Using a spreadsheet for bulk creation and assignment in Campaign Manager 360
You can use a spreadsheet to create new campaigns and make changes to existing campaigns in bulk more quickly than using the Campaign Manager 360 user interface. You can use a spreadsheet for:
- Editing (placements, ads, and tracking creatives)
- Creation (placements, ads and tracking creatives)
- Assignment (placements, ads and creatives)
- Unassignment (placements, ads and creatives)
Generating a spreadsheet
You begin the process of generating a spreadsheet by clicking the Export button within a Campaign. This opens the Export Sheet dialog from where you can select from a list of templates including:
- Summary
- Placements
- Ads
- Creatives
- Placements and Ads
- Ads and Creatives
Default spreadsheet templates include predefined columns whose appearance you can customize (reorder, remove or add new columns to) as required . You can also choose how filters should be applied to rows (active, inactive, all) in the exported spreadsheet. If you intend to reuse your spreadsheet, you can save it to create a custom template by assigning it a unique name.
After you open the exported spreadsheet, place your mouse over a column heading to view an explanation of its purpose. Each row in the spreadsheet represents a placement or ad-creative or a combination of each, depending on the columns selected.
Managing saved templates
You can't rename or delete default templates but you can for custom templates. Note: If you delete a save template, it can't be restored.
Editing entities
You can make changes to campaigns already in Campaign Manager 360 (e.g. change the name of a placement or an ad) by editing the relevant fields in the spreadsheet.You can also edit assignments between entities in existing campaigns by including the relevant fields at the time of export.
Note: Where an ad entity is assigned to multiple placements, or where a creative is assigned to multiple ads, Campaign Manager 360 processes the data in the first row containing the instance of that entity (after the spreadsheet is imported). For this reason, it is recommended that you make edits to an entity in all rows where that entity appears in the spreadsheet.
Entity creation
The recommended way to create a new entity is to copy the data fields from the most recent row in the spreadsheet which contains that entity instance and then paste this data into an empty row (the creation row). You must then clear the id field from the creation row and then enter a new entity name. Campaign Manager interprets empty id fields in the spreadsheet as an instruction to create a new entity. If you do not change the entity name, then Campaign Manager will create a duplicate entity with the same name in your campaign.
The following examples show how to create different types of entities. Only the id and name fields for the entity being created are shown in these examples but you should copy all data fields from the most recent instance of these entities in the spreadsheet (e.g. copy placement data into the placement section of the creation row and copy ad data into the ad section of the creation row).
You can create:
- Placements
- Ads
- Tracking creatives
Example: Creating a placement
| Placement Id | Placement Name |
| ABC_FeaturedProduct_300x250 |
Example: Creating an ad
The following table shows how to create a new ad. When creating an ad, there is no need to insert data in the placement and creative fields but you can do so if you wish.
| Ad Id | Ad Name |
| Trainers_300x250 |
Example: Creating tracking creatives
| Creative ID | Creative Name | Creative Type |
|
WalledGarden_1x1 |
TRACKING | |
| SiteServed_1x1 | TRACKING |
Entity assignment
This section covers:
- Assignment of existing entities
- Simultaneously creating and assigning new entities
Assigning existing entities
When evaluating a row of the spreadsheet, Campaign Manager 360 automatically assigns an ad to a placement in a row if the ad has not already been assigned to that placement. The same rule applies when assigning creatives to ads.
The following examples show how to perform different types of assignments. Only the id and name fields in the assignment row are shown in these examples but you should copy all data fields from the most recent instance of the entities you are assigning, into a new row (the assignment row), then make changes there.
Example: Assigning an ad to a placement
The following table shows how to assign an existing ad to a placement.
| Placement ID | Placement Name | Ad ID | Ad Name |
| 987654321 | ZZZ_FeaturedProduct_300x250 | 123456789 | Trainers_300x250 |
Example: Assigning a creative to an ad
Only creatives which have already been uploaded into Campaign Manager 360 can be assigned. The only kind of creative that can be created through the spreadsheet is a tracking creative. The following table shows how to assign an existing creative to an ad.
| Ad ID | Ad Name | Creative ID | Creative Name |
| 888888888 | Holiday_Ad_300x250 | 777777777 | Sevens_Creative |
Simultaneously creating and assigning new entities
You can also create and assign entities at the same time. Since (by definition) entities cannot have an id before they are created, assignment of newly created entities sometimes requires the use of placeholder identifiers to help Campaign Manager 360 to identify them where multiple assignments are being performed simultaneously.
Example: Creating and assigning a new ad to a new placement
You can create a placement while simultaneously creating and assigning ads to it by inserting the name of the placement in the Placement Name field and the name of the ad in the Ad Name field of the same row. Leaving the Campaign Placement ID and Ad ID fields empty instructs Manager 360 to create new entities.
| Placement ID | Placement Name | Ad ID | Ad Name |
| BigBoxBlog_FeaturedProduct_300x250 | Trainers_300x250 |
Example: Assigning multiple new ads to a new placement
To simultaneously create and assign more than one ad to a placement, you must insert an identical placeholder identifier in the Placement ID field of each row containing the placement to which you wish to assign the ads you are creating. The following table shows how you can use a placeholder id to assign three new ads to a newly created placement.
| Placement ID | Placement Name | Ad ID | Ad Name |
| XYZ | BigBoxBlog_FeaturedProduct_300x250 | Electronics_Ad_300x250 | |
| XYZ | BigBoxBlog_FeaturedProduct_300x250 | Appliances_Ad_300x250 | |
| XYZ | BigBoxBlog_FeaturedProduct_300x250 | SmartHome_Ad_300x250 |
Example: Assigning a creative to a new ad
You can create an ad and simultaneously assign a creative to it by inserting the id of the creative in the Creative ID field and the name of the ad you are creating in the Ad Name field of the same row, as shown in the following table.
| Ad ID | Ad Name | Creative ID |
| Football_Ad_300x250 | 555555555 |
Example: Assigning multiple creatives to a new ad
To assign more than one creative to an ad which you are creating, insert an identical placeholder identifier for the ad in the Ad ID field. The following table shows how to create a new ad and simultaneously assign three creatives to it.
| Ad ID | Ad Name | Creative ID | Creative Name |
| QRS | Football_Ad_300x250 | A | |
| QRS | Football_Ad_300x250 | B | |
| QRS | Football_Ad_300x250 | C |
Requirements for identifiers
If you are assigning previously created placements, ads and creatives, you must use the 9-digit numeric id assigned to them by Campaign Manager 360. When simultaneously creating and assigning placements, ads and creatives, you must use a placeholder id in order for Campaign Manager 360 to create an association between different rows in the spreadsheet. Placeholder ids must have at least one letter or punctuation mark but they cannot contain a solely numerical value. E.g., "1044A'' and "Placement 1044" and "-1044" are all valid entries, but "1044" is not. Once new placements, ads and tracking creatives are uploaded, Campaign Manager 360 assigns them a 9-digit numeric id which must be used if subsequently referencing these entities.
Importing your completed spreadsheet
Once you have finished making changes you can upload them to Campaign Manager 360 by clicking Import then the Import Spreadsheet button. You can check the progress of ongoing uploads by clicking Sheet status. Once processed, you will receive an email notification and your new placements, ads and creatives will appear in the Campaign Manager 360 user interface. It is important to be aware that If you upload the same spreadsheet again without first deleting the information it contains, these will be duplicated in the user interface. To make further changes to the same campaign, you must first export a new spreadsheet then make your edits in the new file.
Tracking ads
You can now also use the spreadsheet set up trackers using a combination of tracking ads, tracking creatives, and placements. Campaign manager supports a variety of configurations ranging from simple to more advanced. The following examples show how you can do this using similar techniques to those shown previously.
Example: Creating placements that share a tracking ad
The following table shows how you can use placeholder ids to create placements and simultaneously assign them a single tracking ad and creative.
| Placement ID | Placement Name | Ad ID | Ad Name | Creative ID | Creative Name |
| SiteServed_Tracker_1 | QRS1 | Tracking Ad | TUV1 | Tracking Creative | |
| WalledGarden_Tracker_2 | QRS1 | Tracking Ad | TUV1 | Tracking Creative | |
| Video_Tracker_3 | QRS1 | Tracking Ad | TUV1 | Tracking Creative |
Example: Creating tracking ads with their own tracking ad and creative
The following table shows how you can create placements which have their own distinct tracking ad and creative assigned. This is useful in scenarios where the creative name differs by placement or a different landing page is needed for each placement, etc.
| Placement ID | Placement Name | Ad ID | Ad Name | Creative ID | Creative Name |
|
SiteServed_ Tracker_1 |
MobilePhone_300x250 | MobilePhone_300x250 | |||
|
SiteServed_ Tracker_2 |
Television_300x250 | Television_300x250 | |||
|
SiteServed_ Tracker_3 |
HiFiSound_300x250 | HiFiSound_300x250 |