Table of Contents
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.
| OneStrata Entity | Provider Type | Linked External Entity | Suggested Documentation |
|---|---|---|---|
| Ad Placement | Ad Server | OneStrata Ad Placement → CM360 placement OneStrata Ad Placement → Innovid (formerly Flashtalking) placement | |
| Campaign | Ad Server | OneStrata campaign → CM360 campaign OneStrata campaign → Innovid (formerly Flashtalking) campaign | |
| DSP | OneStrata campaign → DV360 campaign | ||
| Cost Line | DSP | OneStrata Cost Line → Buyer Cloud (formerly FreeWheel DSP) campaign OneStrata Cost Line → DV360 insertion order OneStrata Cost Line → The Trade Desk campaign | |
| Search | OneStrata Cost Line → Google Ads campaign | ||
| Social | OneStrata Cost Line → Meta campaign |
Log In To or Log Out From and External Provider
Log In To an External Integration
To log in to an external integration provider, do the following:
- Open a campaign that the provider has been assigned to.
- Depending on the provider type, choose the appropriate action:
Provider Type Step Ad Server Go to the Ad Server Integrations.
DSP Go to the DSP dashboard. Search Go to the Search dashboard. Social Go to the Social dashboard. - In the Provider Login section, click the Log In button to open the Login widget.
- 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.
- Click the Log In button to log into the external integration.
Log Out From an External Integration
To log out from an external integration provider, do the following:
- Open a campaign that the provider has been assigned to.
- Depending on the provider type, choose the appropriate action:
Provider Type Step Ad Server DSP Navigate to the DSP dashboard. Search Navigate to the Search dashboard. Social Navigate to the Social dashboard. - In the Provider Login section, click the Log Out button to log out from the external integration.
Manage Linked Ad Placements
OneStrata Ad Placements can be linked to the following external entities:
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:
- Open the OneStrata campaign.
- 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. - Click the View Campaign button to open the View Campaign widget.
- At the bottom of the View Campaign widget, click Unlink.
View the Details of a Linked External Campaig
To view the details of an external campaign linked to a OneStrata campaign, do the following:
- Open the OneStrata campaign.
- 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. - 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
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:
- 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. - For the desired entity, select the row action icon (three vertical dots).
- Select Unlink. This opens a message asking the user to confirm that the entity should be unlinked.
- 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:
- 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. - 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.
- 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.
- For the desired entity, select the row action icon (three vertical dots).
- Select Update to open the Update widget.
- In the Update widget:
- 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).
- Make any other desired changes.
- Click the Update button.
- 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).
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:
- 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. - For the desired entity, select the row action icon (three vertical dots).
- Select View to open the View Upload widget.
Depending on the linked entity, different information is displayed in the View Upload widget:
| Provider Type | Provider | Step |
|---|---|---|
| DSP | Buyer Cloud (formerly FreeWheel DSP) | See Manage FreeWheel Buyer Cloud Integrations. |
| 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 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:
- Open the OneStrata campaign that contains the linked entity.
- Go to the campaign's Actualization tab.
- In the Standard Actualization or Margin Actualization grid, do the following:
- 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. - 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.
- Find the Actualization grid line that represents the linked Cost Line, using the (Cost Line) ID or External ID values.
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.