Edit a Campaign Template
To edit a Campaign Template, navigate to the ‘Templates’ tab and expand the Campaign Templates dropdown section. Click on the name of the Campaign Template you wish to edit, and then click the ‘Edit’ button located in the top right corner. This will allow you to make the below changes to the selected Campaign Template.
Setup Dropdown
In the Setup section, edit the following fields:
- Name: Enter a unique name for your new Campaign Template to identify it easily.
- Code: Optional and for reporting purposes.
- Budget Type: Spend or Impressions
- Active Status: The ‘Active’ box is automatically checked, but uncheck it if you want to create an Inactive Campaign.
- Manage Budgets: This box is automatically checked. When selected, all Lines under this Campaign will be modified to match the Start Date, End Date, and Budget Type of the Campaign. Budgets must be allocated below by percentage. Uncheck if you do not want to modify the Lines’ budgets.
- Auto Pace: Select this option if you want the system to automatically pace your Campaign.
- Manage Creatives: Select this option to associate creatives with the Campaign.
- Manage Dayparts: This option allows you to manage pacing and dayparts at the Campaign Level.
- Programmatic Guaranteed: Enabling this will erase any targeting or settings previously configured. Targeting for Programmatic Guaranteed Campaigns must be configured by the publisher on the deal. The budget and flight date fields on the Campaign and associated Line Items are for monitoring and pacing purposes only; the publisher controls flight and delivery.
- Enable Flights: This option allows you to add flight dates for the Campaign. You can input a start date, end date, budget, and define whether rollover budgets will be used. If rollover is selected, you can define the rollover type: either ‘even’ or ‘next flight’.
- Pacing Timezone: Select the desired seat time zone for pacing purposes.
- Template Description: A brief explanation that helps you and other users understand the purpose of the Template.
- Icon: An image that makes the template easily identifiable, helping users quickly recognize it.
Targeting Dropdown
To edit the Targeting section of a Campaign, follow these steps:
- Navigate to the Targeting section within the Campaign Template.
- Click ‘Edit Targeting’ to modify targeting settings.
- Make the necessary changes to the targeting settings. Refer to the documentation page to review available targeting options: Campaign Targeting
- Click ‘Save’ in the bottom right corner of the popup window to apply all changes. To discard changes and revert to the previous settings, click ‘Cancel’.
- If you have finished editing the Template, close the window and click the ‘Submit’ button in the top right corner of the page to save and apply all changes. If you do not want to apply the edits, press ‘Cancel’ to discard changes and revert the Campaign Template to its previous settings. To continue making edits, proceed to the other sections.
Lines Dropdown
In the Lines section of the Campaign Template, decide which Lines should be included by checking or unchecking the corresponding Line boxes. This allows you to customize which Lines are part of the Campaign Template based on your specific needs.
Pacing & Dayparts Dropdown
If ‘Mange Dayparts’ is enabled on the Campaign Template Setup section and you want to edit the Pacing & Dayparts section of the Campaign Template, follow these steps:
- Navigate to the Pacing & Dayparts section within the Campaign Template.
- Make the necessary changes to the Pacing & Dayparts settings. Refer to the documentation page to review available Pacing & Dayparts options: Campaign Pacing & Dayparts
- If you have finished editing the Template, click the ‘Submit’ button in the top right corner of the page to save and apply all changes. If you do not want to apply the edits, press ‘Cancel’ to discard changes and revert the Campaign to its previous settings. To continue making edits, proceed to other sections.
Frequency & Recency
If the ‘Enable Campaign Frequency’ feature is checked in the Campaign Template Setup section and you want to edit the Frequency & Recency section of the Campaign Template, follow these steps:
- Navigate to the Frequency & Recency section within the Campaign Template.
- Make the necessary changes to the Frequency & Recency settings. Refer to the documentation page to review available Frequency & Recency options: Campaign Frequency & Recency
- If you have finished editing the Template, close the window and click the ‘Submit’ button in the top right corner of the page to save and apply all changes. If you do not want to apply the edits, press ‘Cancel’ to discard changes and revert the Campaign to its previous settings. To continue making edits, proceed to other sections.