Log In To/Out From an External Provider

Log in to an External Integration Provider

To log in to an external integration provider, do the following:

1. Open a campaign that the provider has been assigned to.
   
   
2. Depending on the provider type, choose the appropriate action:
   

   Provider Type	Step
   Ad Server	Go to the Ad Server dashboard.
   DSP	Go to the DSP dashboard.
   Search	Go to the Search dashboard.
   Social	Go to the Social dashboard.

   
   
   
3. In the Provider Login section, click the Log In button to open the Login widget.
   
   
4. In the Login widget:
   

   Item Name	Step(s)
   External Integration Credential	Select the desired set of login credentials.
   Log In icon ()	Click the Log In icon.
   Only available if the credentials are individually stored Username	Enter the username configured for the selected set of login credentials.
   Only available if the credentials are individually stored Password	Enter the password configured for the selected set of login credentials.

   
   
   
5. Click the Log In button to log into the external integration.

Log out from an External Integration Provider

To log out from an external integration provider, do the following:

1. Open a campaign that the provider has been assigned to.
   
   
2. Depending on the provider type, choose the appropriate action:
   

   Provider Type	Step
   Ad Server	Go to the Ad Server dashboard.
   DSP	Go to the DSP dashboard.
   Search	Go to the Search dashboard.
   Social	Go to the Social dashboard.

   
   
   
3. In the Provider Login section, click the Log Out button.

Link an Ad Placement

OneStrata Ad Placements can be linked to the following external entities:

When linking an Ad Placement to an external placement, there are two options:

Link an Ad Placement to a New External Placement

To link an Ad Placement to a new external placement, do the following:

1. Open the OneStrata campaign that contains the Ad Placement to be linked.
   
   
2. Go to the appropriate Ad Server dashboard.
   

   Provider Type	Action	Step
   Ad Server	Link an Ad Placement to a CM360 placement	Go to the Ad Server dashboard for CM360.
   	Link an Ad Placement to an Innovid placement	Go to the Ad Server dashboard for Innovid.

   
   
   
3. If not logged in already, log in to the Ad Server provider.
   
   
4. If not linked already, link the OneStrata campaign to an external campaign. Linking a campaign to an ad server campaign is required before any Ad Placements can be linked.
   
   
5. In the Ad Server Social grid, select the desired Ad Placement.
   
   
6. Click Upload to open the Upload widget.
   
   
7. In the Upload widget:
   

   Field Name	Step(s)
   Include More Information	Select whether or not to upload additional information related to the Ad Placement: Yes: The default Ad Placement information is uploaded, in addition to the extra information specified below. No: Only the default Ad Placement information is uploaded. Default Uploaded Ad Placement Information If the Ad Placement is part of a Package: The name of the Package (from the Name / ID field) The name of the Ad Placement (from the Name / ID field) The format of the Ad Placement (from the Format field) The format dimensions of the Ad Placement (from the Format Dimension field) The start and end dates of the Ad Placement (from the Start Date and End Date fields)
   Only available if Include More Information is Yes. Include Volume when Updating	Optional: Select the Include Volume when Updating checkbox to also upload the Units value of the Schedule grid line that created the Ad Placement being uploaded.
   Only available if Include More Information is Yes. Include Cost when Updating	Optional: Select the Include Cost when Updating checkbox to also upload the value of the cost type selected below (see Cost Types), for the Schedule grid line that created the Ad Placement being uploaded.
   Only available if Include Cost when Updating is selected. Cost Cap Period	Select a cap cost option for the new ad server placement: None: There is no cap cost and all media cost (the cost of placement delivery) is recorded by the Ad Server provider. Note: Campaign Manager 360 stops recording media cost as soon as your placement receives enough units to equal the sum of the cost for all the flights in your report. Cumulative Total: Once a certain amount is reached, the media cost is no longer recorded by the Ad Server provider. This amount is equal to the sum of the cost of all the flight periods in the Schedule grid line that created the Ad Placement being uploaded. Monthly (only if the Ad Server provider is CM360 and automatic flighting is enabled): The media cost of each automatic flight in the placement is capped. Automatic flights are almost always monthly.
   Only available if Include Cost when Updating is selected. Cost Types	Select the cost type that is uploaded: Vendor Gross (VC) Vendor Net (VC) Client Gross (CC) Client Net (CC) The value of the cost type comes from the Schedule grid line that created the Ad Placement being uploaded.

   
   
   
8. Click Upload.

Link an Ad Placement to an Existing External Placement

To link an Ad Placement to an existing external placement, do the following:

1. Open the OneStrata campaign that contains the Ad Placement to be linked.
   
   
2. Go to the appropriate Ad Server dashboard.
   

   Provider Type	Action	Step
   Ad Server	Link an Ad Placement to a CM360 placement	Go to the Ad Server dashboard for CM360.
   	Link an Ad Placement to an Innovid placement	Go to the Ad Server dashboard for Innovid.

   
   
   
3. If not logged in already, log in to the Ad Server provider.
   
   
4. If not linked already, link the OneStrata campaign to an external campaign. Linking a campaign to an ad server campaign is required before any Ad Placements can be linked.
   
   
5. In the Ad Server Social grid, select the desired Ad Placement.
   
   
6. Click Link to open the Placement Linking widget.
   
   
7. In the Placement Linking widget:
   
   
   1. For Ad Server Placement Name, search for the desired external placement by entering at least three letters of the external name. Then, select the external placement.
      
      
   2. Click Apply.

Link a Campaign

OneStrata campaigns can be linked to the following external entities:

When linking a campaign to an external campaign, there are two options:

Link a Campaign to a New External Campaign

To link a campaign to a new external campaign, do the following:

1. Open the desired OneStrata campaign.
   
   
2. Go to the appropriate dashboard:
   

   Provider Type	Action	Step
   Ad Server	Link a campaign to a CM360 campaign	Go to the Ad Server dashboard for CM360.
   	Link a campaign to an Innovid campaign	Go to the Ad Server dashboard for Innovid.
   DSP	Link a campaign to a DV360 campaign	Go to the DSP dashboard for DV360.

   
   
   
3. If not logged in already, log in to the external integration provider.
   
   
4. Click Link Campaign to open the Link Campaign widget, with the Create Campaign option selected.
   
   
5. In the Link Campaign widget, enter the required information. Depending on the external integration provider, different information is required:
   

   Provider Type	Provider	Step
   Ad Server	CM360	See Link a Campaign to a New CM360 Campaign.
   	Innovid	See Link a Campaign to a New Innovid Campaign.
   DSP	DV360	See Link a Campaign to a New DV360 Campaign.

   
   
   
6. Click Create & Link.

Link a Campaign to an Existing External Campaign

To link a campaign to an existing external campaign, do the following:

1. Open the desired OneStrata campaign.
   
   
2. Go to the appropriate dashboard:
   

   Provider Type	Action	Step
   Ad Server	Link a campaign to a CM360 campaign	Go to the Ad Server dashboard for CM360.
   	Link a campaign to an Innovid campaign	Go to the Ad Server dashboard for Innovid.
   DSP	Link a campaign to a DV360 campaign	Go to the DSP dashboard for DV360.

   
   
   
3. If not logged in already, log in to the external integration provider.
   
   
4. Click Link Campaign to open the Link Campaign widget, with the Existing Campaign option selected.
   
   
5. In the Link Campaign widget, enter the required information. Depending on the external integration provider, different information is required:
   

   Provider Type	Provider	Step
   Ad Server	CM360	See Link a Campaign to an Existing CM360 Campaign.
   	Innovid	See Link a Campaign to an Existing Innovid Campaign.
   DSP	DV360	See Link a Campaign to an Existing DV360 Campaign.

   
   
   
6. Click Link.

Link a Cost Line

OneStrata Cost Lines can be linked to the following external entities:

When linking a Cost Line to an external entity, there are two options:

Link a Cost Line to a New External Entity

To link a Cost Line to a new external entity, do the following:

1. Open the OneStrata campaign that contains the Cost Line to be linked.
   
   
2. Go to the appropriate programmatic (DSP, Search, or Social dashboard):
   

   Provider Type	Action	Step
   DSP	Link a Cost Line to a Buyer Cloud campaign	Go to the DSP dashboard for Buyer Cloud.
   	Link a Cost Line to a DV360 insertion order	Go to the DSP dashboard for DV360.
   	Link a Cost Line to a The Trade Desk campaign	Go to the DSP dashboard for The Trade Desk.
   Search	Link a Cost Line to a Google Ads campaign	Go to the Search dashboard for Google Ads.
   Social	Link a Cost Line to a Meta campaign	Go to the Social dashboard for Meta.

   
   
   
3. If not logged in already, log in to the programmatic provider.
   
   
4. In the DSP, Search, or Social grid, for the desired Cost Line, select the row action icon (three vertical dots).
   
   
5. Click Create to open the Upload widget, with the Create Campaign option selected.
   
   
6. In the Upload widget, enter the required information. Depending on the external integration provider, different information is required:
   

   Provider Type	Provider	Step
   DSP	Buyer Cloud	See Link a Cost Line to a New Buyer Cloud Campaign.
   	DV360	See Link a Cost Line to a New DV360 Insertion Order.
   	The Trade Desk	See Link a Cost Line to a New Campaign in The Trade Desk.
   Search	Google Ads	See Link a Cost Line to a New Google Ads Campaign.
   Social	Meta	See Link a Cost Line to a New Meta Campaign.

   
   
   
7. Click Create & Link. If needed, programmatic media buyers or traffickers can add more granular details to the newly created entity within the external integration provider's platform.

Link a Cost Line to an Existing External Entity

To link a Cost Line to an existing external entity, do the following:

1. Open the OneStrata campaign that contains the Cost Line to be linked.
   
   
2. Go to the appropriate programmatic (DSP, Search, or Social) dashboard:
   

   Provider Type	Action	Step
   DSP	Link a Cost Line to a Buyer Cloud campaign	Go to the DSP dashboard for Buyer Cloud.
   	Link a Cost Line to a DV360 insertion order	Go to the DSP dashboard for DV360.
   	Link a Cost Line to a The Trade Desk campaign	Go to the DSP dashboard for The Trade Desk.
   Search	Link a Cost Line to a Google Ads campaign	Go to the Search dashboard for Google Ads.
   Social	Link a Cost Line to a Meta campaign	Go to the Social dashboard for Meta.

   
   
   
3. If not logged in already, log in to the programmatic provider.
   
   
4. In the DSP, Search, or Social grid, for the desired Cost Line, select the row action icon (three vertical dots).
   
   
5. Click Create to open the Upload widget, with the Existing Campaign option selected.
   
   
6. In the Upload widget, enter the required information. Depending on the external integration provider, different information is required:
   

   Provider Type	Provider	Step
   DSP	Buyer Cloud	See Link a Cost Line to an Existing Buyer Cloud Campaign.
   	DV360	See Link a Cost Line to an Existing DV360 Insertion Order.
   	The Trade Desk	See Link a Cost Line to an Existing Campaign in The Trade Desk.
   Search	Google Ads	See Link a Cost Line to an Existing Google Ads Campaign.
   Social	Meta	See Link a Cost Line to an Existing Meta Campaign.

   
   
   
7. Click Link.

Manage Linked Ad Placements

 OneStrata Ad Placements can be linked to the following external entities:

Update an External Placement Linked to an Ad Placement

For a linked Ad Placement and ad server placement pair, any changes made in OneStrata to the Ad Placement are not automatically sent to the linked ad server placement. Instead, these updates must be manually uploaded.

To update an ad server placement linked to an Ad Placement, do the following:

1. Open the OneStrata campaign that contains the linked Ad Placement.
   
   
2. Go to the appropriate Ad Server dashboard:
   

   Action	Step
   Update a CM360 placement	Go to the Ad Server dashboard for CM360.
   Update a Innovid placement	Go to the Ad Server dashboard for Innovid.

   
   
   
3. In the Ad Server dashboard, make the changes to the Ad Placement:
   
   
   1. Make any desired changes to the Ad Placement.
      
      
   2. Click Save Changes.
      
      
4. Select the updated Ad Placement.
   
   
5. Click Upload to open the Upload widget.
   
   
6. In the Upload widget, send the changes to the Ad Server provider:
   
   
   1. Review the updated values.
      
      
   2. Click Update.

Unlink an External Placement from an Ad Placement

To unlink an ad server placement from an Ad Placement, do the following:

1. Open the OneStrata campaign that contains the Ad Placement to be unlinked.
   
   
2. Go to the appropriate Ad Server dashboard:
   

   Action	Step
   Unlink a CM360 placement from an Ad Placement	Go to the Ad Server dashboard for CM360.
   Unlink a Flashtalking placement from an Ad Placement	Go to the Ad Server dashboard for Flashtalking.

   
   
   
3. Select the Ad Placement. Only one Ad Placement can be unlinked at a time.
   
   
4. Click the Unlink button. This opens a message asking the user to confirm that the Ad Placement should be unlinked.
   
   
5. Confirm that the Ad Placement should be unlinked by clicking the Unlink button. The status of the Ad Placement in the Ad Server grid changes from Uploaded to Not Uploaded.

View the Delivery Metrics of an External Placement Linked to an Ad Placement

If an Ad Placement and ad server placement are linked, the vendor delivery cost and number of delivered units of the linked ad server placement can be viewed and used for actualization within OneStrata.

To view the delivery metrics of an ad server placement linked to an Ad Placement, do the following:

1. Open the OneStrata campaign that contains the linked Ad Placement.
   
   
2. Go to the campaign's Actualization tab.
   
   
3. In the Standard Actualization or Margin Actualization grid, do the following:
   
   
   1. Find the Actualization grid line that represents the linked Ad Placement, using the (Cost Line) ID or External ID values.
      
      Delivery data is broken out by billing period month, with each month corresponding to a Billing Period line.
      
      
   2. If necessary, scroll horizontally until the 3rd Party Cost and 3rd Party Unit columns are reached.
      

      Column Name	Description
      3rd Party Cost	The vendor delivery cost of the linked ad server placement.
      3rd Party Unit	The number of delivered units of the linked ad server placement.

The 3rd Party Cost and 3rd Party Unit values can be used for actualization. For more information, see Actualize a Media Cost Line, making sure to select 3rd Party as the applied source. 

Manage Linked Campaigns

OneStrata campaigns can be linked to the following external entities:

Unlink an External Campaign from a Campaign

To unlink an external campaign from a OneStrata campaign, do the following:

1. Open the OneStrata campaign.
   
   
2. Go to the appropriate external integration dashboard:
   

   Provider Type	Action	Step
   Ad Server Unlinking a OneStrata campaign from an ad server campaign is only possible if no Ad Placements have been uploaded to the ad server campaign yet.	Unlink a CM360 campaign from a OneStrata campaign	Go to the Ad Server dashboard for CM360.
   	Unlink a Flashtalking campaign from a OneStrata campaign	Go to the Ad Server dashboard for Flashtalking.
   DSP	Unlink a DV360 campaign from a OneStrata campaign	Go to the DSP dashboard for DV360.

   
   
   
3. Click the View Campaign button to open the View Campaign widget.
   
   
4. At the bottom of the View Campaign widget, click Unlink.

View the Details of an External Campaign Linked to a Campaign

To view the details of an external campaign linked to a OneStrata campaign, do the following:

1. Open the OneStrata campaign.
   
   
2. Go to the appropriate external integration dashboard:
   

   Provider Type	Action	Step
   Ad Server	View the details of a CM360 campaign	Go to the Ad Server dashboard for CM360.
   	View the details of a Innovid campaign	Go to the Ad Server dashboard for Innovid.
   DSP	View the details of a DV360 campaign	Go to the DSP dashboard for DV360.

   
   
   
3. Click the View Campaign button to open the View Campaign widget.
   
   The following information about the linked external campaign is displayed:
   

   Field Name	Description
   Linked By	The OneStrata user who linked the OneStrata and external campaigns.
   Linked Date	The date that the OneStrata and external campaigns were linked.
   Advertiser	The name and identifier of the external advertiser, in the external integration provider's platform.
   Campaign	The name of the external campaign, in the external integration provider's platform.
   External ID	The identifier of the external campaign, in the external integration provider's platform.
   Date Range / Start Date	The date range or start date of the external campaign, in the external integration provider's platform.

Manage Linked Cost Lines

OneStrata Cost Lines can be linked to the following external entities:

Update an External Entity Linked to a Cost Line

For an entity linked to a Cost Line, any changes made in OneStrata to the Cost Line are not automatically sent to the linked entity. Instead, these updates must be manually uploaded.

To update an entity linked to a Cost Line, do the following:

1. Go to the appropriate external integration dashboard:
   

   Provider Type	Action	Step
   DSP	Update a Buyer Cloud (formerly FreeWheel DSP) campaign	Go to the DSP dashboard for Buyer Cloud.
   	Update a DV360 insertion order	Go to the DSP dashboard for DV360.
   	Update a campaign in The Trade Desk	Go to the DSP dashboard for The Trade Desk.
   Search	Update a Google Ads campaign	Go to the Search dashboard for Google Ads.
   Social	Update a Meta campaign	Go to the Social dashboard for Meta.

   
   
   
2. Review the entity information.
   
   Mismatching values are highlighted, but depending on whether or not the user is currently logged in to the external integration provider, the highlighted values are different:
   
   
   • Logged out: Values that are mismatched between what is currently committed on the Schedule grid and what was last uploaded to the external integration provider are highlighted with a yellow background.
     
     
   • Logged in: Values that are mismatched between what is currently committed on the Schedule grid and what is currently in the external integration provider are highlighted with a yellow background.
     
     
3. For the desired entity, select the row action icon (three vertical dots).
   
   
4. Select Update to open the Update widget.
   
   
5. In the Update widget:
   
   
   1. In the Update Provider Data section, review the values. The updated values (marked with green) will be sent to the external integration provider and will replace the previously uploaded or current values (marked with red).
      
      
   2. Make any other desired changes.
      
      
   3. Click the Update button.

Unlink an External Entity from a Cost Line

To unlink an external entity from a Cost Line, do the following:

1. Go to the appropriate external integration dashboard:
   

   Provider Type	Action	Step
   DSP	Unlink a Buyer Cloud (formerly FreeWheel DSP) campaign from a Cost Line	Go to the DSP dashboard for Buyer Cloud.
   	Unlink a DV360 campaign from a Cost Line	Go to the DSP dashboard for DV360.
   	Unlink a campaign in The Trade Desk from a Cost Line	Go to the DSP dashboard for The Trade Desk.
   Search	Unlink a Google Ads campaign from a Cost Line	Go to the Search dashboard for Google Ads.
   Social	Unlink a Meta campaign from a Cost Line	Go to the Social dashboard for Meta.

   
   
   
2. For the desired entity, select the row action icon (three vertical dots).
   
   
3. Select Unlink. This opens a message asking the user to confirm that the entity should be unlinked.
   
   
4. Confirm that the entity should be unlinked by clicking the Unlink button.

View the Details of an External Entity Linked to a Cost Line

To view the details of an external entity linked to a Cost Line, do the following:

1. Go to the appropriate external integration dashboard:
   

   Provider Type	Action	Step
   DSP	View the details of a Buyer Cloud (formerly FreeWheel DSP) campaign	Go to the DSP dashboard for Buyer Cloud.
   	View the details of a DV360 insertion order	Go to the DSP dashboard for DV360.
   	View the details of a campaign in The Trade Desk	Go to the DSP dashboard for The Trade Desk.
   Search	View the details of a Google Ads campaign	Go to the Search dashboard for Google Ads.
   Social	View the details of a Meta campaign	Go to the Social dashboard for Meta.

   
   
   
2. For the desired entity, select the row action icon (three vertical dots).
   
   
3. Select View to open the View Upload widget. Depending on the entity, different information is displayed in the View Upload widget:
   

   Provider Type	Provider	Step
   DSP	Buyer Cloud (formerly FreeWheel DSP)	See View the Details of a Linked Buyer Cloud Campaign.
   	DV360	See View the Details of a Linked DV360 Insertion Order.
   	The Trade Desk	See View the Details of a Linked Campaign in The Trade Desk.
   Search	Google Ads	See View the Details of a Linked Google Ads Campaign.
   Social	Meta	See View the Details of a Linked Meta Campaign.

View the Delivery Metrics of an External Entity Linked to a Cost Line

If a Cost Line and external entity are linked, the vendor delivery cost and number of delivered units of the linked external entity can be viewed and used for actualization within OneStrata.

To view the delivery metrics of an entity linked to a Cost Line, do the following:

1. Open the OneStrata campaign that contains the linked entity.
   
   
2. Go to the campaign's Actualization tab.
   
   
3. In the Standard Actualization or Margin Actualization grid, do the following:
   
   
   1. Find the Actualization grid line that represents the linked Cost Line, using the (Cost Line) ID or External ID values.
      
      Delivery data is broken out by billing period month, with each month corresponding to a Billing Period line.
      
      
   2. If necessary, scroll horizontally until the Site Cost and Site Unit columns are reached.
      

      Column Name	Description
      Site Cost	The vendor delivery cost of the linked external entity.
      Site Unit	The number of delivered units of the linked external entity.

The Site Cost and Site Unit values can be used for actualization. For more information, see Actualize a Media Cost Line, making sure to select Site as the applied source.