DSP User Guide

Getting started

Welcome to the all-new, fast and flexible SmartyAds demand-side platform!

SmartyAds DSP is a demand-side platform made to provide advertisers, agencies, and media buyers with a multi-channel programmatic suite for running ad campaigns that help to turn the audience into customers in real-time.

This user guide will help you to get started promoting and advertising your brands and products.

Glossary

Here is a brief glossary to introduce the basic concepts used in the system.

Creative – the advertising item being shown to the user. Mostly it is visual content (such as banner image, video or text, push notification).

Campaign – the main tool of the advertiser that allows configuring such advertising strategy parameters as time range, targeting, budgeting, etc.

Targeting – settings that define a 'portrait' of the users to which you address your advertising: their devices, approximate location, ad preferences and interests, and more.

Retargeting – a technology allowing to target users who previously been targeted by your campaign or visited your website.

Audience, or retargeting list – a list of users who have been collected after being targeted by another campaign or visited advertiser's website.

Interface

The pages of the system contain elements grouped according to their functionality.

Let's take a glance at these areas:

1. Sections. Located on the left, it allows switching between sections to see the different types of information.

  • Dashboard – summary of campaigns and other indicators.
  • Campaigns – campaigns, one of the main entities of the system, that allows you to set a promotion strategy. Simply, a campaign is a system of settings that defines how and whom to display a set of creatives.
  • Creatives – items of advertising, that are shown to the user.
  • Audience – lists of users who were collected after being targeted by campaign or visited advertiser's website. Retargeting campaigns target users collected by audiences.
  • Reports – aggregated information by key point indicators, such as bids, impressions, spend, etc.
  • Filter Lists – lists that allow filtering by such entities as IP address, domains, apps, device identifiers, etc.
  • Billing, Invoices, Transactions – these sections provide information on payments.

2. Section page. This area displays all information of the selected section, usually in the form of tables or graphs. Section page may contain 'Add new record' and/or data selection buttons. Section page also may contain such areas and controls as Dashboard area, Date range selector, Search, etc.

3. Notifications and profile. You can open and edit your profile and see all notifications on the events that happened, such as creative approval, etc.

Dashboard

This section shows you brief information on the effectiveness of your campaigns and creatives and your main metrics.

First of all, set the date range in the upper right corner. Click on the date range, then click on the first date and the last date, and click [Apply]. Or, click on predefined time period at the right, and then click [Apply]:

Information on the page will be updated instantly.

At the top of the page, you will see the gauges displaying metrics, like Impressions, WinRate, Spend and more. Click the 'gear' button at the right to select gauges to display:

See ‘Campaigns’ section for more information about metrics.

In the main area of the page, you see the graph displaying the dynamics of two selected metrics.

Above the graph, there are the following controls:

  • campaigns selector which allows selecting a particular campaign or all campaigns
  • 'by days/by hours' switcher – so you can choose whether to group data by hours or by days.
  • entities selector: you can select two entities to display (one in green, another in purple color), for example, impressions and wins. Immediately after changing the entity, you will see the graph displaying its dynamics.

Also, below the graph, you will see lists of top-5 best-performing campaigns and creatives.

Campaigns

This section intended to maintain one of the most important entities of the system: campaigns. You can create campaigns, connect creatives to them, start campaigns, and track their main settings.

How to Create a Campaign (Banner, Native, Video, or Pop)

Note: here described the process of creating a Banner, Native, Video, and Pop campaigns. For information on creating a push campaign, see the corresponding section.

At the Campaigns section, click the [+ Campaign] button.

Choose the type of campaign: banner, native, video, push or pop. Click [Next].

The Settings step has various settings to determine how and when the campaign should work, what users to target, and more.

Settings are grouped into areas that you can expand or collapse by clicking an arrow on the right side of an area.

On the right side, you see the campaign's brief info: time and targeting settings summary.

 

Here is what you can configure in each settings area:

Basic

Here you have to set the basic parameters of the campaign:

  • Name to define campaign amongst the others. For example, you can put theme, such as promoted brand name, and traffic type, or time period when the campaign has to run.
  • Traffic type (Mobile Web for mobile devices which uses a web browser to surf over the internet, Desktop Web for personal computers, In App for mobile devices which uses installed applications)
  • Device type – type of the device on which you want to show your ads. CTV means Connected TV, like Apple TV and other smart TVs.
      Note: You can select device types only if 'Mobile Web' or 'In App' traffic selected.
  • Top Level Domain – a URL address of the website being advertised.
  • Click Booster - a new feature that helps to increase the click-through rate of the campaign. It filters out sources with the low CTR as inappropriate, as well as the sources with suspiciously high CTR. Using machine learning, Click Booster targets campaigns to the most appropriate sources for maximum effectiveness. However, it also analyzes new sources of traffic to find new effective ways to target the campaign.
    Note: in the first 24 hours after start, Click Booster only collects data for analysis and does not filter sources, so the effect will be noticeable later.

Note: in case of a video campaign, there is also a 'Rewarded video' checkbox. It may be used in In App campaigns, where the app can reward the user with, for instance, in-app score points for watching the video advertisement.

Time

These settings determine the time when the campaign is active.

Select 'All the time' if you don't want to limit the campaign in time. In this case, the campaign may be stopped manually.

Select 'Select date range' and set the period if you want the campaign to automatically start and stop according to the selected dates. To select the period, click on date selector, then select start date and select end date.

Select Timezone by which the campaign must work. It means, for example, that if the campaign is set to stop at 12 a.m. London time, so the users in Japan will see the ads until 8 a.m. local time (because there is an 8-hour difference between Japan and U.K).

Select Day Parting to set the exact days or even hours when the campaign must work. Simply click on cells to select them, or if you want to select the entire day, click on the separate cell beside the day name.

Targeting

Here are the settings that allow you to determine which users will see the advertising.

  • Audience – a segment of users that is used in retargeting. Skip this setting if you don't want to use audiences.
    If you do want to use the audience, you have three options:
    • Click 'Create new' to make the campaign collecting its users to a new audience.
      The users who go through the campaign (who have seen its creatives and clicked or converted) will be added to the audience.
      Set the audience name, type of conversion ('click' to collect users who have clicked on the ad; 'conversion' to collect only users who did action considered as conversion; 'pixel' to collect users who visited a webpage with a pixel URL built in it).
      Set the term for which the audience will work and collect users.
    • Click 'Select from List' to add users who go through this campaign to the audience.
    • If you already have audiences, you can make a retargeting campaign and target it on users from some audience. To do so, select 'Retargeting' and select the audience from the list. Then, only users belonging to the selected audience will see the ads of this campaign.
    Read more about audiences here .
  • Geo Targeting – you can select countries and cities to target only users located in these regions.
    Note: if you have selected the country and its city, the users in other cities of that country will not be targeted.
  • GPS Targeting – use it in case you want to target areas that you can't describe as a list of countries or cities. For example, you can set areas smaller than the country and bigger than the city, or smaller than the city (if you want to target city district).
    You can focus the map on some country, city or Zip Code. To do so, start typing and select a needed location proposed.
    To create a targeting area, select its type (Include or Exclude), and click on a point on the map. You will see a 10 km circle appear on the map, and a record of that circle appears above the map.
    'Include' areas and points are green, and 'Exclude' areas and points are red.

    To move a targeting area, drag and drop the circle on the map, holding it by the white point in its center. To resize the covering area, set its radius in kilometers in the corresponding field, or pull the white point on the perimeter of the circle. The radius of the circle must be at least 1km.
    To remove a targeting area, click 'X' symbol beside its record above the map.
    Create such circles until you cover the entire area you want to target.
  • IAB Categories – you may set the advertising categories (according to the Interactive Advertising Bureau classification) that characterize your campaign, to make targeting more specific, so that helps to match your campaign with publishers and users who want to see advertising in those categories.
    Note: 'category' field is not always present in the request, so try to select more categories (or even not select categories at all) to make targeting wider and get more impressions.

    Below is the list of categories available:
    IAB1 – Arts & Entertainment
    IAB2 – Automotive
    IAB3 – Business
    IAB4 – Careers
    IAB5 – Education
    IAB6 – Family & Parenting
    IAB7 – Health & Fitness
    IAB8 – Food & Drink
    IAB9 – Hobbies & Interests
    IAB10 – Home & Garden
    IAB11 – Law, Gov’t & Politics
    IAB12 – News
    IAB13 – Personal Finance
    IAB14 – Society
    IAB15 – Science
    IAB16 – Pets
    IAB17 – Sports
    IAB18 – Style & Fashion
    IAB19 – Technology & Computing
    IAB20 – Travel
    IAB21 – Real Estate
    IAB22 – Shopping
    IAB23 – Religion & Spirituality
  • Age Range – set minimum and maximum age allowed.
  • Connection Type – select types of connection to the internet: WiFi, or cable, or cellular (3g, 4g, or all cellular networks).
  • Carriers – here you can select cellular carriers that provide connectivity. Just start typing the name of the carrier and select it from the drop-down list. Repeat typing if you want to target several carriers.
  • OS – select operation systems and their versions range.
  • Browser – select allowed browsers. You can set a list to 'include' or 'exclude'. If 'Include', the campaign will target only on selected browsers. If 'exclude', the campaign will target all browsers except selected browsers.
    To remove browser, click symbol at the right.
  • Language – select the language of the user's device or web browser. You can set a list to 'include' or 'exclude'. If 'Include', the campaign will target only on users with selected languages. If 'exclude', the campaign will target all languages except selected languages.
    To remove a language, click symbol at the right.
  • Device Brand – select allowed brands. If 'Include', the campaign will target only on devices of selected brands. If 'exclude', the campaign will target all devices except devices of selected brands.
    To remove device brand, click  symbol at the right.

Filter Lists

In this area, you can set additional filters to make targeting more specific. For example, you can whitelist some applications and blacklist some domains and user IPs.

Expand the needed type of filter, and then:

  • Select 'New' filter, set its name and write a list of values included in the filter (each with a new line). You can also download a list of values from the CSV or XLS file.
  • Or, click 'Select from List' and select an existing filter from the drop-down list. Set whether it is a whitelist (so the campaign will target only on specified domains/apps/IPs/etc.) or blacklist (in this case the campaign will target on all but specified domains/apps/IPs/etc.).

Warning: do not add bundles to filter-lists by domains.

Click to read more about filters here .

Budget

You can set two types of budgeting limits: daily limit and total limit. Limits may be measured in a number of impressions or in $ spend.

For example, you can set the campaign to stop bidding on the current day when daily spend has reached $ 100, and stop bidding entirely after a total spend has reached $ 3,000.

Or, you can set to stop trading today if the campaign's ads were shown to one million people today, and completely stop bidding after campaign creatives were shown to 10 million people.

The minimum daily budget limit is $100. The minimum daily impressions limit is 200,000.

If you do not want to set a budget or impressions limit, set the 'Unlimited' checkbox.

Note: we recommend setting the budget limits.

After setting budget limits, go to the Distribution switcher and select the way you want to spend the budget: evenly or as soon as possible.

If set 'Evenly', the campaign will bid evenly throughout its lifetime, day by day. If set 'ASAP', the campaign will bid as fast as possible.

 

Tracking

Here you can set how to track users' interaction with the creatives.

Note: You now can set up multiple postback URLs and conversion pixels to use in different locations.

In case you have third-party impression tracking, put it into the 'Third-party impression analytics tag' field.

To set up a postback, click ‘Add Postback URL’, set the name for it, then copy the URL from a corresponding field and paste it onto the postback-tracking server side. Read more about Postback below.

To set up a conversion pixel, click ‘Add Conversion Pixel’, set the name for it, and then copy the URL from a corresponding field and paste it into the <body> part of the code of the website page from where you want to track user conversions. 

How to set up Postback

Postback is the method of tracking conversions that uses the advertiser’s server rather than the user’s browser (as pixel-based tracking does).

Postback is more complex to implement and however more flexible and easier to troubleshoot. Use the postback when you have resources to do it.

Anchor To set up postback:

  1. Add [HASH] macro to your creative tag.
  2. Copy Postback URL from the Postback field on the campaign page.
  3. Configure your Ad Server to send a request to DSP after conversion has been tracked. The request must contain code that you have in the Postback field with [HASH] being substituted by hash.

 

Optimization Rules

In the ‘Optimization Rules’ area, you can configure additional behavior for the campaign to follow when certain rules are met.

 

The optimization settings are as follows:

Rule Name – the name to describe the rule.

Time Range – the period to take into account when deciding if the conditions are met. For example, if you set the following condition: ‘Spend higher than $100’, and the campaign has spent $80 in the last 3 days, then the condition is not met. If the campaign has spent more than $100 in any consecutive 3 days, then the condition is met.

Conditions – (when… <something> <lower than / is equal / higher than> <some amount>) – here must be described one or more condition that makes the company able to decide to apply changes.

You can set up to 3 conditions. When adding a condition, you have to decide its type of combination with other conditions: AND or OR. ‘AND’ type means that it is required in combination with the previous condition, and it has a higher priority than ‘OR’ conditions.
For example, if there is the following combination: condition 1 OR condition 2 AND condition 3, then condition 2 is not enough and applies only in combination with condition 3, while condition 3 is independent in this context.

More simply, imagine that the ‘AND’ operator creates parentheses around the conditions it joins together; the ‘OR’ operator does not. So, we will get the following expression: condition 1 OR (condition 2 AND condition 3).

Then - the filter list to which will be added the users to whom the campaign was directed.

It can be the filter list of domains or bundles, depending on the campaign’s traffic type settings.

Note: you have to set the list in the ‘Filter List’ area of the campaign, before setting up an optimization rule.

 

Inventory

In the 'Inventory' area, you can specify the deal in case you have made such with your supply partner.

Deals is the functionality allowing advertisers to buy placements from specific publishers directly via RTB mechanisms.

Few steps to establish a deal:

  1. The publisher creates a deal to sell some amount of impressions on one of his placements. Note: The publisher can set the impressions or revenue limit. If it is set, it will be a programmatic guaranteed deal. It means that the specified amount of impressions or revenue is guaranteed within a deal. After reaching that limit, the placement will trade on the open RTB market.
    In case the publisher doesn't set the impressions or revenue limit, it will be a preferred deal. It will work until the publisher deactivates it, no matter how many impressions or revenue it gets.
  2. The publisher gives a unique ID of the deal to the advertiser he wants to trade with.
  3. The advertiser must specify the deal ID and set the Bid Price on a campaign page. So, the campaign will buy such placements' impressions instead of buying other placements available on the open market.

Note: ask your DSP partner manager to ensure that the DSP is connected to the publisher's SSP. SmartyAds DSP and SmartyAds SSP are already connected.

After saving the campaign with a specified Deal ID, the campaign will buy the impressions of a particular publisher in priority order.

Note: after spending more than 5000$, you will have the ability to select particular SSPs to trade with. To do so, switch to 'Select sources', and tick on sources you want to trade with (or click 'select all' if you don't want to filter any SSP out):

Then, you may select the particular SSPs using checkboxes or search field.

After finished configuring all needed settings, click [Next] in the lower right corner. It brings you to step 3 where you can make a new creative or select an existing one. You can skip this step by clicking [Save] to finish creating the campaign, and then return to set it up and make or select creatives later.

Read more about making and managing creatives here.

 

How to Create a Push Campaign

At the Campaigns section, click [+ Campaign] button.

Choose the type of campaign: Push. Click [Next].


Note: We are using XML format for push and pop traffic trading, as Push and Pop are much more widely distributed in XML than in OpenRTB. 'XML feeds' is a traffic format in which ads are formatted using the eXtensible Markup Language.

The characteristic difference of this type of campaign is that the response may contain several advertisements (multibid).

The Settings step has various settings to determine how and when the campaign should work, what users to target, and more.

Settings are grouped into areas that you can expand or collapse by clicking an arrow on the right side of an area.

On the right side, you see the campaign's brief info: time and targeting settings summary.

Here is what you can configure in each settings area

Basic

Here you have to set the basic parameters of the campaign:

  • Name to define campaign amongst the others. For example, you can put theme, such as promoted brand name, and traffic type, or time period when the campaign has to run.
  • Traffic type (Classic Push or In-Page Push. The difference is that the  second type provides the reference URL - the URL from which the user came)
  • Click Booster - a new feature that helps to increase the click-through rate of the campaign.
    It filters out sources with the low CTR as inappropriate, as well as the sources with suspiciously high CTR. Using machine learning, Click Booster targets campaigns to the most appropriate sources for maximum effectiveness. However, it also analyzes new sources of traffic to find new effective ways to target the campaign.
    Note: in the first 24 hours after start, Click Booster only collects data for analysis and does not filter sources, so the effect will be noticeable later.

Time

These settings determine the time when the campaign is active.

Select 'All the time' if you don't want to limit the campaign in time. In this case, the campaign may be stopped manually.

Select 'Select date range' and set the period if you want the campaign to automatically start and stop according to the selected dates. To select the period, click on date selector, then select start date and select end date.

Select Timezone by which the campaign must work. It means, for example, that if the campaign is set to stop at 12 a.m. London time, so the users in Japan will see the ads until 8 a.m. local time (because there is an 8-hour difference between Japan and U.K).

Select Day Parting to set the exact days or even hours when the campaign must work. Simply click on cells to select them, or if you want to select the entire day, click on the separate cell beside the day name.

Targeting

Here are the settings that allow you to determine which users will see the advertising.

  • Audience – a segment of users that is used in retargeting. Skip this setting if you don't want to use audiences.
    If you do want to use the audience, you have three options:
    • Click 'Create new' to make the campaign collecting its users to a new audience.
      The users who go through the campaign (who have seen its creatives and clicked or converted) will be added to the audience.
      Set the audience name, type of conversion ('click' to collect users who have clicked on the ad; 'conversion' to collect only users who did action considered as conversion; 'pixel' to collect users who visited a webpage with a pixel URL built in it).
      Set the term for which the audience will work and collect users.
    • Click 'Select from List' to add users who go through this campaign to the audience.
    • If you already have audiences, you can make a retargeting campaign and target it on users from some audience. To do so, select 'Retargeting' and select the audience from the list. Then, only users belonging to the selected audience will see the ads of this campaign.
    Read more about audiences here .
  • Geo Targeting – you can select countries and cities to target only users located in these regions.
    Note: if you have selected the country and its city, the users in other cities of that country will not be targeted.
  • GPS Targeting – use it in case you want to target areas that you can't describe as a list of countries or cities. For example, you can set areas smaller than the country and bigger than the city, or smaller than the city (if you want to target city district).
    You can focus the map on some country, city or Zip Code. To do so, start typing and select a needed location proposed.
    To create a targeting area, select its type (Include or Exclude), and click on a point on the map. You will see a 10 km circle appear on the map, and a record of that circle appears above the map.
    'Include' areas and points are green, and 'Exclude' areas and points are red.

    To move a targeting area, drag and drop the circle on the map, holding it by the white point in its center. To resize the covering area, set its radius in kilometers in the corresponding field, or pull the white point on the perimeter of the circle. The radius of the circle must be at least 1km.
    To remove a targeting area, click 'X' symbol beside its record above the map.
    Create such circles until you cover the entire area you want to target.
  • IAB Categories – you may set the advertising categories (according to the Interactive Advertising Bureau classification) that characterize your campaign, to make targeting more specific, so that helps to match your campaign with publishers and users who want to see advertising in those categories.
    Note: 'category' field is not always present in the request, so try to select more categories (or even not select categories at all) to make targeting wider and get more impressions.

    Below is the list of categories available:
    IAB1 – Arts & Entertainment
    IAB2 – Automotive
    IAB3 – Business
    IAB4 – Careers
    IAB5 – Education
    IAB6 – Family & Parenting
    IAB7 – Health & Fitness
    IAB8 – Food & Drink
    IAB9 – Hobbies & Interests
    IAB10 – Home & Garden
    IAB11 – Law, Gov’t & Politics
    IAB12 – News
    IAB13 – Personal Finance
    IAB14 – Society
    IAB15 – Science
    IAB16 – Pets
    IAB17 – Sports
    IAB18 – Style & Fashion
    IAB19 – Technology & Computing
    IAB20 – Travel
    IAB21 – Real Estate
    IAB22 – Shopping
    IAB23 – Religion & Spirituality
  • Age Range – set minimum and maximum age allowed.
  • Connection Type – select types of connection to the internet: WiFi, or cable, or cellular (3g, 4g, or all cellular networks).
  • Carriers – here you can select cellular carriers that provide connectivity. Just start typing the name of the carrier and select it from the drop-down list. Repeat typing if you want to target several carriers.
  • OS – select operation systems and their versions range.
  • Browser – select allowed browsers. You can set a list to 'include' or 'exclude'. If 'Include', the campaign will target only on selected browsers. If 'exclude', the campaign will target all browsers except selected browsers.
    To remove browser, click symbol at the right.
  • Language – select the language of the user's device or web browser. You can set a list to 'include' or 'exclude'. If 'Include', the campaign will target only on users with selected languages. If 'exclude', the campaign will target all languages except selected languages.
    To remove a language, click  symbol at the right.
  • Device Brand – select allowed brands. If 'Include', the campaign will target only on devices of selected brands. If 'exclude', the campaign will target all devices except devices of selected brands.
    To remove device brand, click  symbol at the right.

Filter Lists

In this area, you can set additional filters to make targeting more specific. For example, you can whitelist some direct URLs and blacklist some domains and user IPs.

Expand the needed type of filter, and then:

  • Select 'New' filter, set its name and write a list of values included in the filter (each with a new line). You can also download a list of values from the CSV or XLS file.
  • Or, click 'Select from List' and select an existing filter from the drop-down list. Set whether it is a whitelist (so the campaign will target only on specified domains/URLs/User IPs.) or blacklist (in this case the campaign will target on all but specified domains/URLs/User IPs.).

Warning: do not add bundles to filter-lists by domains.

Click to read more about filters here .

Budget

You can set two types of budgeting limits: daily limit and total limit. Limits may be measured in a number of impressions or in $ spend.

For example, you can set the campaign to stop bidding on the current day when daily spend has reached $ 100, and stop bidding entirely after a total spend has reached $ 3,000.

Or, you can set to stop trading today if the campaign's ads were shown to one million people today, and completely stop bidding after campaign creatives were shown to 10 million people.

The minimum daily budget limit is $100. The minimum daily impressions limit is 200,000.

If you do not want to set a budget or impressions limit, set the 'Unlimited' checkbox.

Note: we recommend to set the budget limits.

After setting budget limits, go to the Distribution switcher and select the way you want to spend the budget: evenly or as soon as possible.

If set 'Evenly', the campaign will bid evenly throughout its lifetime, day by day. If set 'ASAP', the campaign will bid as fast as possible.

 

Tracking

Here you can set how to track users' interaction with the creatives.

There are three possible ways to set up the tracking: Pixel, Image, and Postback URL.

To set up Conversion Pixel, copy URL from a corresponding field and paste into the <body> part of the code of the website page from where you want to track user conversions. 

In case you have third-party impression tracking, put it into the 'Third-party impression analytics tag' field.

To set up Postback, copy URL from a corresponding field and paste onto the postback-tracking server side. Read more about Postback below .

How to set up Postback

Postback is the method of tracking conversions that uses the advertiser’s server rather than the user’s browser (as pixel-based tracking does).

Postback is more complex to implement and however more flexible and easier to troubleshoot. Use the postback when you have resources to do it.

To set up postback:

  1. Add [HASH] macro to your creative tag.
  2. Copy Postback URL from the Postback field on the campaign page.
  3. Configure your Ad Server to send a request to DSP after conversion has been tracked. The request must contain code that you have in the Postback field with [HASH] being substituted by hash.

 

Optimization Rules

 

In the ‘Optimization Rules’ area, you can configure additional behavior for the campaign to follow when certain rules are met.

 

 

The optimization settings are as follows:

Rule Name – the name to describe the rule.

Time Range – the period to take into account when deciding if the conditions are met. For example, if you set the following condition: ‘Spend higher than $100’, and the campaign has spent $80 in the last 3 days, then the condition is not met. If the campaign has spent more than $100 in any consecutive 3 days, then the condition is met.

Conditions – (when… <something> <lower than / is equal / higher than> <some amount>) – here must be described one or more condition that makes the company able to decide to apply changes.

You can set up to 3 conditions. When adding a condition, you have to decide its type of combination with other conditions: AND or OR. ‘AND’ type means that it is required in combination with the previous condition, and it has higher priority than ‘OR’ conditions.
For example, if there are the following combination: condition 1 OR condition 2 AND condition 3, then condition 2 is not enough and applies only in combination with condition 3, while conidition 3 is independent in this context.

More simply, imagine that the ‘AND’ operator creates parentheses around the conditions it joins together; ‘OR’ operator does not. So, we will get the following expression: condition 1 OR (condition 2 AND condition 3).

Then - the filter list to which will be added the users to whom the campaign was directed.

It can be the filter list of domains or bundles, depending on the campaign’s traffic type settings.

Note: you have to set the list in the ‘Filter List’ area of the campaign, before setting up an optimization rule.

 

Inventory

In the 'Inventory' area, you can specify the deal in case you have made such with your supply partner.

'Deals’ is functionality allowing advertisers to buy placements from specific publishers directly via RTB mechanisms.

Few steps to establish a deal:

  1. The publisher creates a deal to sell some amount of impressions on one of his placements. Note: The publisher can set the impressions or revenue limit. If it is set, it will be a programmatic guaranteed deal. It means that the specified amount of impressions or revenue is guaranteed within a deal. After reaching that limit, the placement will trade on the open RTB market.
    In case the publisher doesn't set the impressions or revenue limit, it will be a preferred deal. It will work until the publisher deactivates it, no matter how much impressions or revenue it gets.
  2. The publisher gives a unique ID of the deal to the advertiser he wants to trade with.
  3. The advertiser must specify the deal ID and set the Bid Price on a campaign page. So, the campaign will buy such placements' impressions instead of buying other placements available on the open market.

Note: ask your DSP partner manager to ensure that the DSP is connected to the publisher's SSP. SmartyAds DSP and SmartyAds SSP are already connected.

After saving the campaign with a specified Deal ID, the campaign will buy the impressions of a particular publisher in priority order.

Note: after spending more than 5000$, you will have the ability to select particular SSPs to trade with. To do so, switch to 'Select sources', and tick on sources you want to trade with (or click 'select all' if you don't want to filter any SSP out):

Then, you may select the particular SSPs using checkboxes or search field.

After finished configuring all needed settings, click [Next] in the lower right corner. It brings you to step 3 where you can make a new creative or select existing one. You can skip this step by clicking [Save] to finish creating the campaign, and then return to set it up and make or select creatives later.

Read more about making and managing creatives here .

 

How to Manage Campaigns

Campaigns section, after adding campaigns, will look like:

At the top of the section you can see a brief dashboard that lets you know the key performance indicators of all your campaigns: Impressions, Spend, eCPM (effective Cost Per Mille, which is a cost for a thousand impressions), Reach (the number of unique users who have seen your ads). Click button on the right to hide or show additional dashboard gauges, like Bids, Wins, WinRate.

On the main area of the page, there is a list of campaigns and their main info in a table view. There are such columns displayed by default:

  • Status, On/Off – these fields show whether the campaign is active or not, and allows to change its status in one click.
  • Type – shows the type of the campaign: banner, video, native or push.
  • ID – a unique identifier of the campaign
  • Name – you can open a campaign for editing by clicking on its name, or change its name instantly – to do so, hover the mouse over the name and click on the 'pencil' button. Then, set the new name and click to save.

There are also additional fields that can be hidden. They are divided into two groups: general and performance:

General fields show such settings of the campaign:

  • Date Start – the date when a campaign starts working. It may be a future date, so you can delay the start of the campaign.
  • Date End – the date when a campaign stops.
  • Daily Budget shows the campaign's budget spending. It shows the information in the format "$150.00 from $500.00", where the first number is the sum already spent today and the second number is the daily spend limit.
    You can change it quickly: just hover the mouse over a record, and click the 'pencil'. Then, set the value and click to save.
  • Budget – a number of the budget already spent for the whole campaign, and the overall budget limit of a campaign.
    You can change it quickly: just hover the mouse over a record, and click the 'pencil'. Then, set the value and click to save.
  • Daily Impressions shows the number of impressions got today. It shows the information in the format "250,000 from 500,000", where the first number is the impressions earned today and the second number is the daily impressions limit. You can quickly change the daily impressions limit: just hover the mouse over a record, and click the 'pencil'. Then, set the value and click to save.
  • Impressions - the overall number of impressions gained and the overall impressions limit.
    You can change it quickly: just hover the mouse over a record, and click the 'pencil'. Then, set the value and click to save.

Performance fields show the performance metrics of a campaign:

  • Bids – the number of bids performed by the campaign. A bid is when a campaign participates in an auction (each time when the user opens the ad placement) in order to be able to display the creative.
  • Wins – the number of auctions wins.
  • Win Rate – wins to bids ratio. In a general sense, it shows how competitive was the campaign among the rest of the advertisers who competed for the placements.

Note: you can change the order of the columns. To do so, click button and in the 'Selected' area hover the mouse on the right of the needed column, drag it and drop it in the preferred position in the list.

Above the list is a Search field: select the field by which you want to search, and then type part of the name of the needed campaign and wait for a moment, and you will see a search result.

You can select several campaigns to delete them or to make copies of them. To do so, select needed campaigns via checkboxes in the left, and click the corresponding action button:

When copying, there will be created companies with the word "clone" in the name. You can change their names at any moment.

If just one campaign selected, there is also the 'edit' button.

Anchor Creatives

This section allows managing all the creatives you have.

For better organizing, creatives can be stored in different folders. You can see the list of folders on the left side of the Creatives section.

For instance, you can use separate folders for videos and banner creatives, or for different products, etc.

Click [Create] to add a new creative or folder.

When clicking [Create] -> [+Folder], a 'New Folder' is instantly created. You can rename or delete it using the menu of button. Folders have no properties other than a name. Left-click on a folder to select it and see all the creatives in it.

To add a new creative, click [Create] -> [+Creative].

Note: the creative is added to the folder that is currently selected, but you can also change the folder on a creative page.

On the page opened, you see all the settings of a new creative.

First of all, set the type of creative: Banner, Video, Native or Push. It is important, as when changing the type of creative, the page is refreshed and the fields are cleared. Try not to change the type after filling fields in order to not lose the data. The type cannot be changed after saving creative.

Properties (fields) depend on the type of creative.

Generally, you have to set the name, CPM price, URLs, select the picture or video. There are also specific settings depending on the type of creative.

On the right side of the section, you will see a clickable preview of the creative, and its main parameters (after configuring).

Note: When you add new or change existing creatives, they will be waiting for approval (creatives are scanned by TMT to check for redirection). If everything is okay with tags, campaigns that using them will start.

Below you see examples of setting up each type of creative.

Setting up a Banner creative

 

For this type of creative, you have to set the following parameters:

  • Creative Name – set the name for creative to differ it amongst other creatives. For example, 'Banner 300x250 Product1 2019'.
  • Rich Media – the type of content. ​

- To create a simple banner picture ad, select 'No MRAID'.
Select ALL MRAID if you're about to create 'rich media' – an ad with extended functionality. Learn more about MRAID here .
To proceed with creating a rich media ad, upload a .zip archive containing at least an index.html file. Such a file may contain text formatting (CSS, etc.) or executable scripts (for example, Javascript) to make the ad more interactive and functional.

- Or, you can create rich media using a third-party tag.

  • CPM – the price for a thousand impressions. The minimum CPM is $0.5.
  • Frequency – select the way to define the user uniqueness: by IP or by the user agent. Set how many times per 24 hours the user can see the ad. For example, you may consider that seeing the same ad for two or three times per day may be more convincing for the user than just one time, but 4th time may be annoying. If you think so, set frequency to 2 or 3.
  • Creative – here you can upload an image file from your local storage, or set a 3rd party creative tag that calls an image from another source.
     

Below is the example of the 3-party tag:
 


 


 

Note: If the tag is correct, a preview of the image will appear in the upper right corner.
 

You can also add macros to the tag. Macros are built-in tracking variables that allow specifying additional parameters and details provided with a tag. Note: Macros allow tracking information on the advertiser side. This information will not be available in reports on the DSP side.
 

To add macros, click the ‘Tag macro list’. You will see all available macros. Choose the parameters you need and add them to tag manually.
 

Note: You can only use macros from the Tag macro list. Macro is case sensitive.
 

Here is the list of macros available at the moment:
 

  • [HASH] Unique Identificator
    [CB] Random Unique String
    [SUB_ID] Request ID
    [SITE_APP_ID] Site ID / Application ID
    [SITE_DOMAIN_APP_NAME] Site Domain / Application Name
    [SITE_NAME] Site Name
    [SITE_APP_URL] Full Site URL / Application Store URL
    [APP_BUNDLE] Application Bundle Name
    [PUBLISHER_ID] Publisher ID
    [SOURCE_ID] Source ID (SSP Partner)
    [USER_ID] User ID
    [ADVERTISER_ID] Advertiser ID
    [CAMPAIGN_ID] Campaign ID
    [CREATIVE_ID] Creative ID
    [IAB_CAT] Site / Application Сategory
    [WIDTH] Placement Width
    [HEIGHT] Placement Height
    [GEO_LAT] User's Latitude
    [GEO_LON] User's Longitude
    [COUNTRY] User's Country
    [CITY] User's City
    [IFA] User's Device IFA. (For Android and iOS devices)
    [IP] User's IP Address
    [USER_AGENT] User's Browser Agent
    [CARRIER] Carrier
    [OS] User's Operation System
    [OSV] User's Operation System Version
    [BROWSER] User's Browser
    [BROWSER_VER] User's Browser Version
    [DATE_TIME] Date in Format Y-M-D H:M:S
    [PAGE_URL] page site
    [VIDEO_MIME] Video MIME Type (i.e. 'video/x-ms-wmv' or 'video/x-flv')
    For example, tag with PUBLISHER_ID and IAB_CAT macros:
    <script src=" https://site.com/creatives/main.js?dti=full&PUBLISHER_ID=[PUBLISHER_ID]&IAB_CAT=[IAB_CAT ]"></script>
    Later, when this tag is used to display an ad to the user, the values ​​in square brackets will be replaced with real information (in this case, the identifier and category).

     

  • Click URL – URL to which the user will be redirected after a click on the ad. You can also add a macro to URL.
  • Width and Height – set the size of the image. In the case of a 3-party tag, these fields are required.
  • Location Folder – here you can set the folder to store the creative in.

 

Setting up a Video creative

For the Video type of creative, you have to set the following parameters:

  • Creative Name – set the name for creative to differ it amongst other creatives. For example, 'Video 640x480 Product1 2020'.
  • CPM – the price for a thousand impressions. The minimum CPM is $6.
  • Frequency – select the way to define the user uniqueness: by IP or by the user agent. Set how many times per 24 hours the user can see the ad. For example, you may consider that seeing the same ad for two or three times per day may be more convincing for the user than just one time, but 4th time may be annoying. If you think so, set frequency to 2 or 3.
  • Creative – here you can upload a video file from your local storage, or set a 3rd party creative tag that calls a video from another source.
    Below is the example of the 3-party tag:

Note: If the tag is correct, a preview of the video will appear in the upper right corner.
You can also add macros to the tag. Macros are built-in tracking variables that allow specifying additional parameters and details provided with a tag. Note: Macros allow tracking information on the advertiser side. This information will not be available in reports on the DSP side.
To add macros, click the ‘Tag macro list’. You will see all available macros. Choose the parameters you need and add them to tag manually.
Note: You can only use macros from the Tag macro list. Macro is case sensitive.
Here is the list of macros available at the moment:
[HASH] Unique Identifier
[CB] Random Unique String
[SUB_ID] Request ID
[SITE_APP_ID] Site ID / Application ID
[SITE_DOMAIN_APP_NAME] Site Domain / Application Name
[SITE_NAME] Site Name
[SITE_APP_URL] Full Site URL / Application Store URL
[APP_BUNDLE] Application Bundle Name
[PUBLISHER_ID] Publisher ID
[SOURCE_ID] Source ID (SSP Partner)
[USER_ID] User ID
[ADVERTISER_ID] Advertiser ID
[CAMPAIGN_ID] Campaign ID
[CREATIVE_ID] Creative ID
[IAB_CAT] Site / Application Сategory
[WIDTH] Placement Width
[HEIGHT] Placement Height
[GEO_LAT] User's Latitude
[GEO_LON] User's Longitude
[COUNTRY] User's Country
[CITY] User's City
[IFA] User's Device IFA. (For Android and iOS devices)
[IP] User's IP Address
[USER_AGENT] User's Browser Agent
[CARRIER] Carrier
[OS] User's Operation System
[OSV] User's Operation System Version
[BROWSER] User's Browser
[BROWSER_VER] User's Browser Version
[DATE_TIME] Date in Format Y-M-D H:M:S
[PAGE_URL] page site
[VIDEO_MIME] Video MIME Type (i.e. 'video/x-ms-wmv' or 'video/x-flv')
For example, tag with PUBLISHER_ID and IAB_CAT macros:
<script src="https://site.com/creatives/main.js?dti=full&PUBLISHER_ID=[PUBLISHER_ID]&IAB_CAT=[IAB_CAT]"></script>

  • Click URL – URL to which the user will be redirected after a click on the ad. You can also add a macro to URL.
  • Location Folder – here you can set the folder to store the creative in.

 

Setting up a Native creative

For the Native type of creative, you have to set the following parameters:

  • Creative Name – set the name for creative to differ it amongst other creatives. For example, 'Banner 300x250 Product1 2019'.
  • CPM – the price for a thousand impressions. The minimum CPM is $0.5.
  • Frequency – select the way to define the user uniqueness: by IP or by the user agent. Set how many times per 24 hours the user can see the ad. For example, you may consider that seeing the same ad for two or three times per day may be more convincing for the user than just one time, but 4th time may be annoying. If you think so, set frequency to 2 or 3.
  • Logo – upload a logo image of the advertised brand or product. Max size is 256*256 pixels. This field is not required.
  • Image – upload the main image that will attract users. This field is required.
  • Brand Name – type the advertised brand name. This field is not required.
  • Ad Title – set the brief text that attracts the user. This field is required.
  • Ad Text – describe the message of the ad. This field is required.
  • CTA Button Text – make the text for the button that the user will want to click on. This field is not required.
  • Click URL – URL to which the user will be redirected after a click on the ad. You can also add a macro to URL.
  • Display URL – the URL to be displayed on the ad. It may differ from the Click URL, but must match the top-level domain of the Click URL after its cross-domain redirects. For example, click URL may be exact URL (brand1234.com/brand/product/url), while Display URL may be top-level domain (brand1234.com)
  • Location Folder – here you can set the folder to store the creative in.

Setting up a Push creative

For the Push type of creative, you have to set the following parameters:

  • Creative Name – set the name for creative to differ it amongst other creatives. For example, 'Banner 300x250 Product1 2019'.
  • CPM – the price for a thousand impressions. The minimum CPM is $0.5.
  • Frequency – select the way to define the user uniqueness: by IP or by the user agent. Set how many times per 24 hours the user can see the ad. For example, you may consider that seeing the same ad for two or three times per day may be more convincing for the user than just one time, but 4th time may be annoying. If you think so, set frequency to 2 or 3.
  • Logo – upload a logo image of the advertised brand or product. Max size is 256*256 pixels. At least one image (logo or image) is required. If both are set, the system will automatically choose which of them to trade.
  • Brand Name – type the advertised brand name.
  • Ad Title – set the brief text that attracts the user.
  • Ad Text – describe the message of the ad.
  • Click URL – URL to which the user will be redirected after a click on the ad. You can also add a macro to URL.
  • Location Folder – here you can set the folder to store the creative in.

 

Setting up a Pop creative

For the Pop type of creative, you have to set the following parameters:

  • Creative Name – set the name for creative to differ it amongst other creatives. For example, 'Banner 300x250 Product1 2020'.
  • CPM – the price for a thousand impressions. The minimum CPM is $0.5.
  • Frequency – select the way to define the user uniqueness: by IP or by the user agent. Set how many times per 24 hours the user can see the ad.
    For example, you may consider that seeing the same ad for two or three times per day may be more convincing for the user than just one time, but 4th time may be annoying. If you think so, set frequency to 2 or 3.
  • Brand Name – type the advertised brand name.
  • Ad Title – set the brief text that attracts the user.
  • Ad Text – describe the message of the ad.
  • Click URL – URL to which the user will be redirected after a click on the ad. You can also add a macro to the URL.
  • Location Folder – here you can set the folder to store the creative in.

Managing creatives

As you fill in the fields, you will see a preview of the ad to make sure that you've created what you want.

If it's ok, click [Save].

Then you will see the list of creatives (in a selected folder). The list displays the status, ID, small Preview, Name of creative, its Type, Size (in pixels) and Wight (in kilobytes).

In order to make changes to the creative, click on its name. You will see the edit page the same as described above.

You can select several creatives via checkboxes in the left, and delete them or make copies:

 

Audience

An audience is a group of users, captured (aggregated, collected) by one of the campaigns before, or by the pixel/click/conversion located on the website page.

To create a new audience, click [+Audience].

On the page opened, set the name and lifetime, for which the audience will collect users.

Set the Audience Collection Type – by click, conversion, or by pixel.

Click or Conversion means that the audience will collect users who clicked or converted within some campaign

Pixel allows you to built its code into a web page and add to the audience all users who visited that page. For example, you can target and show ads of your brand only on users who visited the brand website before.

You can also create an audience from the campaign page.

Reports

In this section, you can see the dynamics of your campaigns' results throughout a period of time: numbers of impressions and conversions you got; how eCPM has changed; how much did you spend, and more.

You can group results by days or by hours. Use switcher in the right upper corner to do so.

At the top of the table, you can select the date range and fields to group information by.

Predefined ranges are Today, Yesterday, Last 7 Days, Last 30 Days, This Month, and Last Month. You can also set a custom date range. To do so, click on a starting date, then click on an ending date.

Then, after the date range selected, click 'Apply':

In the upper right corner, you can set the number of records to display on page (10, 20, 50, 100), download the data by clicking 'Export', and select columns to display:

There are two 'groups' of columns you can select: performance and metrics.

Performance:

  • Bids – the number of bids performed by your campaigns. Bid is when a campaign participates in an auction (each time when the user opens the ad placement) in order to be able to display the creative.
  • Wins – the number of auctions wins by campaigns.
  • Impressions – the number that means how many times your ads have been shown to users.
  • Clicks – the number of clicks on your ads made by users.
  • Spend – the sum you have spent, $.

Metrics:

  • eCPM – effective CPM. It is the resulting price obtained as a result of calculation by the formula ‘resulting price * 1000 / number of impressions’
  • CTR – click-through-rate, the clicks to impressions ratio.
  • WinRate – wins to bids ratio. In a general sense, it shows how competitive was the campaign among the rest of the advertisers who competed for the placements.

Below the table view, there is a graph:

You can select how to group info: by days or by hours.

You can click on blocks below the graph to change the type of info displayed: Bids, Impressions, Spend, etc.

Hover mouse over the graph line to see detailed info at some point: date end exact number of selected metrics, for example, the number of impressions.

Anchor Filter Lists

You may create white or blacklists for your campaigns. It allows excluding irrelevant domains, publishers, devices etc in the blacklist or target the ads only on certain domains, publishers, sites, apps, and more, described by the whitelist.

Note: Filter list is not black or white by itself, it just contains conditions to filter by. It becomes black or white for each campaign separately, depending on how we apply it to a campaign – so the list may filter traffic out or let it go through. One filter list can be a white list for one campaign and, at the same time, a blacklist for another campaign.

How to create a Filter List

Open the Filter Lists section and click [+Filter List] button.

On Create Filter List page, set the list name and its type, which is the entity to filter by: domain, or app, or app bundle, etc.

Add conditions to filter, for example, site domains or IP addresses, each from a new line.

Instead of typing a long list, you can upload the list from the file. Click [Upload List] below the list field and select CSV or Excel file. You will see the list filled in a moment after uploading a file.

Hint: field on the right side displays the current number of the rows in the filter, which may be useful for large lists.

Warning: do not add bundles to filter-lists by domains.

After finished creating Filter List, click [Save] button to proceed.

To edit the existing filter list, open Filter Lists and click on its name. Rows can be edited as plain text.

 

How to Apply Filter Lists

To apply Filter Lists to the campaign, open a campaign, and go to the Filter Lists menu.

Click 'Select from List' and select needed Filter List from the drop-down list:

Set what kind of filter it must be: Whitelist (that allows only specified values) or Blacklist (that allows all values except specified in the list).

Then, save the campaign.

Note: The system requires some time to apply a new or updated filter list to the campaign. Wait about 15 minutes after applying the filter list, and then run the campaign.

Warning: pay attention to campaign targeting settings and filter lists. Try not to make it contradictory. For example, if you set only 'In App' traffic in campaign settings and then applied a white filter list which allows traffic only from certain sites, you will get no traffic.

 

Traffic calculator

This section allows you to monitor and understand the main parameters of received traffic.

Open the new section located between Filter Lists and Billing sections:

 

On the section page, you can see the average bidfloor, recommended price, and the number of bid requests for each country for each combination of settings: ad type (banner/native/video/push), device type (desktop, mobile, table), and platform (site/in-app)

 

Billing

The system provides convenient and simple functionality for maintaining your account balance and transactions.

Use the main menu to get to the Billing section, or click ‘Balance’ in the dropdown menu available by clicking on your profile link in the upper right corner:

Here you can view your actual balance, set up automated email notifications on reaching the limit of the account balance, make a deposit, and see your transactions and invoices.

There is a predefined notification of a low balance that appears if your balance falls below some amount. You can change that limit. To set a new limit, enter the new amount in the field below the 'Get notification email when balance level reaches' text, and click 'Save'. You will see the pop-up that confirms the change of balance limit.

To make a deposit, select the way you want to do it: via Wire Transfer, PayPal, or Payeezy payment service.

Note: The minimum of the first payment is $1000. The following payments must be at least $500.

For example, to proceed with Payeezy, set the sum you want to deposit and fill in the fields of the payment form: Name, credit card number, expiry date, CVV-code. Then, click [Deposit].

 

To make a payment via PayPal, you must have a PayPal account. If you have it, set the sum and click 'PayPal Checkout'.

Note: To make a payment via PayPal, you must have a PayPal account.

To make a payment via Wire Transfer, first, contact our financial department via finance@smartyads.com.

Note: the transaction may take some time before the money reaches your account.

Below the Deposit area, you can see the list of your deposits and daily spend transactions.

To see the invoice, click the sheet symbol in the [Download] column.
 

User Profile

You can see and change the main info of your user account. To do so, click your name in the upper right corner on any page, and click 'Settings'.

You will see your name and the number of your campaigns and creatives.

You can edit your name and contact information, such as an address, email, phone, and Skype.

You can also change your password.