Knowledge Base

Setting Up A Direct-Sold Campaign and Line Items

Guaranteed Direct Sold campaigns ensure that a sponsor receives placement in a publisher's ad unit. They represent one of two main types of Direct Sold campaigns you can run (the other is a Non-Guaranteed Direct Sold campaign). In this article, we will walk you through how to set up a Guaranteed Direct Sold campaign. 

1. Click the ‘Create Campaign’ Button from the desired Advertiser page 

 

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2. Select the ‘Direct Sold’ Option

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3. Select the "Guaranteed" option.

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4. Fill out the required campaign fields. There are three sections:

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Campaign Name: Enter the name of your campaign.

Conversion Tracker: Add any conversion trackers you've generated if you would like to track conversions.

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Share of Voice: Share of Voice (SOV) indicates the percentage of impressions a sponsor will win in guaranteed campaign. 100% SOV indicates a sponsor will fill 100% of available impressions, while a 50% SOV means the sponsor will only fill half of the available impressions. For a complete rundown of our SOV functionality, check out our Direct Sold Campaign Types article. 

Frequency CapDetermines the number of times an ad will be shown to a given person during an hour, day, week, or month. 

Campaign Label: This is a non-searchable field that you can use to label details about your campaign.

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Start Date: Set the start date of your campaign. Any strategies under your campaign will have to start on or after this date. 

End Date: Set the end date of your campaign. Any strategies under your campaign will have to end on or before this date.

BudgetSelect either Impressions or Currency (Ad Spend) and enter your desired value. This will serve as a ceiling to your campaign's spend so make sure it meets or exceeds your desired # of impressions.

CPM: Enter a CPM goal here. This CPM goal merely acts as a reference and won't have any impact on serving impressions.   

 

5. Click Create Line Item (or 'Save and Exit', if you don't want to create a Line Item at this time) and fill out the required fields. There are four sections: Basic Details, Schedule and Budget, Targeting, and Linked Creatives. 

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Parent Campaign: If you "create a line item" from the campaign setup page, this section will automatically populate with the campaign you just created. 

Line Item Name: Choose a name for your line item

Status: Choose from three options: active, inactive, or paused. If set to active, your campaign will spend once saved. If set to inactive or paused, your campaign will not start spending after the line item is saved. The difference between "inactive" and "paused" is only relevant once a campaign has begun to serve. Once it has, setting your campaign to "inactive" will ensure that no residual impressions (impressions from users who open a newsletter from a forward) are served. These residual impressions can occur if your campaign is set to "paused."

Active - This Line Item will run during the specified flight dates, and data will be available in the Reporting section of Campaign Manager.

Paused - This Line Item will no longer run during the specified flight dates. Reporting data will be pulled into the Reporting section.

Inactive - This Line Item will no longer run during the specified flight dates. Reporting data will not be pulled into the Reporting section.

Line Item Label: This is a non-searchable field that you can use to label details about your line item.

Start Date: Choose the start date for your line item. The line item will start at 12 AM unless otherwise specified.

End Date: Choose the end date for your line item. The line item will end at 11:59 PM unless otherwise specified.

Budget: Enter the maximum number of impressions you would like to serve. If you want the sponsor's ad to display for every impression during a period of time, inflate the amount of impressions to one billion (or to something unattainable). 

Screen_Shot_2019-04-16_at_2.58.11_PM.pngDaily Cap: Set a daily budget limit for your line item.

Pacing: You have two pacing options -- even or ASAP. Even pacing will spend the budget evenly over the duration of a campaign, while ASAP pacing will to try to spend the impression budget a quickly as possible. For guaranteed campaigns, we recommend using ASAP pacing.

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LiveAudience: Target or Exclude your LiveAudience segments.

LiveRamp: Target or Exclude your LiveRamp 1st-party segments.

Location: Select US-only, or Global targeting. You can select Targeting by country, metro, state or city OR by postal code (you cannot select by both). Then search locations to target or exclude. Note: The targeting option defaults to US-only. If you'd like to select Global targeting, you'll need to move the radio button to the Global targeting option. 

Age: Target or Exclude Age groups

Gender: Target or Exclude by Gender

Device: Target or Exclude by Device

Advanced Targeting: You can target or exclude by the following:

Browser

Bundle

Category

Day & Time

Device Maker

ISP

OS

Placement ID

List ID

Key Value Pairs

 

6. Linking Creatives 

Now it is time to add creatives to your Direct Sold campaign. But, before you do, you may want to check out our Ad Specs and Creative Requirements or learn how to create an ad in our platform. If your creative already exists in the platform, you will be able to link it to the strategy from the "Use Existing Ads" section of the Ad Builder. 

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Upload Images: You can upload any images and gifs from your computer as long as the file size is less than 250kb.

Add Third Party Tags: Use creatives hosted by yourself or another service outside of LiveIntent. There are three required fields if you are to upload creatives using the "Add Third Party Tags" option: ad name, source URL, and click URL. 

Use Existing Ads: Add a creative from your existing ad library in the platform.

Bulk Tag Uploader: You can download an excel template (in the upper right corner when the "Bulk Tag Uploader" option is selected) and upload multiple third party tags at once.

7. Click ‘Review’Review your Campaign and Line Item setup. To confirm creation, click ‘Save’ 

8. Link Ad Slots

Now that you've uploaded your creatives and saved your line item, it is time to link any ad slots that you'd like the creative(s) to serve into. To do so, you can click the "Link Ad Slots" portion of the progress meter, or you can select the "Linked Ad Slots" tab on the righthand side of the screen. 

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When linking ad slots, you'll be able to select any ad slots from newsletters under your publisher or media group that are configured to serve the size of creative you've uploaded. If no ad slots appear during the linking process, then make sure you are using the proper creative size. Additionally, you can create a grouping of ad slots and link them. To learn more about ad slot groupings, or "packages," check out our article on How to Create and Maintain Packages

 

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