DirectTrack CrossPublication Users Guide

Transcription

1 DirectTrack CrossPublication Users Guide

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3 Table of Contents Introduction...1 Getting Started...2 Do-It-Direct Enabling CrossPublication... 2 CrossPublication Setup... 3 Do-It-Direct CrossPublication Profile Setup... 3 Do-It-Direct CrossPublication s... 4 Do-It-Direct CrossPublication Notifications (Network Version Only)... 8 Dashboard...9 Featured CrossPublications... 9 Reporting Quick Search Top CrossPublications and New CrossPublications CrossPublishing a Campaign CrossPublished Campaign Management Do-It-Direct Modifying CrossPublications Do-It-Direct Removing or Deactivating CrossPublications Adding and Updating Creatives Removing Clicks, Leads and Sales Do-It-Direct Importing Leads Pending Requests Do-It-Direct Leads/Clicks Removals Do-It-Direct Campaign Approval Do-It-Direct Payout Requests Running CrossPublished Campaigns (Network Version Only) Do-It-Direct Browsing for CrossPublications Do-It-Direct Searching CrossPublications Reaching Other Networks with CrossPub Classifieds DirectTrack CrossPublication Users Guide

4 Do-It-Direct Viewing and Searching Classifieds Creating and Managing CrossPub Classifieds Communication via CrossPub Classifieds Do-It-Direct Responding to Communications DirectTrack CrossPublication Users Guide

5 Introduction CrossPublication is a tool that is exclusive to DirectTrack and, through the CrossPublication Portal (also referred to as the community), provides a channel for clients to connect and collaborate by publishing campaigns to one another. The automated process handles everything, including lead and sale tracking with just a few clicks. CrossPublishing a campaign is easy! This guide will lead you step-by-step through activating the CrossPublication feature to publishing and managing your shared campaigns. You will also see the following sections: Note: This is a note box. Note boxes will give you important information that should be remembered when setting up your DirectTrack system. Tip: This is a tip box. Tips provide tricks or information that will help to make your DirectTrack experience easier and better. Figure 1: This is a screenshot box. A screenshot or table will appear in place of the Direct Response Technologies logo above accompanied by a caption here. Do-It-Direct A Do-It-Direct Direct section includes step-by-step instructions on completing a task in your DirectTrack system. DirectTrack CrossPublication Users Guide 1

6 Getting Started CrossPublication is included as a standard feature in DirectTrack, but it first must be enabled before it can be used. Do-It-Direct Enabling CrossPublication 1. To enable CrossPublication, log in to your DirectTrack Admin interface. 2. Click CrossPublication from the left menu. 3. Click Terms. 4. This step will differ, depending on the type of account. Network clients a. The terms and conditions for using the CrossPublication feature as well as a field to provide a digital signature will appear. b. Review the terms. c. To accept the terms, the network owner should provide their name preceded and followed by a forward slash (/) in the field marked Sign Here. Figure 1: CrossPublication Terms and Conditions displayed in the Network version. Merchant Clients a. Download the Market Place User Agreement b. Print, review and sign the agreement. c. Fax the agreement to the attention of the Production Department at Direct Response Technologies at (412) d. Upon receipt of the signed agreement, your account will be activated and you will receive a confirmation . DirectTrack CrossPublication Users Guide 2

7 Figure 2: CrossPublication Market Place User Agreement in the Merchant version. 5. CrossPublication is now enabled for your account. CrossPublication Setup If you are DirectTrack Network version user and plan on CrossPublishing your campaigns, the next step is to configure your CrossPublication settings. Do-It-Direct CrossPublication Profile Setup 1. Click Setup from under CrossPublication on the left menu. 2. Click the Edit CrossPublication Profile tab. 3. Enter your contact information into the fields provided. The contact information placed into the text boxes will be displayed alongside your CrossPublished offers if you choose to provide expanded contact information. Any fields left blank will not be included. DirectTrack CrossPublication Users Guide 3

8 Figure 3: CrossPublication Profile setup screen. 4. Click Update to save your changes. Do-It-Direct CrossPublication s These are the s that DirectTrack will send to your CrossPublication partners on your behalf. To set these up: 1. Click Setup from under CrossPublication on the left menu. 2. Click the Edit CrossPublication s tab. 3. Click Approval to customize. DirectTrack CrossPublication Users Guide 4

9 Figure 4: CrossPublication approval screen. 4. A base is already set up. You may use the default content, enter your own custom text using the variables provided, or upload a text file containing the content of your message. 5. Click Save when complete. DirectTrack CrossPublication Users Guide 5

10 6. Click Denial Figure 5: CrossPublication denial screen. 7. A form displays with the that is sent when a potential partner network is denied access to your CrossPublication. If you wish to make any changes to the built-in , enter them into the field or upload a text file with your desired content. 8. Click Save when complete. 9. Click Payout Request Approval DirectTrack CrossPublication Users Guide 6

11 Figure 6: CrossPublication payout approval screen. 10. This is the that is automatically sent when you approve a payout increase request. If you wish to make any changes to the built-in , enter them into the field or upload a text file with your desired content. 11. Click Save when complete. DirectTrack CrossPublication Users Guide 7

12 12. Click Payout Request Denial Figure 7: CrossPublication payout denial screen. 13. This is the that is automatically sent when you deny a payout increase request. If you wish to make any changes to the built-in , enter them into the field or upload a text file with your desired content. 14. Click Save when complete. Do-It-Direct CrossPublication Notifications (Network Version Only) Network version clients can specify how often notifications are received regarding CrossPublications by doing the following: 1. Click Setup from under CrossPublication on the left menu. 2. Click the Configure CrossPublication Notifications tab. 3. Choose Never, Daily or Weekly for the frequency of your new CrossPublished campaigns notices. 4. Click Update You are now ready to use CrossPublication! DirectTrack CrossPublication Users Guide 8

13 Dashboard The Dashboard rolls up all of the most critical and frequently used information and tools into one convenient location and can be accessed by clicking Community under CrossPublication on the left menu. Main features of the Dashboard include: 1. Featured CrossPublications 2. Reporting 3. Quick Search 4. Top CrossPublications 5. New CrossPublications To provide the fastest possible user experience, the data on this page is updated hourly rather than on each visit to the page. The date and time of the last update will appear in the top left corner of the page. To manually update the page, click the refresh button located there. Featured CrossPublications Featured CrossPublications are offers that have been carefully selected and represent some of the best offers available within the portal. Featured Offers appear along the top and right side of each page. Running any one of the Featured ed Offers is easy simply click the campaign s image from the top section or the button from the column to the right to be directed to the campaign application screen. For more information on this step, see Running CrossPublished Campaigns. DirectTrack CrossPublication Users Guide 9

14 Reporting The reporting section provides the ability to view the performance of your CrossPublished campaigns at a glance in a convenient collapsible pane. You may choose to show or hide this pane on each page load by clicking the or button, respectively. Within this pane are four instant reports: 1. Overall Statistics this data table sums the impressions, leads, clicks, number of sales, sales amount, and total revenue. 2. Overall Revenue by Day this line graph displays the trends in total revenue earned over the last 30 days for offers that you have CrossPublished (as the parent) or are running (as the child). 3. Revenue by Parent Campaign - this line graph shows the revenue earned over the last 30 days for offers that you have CrossPublished (as the parent). 4. Revenue by Child Network this line graph depicts the total revenue earned over the last 30 days for offers CrossPublished from other networks which you are running (as the child). Clicking a node on each of the line graphs opens a detailed view of the report, including data tables that break down the offers by type (parent/child/all) and revenue by day. A link is also provided to Your CrossPublication Stats by Network located within Statistics/Reports in the Campaign Management section of your DirectTrack account. This report retrieves affiliate and banner ID, IP Address, Date, Referrer, and any optional information elected for use in the tracking URL for a selected CrossPublished offer during a specified date range. Figure 8: The dashboard reporting pane. DirectTrack CrossPublication Users Guide 10

15 Quick Search The Quick Search does just that it provides the opportunity to perform a search without navigating to the search page. Search options include keyword which uses wildcards to search on the campaign name and description, as well as searching using campaign type. Searching from the quick search provides the same results as a full search from the search page. Additionally, the quick search remembers the last two searches performed from the dashboard and lists them as links to the right of the search fields. Simply click on the links to rerun that search using the those search options. Figure 9: Quick Search Top CrossPublications and New CrossPublications The Top CrossPublications and New CrossPublication sections showcase some of the highlights of the CrossPublication Portal, and round out the Dashboard. Each section displays up to five offers at a time and provides key information about those offers the offer name, publisher, payout, description, and the ability to run the campaign. Top CrossPublications also list EPC, or Earnings per Click and are sorted in descending order using this metric. To view additional Top CrossPublications or New CrossPublications, click the More link at the bottom of each section. DirectTrack CrossPublication Users Guide 11

16 CrossPublishing a Campaign Provide any necessary description of the section or application here, followed by a screenshot of the entire area in the application that will be covered by this section, if applicable. Do-It-Direct CrossPublishing a Campaign 1. Click on My Campaigns under CrossPublication in the left menu 2. Choose the campaign you wish to CrossPublish from the drop-down list and click on CrossPublish. Figure 10: Selecting a campaign for CrossPublication. Tip: It is best not to CrossPublish campaigns with very generic names. Your Campaigns will be shown with hundreds of others and a unique name will help to differentiate your campaign from those that other clients have CrossPublished. 3. Choose the Networks to which you would like to CrossPublish campaigns by moving them from the Available Networks list to the Chosen Networks list by either using the arrow buttons or by double-clicking on the Network name, or you may CrossPublish to all DirectTrack networks by clicking CrossPublish to All as shown in Figure 4. DirectTrack CrossPublication Users Guide 12

17 Figure 11: Selecting a network for CrossPublication. Tip: When choosing multiple Networks, you can CrossPublish to them all using the same payouts and terms by checking the box beneath the Network selection area. DirectTrack CrossPublication Users Guide 13

18 4. Click Continue 5. Enter your campaign s details Figure 12: Specifying campaign details. a. Input the payouts you wish to offer to other DirectTrack clients into the boxes labeled Per [type] Payout. These payouts default to 80% of the payout you are getting for the campaign. b. Enter the terms for your campaign in the Terms box. Partner networks will be required to agree to these terms before permission is granted to run the campaign. c. If you do not wish for this campaign to show up on the CrossPublication community page, uncheck the box labeled "Show on CrossPublication Community Page". d. If you do not wish to share your expanded contact information with the Network you are CrossPublishing to, uncheck the box labeled Share Contact Information. e. If partner networks should be permitted to add and modify creative for this campaign in their network, check the box labeled "Allow Child Network to Alter Creative". All creative added or modified by the child is subject to your approval. f. Enter a brief description of the campaign. (Optional) 6. Click CrossPublish. DirectTrack CrossPublication Users Guide 14

19 CrossPublished Campaign Management Since CrossPublication is integrated into DirectTrack, you can change the details of a CrossPublished campaign in the Child Network by changing the campaign settings in your copy of DirectTrack. When changing information about a campaign that has been CrossPublished, only the Campaign Status, Approved Subject Lines, and End Date fields can be changed in the Child Network. If the Campaign Status of a campaign is set to an inactive status (Inactive or Deleted), then the corresponding campaign is set to Inactive in the Child Network. The Child Network is then ed and the parent network cannot reactivate the campaign in the Child Network. In the case of a change to the End Date field, the campaign in the Child Network is updated and the owner of the Child Network is notified. When the Approved Subject Lines are updated in the Parent Network, each Child Network is simply updated. Updates to the Suppression List or Campaign Terms of a CrossPublished campaign will automatically carry through to the Child Networks with no notification made to the Child Network. If the Parent Network is using DNEList to manage their suppression list, the affiliates of each Child Network will have access to the DNEList suppression list and unsubscribe links. Adjusting the affiliate payout for a Child Network from the Parent Network for a CrossPublished campaign will automatically trigger a notification to the Child Network, informing them that their payout for the CrossPublished campaign has changed. This will not make any changes to any of the payouts in the Child Network. Do-It-Direct Modifying CrossPublications 1. Click on My Campaigns under CrossPublication in the left menu 2. Click on the Modify tab at the top of the page 3. Choose the CrossPublished campaign you wish to modify from the drop-down list and click on Modify 4. The campaign s CrossPublication details page is displayed. Make any necessary changes to the information. 5. Click CrossPublish to save your changes. Note: Modifying a CrossPublication only changes how the CrossPublished campaign is displayed to DirectTrack clients. This does not alter the campaign itself, nor the campaign in any Child Network that may be running it. DirectTrack CrossPublication Users Guide 15

20 Do-It-Direct Removing or Deactivating CrossPublications 1. Click on My Campaigns under CrossPublication in the left menu 2. Click on the Remove tab at the top of the page 3. By default, a list of all CrossPublished campaigns appears. Figure 13: Selecting CrossPublications for removal and/or deactivation. Tip: This list can be filtered using the tools at the top of the page to include only a subset of any combination of a single network, campaign or campaign status and clicking Display Selected Campaigns to activate the filters. 4. Select specific CrossPublications that should be removed or deactivated by: a. Selecting individual campaigns using the checkboxes b. Selecting all campaigns on the current page (if there are multiple result pages) using the Check All buttons in the column headings c. Click Remove/Inactivate Selected OR Select ALL for removal or removal and deactivation by clicking the corresponding buttons. 5. Click OK in the confirmation pop-up to finally delete your CrossPublication. DirectTrack CrossPublication Users Guide 16

21 Note: Removing a CrossPublication will only remove it from the CrossPublication section of DirectTrack. Choosing to remove a campaign from CrossPublication will not change the original campaign in your system, change the CrossPublished campaign in any Child Network, or make tracking cease to function for any Child Networks. By specifying that you wish to make the campaign inactive, the campaign will be deactivated in grandchild networks. Note: If you have CrossPublished a campaign to "All" and then CrossPublished the same campaign to an individual Network, removing the "All" entry will not remove the entry from the individual Network. Conversely, removing a campaign from an individual Network when you have also CrossPublished the same campaign to "All" will not remove the "All" entry. Adding and Updating Creatives There is no special procedure for adding or updating creatives for a CrossPublished campaign. To add or update creatives, visit the campaign s information page under Campaign Management > Campaigns, selecting the campaign to which you would like to manipulate creatives and click Modify Creatives. Any creative added is automatically added to the Child Network, and any creative changed is updated in the Child Network. For more information on adding creatives, see the documentation in the Help section of your DirectTrack Admin interface. Removing Clicks, Leads and Sales For a CrossPublished campaign, a Parent Network can remove clicks and leads from the Remove Clicks/Leads tab in the Fraud Management section of DirectTrack. Sales are removed from Manage Sales in the Modify Statistics tab in the Statistics/Reports section of DirectTrack. When a sale is removed, the corresponding sale in the Child Network is automatically removed and the Child Network is notified. When a click or lead is removed, the Child Network is notified that they need to remove the appropriate number of clicks and leads from their affiliates. DirectTrack CrossPublication Users Guide 17

22 Do-It-Direct Importing Leads It is required that this report is used or else the leads will not sync properly between Publisher and Publishee. To import leads for a CrossPublished campaign: 1. Click Statistics/Reports from the left menu 2. Click the Import Campaign Stats tab 3. Choose Import Leads with Optional Info from the sub menu. Figure 14: Importing leads for CrossPublished campaigns. 4. Choose the type of campaign for which you are importing data (Active, Inactive, Pending, Deleted, All) 5. Your previous selection will filter the campaign list. Choose the name of the campaign for which you are importing data from the drop-down list. 6. Click the Browse button to locate the.csv file that contains the data. 7. Click Import Leads when finished. Note: When importing: Import one lead per line in the CSV file Use the affiliate code of the Child Network for the Affiliate Code field You can import for an arbitrary date in the past, but it is not wise to import leads for dates prior to the last run of your payment scripts The cookie_id from the tracked lead should be used in the cookie_id/optinfo field Once added, these leads will be picked up by the CrossPublication synchronization process and added to the correct affiliates in the Child Network. DirectTrack CrossPublication Users Guide 18

23 Pending Requests DirectTrack CrossPublication manages four types of requests for you, lead/click removals, campaign approvals, payout requests, covered here, and Classifieds Connections which will be covered in a subsequent section of this guide. You can browse all of these requests by clicking on Pending Requests in the CrossPublication section of the DirectTrack menu. Do-It-Direct Leads/Clicks Removals Lead/click removal requests are requests from the publisher of a CrossPublished offer that you are running to remove either clicks or leads from a CrossPublished campaign. If you are requested to remove clicks or leads for a CrossPublished campaign: 1. Click on Pending Requests from the left menu. 2. Click on Adjust Clicks/Leads. 3. The next page will have a breakdown of all of the CrossPublished campaigns that need clicks or leads adjusted. Click on the campaign name of the campaign that you want to adjust 4. Choose affiliates from which you need to remove clicks or leads. 5. Click on Continue to remove the clicks or leads from the campaign. Do-It-Direct Campaign Approval Campaign approval requests are requests, broken down by Network, from other DirectTrack clients that want to run your offer. To view and follow up on campaign approval requests: 1. Click on Pending Requests from the left menu 2. Click on the number in the approval requests column to view details about the pending campaign approval requests. DirectTrack CrossPublication Users Guide 19

24 Figure 15: CrossPublication pending requests. 3. The page that follows (Figure xx) lists each campaign approval request individually, including the digital signature information gathered when the Publishee network agreed to your terms. a. If satisfactory, click on the Approve button to approve the Child Network s request to run your campaign. b. To deny a request to run your campaign, put a denial reason in the field labeled Reason and click on the Deny button. Figure 16: CrossPublication approval and denial. 4. The child network will be notified via that they have been approved and the campaign will be copied into their network. DirectTrack CrossPublication Users Guide 20

25 Do-It-Direct Payout Requests Payout requests are requests for better payouts for the CrossPublished offers you have made available. To view and follow up on campaign approval requests: 1. Click on Pending Requests from the left menu. 2. Click on the number of payout modification requests to view details about the payout modification request. (See figure xx) Figure 17: CrossPublication payout request. 3. The current payout will be displayed along with the Publishee s requested payout. Adjust the requested payouts, as necessary. 4. The reason for the request will be shown beneath the Child Network s requested payouts as well as the date of the request. 5. If desired, enter comments in the Comments to Send field at the bottom of the form. 6. Respond to the request with either approval or denial: a. To approve the request, click on the Update button. This will update the payouts and send the Publishee an notifying them that their payout request has been approved. b. To deny the request, click on the Reject button. This will the Publishee to inform them that their payout request has been rejected. DirectTrack CrossPublication Users Guide 21

26 Running CrossPublished Campaigns (Network Version Only) Running CrossPublished campaigns from other Networks starts with finding the campaigns that are just right for you. This can be done in two ways by browsing the portal or performing a directed CrossPublication search. Do-It-Direct Browsing for CrossPublications 1. Click on CrossPublication from the left menu. 2. Offers are broken down by type, either Network or Merchant. Click the tab for the offer type that you are interested in browsing. 3. Offers are then categorized by the offering Company s name. Click the company name of the DirectTrack client you wish to browse. Figure 18: Listing of CrossPublished companies. 4. A list of available campaigns will appear. Click the Campaign Name of the CrossPublished offer you would like to run. Figure 19: Campaign list for a CrossPublished company. 5. The first four rows on the screen that follows (Figure xx) give some basic information about the campaign including the description of the campaign and the creative types and number DirectTrack CrossPublication Users Guide 22

27 available. The payouts in the first column are the payouts offered to you by the Publisher of this offer, and the payouts your affiliates will receive appear in the second column. If the Publisher of this campaign chooses to provide expanded contact information, it will be displayed under the campaign details. Figure 20: Running a CrossPublished campaign. Once you have reviewed the information: a. If you are happy with the details of the campaign, click on Run Campaign. b. Next, you will be given the terms for this campaign. Once you have reviewed the terms, you need to digitally sign them by entering your name in field labeled Please Sign Here. Please note that you need to place slashes on either side of your name for your signature to be valid. Figure 21: Digital signature entry. c. Click accept and the publishing Network will be notified that you want to run their campaign. OR DirectTrack CrossPublication Users Guide 23

28 a. If you wish to request a better payout for the campaign, click on Request Better Payout. b. The request page is similar in layout to the CrossPublished campaign description page. The payouts in the second column are the payouts you are requesting for this campaign. Input your desired payouts in these fields. Figure 22: Requesting a better payout. c. Write the reason for your request in the field labeled Reason for Request. d. Click on Request to send your payout request to the publisher of this offer. Do-It-Direct Searching CrossPublications Searching for CrossPublications allows you to locate offers that meet your specific needs much faster and more easily than simply browsing. 1. Click on CrossPublication, then Community from the left menu. 2. Click on Search Campaigns 3. The search screen appears with available search criteria in the left column, and search results in the right: DirectTrack CrossPublication Users Guide 24

29 Figure 23: CrossPublication search screen. 4. This page will initially load with all CrossPublications, then use the selections made from the criteria column to filter down the results displayed. Results are displayed with the most popular first, but this can be changed by selecting a new sort option from the drop-down. 5. Each campaign will display with an image, the campaign name, the network running the offer and the offer s payouts. 6. A Campaign Statistics icon appears in the upper right corner of each listing that, when clicked, will open a report in a new window showing the EPC and click rate for that campaign over the last month: DirectTrack CrossPublication Users Guide 25

30 Figure 24: CrossPublished Campaign Stats. 7. Return to the search results and click to place a checkmark in the box labeled Run Campaign for each campaign you wish to apply to run. 8. After each box is checked, a pop-up will load that will require a digital signature confirming that you agree to that network s terms and conditions as shown in Figure Once you have entered your signature, click Accept to return to the search screen. 10. If you wish to request a better payout, place a checkmark in the box next to Request Better Payout. 11. Textbox(es) will appear for each existing payout. Enter your desired payout in each. 12. When all desired campaigns have been selected, choose Selected from the drop-down at the bottom of the page and click the green arrow button. Note: You may also choose to run All on Page or All Campaign Results from the drop-down. 13. A confirmation page will appear that lists out the campaigns that have been selected: DirectTrack CrossPublication Users Guide 26

31 Figure 25: Selected campaigns confirmation. 14. Review the campaign list and confirm that the better payouts that were requested, if any, are displayed in the list. 15. Remove any to which you do NOT wish to apply to by placing a checkmark in the box next to each campaign to remove and clicking Remove Selected. 16. When the list is correct, click Apply to All. 17. Once approved by the parent network, the CrossPublications will appear in your campaign list. DirectTrack CrossPublication Users Guide 27

32 Reaching Other Networks with CrossPub Classifieds If you have searched the current offerings in the CrossPublication Portal and not found the right campaign for the traffic your network offers or perhaps are offering a campaign for which you are looking for specific qualifications in a child network, CrossPub Classifieds can help you to connect. CrossPub Classifieds is a forum where DirectTrack clients can post Bids and Proposals, often with better payouts, to those networks that can provide specialized or high-quality traffic. Bids are classifieds posted by Networks that seek to run a CrossPublished campaign as the child, while Proposals are classifieds posted by Networks that are offering a campaign and looking for suitable child network to carry the offer. Do-It-Direct Viewing and Searching Classifieds CrossPub Classifieds are organized in much the same way that traditional CrossPublication listings are organized. 1. Click on CrossPublication, then Community from the left menu. 2. The most recent CrossPub Classifieds, separated by type (Bid or Proposal) can be located on the Dashboard page in the bottom right corner. To view additional CrossPub Classifieds offerings, click View All Classifieds. Note: The complete CrossPub Classifieds list can also be reached by navigating to CrossPublication > CrossPub Classifieds > View Classifieds. DirectTrack CrossPublication Users Guide 28

33 Figure 26: CrossPub Classifieds as shown on the Dashboard page. 3. The search screen appears with available search criteria in the left column, and search results in the right: DirectTrack CrossPublication Users Guide 29

34 Figure 27: Searching CrossPub Classifieds listings. 4. This page will initially load with all CrossPub Classifieds, then use the selections made from the criteria column to filter down the results displayed. Results are displayed with the newest first, but this can be changed by selecting a new sort option from the drop-down. 5. Each CrossPub Classified listing will display with the type (Proposal/Bid), the listing title, status, the network that posted the listing, the publication date, a description for the listing and the offer s payouts. 6. An icon appears in the upper right corner of each listing that, when clicked, will open a form that can be used to start the communication process for this classified: DirectTrack CrossPublication Users Guide 30

35 Figure 28: Responding to a Bid with a Proposal, or Proposal with a Bid (in this case). 7. Fill out the details of the bid or proposal you wish to submit for this listing. 8. If responding to a proposal, agree to the campaign s terms by entering your name, preceded and followed by a slash where prompted 9. Click Submit when finished. 10. The message will be sent to the party that posted the listing, at which point they will review the response and accept, reject or counter-offer to the Bid or Proposal. This will be covered in detail in a later section. 11. Once the offer is accepted, the normal CrossPublication process will take place. That s it! DirectTrack CrossPublication Users Guide 31

36 Creating and Managing CrossPub Classifieds Creating and managing CrossPub Classifieds is easy, and can be done from one unified interface. Do-It-Direct Create a CrossPub Classified 1. Click CrossPublication then CrossPub Classifieds. 2. Click Manage Your Listings. 3. Click to create a new listing. 4. Enter the listing name, which is for your reference only. This will not appear in the CrossPub Classified listing that will be published in the Portal. 5. Choose the listing ing type. If the listing is a Proposal, a drop-down down list will appear to specify the campaign to which the Proposal will apply as well as supply an option at the bottom of the screen to allow the child network to alter the campaign s creatives. 6. Enter a status and title. 7. Choose the desired Publication dates. Note: The listing will not be made active or published until the listing start date has passed. Once the end date has been reached, the listing will be automatically marked as Expired and removed from publication in the portal, but will still appear in your administrative interface for re-listing, if desired. 8. Provide a short description to show on the Dashboard, and a long description for the listing when it is opened as well as the payout terms offered. 9. You may click to view a preview of your listing as it would appear on the Dashboard and in search results. 10. Once satisfied, click Submit. DirectTrack CrossPublication Users Guide 32

37 Do-It-Direct Managing Existing CrossPub Classified Listings 1. Click CrossPublication then CrossPub Classifieds. 2. Click Manage Your Listings. 3. Choose an existing listing from the drop-down. The drop-down down will include all Active, Inactive, Closed and Expired listings. 4. Once a listing has been en chosen, its details will be loaded below the drop-down: Figure 29: Managing an existing CrossPub Classifieds listing. A list of Connections Made will also be included at the bottom which shows Networks for which you already have agreements regarding this particular listing. If you are the parent, a button will appear and when clicked, will cancel the connection and deactivate the campaign in the child network. 5. At this time you may choose to edit or delete the listing by clicking or, respectively. DirectTrack CrossPublication Users Guide 33

38 Communication via CrossPub Classifieds Once you have listed a CrossPub Classified or responded to classifieds from other Networks, further responses will show up in both the Pending Requests section of CrossPublication as well as the CrossPub Classifieds Communication Center. Communications shown in the Pending Requests section will be grouped by Network (Figure 29), while those that appear in the Communication Center will be grouped by the listing to which they apply (Figure 30). Figure 30: CrossPub Classifieds ieds Communications as shown in the Pending Requests section. Figure 31: CrossPub Classifieds Communications as shown in the Communication Center. The Communication Center will show both new unread/unanswered messages, marked with as well as those that are awaiting a response from other parties. Note: Once both parties have agreed to terms and the campaign is CrossPublished, the existing communications will be removed from the Communication Center. DirectTrack CrossPublication Users Guide 34

39 Clicking on either the number listed in the Classifieds Connections column or the listing name in the Communication Center will open the following screen: Figure 32: Sample CrossPub Classifieds communication message. This screen will include the original or Current payout for the bid or proposal, the bidded/proposed payout, information for the Network that sent the bid or proposal, and a history list of any comments that have been made thus far for the bid/proposal. DirectTrack CrossPublication Users Guide 35

40 Do-It-Direct Responding to Communications 1. Review the proposed/bidded payout. If you will be the parent, the bidded payout is what you will be paying the child and if you are the child, the proposed payout is what you will be receiving should you accept this offer. 2. You may now: a. Accept Child networks will be required to enter a digital signature as shown in the field at the bottom of the form. Simply click Accept to agree to the terms of the bid or proposal. b. Reject If the offer is not satisfactory or no further communication is required, enter your comments in the Comments to Send box and click Reject. This will close the communication. c. Counter-Offer - If the payouts are not acceptable, change the payout fields to match what the desired payout will be and enter comments describing the change in the Comments to Send box and click Counter-Offer. 3. If your response is to Reject or Counter-Offer, your response will be sent to the other party via the Communication Center. Accepted bids and proposals will result in a CrossPublication of the campaign in the normal fashion at the agreed upon payouts. DirectTrack CrossPublication Users Guide 36