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Managing Line Items

Managing Line Items

  • Edit a Line Item
  • Clone a Line
  • De-activate a Line Item
  • Lines with Expired Segments or Deals
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Edit a Line Item

To edit a Line Item, enter the Advertiser tab and find the Line Item in question. Click on the name of the Line Item to open the Line Item menu, then click the ‘Edit’ button in the upper right. Make the changes to the Line Item parameters or targeting, then click ‘Submit’ to save the changes.

The following settings cannot be changed once the Line Item is submitted – Inventory Type, Creative Type, Budget type (by spend or by impressions), and Foot Traffic Reporting. The Start Date for the campaign cannot be changed once that date has passed.

Clone a Line

To clone, or create copy, of an existing Line Item, open the Line Item and select ‘Clone’ in the upper right-hand side of the screen. This will create a copy of the Line Item, where you can then edit the settings or make changes to the existing set-up. Give the new version of the Line a name, verify the budgets and the flight dates. Change any other parameters that need to be adjusted, then ‘Submit’ to save the new Line Item.

De-activate a Line Item

To turn ‘off’ or de-activate a Line Item, open the Line Item and select ‘Edit’. Un-check the ‘Active’ box, then click ‘Submit’. A de-activated Line Item will not be eligible to spend or serve impressions. In order to maintain the integrity of the data in the platform, Line Items cannot be deleted, they must be de-activated instead.

Lines with Expired Segments or Deals

At times, Audience Segments and Deals will expire or will no longer be available for use. If you are targeting an Audience segment or Deal on an active Line, the Line will be flagged with a yellow caution symbol as the status. Hover over this symbol to read the caution message. This will indicate whether it is an audience segment or a deal that is expired as well as the ID number for the expired object.

When a Line contains an expired object, the Line will no longer be able to optimize. This includes system updates to daily budgets, frequencies, and other dynamic controls for pacing as well as the optimization splits made by the Pontiac algorithm. You will also be unable to make any edits or changes to the Line item until the expired object is removed. It is recommended whenever you see this flag to immediately remove the expired object.

In the case of custom audiences, these expire 180 days after creation. However, the data within the audience may still be usable. For example, zip codes are data that will not expire. To continue using this audience, you will need to ‘Force Refresh’ the audience to extend the expiration date. To do this, go to the Audiences tab and filter the ‘Status’ to ‘Inactive’. Find the expired Audience, open it, and click the ‘Force Refresh’ button. This will extend the expiration date for another 180 days. In this case you will not need to remove the Audience from the Line, it will automatically update the status.

For Third Party Audiences that expire, it is recommended to look for other audiences in the category to replace the expired audience.

If you are targeting an expired Deal, look through the Deals table for a similar option to replace the expired Deal. New Deals are added to the table each month and Publishers frequently push us new versions of their Deals, so you may be able to find the same Deal with a higher ‘Deal ID’ that can be utilized to replace the expired version.

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