Overview

Campaigns, Ad Placements, and Cost Lines can be linked to entities in external integration providers, creating connections that allow information to flow between OneStrata and the provider.

For more information about each type of linked OneStrata entity, see its corresponding page in the Suggested Documentation column.

Manage Linked Ad Placements

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

Unlink an Ad Server 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.

Update a Linked Ad Server 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 Flashtalking placement	Go to the Ad Server dashboard for Flashtalking.

   
   
   
3. In the Ad Server dashboard:
   
   
   1. Make any desired changes to the Ad Placement.
      
      
   2. Click the Save Changes button to save the changes in OneStrata.
      
      
4. Select the updated Ad Placement.
   
   
5. Click the Upload button to open the Upload widget.
   
   
6. In the Upload widget:
   
   
   1. Review the updated values that will be sent to the Ad Server provider.
      
      
   2. Click the Update button.

View the Delivery Metrics of a Linked Ad Server 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 a Campaign

To unlink a OneStrata campaign from an external 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 a Linked External 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 Flashtalking campaign	Go to the Ad Server dashboard for Flashtalking.
   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:

Unlink an Entity From a Cost Line

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

1. Go to the appropriate external integration dashboard:
   

   Provider Type	Action	Step
   DSP	Unlink a Beeswax campaign from a Cost Line	Go to the DSP dashboard for Beeswax.
   	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.

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 Type	Action	Step
   DSP	Update a Beeswax campaign	Go to the DSP dashboard for Beeswax.
   	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.

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 Type	Action	Step
   DSP	View the details of a Beeswax campaign	Go to the DSP dashboard for Beeswax.
   	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 linked entity, different information is displayed in the View Upload widget:

View the Delivery Metrics of an 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.

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.