Release Notes ADTECH Release 4.2.1 2014-11-10 ADTECH GmbH ADTECH Release 4.2.1 Table of Contents About This Document .................................................................................................................... 3 New Features Overview for Release 4.2.1 ..................................................................................... 4 Chapter 1 Bulk Edit Flights 5 About Bulk Edit and Multi Edit of Flights ....................................................................................... 6 How to Bulk Edit Multiple Flights .................................................................................................. 7 Bulk Edit Option in the Master Data Tab ....................................................................................... 8 Bulk Edit Campaigns Window ........................................................................................................ 9 Campaign Edit Queue Overview Window.................................................................................... 11 Flight Update Report Window ..................................................................................................... 12 Chapter 2 Team Management Enhancements 13 How to Create Teams .................................................................................................................. 14 How to Manage Team Users........................................................................................................ 15 The Team Management ............................................................................................................... 16 Manage Team Users Window ...................................................................................................... 17 Chapter 3 Frequency Across Banners 19 About Frequency Across Banners ................................................................................................ 20 How to Create/Edit Banner Frequency Categories...................................................................... 21 How to Book a Banner with Frequency Across Banners.............................................................. 22 Banner Frequency Categories Window ....................................................................................... 23 Create/Edit Category Window for Banner Frequency Categories ............................................... 24 Banner Frequency Category in Edit Banner Tab .......................................................................... 26 Chapter 4 Inventory Type 27 About Inventory Type and Reporting .......................................................................................... 28 How to Define Inventory Types for a Website ............................................................................ 29 The Inventory Type Setting in The Website Details Tab .............................................................. 30 2014-11-10 Page 2 of 31 ADTECH Release 4.2.1 About This Document Copyright and confidentiality All information from the ADTECH user guides is proprietary and to be treated as strictly confidential. Data is exclusively destined for the exclusive and internal use of the ADTECH customer. Any use, transmission, provision of access to third parties, circulation or any other utilization of the data or of information provided, other than contractual, is strictly prohibited. Address and contact ADTECH GmbH Robert-Bosch-Str. 32 D-63303 Dreieich GERMANY Phone: +49 6103 5715-0 Fax: +49 6103 5715-111 E-Mail: [email protected] URL: http://www.adtech.de/ 2014-11-10 Page 3 of 31 ADTECH Release 4.2.1 New Features Overview for Release 4.2.1 Introduction This topic provides an overview of all new ADTECH features for release 4.2.1. Some features are described in more detail in the following chapters. Please note the “For details see …” cross-references. Campaign Management The following feature is new in campaign management: Network Management The following features are new in network management: Bulk edit flights: When using the Bulk edit… flights function in a master campaign, multiple campaign attributes can be selected, modified and applied to multiple flights of different campaign type within one action. Since flights are saved and updated asynchronously, you can continue to use the user interface instead of waiting for flights to finish saving. The status of each modified flight can be monitored in the Campaign Edit Queue under Monitoring. For details see Bulk Edit Flights on page 5. • Team Management: Administrators can now create and manage Teams in the ADTECH user interface. With this new option under Administration in the menu bar, ADTECH extends the usability of the Team Permissions feature as introduced with release 4.0.1. For details see Team Management Enhancements on page 13. • Frequency Across Banners: It is now possible to define a frequency cap across several banners. This allows you to regulate the number e.g. of intrusive banners (like layer banners, expandable banners, pop-ups etc.) that are displayed to a user within a specified period of time. This setting works across campaigns and placements. For details see Frequency Across Banners on page 19. Website Management Miscellaneous The following feature is new in website management: Inventory Type option: It is now possible to categorize the type of traffic for your inventory (on a website) between mobile in-app traffic and other traffic (desktop and mobile web traffic). There is a report available that distinguishes between these types. For details see Inventory Type on page 27. The following miscellaneous features are new: • Geo-Targeting templates: When Select a Template in the Geo Targeting tab in campaigns is clicked, the result list of Geo Targeting templates is now listed in alphabetical order. • New search field in event filter: The Filter under i-Center > Event now contains “Team” as new search field. Select a campaign list under Event e.g. Campaigns modified today to search for campaigns that have been assigned to a team. 2014-11-10 Page 4 of 31 ADTECH Release 4.2.1 Chapter 1 Bulk Edit Flights In this chapter Topic Page About Bulk Edit and Multi Edit of Flights ................................................................ 6 How to Bulk Edit Multiple Flights ........................................................................... 7 Bulk Edit Option in the Master Data Tab ................................................................ 8 Bulk Edit Campaigns Window................................................................................. 9 Campaign Edit Queue Overview Window ............................................................ 11 Flight Update Report Window.............................................................................. 12 2014-11-10 Page 5 of 31 ADTECH Release 4.2.1 About Bulk Edit and Multi Edit of Flights What is new? Bulk edit… flights is a new option for mass editing of flights in a master campaign in addition to Multi edit… flights. As the data is processed asynchronously while saving and updating the flights, it prevents time-outs and allows users for efficient booking and modification of flights. Note: Other options of the …selected Flights selection box have been moved into the Bulk edit… window, e.g. Adjust Status for, campaign actions like Start or Ad Visibility settings. Bulk edit and Multi edit options image Bulk edit vs. Multi edit flights To edit several flights within a Master Campaign at the same time you can now choose between two options. Depending on whether you use Bulk edit… or Multi edit… for …selected Flights the feature properties are different: Property Bulk edit… Multi edit… Workflow Multiple campaign attributes are changed within one action via a single window (Bulk Edit Campaigns window). For details see Bulk Edit Campaigns Window on page 9. Multiple campaign attributes are directly changed in the flights, one after another via Next/Previous buttons. For details see Multi Edit Flights in Master Campaigns. Campaign attributes The number of available campaign The campaign attributes for each attributes to be applied to all flight can be changed individually. flights is limited and pre-defined. Data Processing Flight updating is asynchronous. Flight updating is synchronous. Note: User can continue to edit more campaigns while the flights are updating. Note: As all flights are saved with the Next/Previous button click, this can sometimes result in timeouts. The update/validation status of each modified flight can be monitored under Monitoring > Campaign Edit Queue > Flight update report. For details see Flight Update Report Window on page 12. Before modifying the Next Flight the current flight will be saved and shows directly error messages, in case the settings did not match with the campaign. Monitoring 2014-11-10 Page 6 of 31 ADTECH Release 4.2.1 How to Bulk Edit Multiple Flights Prerequisites Bulk editing multiple flights A Master Campaign with flights was created. Step 1 Action Edit a Master campaign. Result: The Master Data tab opens with a list of existing flights. 2 For all flights you want to change, select the check boxes in the Flight Name section. Note: You cannot select more flights than shown in the current page view. Depending on your screen resolution this number can vary. 3 Select Bulk edit… from the selection box and apply this to the flights by clicking …selected Flights. Result: The Bulk Edit Campaigns window opens. For details see Bulk Edit Campaigns Window on page 9. 4 Select the check boxes for every campaign attribute you want to change. Note: • The check box needs to be activated, if you want to change the associated field or menu option. • Some table sections or options (e.g. Custom Campaign Settings or Team) are only visible if the respective network feature is activated in your network. 5 Define the intended entry or selection for this field. Example: 6 Click Save to apply the selection to all selected flights in the Master Campaign. Result: All selected flights will be updated. As the data is processed asynchronously, you should monitor each modified flight within the Campaign Edit Queue Overview Window on page 11. 2014-11-10 Page 7 of 31 ADTECH Release 4.2.1 Bulk Edit Option in the Master Data Tab Introduction The Bulk Edit… option allows the users to edit several flights of a Master Campaign at the same time. Navigation Edit a Master Campaign, select several flights and expand the selection box for …selected Flights. Bulk edit in the Master Data tab image Sections 2014-11-10 No. Section Description 1 Check box If activated, selects a flight for mass editing by an option selected from the …selected Flights selection box (see 2). 2 Selection box Bulk Edit… opens the Bulk Edit Campaigns window for the flights that have been selected. For details see Bulk Edit Campaigns Window on page 9. Page 8 of 31 ADTECH Release 4.2.1 Bulk Edit Campaigns Window Introduction Within the Bulk Edit Campaigns window a limited number of different campaign attributes can be applied to several flights and within one action. Navigation Edit a Master Campaign, select several flights and click Bulk Edit… option in the selection box for flights. Click …selected Flights button. Bulk edit campaigns window image Sections No. Section Description 1 Check box (example) Must be activated to change the values of the associated field or menu. 2 Data field (example) Defines the intended entry or selection for this field. 3 Save Applies all changes to the selected flights of the Master Campaign. Note: The data is processed asynchronously while saving and updating the flights. To monitor each modified flight and status of updating please see Campaign Edit Queue Overview Window on page 11. 2014-11-10 Page 9 of 31 ADTECH Release 4.2.1 Notes: • Some table sections or options (e.g. Custom Campaign Settings or Team) are only visible if the respective network feature is activated in your network. • For details on each window section please see the respective topic in the general ADTECH user guide in chapter The Standard Campaign and Flight Tabs. 2014-11-10 Page 10 of 31 ADTECH Release 4.2.1 Campaign Edit Queue Overview Window Introduction The update and validation status of each flight modified via the Bulk edit… flights function in a master campaign can be monitored in the Campaign Edit Queue window. If a campaign update failed e.g. because the selected attributes do not match with this campaign type, the details can be viewed in the Flight update report window. Navigation From the menu bar, go to Monitoring > Campaign Edit Queue. Campaign edit queue window image Sections No. Section Description 1 Master Campaign Shows basic details of the Master Campaign in the queue: Details • ID: Request ID of the Master Campaign in the queue • Campaign ID: ID of the Master Campaign • Campaign Name: Name of the Master Campaign 2 Change Date Shows the date of changing campaign attributes via the Bulk edit campaigns window. 3 Flight Updates Summary Shows the numbers and update status of flights in the queue: Flight Status Details Shows update status per flight in the queue and basic flights details (flights ID and name): 4 • Total: Total number of flights updated for this request ID • Open: Flights that are still waiting for an update • Done: Flights that have completed the update with success or show a warning (see 4) • Error: Flights that have not been updated, because an error occurred • Canceled: Flights that were manually canceled by a user when waiting for push in the campaign queue. • : Flight update Done with success or a warning is created, if not all campaign attributes were updated because some did not match the campaign type. • : Flight update failed because an Error occurred. Note: In this case none of the campaign attributes will be updated. 2014-11-10 5 Opens the Flight update report window. For details see Flight Update Report Window on page 12. 6 Deletes/cancels the Master Campaign or flight from the queue. Page 11 of 31 ADTECH Release 4.2.1 Flight Update Report Window Navigation From the menu bar, go to Monitoring > Campaign Edit Queue > click . Flight update report window image Sections No. Section Description Flight Details and status Shows basic flights details and update status per flight: 2 Fields to update Shows the campaign attributes that have been selected for updating in the Bulk edit campaigns window. For details see Bulk Edit Campaigns Window on page 9. 3 Update details Shows messages about the success of update or reasons why the update failed: 1 • Campaign Name: Flight name • Campaign ID: Flight ID • Status: Message about the flight update (Done or Error) • Update errors • Update warnings • Update infos 2014-11-10 Page 12 of 31 ADTECH Release 4.2.1 Chapter 2 Team Management Enhancements What is new? Within the Team Management section, administrators can now create and manage teams in the ADTECH user interface. This enhancement extends the usability of the Team Permissions feature as introduced with release 4.0.1. In this chapter Topic Page How to Create Teams............................................................................................ 14 How to Manage Team Users ................................................................................. 15 The Team Management ........................................................................................ 16 Manage Team Users Window ............................................................................... 17 2014-11-10 Page 13 of 31 ADTECH Release 4.2.1 How to Create Teams Prerequisites Creating teams The Team Permissions network feature has been activated in your network. Please reach out to your ADTECH Client Service contact to activate the feature. Step 1 Action From the menu bar, go to Administration > Team Management. Result: The Team Management window opens. For details see The Team Management on page 16. 2 In the Add new team text box define a name for the team. Note: A team name must be unique in a network. 3 Click Add. Result: The team is added to the Teams list table. Archiving teams • A team that is used by a campaign with a status other than Invalid cannot be archived. • A team that is not used by any campaign but assigned to a user can be archived. • Deleted teams cannot be restored from archive in the user interface. • If you would like to restore an archived team for re-use, please reach out to your ADTECH Client Service contact. 2014-11-10 Page 14 of 31 ADTECH Release 4.2.1 How to Manage Team Users Prerequisites • The Team Permissions network feature has been activated in your network. Please reach out to your ADTECH Client Service contact to activate the feature. • Teams have been created. Adding users to teams Step Action 1 From the menu bar, go to Administration > Team Management. 2 Click the respective team name in the Teams list table. For details see The Team Management on page 16. 3 Click Edit to add users to a team. Result: The Manage team users window opens. For details see Manage Team Users Window on page 17. 4 In the filter section, search for users by the criteria First name, Last name or Email. Result: The Available users section contains all users that match the filter criteria. 5 Select the desired user names in the Available users section. 6 Click Add>> to move the selected users from the Available users to the Selected users section. Note: This will store the first selection while you continue searching for more users. 7 Removing users from teams Step Click OK and the user selection is added to this team. Action 1 From the menu bar, go to Administration > Team Management. 2 Click the respective team name in the Teams list table. 3 Click Edit to remove users from a team. Result: The Manage team users window opens. 2014-11-10 4 Select the desired user names in the Selected users section 5 Click << Remove to move the selected users from the Selected users to the Available users section. 6 Click OK and the user selection is removed from this team. Page 15 of 31 ADTECH Release 4.2.1 The Team Management Navigation From the menu bar, go to Administration > Team Management. Team Management image Sections No. Section Description 1 Teams Shows the team list with names of the Teams. • list. • : Allows the users to edit a team name in the Teams : Removes a team from the Teams list to the archive. Notes: • A team that is used by a campaign cannot be archived. • A team that is not used by any campaign but assigned to a user can be archived. • To restore an archived team for re-use, please reach out to your ADTECH Client Service contact. 2 Team members Shows the list of users assigned to one or multiple Teams e.g. “Walter, Weber” assigned to the team “Sales North”. The user details list shows: • Last/First name • E-mail • Other teams this user is assigned to For details see How to Manage Team Users on page 15. 3 Create teams Creates entities of the Teams list (see 1): • Add new Team: Allows the user to enter a new team name in the text field. Note: A team name must be unique in the network. • Add: Adds a new team to the Teams list. For details see How to Create Teams on page 14. 4 2014-11-10 Edit button • Opens the Manage team users window that allows to add/remove users to/from a team. For details see Manage Team Users Window on page 17. Page 16 of 31 ADTECH Release 4.2.1 Manage Team Users Window Manage team users window The Manage team users window allows to add/remove users to/from a Teams in the Team Management. Navigation From the menu bar, go to Administration > Team Management. Click the name for the respective team in the Teams list and Click Edit. For details see The Team Management on page 16. Manage team users window Sections No. 1 Section Description Filter options Searches for a specific users by the following criteria: • First name • Last name • E-mail 2 Available users Shows the matching users by name. The desired user(s) can be selected via the check box. Note: 3 Buttons selects all users shown on this side of results. • Add >>: Moves the selected user(s) from the Available users section to the Selected users section. Note: The Selected users will be added to the respective team after saving. • << Remove: Removes the selected user(s) from the Selected users section to the Available users section. Note: A user that was added to a team before, will now be removed from the respective team after saving. 4 2014-11-10 Selected users Shows the list of selected user(s). Page 17 of 31 ADTECH Release 4.2.1 No. Section Description 5 Buttons • OK: Saves the settings of the Selected users section and adds/removes users from teams after saving. • Cancel: Closes the window without saving. 2014-11-10 Page 18 of 31 ADTECH Release 4.2.1 Chapter 3 Frequency Across Banners In this chapter Topic Page About Frequency Across Banners ......................................................................... 20 How to Create/Edit Banner Frequency Categories............................................... 21 How to Book a Banner with Frequency Across Banners ...................................... 22 Banner Frequency Categories Window ................................................................ 23 Create/Edit Category Window for Banner Frequency Categories ........................ 24 Banner Frequency Category in Edit Banner Tab ................................................... 26 2014-11-10 Page 19 of 31 ADTECH Release 4.2.1 About Frequency Across Banners Introduction It is now possible now to define a frequency cap across several banners. This allows you to regulate the number of e.g. intrusive banners (like layer banners, expandable banners, pop-ups etc.) that are displayed to a user within a specified period of time. This setting works across campaigns and placements. Use cases You book campaigns from different advertisers which all contain pop-ups. However, you do not want to expose the users on your websites to several pop-ups within a short period of time. By putting a frequency cap on banners that all use pop-ups, the user will now only see a certain number of pop-ups within a specified amount of time. Properties and limitations • Cookies: It is cookie-based, therefore users need to accept cookies in their browsers. If users do not accept cookies, the banners can be delivered based on a temporary user ID that is valid for the current hour. • Combination: It is possible to combine Frequency Across Banners with Frequency Across Campaigns, Campaign Frequency and Banner Frequency. However, the feature that uses the lowest frequency is delivered with priority. • Categories: To use the feature, you have to assign banners in campaigns to one of the banner frequency categories. For details see How to Book a Banner with Frequency Across Banners on page 22. • Network feature: It is a network feature. If you want to use it, please reach out to your ADTECH Client Service contact. 2014-11-10 Page 20 of 31 ADTECH Release 4.2.1 How to Create/Edit Banner Frequency Categories Introduction This topic describes how to create and edit banner frequency categories in Network Management so the categories can be used for banner booking Note: You only see banner frequency categories if the respective network feature is activated in your network. Creating/Editing a frequency category Step Action 1 From the menu bar select Administration > Network > Categories. 2 Select Other Categories > Banner Frequency. 3 Open the Create/Edit Category window: 4 Condition Consequence Create a new frequency category. Click Add Category. Edit an existing frequency category. Click for a specific category from the list of existing frequency categories. In the Create/Edit Category window, define a Name, Capping Type, Frequency, Frequency Period and define the delivery details: Condition Consequence Deliver the impressions per unique user evenly during the selected frequency period. Select the Distributed check box. Deliver the campaign to users that do not accept cookies. These users will be given a temporary user ID that is valid during the current hour. Select the Deliver to users without cookies check box. Example: For details see Create/Edit Category Window for Banner Frequency Categories on page 24. 5 Click Add/OK to save the banner frequency category. Result: The banner frequency category will be saved and can now be selected in the Edit Banner tab of a banner. 2014-11-10 Page 21 of 31 ADTECH Release 4.2.1 How to Book a Banner with Frequency Across Banners Prerequisite Booking a Campaign with Frequency Across Banners Before you can book a campaign with Frequency Across Banner option, you need to create a banner frequency category. For details see How to Create/Edit Banner Frequency Categories on page 21. Step Action 1 Open the Edit Banner tab in the Edit banner window. 2 Select the desired banner frequency category in the respective drop-down box: Result: Delivery of all banners in the same banner frequency category will not exceed the frequency cap across campaigns. 2014-11-10 Page 22 of 31 ADTECH Release 4.2.1 Banner Frequency Categories Window Navigation From the menu bar, go to Administration > Network > Categories > Other Categories > Banner Frequency. Banner Frequency Categories image Sections No. 1 Description Banner Frequency Categories Lists all existing banner frequency categories. 2 Opens the Edit Category window where the current banner frequency category can be configured. 3 Deletes the banner frequency category. 4 2014-11-10 Section Add Category Opens the Create Category window where a new banner frequency category can be created. Page 23 of 31 ADTECH Release 4.2.1 Create/Edit Category Window for Banner Frequency Categories Navigation From the menu bar, go to Administration > Network > Categories > Other Categories . > Banner Frequency > Add Category/ Create/Edit Category window image Sections No. Section Description 1 Name Defines the name of the banner frequency category. 2 Capping Type Defines what the banner frequency applies to. Possible options: • Impression • Click • AdCount 3 Frequency Defines the amount of impressions a unique user will get within a given Frequency Period (see 4). Note: The maximum frequency is 99. 4 Frequency Period Defines the period for the Frequency (see 3). Note: The entries are the same as for the Banner Frequency except for Campaign lifetime. 5 Distributed If selected, the frequency will be evenly delivered during the given frequency period (e.g. 4/1 hour—every 15 minutes one impression per unique user may be delivered). Note: If the check box is not selected, the banners will be delivered as fast as possible. 2014-11-10 Page 24 of 31 ADTECH Release 4.2.1 No. 6 Section Description Deliver to users without cookies Defines how the banner will be delivered to users who do not accept cookies. Banner frequency is cookie based; users need to accept cookies in their browsers. If a user does not accept cookies, the banner can be delivered based on a temporary user ID that is valid for the current hour only. At the start of the next hour, the user’s frequency capping will be reset. • If the check box is selected, the banner delivery will be based on the temporary user id for users that do not accept cookies. This is the default selection. • If the check box is clear, the banner will not be delivered to users that do not accept cookies. 2014-11-10 Page 25 of 31 ADTECH Release 4.2.1 Banner Frequency Category in Edit Banner Tab Banner frequency category selection image Sections No. 1 2014-11-10 Section Description Banner Frequency Categories Selects the frequency category for this banner. Note: Shows all banner frequency categories that have been set up under Administration > Network > Categories. For details see How to Create/Edit Banner Frequency Categories on page 21). Page 26 of 31 ADTECH Release 4.2.1 Chapter 4 Inventory Type In this chapter Topic Page About Inventory Type and Reporting ................................................................... 28 How to Define Inventory Types for a Website ...................................................... 29 The Inventory Type Setting in The Website Details Tab ....................................... 30 2014-11-10 Page 27 of 31 ADTECH Release 4.2.1 About Inventory Type and Reporting What’s new? It is now possible to categorize the type of traffic for your inventory (on a website) between mobile in-app traffic and other traffic (desktop and mobile web traffic). There is a report available that distinguishes basically between these types: • ”Non-Mobile In-App” traffic (= all other traffic, the measurement has been accredited by the MRC) • “Mobile In-App” traffic (where the measurement is not yet accredited by the MRC) Note: The feature and the report are only available if the network feature for Mobile is enabled for the network. Reporting A new report is available that discloses the traffic type based on the defined inventory type. The Network by Placement by Inventory Type report shows how many impressions, AdCounts and clicks have been measured for ”Non-Mobile In-App” traffic and “Mobile In-App” traffic. To open the report there is a link at the bottom of every report together with the following text: “Please see the Network by Placement by Traffic Type report which shows traffic split by Non-Mobile In-App Traffic and Mobile In-App Traffic.” 2014-11-10 Page 28 of 31 ADTECH Release 4.2.1 How to Define Inventory Types for a Website Prerequisite Defining inventory type The Mobile network feature must be activated in the network. Step Action 1 From the menu bar, select Master Data > Websites. 2 For the website where you want to change the inventory type click the 3 In the Website details tab, select an option in the Inventory Type drop-down box. icon. Result: The defined inventory type will be recognized in reporting, and you will see the traffic either as ”Non-Mobile In-App” traffic or as “Mobile In-App” traffic in the respective report. 2014-11-10 Page 29 of 31 ADTECH Release 4.2.1 The Inventory Type Setting in The Website Details Tab Navigation From the menu bar, select Master Data > Websites. For the website where you want icon. to change the inventory type click the Inventory type in the Website details tab Sections No. 1 Section Description Inventory Type Selects the intended traffic type for this website. This is disclosed later on in Reporting. For the available options see below. 2014-11-10 Page 30 of 31 ADTECH Release 4.2.1 Inventory type option and disclosure in reports 2014-11-10 The following table explains the available options for the inventory types and how they are disclosed in reports. Option Description In Report App For ads in apps on mobile devices. Mobile In-App Web For ads in desktop websites. Non-Mobile In-App Web - Mobile Optimized For ads in mobile optimized websites. Non-Mobile In-App App - Video For ads in videos in apps on mobile devices. Mobile In-App Web - Video For ads in videos in desktop websites. Non-Mobile In-App Web - Mobile Optimized Video For ads in videos in mobile optimized websites. Non-Mobile In-App Page 31 of 31
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