns, line items, dashboard, and more.

You can change your home page to Campaigns or Dashboard in My Settings. See Managing Your User Account for more information.

Top Navigation Menu

Use the top navigation menu to quickly access the following:

Main Menu : Access different platform features and account settings.

Basis : Click the Basis logo to go to your home page (Dashboard or Campaigns).

Search : Find campaigns, groups, or tactics by name or ID.

Help : Click Help to open Basis Help, submit an issue, see application information, and find your Advertiser ID.

DSP Account Balance : Check your DSP account balance. A user with Billing permissions must enable this feature.

Notifications : Review the latest activity, updates, and messages relevant to you in Basis.

Create a campaign : Click the plus [+] to create a new campaign.

Main Menu

Use the Main Menu [] to access all of the features available in Basis. The menu sidebar is always visible on the left so you can quickly go to Campaigns, Line Items, and Dashboard.

Basis with side bar navigation options highlighted

Click Main Menu [] in the upper-right corner to view all of the options

Campaigns, Line Items, and Dashboard

Create, review, and manage your campaigns.

Campaigns: View planned, live, and completed campaigns.
Line Items: Access all of your line items across media plans and campaigns, along with a breakdown of pacing and spend by line item.
Dashboard : See an overview of your campaigns' statuses, performance, comments, proposals, and more.

Research

Plan your campaigns and develop media strategies with Basis' research tools.

Inventory Directory: View and manage a list of properties that you can add to media plans as well as vendor information, private marketplace deals, DSP data, and RTB inventory.
Market Trends: Leverage Basis' performance and spend data to set benchmarks and establish goals for your media plans and campaigns.
DSP Inventory Forecasting: Create and save mock tactics to get predictions for available impressions at different bid amounts.

Reporting

Pull reports and gather insights into campaign performance.

Reports: Manage and create new campaign reports, DSP reports, and scheduled reports.
Insights: Build fully customizable reports.

DSP Assets

Manage the different assets you use in DSP line items and tactics.

Domain Lists: Create and edit domain lists for DSP tactics.
Pixels & Audiences: Create and manage audiences, conversions, and universal pixels.

Settings

Manage your organization and user settings.

My Organization: Update your organization's profile and settings, add new users, clients, and service providers, pull billing reports, and manage your Terms & Conditions.
My Settings: Manage personal user account settings, such as your contact information, linked third-party accounts, and email notifications.

Log Out: Log out of your account.