Media Console Using Atlas Import Wizard

Transcription

1 Media Console Using Atlas Import Wizard Use the Atlas Import Wizard to create media plans when you have large campaigns or campaigns that use many different URLs and ads. This job aid covers the basic information you will need to get started with the Atlas Import Wizard. For more detailed information, see ʺAbout Atlas Import Wizardʺ in Media Console Help. Before you start You must install the Import Wizard, and, if needed, Microsoft.NET Framework. The Import Wizard is available at Framework is available from the Microsoft Download Center at Important If you already have the necessary templates, skip the following section. Create an Import Template 1. After you have installed the Atlas Import Wizard, log on. 2. Click Create Import Template Microsoft Corporation. All rights reserved.

2 3. On the menu, select one of the following import template types: Action Management Ad Assignment, Ad and Creative Creation Ad Update Category List Create Placement Media Creation Add Placements to Buy 4. Click Create and then click Save. The file is saved as a.csv (comma separated values) file. After you have created your template, open the spreadsheet editor and enter your information. The wizard can import either Microsoft Excel (XLS) or CSV files. If you are not using Excel, you should save the file in CSV format. For additional information, see Media Console Help. Notes If the file name of an uploaded creative contains a space, Media Console replaces it with an underscore. Entries for Atlas Imports must be exact, with the correct information in the correct columns. Any errors will cause the import to fail. Duplicate rows are reported as an error and cause the import to fail. Import a worksheet 1. Open the Import Wizard. 2. Select Import Existing Worksheet and click Next. 2 of 23

3 3. Type the worksheet name or click Browse to open. 4. Select the import template type from the list and click Next. The import process starts. 5. If you receive validation errors, you can do the following: a. Without closing the wizard, open your worksheet, correct any errors, and save the file. b. In the wizard, click Validate. The worksheet is revalidated. 6. Click Import. If there are not any validation errors, or when you have fixed them all, the import button will be active. Tip During the import process, the worksheet is validated again. The first validation checks to make sure the worksheet has the correct cells filled in. The second validation checks to make sure the information in the cells is correct. 7. If there are any errors at this stage, you can do the following: a. Fix the errors in the worksheet and then save. b. In the Wizard, click Validate and then click Import again. Tip During this validation step, the wizard stops if it finds an error and displays the information about that error. It only displays one error line number at a time. 3 of 23

4 After you have fixed the error, you may want to check your spreadsheet for similar errors. 8. When the import has been successfully completed, you can select Import/Create another spreadsheet or click Finish to exit the wizard. Notes You cannot activate placements by using the wizard; you must do that in the Media Console interface. The import wizard does not warn you of potential problems, as Media Console does. For example, you will not be alerted if you do one of the following: o Remove the last ad from a placement. (Make sure to set up default ads!) o Assign a 120x120 ad to a 468x60 placement. 4 of 23

5 Atlas Import wizard templates For information about the templates, including names of the template columns, information about the values, and whether the columns are optional or required, see the following tables. Create Placement template Action Management template Ad assignment, Ad and Creative Creation template Ad Update template Add Placement to Buy template Category List template Media Creation template 5 of 23

6 Create Placement template The following table lists the individual names of the template columns and a description of their values. It also specifies whether the columns are optional or required. You must have the names exactly as they are shown here, but columns do not need to be in the order shown. The form for money is integer and with two decimals; 1.00 The form for decimal is two places;.00 The form for integer is a whole number; 1 Column name Description and values or optional Command CP to create a placement Buy GUID Also know as Buy Unique Identifier. Placement Name The name of the placement. Maximum of 70 characters Creative Category Display, streaming, expanding toplayer, floating toplayer, or custom toplayer. Accepted Creative Use one or more of the following values separated by a semi colon: gif, jpeg, html, flash, java, html with javascript, dhtml, shoshkeles, unicast, streaming: realplayer, streaming: windows media player, streaming: quicktime, streaming: other, eyeblaster, pointroll, flash banner, expanding toplayer, floating toplayer, and custom toplayer. Delivery Method Valid values for this column are standard, IFrame, click tracking, and JavaScript. Placement Width The width of the placement Integer Placement Height The height of the placement Integer for all creatives but keywords and text links for all but keywords and text links creatives Secure? Y for yes or N for no. Default is N Enable Placement Media Code? Y for yes or N for no. Default is N Placement Media Code Maximum of 100 characters if Enable Placement Media Code is set to YES. Media Code Separator Separates the placement and creative media codes! $ * + / : ; _ 6 of 23

7 Column name Description and values or optional Existing Package? If the value is NO, a new package is created, even if the supplied Package Name currently exists If the value is YES, the existing package is used if the supplied Package Name is found (if more than one package have same name, import will create placement under first package found). If the package name is not found, an error is displayed.. Package Name If blank, PlacementName is used. Maximum of 70 characters Site Alias From the stie properties in site profile. If blank, placementid is used. Site Code Cost Method CPM, CPC, CPA, Time, Upfront, or Value Add. Not required if ExistingPackage is set to YES. Ad Serving Fee Cost Method CPM, CPC, CPM Capped, CPC Capped, Exclude, or blank. Default is CPM Use Publisher Counts? Valid values for this column are TRUE, which is Publisher, and FALSE, which is Atlas If empty, the default value is taken from Buy. Ad Serving Fee The default value is taken from Buy. if Ad Decimal (for 20% enter.20) Serving Fee Cost Method is not EXCLUDE or blank. Agency Fee Markup Decimal CPA Action Tag The unique action tag code for the action tag if CostMethodID is set to CPA. Media Costs Capped? YES, NO, or blank. YES will set the value to Spend NO will set the value to None Blank will set the value to None Flighting Start Date End Date Calculated Value General, Monthly, Daily or blank. If blank, the default value is taken from Buy. If blank, the default value is taken from MediaPlan Use mm/dd/yyyy If blank, the default value is taken from MediaPlan. Use mm/dd/yyyy This column determines which of the three costing values is calculated: Total Quantity, Net Media Cost, or Net Cost Basis. Valid values for this column are: ʺTotal Quantityʺ ʺNet Media Costʺ and ʺNet Cost Basisʺ. Default is ʺTotal Quantityʺ. Not required if ExistingPackage is set to YES. 7 of 23

8 Column name Description and values or optional Net Cost Basis Not required if ExistingPackage is set to YES. if either Total Quantity or Net Media Cost is missing. Net Media Cost Not required if ExistingPackage is set to YES. if either Net Cost Basis or Total Quantity is missing. Total Quantity Not required if ExistingPackage is set to YES. if either Net Cost Basis or Net Media Cost is missing. Ad Serving Quantity 8 of 23

9 Action Management template The following table lists the individual names of the template columns, information about the values for the columns, and specifies whether they are required or optional. You must have the column names exactly as they are shown here. Notes The Action Import can support up to 1,000 rows. Action Management import does not support metric or category properties, nor does it support the JavaScript Insert Window field. Column name Description or required Command C for create action or U for update action Branch Code Advertiser Code Action Tag ID Unique Action Tag Code Description URL location for Action Tag Click Action Landing Page URL for updates Tag Type Javascript, IFrame, Image, Click Tag Category View Conversion Window (Max 90 Days) Homepage, Registration, Registration confirmation, Product pages, Promotional product pages, Information, Sales confirmation, Order process, Download, or Other Integer if Tag Type is set to Click View Conversion Window Unit Seconds, minutes, hours, or days Click Conversion Window (Max 90 Days) Integer Click Conversion Window Unit Seconds, minutes, hours, or days Repeat Conversion Window (Max 90 Days) Integer Repeat Conversion Window Unit Seconds, minutes, hours, or days Generate Secure Tag (HTTPS) (Y/N) Report Start Date Only relevant if conversion tracking is enabled Enable Conversion Tracking (Y/N) Filter Conversions By Order ID (Y/N) 9 of 23

10 Ad Assignment, Ad and Creative Creation template The following table lists the individual names of the template columns and a description of their values. It also specifies whether the columns are optional or required. You must have the names exactly as they are shown here. You can use this template for the following commands: CC for Create Creative Non TPL file creatives TPL file creative External creative Tracking pixel creative CA for Create Ad R for Remove Ad U for Update sequence or weight CC CA A for Create Creative, Create Ad, and Assign Ad CA A for Create Ad, Assign Ad Notes There is no CC CA command. You must use two rows, one with a CC command and one with a CA command. If you want to create multiple ads with the same creative and click through URL, you must use an ad tag in the CA command. Column name Commands Description or optional Branch Code CC, CA, R, U Branch GUID Advertiser Code CC, CA, R, U Advertiser GUID Command CC, CA, R, U Placement GUID Site Alias Ad Tag A, R, U CA Either Advertiser code OR Advertiser GUID Use either Creative Description and Clickthrough URL OR just Ad Tag to identify the ad for assignment. For multi click through ads use the creative description and ONE of the click through URLS. See also note following table. A, R, U Use either Creative Description and Clickthrough URL OR just Ad Tag to identify the ad for assignment. For multi click through ads use the creative description and ONE of the click through URLS. Ad Hidden? CC if you are creating a multi clickthrough URL advertisement, optional otherwise. 10 of 23

11 Column name Commands Description or optional Creative Description CC For File creative defaults to the file name. if you are creating Tracking pixel or External creative. A, R, U Use either Creative Description and Clickthrough URL OR just Ad Tag alone to identify the ad for assignment. For multi click through ads you can use the creative description and ONE of the clickthrough URLS. Creative Class CC Defaults to File creative File creative, Tracking pixel creative, External creative or file, tracking, external if you are creating Tracking pixel or External creative. Creative File Location CC. only if you are creating an external creative File Name CC if you are creating an external creative. The files must already have been uploaded into Media Console. Creative Type CC if you are creating a TPL, tracking, or external creative Creative Delivery Method CC IFrame, JavaScript if you are creating a TPL, tracking, or external creative File Size (KB) CC Creative Width CC if you are creating a TPL, tracking, or external creative Creative Height CC if you are creating a TPL, tracking, or external creative Animated? CC Animation Loops CC Unlimited or Length of Animation CC Frequency Limit CC Unlimited or Post Cap? CC Creative Schedule Name CC Creative Hidden? CC Enable Creative Media Code? CC Creative Media Code CC! $ * + / : ; _ if Enable Creative Media Code is set to YES Sequence A, U Enter either Sequence OR Weight, Max = Max = 9999 Weight A, U Enter either Sequence OR Weight, Max = Max = of 23

12 Column name Commands Description or optional Clickthrough URL (Multi click Ads) CA Must start with http or https. For multiclick through URL ads, include one row per click through ad. A, R, U Use either Creative Description plus Clickthrough URL OR Ad Tag alone to identify the ad for assignment. For multiclick through ads you can use the creative description plus ONE of the click through URLS. Event Description CA Clickthrough URL column must exist if you specify Ad Tag, but it may be left blank. Note If your import template includes a CA A command that does not include an ad tag, imports will check the database for existing ads that use that creative and click through URL: If an ad with the creative and click through URL does not already exist, import will create the ad and assign it to the placement. If an ad with the creative and click through URL does already exist, import will find the existing ad and assign it to the placement. If more than one ad with the same creative and click through URL already exists, then the CA command will fail and report an error that there are multiple ads using the same creative and click through URL. The error message will tell you to use the ad tag to identify the specific ad to assign. You will need to update the spreadsheet with the correct ad tag and change the command to A. If your import includes a CA A command that does include an ad tag, imports will always attempt to create the ad, then assign it. If the ad tag already exists, the command will fail since you cannot create an ad with a duplicate ad tag. If this is the case, try it again using the A command by itself. 12 of 23

13 Ad Update template The following table lists the individual names of the template columns and a description of their values. It also specifies whether the columns are optional or required. You must have the names exactly as they are shown here. Column name Description or optional Branch Code Advertiser Code Advertiser GUID Branch GUID Ad Tag Click Tag (sortable) Clickthrough URL Clickthrough URL (Multi click Ads) Event Description Must be left blank for interaction updates : Branch Code and Advertiser code OR Advertiser GUID 13 of 23

14 Add Placements to a Buy template The following table lists the individual names of the template columns and a description of their values. It also specifies whether the columns are optional or required. You must have the names exactly as they are shown here. Note Placements created using the Import Wizard are in the New Ad serving state. You must use Media Console to activate the placements. The form for money is integer and with two decimals; 1.00 The form for decimal is two places;.00 The form for integer is a whole number; 1 Agency, Branch and Advertiser columns Column name Description or optional Agency Code Branch Code Advertiser Code Advertiser GUID : Agency code, Branch code, and Advertiser code, OR Advertiser GUID Buy columns Column name Description or optional Buy GUID From the publisher in the media plan. It is listed as ʹBuy Unique Identifierʹ Package columns Column name Description or optional Package Name If blank defaults to Placement Name. Maximum is 70 characters. Contract Start Date Contract End Date Use mm/dd/yyyy Default from Media Plan Use mm/dd/yyyy Default from Media Plan Flighting Type General or Monthly Site Code From the site properties in site profile Cost Method CPM, CPC, CPA, Time, or Upfront Cost Basis Money Billing Period Quantities One quantity is required for each billing period. Separate quantities with semicolon (;) 14 of 23

15 Column name Description or optional Billing Period Ad Serving Quantities ASF Cost Method Value Add? Whose Count Package Hidden From Reports? Keyword Package? One quantity is required for each billing period. Separate quantities with semicolon (;) CPM or CPC Default is CPM Atlas or Publisher Default is inherited from Buy Keyword Total Inventory Integer Keyword Available Inventory Integer Advertiser Pays ASF? Ad Serving Capped? Media Costs Capped? Ad Serving Fee CPA Action Tag Placement columns Default is inherited from Buy Default is inherited from Buy Default is inherited from media plan Money Default is inherited from Buy Values are advertiser specific. Must specify a unique action *tag*, not description if Cost Method is set to CPA. Column name Description or optional Placement Name Creative Category Placement Type If you are creating a stand alone placement, the package name and placement name must match. Maximum is 70 characters Graphic, Interstitial, Streaming, or Text link See Notes below RON, ROS, ROC, Section, Page, Sponsorship, Newsletter, Search Listing, , Other, Keyword. Delivery Method IFrame, JavaScript, or standard Placement Width Integer Placement Height Integer 15 of 23

16 Column name Description or optional Accepted Media Types TopLayer: Banner; GIF; JPEG; Flash; Java; HTML; HTML with JavaScript; DHTML; Eyeblaster; PointRoll; Shoshkeles; Text link Separate multiple types with a semicolon (;). Placement Interstitial Type Pop up; pop under; transitional if Creative Category is set to Interstitial Placement URL Must be valid URL and include Placement Content Category Default is inherited from publisher Horizontal Position Vertical Position Other Placement Type Combination Left Center Right Above the fold Below the fold Combination if Placement Type is set to Other Loop Count 1 10, No animation, unlimited Site Alias Placement URL Placement Alt Text Text Static? Secure? Max File Size (KB) Integer Max Text Lines Integer Max Text Characters Integer Keyword Right of First Refusal? Exclusive Keyword Purchaser? if Placement Type is set to Keyword Other Creative Information Text Placement Hidden From Reports? Enable Placement Media Code? Placement Media Code Maximum is 100 characters (total for both placement and creative media codes) if enable media codes is YES 16 of 23

17 Notes Column name Description or optional Media Code Separator If Creative Placement is set to: Goes between the placement and the creative media codes. Default is &! $ * + / : ; _ Graphic you must specify at least one non streaming accepted media type Interstitial you must specify at least one accepted media interstitial type Streaming you must specify at least one streaming accepted media type Text link you must specify Accepted Media Type as Text link 17 of 23

18 Category List template The following table lists the individual names of the template columns and a description of their values. It also specifies whether the columns are optional or required. You must have the names exactly as they are shown here. The commands for this template are as follows: CC for Create category U for Update category D for Delete category from existing list Column name Branch Code Branch GUID Advertiser Code Advertiser GUID List GUID List Name List Description Is List Active? Command Category Code Category Name Category Description or optional 18 of 23

19 Media Creation template The following table lists the individual names of the template columns and a description of their values. It also specifies whether the columns are optional or required. You must have the names exactly as they are shown here. Note Buys created using the Import Wizard are in the Drafted Buy state and the placements are in the New ad serving state, you must use Media Console to activate the placements. The form for money is integer and with two decimals; 1.00 The form for decimal is two places;.00 The form for integer is a whole number; 1 Agency, branch, and advertiser columns Column name Description or optional Agency Code Branch Code 3 characters : Agency Code, Branch Code, and Advertiser Code 3 characters Advertiser Code OR Advertiser GUID Advertiser GUID Media Plan columns Column name Description or optional Media Plan Name The plan name Media Plan Projected Start Date Use mm/dd/yyyy Media Plan Projected End Date Use mm/dd/yyyy Media Plan Budget Amount Money; 1.00 Media Plan Product Name Default is 01 standard ad serving Media Plan Hidden From Reports? Media Plan Media Costs Capped? Default is inherited from Advertiser Media Plan Ad Serving Capped? Media Plan Agency Fee Media Plan Advertiser Pays ASF? Media Plan CPM ASF Decimal Default is inherited from Advertiser Default is inherited from Advertiser Money Default is inherited from Advertiser if Media Plan Advertiser Pays ASF is YES 19 of 23

20 Column name Description or optional Media Plan CPC ASF Buy columns Money Default is inherited from Advertiser if Media Plan Advertiser Pays ASF is YES. Column name Description or optional Publisher Code From publisher properties in the site profile RFP Due Date Use mm/dd/yyyy Expiration Date Use mm/dd/yyyy Special Terms Buy Whose Count Buy Advertiser Pays ASF? Buy CPM ASF Buy CPC ASF Buy Ad Serving Capped? Package columns Atlas or Publisher Default is inherited from publisher Default is inherited from media plan Money Default is inherited from media plan Money Default is inherited from media plan Default is inherited from media plan if Buy Advertiser Pays ASF is YES. if Buy Advertiser Pays ASF is YES. Column name Description or optional Package Name Maximum is 70 characters Contract Start Date Use mm/dd/yyyy Contract End Date Use mm/dd/yyyy Flighting Type General or Monthly Site Code From the site properties in site profile Cost Method CPM, CPC, CPA, Time, or Upfront Cost Basis Money Billing Period Quantities Billing Period Ad Serving Quantities ASF Cost Method One quantity is required for each billing period. Separate quantities with semicolon (;) One quantity is required for each billing period. Separate quantities with semicolon (;) CPM or CPC Default is CPM 20 of 23

21 Column name Description or optional Value Add? Whose Count Package Hidden From Reports? Keyword Package? Atlas or Publisher Default is inherited from Buy Keyword Total Inventory Integer Keyword Available Inventory Integer Advertiser Pays ASF? Ad Serving Capped? Media Costs Capped? Ad Serving Fee CPA Action Tag Default is inherited from Buy Default is inherited from Buy Default is inherited from media plan Money Default is inherited from Buy Values are advertiser specific Must specify action *tag*, not description if Cost Method is set to CPA Placement Columns Column name Description or optional Placement Name If you are creating a stand alone placement, the package name and placement name must match. Maximum is 70 characters Creative Category Placement Type Graphic, Interstitial, Streaming, or Text link See Notes below RON, ROS, ROC, Section, Page, Sponsorship, Newsletter, Search Listing, , Other, Keyword. Delivery Method IFrame, JavaScript, or standard Placement Width Integer Placement Height Integer 21 of 23

22 Column name Description or optional Accepted Media Types TopLayer: Banner; GIF; JPEG; Flash; Java; HTML; HTML with JavaScript; DHTML; Eyeblaster; PointRoll; Shoshkeles; Text link Separate multiple types with a semicolon (;). Placement Interstitial Type Pop up; pop under; transitional if Creative Category is set to Interstitial Placement URL Must be valid URL and include Placement Content Category Default is inherited from publisher Horizontal Position Vertical Position Other Placement Type Combination Left Center right Above the fold Below the fold Combination Loop Count 1 10, NO animation, unlimited Site Alias URL where the placement is located Placement Alt Text Text Static? Secure? if Placement Type is set to Other. Max File Size (KB) Integer Max Text Lines Integer Max Text Characters Integer Keyword Right of First Refusal? Exclusive Keyword Purchaser? if Placement Type is set to Keyword Other Creative Information Text Placement Hidden From Reports? Enable Placement Media Code? 22 of 23

23 Column name Description or optional Placement Media Code Media Code Separator Maximum is 100 characters (total for both placement and creative media codes) Goes between the placements and creative media codes. Default is &! $ * + / : ; _ if enable media codes is YES Notes If Creative Placement is set to: Graphic you must specify at least one non streaming accepted media type Interstitial you must specify at least one accepted media interstitial type Streaming you must specify at least one streaming accepted media type Text link you must specify Accepted Media Type as Text link 23 of 23