Table of Contents
Overview
When schedule lines are committed on the Schedule grid, located on the Schedule tab, OneStrata automatically does the following:
- On the Schedule tab: Enables automatic flight period soft locking
- On the Orders tab: Groups committed lines with the same Order ID into orders on the Orders grid
- On the External Integrations tab: For Placement lines with a Technology Assignment value, creates one or more Ad Placement lines on the Ad Server grid
- On the Actualization tab: Creates one or more Order, Cost Package, Media Package, Placement, Fee, and Billing Period lines on the Actualization grid
Ad Placements on a Traffic Grid can then be uploaded directly to a campaign on an external ad server, reducing the need to manually re-enter trafficking details.
Before Beginning
Before an Ad Placement can be uploaded, the following conditions must be met:
- An external ad server must be connected to a OneStrata Agency or Enterprise.
- Optional: Map Agency Suppliers to the external ad server's suppliers. Mapping suppliers is not strictly required in order to upload an Ad Placement, but is required to receive delivery metrics from the external ad server.
- The campaign's Traffic Grid must be linked to a campaign on the external ad server.
- The Ad Placement line must have a Placement Type value.
- Any changes made to the Traffic Grid must be saved.
Upload an Ad Placement to a Campaign on an External Ad Server
To upload an Ad Placement to a campaign on an external ad server, do the following:
- Open the media campaign that contains the Ad Placement to be uploaded.
- Navigate to the campaign's External Integrations tab.
- In the Provider List, select the desired external ad server Provider.
- In the Traffic Grid, select the desired Ad Placement.
- Click the Upload button to open the Upload pane.
- On the Upload pane, choose one of the following options:
- Upload the Ad Placement without additional information
- Upload the Ad Placement with additional information
- Upload the Ad Placement without additional information
Default Uploaded Information
By default, the Ad Placement uploaded to the external ad server contains the following information, pulled from the Traffic Grid:
- The Package Name, if the Ad Placement is part of a Package
- The Name of the Ad Placement
- The Format of the Ad Placement
- The Format Dimension of the Ad Placement
- The Start Date of the Ad Placement
- The End Date of the Ad Placement
Upload the Ad Placement Without Additional Information
To upload the Ad Placement to the external ad server without additional information, do the following:
- On the Upload pane, for Include More Information, select No.
- Click the Upload button.
Upload the Ad Placement With Additional Information
To upload the Ad Placement to the external ad server with additional information, do the following:
- On the Upload pane, for Include More Information, select Yes.
- For Options, select the additional information to be uploaded:
- Include Volume when Uploading: The Units value of the Schedule Grid line that created the Ad Placement line is also uploaded to the external ad server
- Include Cost when Uploading: The selected Cost Type value of the Schedule Grid line that created the Ad Placement line is also uploaded to the external ad server
- Vendor Gross (Vendor Currency): The amount that the vendor quotes, before any standard discounts are applied and any taxes are added.
- Vendor Net (Vendor Currency): The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added.
- Client Gross (Client Currency): The amount that the client is quoted, before any discounts are applied.
- Client Net (Client Currency): The amount that the client is charged for the media purchases, after any discounts are applied but before any commission or taxes are added.
- Vendor Gross (Vendor Currency): The amount that the vendor quotes, before any standard discounts are applied and any taxes are added.
- Include Volume when Uploading: The Units value of the Schedule Grid line that created the Ad Placement line is also uploaded to the external ad server
- Click the Upload button.
Edit an Uploaded Ad Placement
After an Ad Placement has been uploaded to an external ad server, any changes to the Ad Placement within the Traffic Grid require the Ad Placement to be re-uploaded.
To edit an uploaded Ad Placement, do the following:
- Open the media campaign that contains the Ad Placement to be edited.
- Navigate to the campaign's External Integrations tab.
- In the Traffic Grid, make any desired changes to the Ad Placement.
- Click the Save Changes button.
- Select the edited Ad Placement.
- Click the Upload button.