Ad Serving with Campaign Manager 360 Quick Reference Guide

To link Campaign Manager 360 accounts in Basis, your Campaign Manager 360 account must allow the following permissions:

• Advertiser management: modify access

• Campaigns: full access

• Placement costs: full access

• Placements: full access

• Sites: full access

For analytics, Basis syncs metrics that are not blocked by your permissions. For seamless metric synchronization with and Campaign Manager 360, allow the following permissions:

Trafficking:

• User Profiles: Read-only access

• User Roles: Read-only access

Reporting:

• View click-through conversions

• View revenue data

• View view-through conversions

See Ad Server Accounts for more information.

To connect your Campaign Manager 360 account: 

1. Go to My Settings, then select the Third Party Accounts tab.

2. Click Ad Account.

3. Enter your credentials. After you have connected your account, your credentials are securely stored in Basis so it can create placements for linked items and automatically update delivery data from the ad server.

   

You can control how placements are organized and what line item values are used in placement names by creating naming rules. This expedites the ad server placement creation process, and ensures that elements are properly labeled, and free of mistakes or typos​. After your naming conventions have been saved, they can be applied to all line items and become Campaign Manager 360 ad tags when you export to Campaign Manager 360.

Naming conventions are created at the client level, and you can assign them to any media plans that belong to that client. ​

You must have Organization Management permissions to create and manage naming conventions. Users with Planning permissions can apply naming conventions at the media plan level.

To create naming conventions:

1. Click Main Menu [] > My Organization > Clients/Brands, then select a client or create a new one.

   

2. Select the Naming Conventions tab, then click Create.

   

3. Enter a Name.

4. Build your naming convention using standard or custom fields:

   1. Use the drop-down menus to select the line item labels that you want to use.

   2. Enter your custom label in the text box at the bottom of the drop-down menu and click Add [] to create it. There is no limit to the number of custom fields you can create.

   3. Click Add [] to add more labels.

   4. Click Delete [] to remove a label.

   5. Enter any symbols that you want to use as separators in the boxes between the labels.

      If a label includes multiple values ( Format: Interstitial, Display, and Video), those values are separated by a comma and a space in the naming convention: Campaign ID_Vendor_Interstitial, Display, Video_Property.

5. Click Save to save your naming convention formula. You can now apply this naming convention to line items in campaigns that use this client.

   

To apply your naming convention to a media plan:

1. Go to your campaign, then edit an existing media plan or create a new one.

   

2. Enter all the required information, then select a naming convention. You can only select from naming conventions that have their status set to ON at the client level.

3. Click Save.

   

4. In your campaign, you'll see the naming convention in the Ad Serving row under the line item name.

   

To apply costs for CPM or CPC rate types: 

1. Go to Main Menu [] > Campaign.Select your campaign, and open a media plan.

   

2. Select CPM or CPC from the ad serving rate type dropdown.

3. Enter the following (if applicable):

   • est. imps if the ad serving rate type is CPM 

   • est. clicks if the ad serving rate type is CPC.

     If the line item rate type is a CPM or CPC rate type, the ad serving rate type and unit fields are locked in Cost mode and auto-populated based on the line item data. Edit in Rates or Units mode to update.

     The ad serving rate type and unit fields remain unlocked if the rate type is Dynamic CPM.

     See below for calculating other rate types.

4. In the Rates column, add the ad serving rate to the ad serv field.

5. The total cost for ad serving is shown in the Costs column.

   

To apply costs for non-CPM or CPC rate types: 

1. Estimate the amount of impressions needed to achieve your rate type goal using the following formula:

   • Estimated Impressions = Target Number / Benchmark Rate

   • See Estimating Ad Serving Costs for Non-CPM or CPC Rate Types for more information.

2. After the impressions have been calculated, enter the estimated impressions for that rate type.

   

To apply the Ad Server Placements:

1. Go to the campaign, and select the Ad Serving tab.

2. Click Manage.

   

3. Click Add [] to select the line items you want to set up.

   

4. You can then choose all of the line items for a channel, vendor and property, or group and tactic, or you can individually select only the line items you are ready to start working on.

5. Click Save.

   

   • For DSP line items, you can choose whether you want to create ad server placements for each line item, or by each tactic within the line item.

     

6. After you have selected the placement, Basis automatically creates one placement per ad size selected at the line item level. Basis creates a default name using the naming conventions you've set up for the line item, or from the line item description from the media plan and the ad size if you have not set up naming conventions. Each placement must have a unique name.

   For most creatives, the type defaults to Ad Server Placement. For videos, the type defaults to VAST Server Placement.

   

To edit ad server placement names and types:

From the Ad Serving tab, click the field you want to edit, then make your change.

See Managing Ad Server Placements for more information.

To export your campaign from Basis to Campaign Manager 360:

1. Go to your campaign, and select the Ad Serving tab.

2. Select Actions > Export to Campaign Manager 360.

   

3. Fill out the Export to Campaign Manager 360 modal with the applicable information.

   1. Filter or scroll to find the existing advertiser you want to export under, then select it.

      Basis will alert you if the Campaign Manager 360 advertiser is on hold, but this will not prevent you from exporting.

   2. Enter the default landing page name and URL—this will apply to the entire campaign. You should use a very basic URL such as a Home page. The URL should not have any UTM codes or tracking.

4. Click Continue.

   

5. On the Placements tab, there is a summary of the changes you are about to make, such as how many placement will be added, deleted, or updated. Click Export.

   

After exporting to Campaign Manager 360​, Basis creates the campaign, packages, and placements based on the plan in Basis​. Placements are based on combo of TYPE and FORMAT. For example a line item with a Video format and a VAST Ad server placement type means that a VAST ad tag in Campaign Manager 360 will be created for that line item.

In Campaign Manager 360, the campaign name is combination of the Basis Campaign ID and Campaign Name, separated with a colon. Basis line items with a single ad size, become a single placement. Line items with multiple ad sizes become a package, and the ad server placements generated for the different ad sizes become the single placements.