Search and Social Media Delivery Data: Quick Reference

This topic explains the key steps for integrating search and social media delivery metrics with your Basis campaigns.

Basis can automatically receive delivery data from the following:

You can also use other social media providers with Basis by manually importing delivery data. See Using Non-Integrated Ad Servers Quick Reference Guide for more information.

Basis also integrates with the popular ad server Campaign Manager 360. See Ad Serving with Campaign Manager 360 Quick Reference Guide to get started.

Setting Up Your Accounts

Integrated Third-Party Accounts

To set up your accounts:

  1. Go to Main Menu [] > My Settings > Third Party Accounts.

  2. Make sure the email address you use when you add the account matches the address used by the third-party account.

    Facebook must be set up as a manager account, with API access enabled.

Other Providers

There is no initial set up step in Basis for other providers.

Planning Campaigns and Line Items

To plan your campaign and line items:

  1. In your Basis media plan, add a new line item for each third-party provider you plan to use. If your campaign will run on Facebook and Google Ads, you need a social line item for Facebook and a search line item for Google Ads.

    Basis receives campaign-level delivery data from the integrated delivery source—a single line item in your campaign will align with the data expected from these providers.

  2. Set up your ads or placements in the third-party systems.

Receiving Delivery Data

Integrated Third-Party Sources

To receive delivery data from a third-party source:

  1. Link your campaign to the third-party delivery source.

  2. After the campaign becomes active, Basis automatically retrieves delivery data for that campaign from the third-party account and campaigns you chose.

Other Providers

As your campaign runs, import delivery data using CSV files generated by your search or social media provider.

To import delivery data to Basis: