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Table of Contents


Overview

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

  • OneStrata Entity
    • Cost Line

      OneStrata EntityProvider TypeLinked External EntitySuggested Documentation
      Ad PlacementAd Server

      OneStrata Ad Placement → CM360 placement

      OneStrata Ad Placement → Flashtalking placement

      Manage Linked Ad Placements

      CampaignAd Server

      OneStrata campaign → CM360 campaign

      OneStrata campaign → Flashtalking campaign

      Manage Linked Campaigns

      CampaignDSPOneStrata campaign → DV360 campaign

      Manage Linked Campaigns

      Cost LineDSP

      OneStrata Cost Line → Beeswax campaign

      OneStrata Cost Line → DV360 insertion order

      OneStrata Cost Line → The Trade Desk campaign

      Manage Linked Cost Lines

      SearchOneStrata Cost Line → Google Ads campaign
      SocialOneStrata Cost Line → Meta campaign

      Unlink an Entity From a Cost Line

      Unlinking an entity from a Cost Line has the following effects:

      • Delivery data for the now-unlinked entity is no longer available in OneStrata.
      • The unlinked entity is not deleted automatically. If the external entity itself should be deleted, this must be done within the external integration provider platform.

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

      1. Go to the appropriate external integration dashboard:
        Provider TypeActionStep
        DSP

        Unlink a Beeswax campaign from a Cost Line

        		Go to the DSP dashboard for Beeswax.
        Unlink a DV360 campaign from a Cost LineGo to the DSP dashboard for DV360.
        Unlink a campaign in The Trade Desk from a Cost LineGo to the DSP dashboard for The Trade Desk.
        SearchUnlink a Google Ads campaign from a Cost LineGo 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.

      Update an Entity Linked to a Cost Line

      For a linked Cost Line and external entity pair, 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 TypeActionStep
        DSP

        Update a Beeswax campaign

        		Go to the DSP dashboard for Beeswax.
        Update a DV360 insertion orderGo to the DSP dashboard for DV360.
        Update a campaign in The Trade DeskGo to the DSP dashboard for The Trade Desk.
        SearchUpdate a Google Ads campaignGo 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.

      View the Details of an Entity Linked to a Cost Line

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

      1. Go to the appropriate external integration dashboard:
        Provider TypeActionStep
        DSP

        View the details of a Beeswax campaign

        		Go to the DSP dashboard for Beeswax.
        View the details of a DV360 insertion orderGo to the DSP dashboard for DV360.
        View the details of a campaign in The Trade DeskGo to the DSP dashboard for The Trade Desk.
        SearchView the details of a Google Ads campaignGo 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 linked entity, different information is displayed in the View Upload widget:

      Provider TypeProviderStep
      DSP

      Beeswax

      		See View the Details of a Linked Beeswax Campaign.
      DV360See View the Details of a Linked DV360 Insertion Order.
      The Trade DeskSee View the Details of a Linked Campaign in The Trade Desk.
      SearchGoogle AdsSee 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 Entity Linked to a Cost Line

      Delivery metrics are only available for entities linked to standard Cost Lines.

      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 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.
          Site CostThe vendor delivery cost of the linked external entity.
          Site UnitThe 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 Standard Media Cost Line, making sure to select Site as the source in step 7.

      View the Delivery Metrics of Multiple Entities Linked to a Cost Line

      When multiple entities are linked to the same Cost Line, the delivery metrics for the linked entities are aggregated at the billing period and Cost Line levels.

      Therefore, the process of viewing delivery metrics for multiple entities linked to the same Cost Line is the same as the process of viewing delivery metrics for a single entity linked to a Cost Line.

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