This tool allows to create as many campaigns as needed in just one step using an .xls template.
To start working with this feature you have to access >> Orders >> Campaigns >> Bulk Upload
The use of this functionality is based on the “Template” download that includes all the needed columns to upload a campaign in e-planning:
The “original” downloaded template will include the basic and mandatory columns:
Each column has “Comments” with helpful tips to follow:
COLUMNS:
Campaign Name (The name of the campaign – Do not use the name of an already existing campaign in the platform.)
Advertiser Name (Choose an existing Advertiser in the account - Please notice that these are case sensitive fields so the name has to be exactly as it is in the platform)
Priority (1 - 10)
Weight (1 - 100)
Campaign total Action (Amount of actions to be delivered)
Type (Campaign type: CPM, SPONSOR, CPA, or CPC)
Delivery mode (ASAP, EVEN, EVENR, HALFS – Just for CPC, CPM, CPA campaigns)
Delay Action (If the campaign does not deliver the expected amount by the end date, the system can CONTINUE to deliver the Campaign until all the actions are delivered, INTERRUPT the Campaign and the system will set 180 days to reactivate the Campaign if necessary, FINISH the Campaign having 30 days to reactivate the Campaign if necessary - Just for CPC,CPM,CPA campaigns)
Spaces (Indicate the complete path of the space/spaces where the campaign will run: Site/Zone/Space)
Pre-Populated Options
Under “Global Preferences” default values can be set and can be already included in the template. We have the following options available:
- Delivery Mode
- System Currency
- Date Format
- Number Format
- Priority
- Weight
To include them in your template you just have to use the check box in the tool:
The result:
Extra Columns
If you are planning to include extra settings to the campaign you must drag those options/columns before downloading the template:
- Targeting
- Prices
- Frequency Caps
- Actions per day/month…
- Ads upload, etc.
- Keyword Targeting
The system will download the template with the basic and mandatory options + the extra ones:
Important! The Campaign Name has to be dragged down up to the last “completed” row. Many of the bulk columns can take multiple values:
Example:
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How to upload the completed template
Once the template is complete, you have to save it and go back to the system to upload it.
This is an example of a completed template ready to be uploaded in the platform:
Select the file and select “Add” as the operation. Then click OK to finish the process.
Possible Results
The system will check all the information added in the template.
If everything is OK, this message will appear:
If the template has errors, this would be the result:
The downloaded template with errors will look like this:
The errors must be corrected in the original template. Then submit the file again.