Manage campaigns

Edit a campaign by spreadsheet

The campaign spreadsheet is a spreadsheet of ad assignments in your campaign. You can use this spreadsheet to view and manage trafficking details. It includes many key properties of ads, creatives, sites, and placements.

View and edit the campaign spreadsheet

View your campaign as a CSV: Click Report for a CSV of your current campaign view. This CSV only includes the items and details you filter in to your campaign view in Campaign Manager. You cannot edit your campaign with this view.
  1. Open your campaign. Click the Export button on the upper right. This button downloads a spreadsheet of your campaign in .xls format.

  2. Make changes to your campaign in the spreadsheet.

    • Check the Help tab of the campaign spreadsheet and the notes on each column for guidance on how to enter data in the spreadsheet, including definitions of each column. You need to use the proper format to avoid errors.

    • See below for basic steps and advanced tasks.

  3. Save the spreadsheet as an .xls file. If you're working with a CSV or other spreadsheet format, change the file extension to .xls.

    If your campaign exceeds 5000 rows, split it up into several smaller spreadsheets and import them separately. Large spreadsheets may fail to import, or take hours to process. Smaller spreadsheets mean quicker imports.

  4. Click the Import button in your campaign and import the file.

  5. When import processing is complete, you'll receive an email notification that confirms whether the import was successful.

    Your spreadsheet will import unless there is a problem with the file. However, if one or more rows has errors, Campaign Manager will ignore those rows until you correct them. See below to learn how to fix spreadsheet errors.

Spreadsheet imports are processed one at a time in your account. Use the Import queue to view pending and past imports in your account.

Edit the spreadsheet

You can change properties, add assignments, and create items. You can also remove placements from packages. Your changes take effect when you import the spreadsheet back into Campaign Manager.

Change properties

Change cells in the spreadsheet to modify the properties of your items.

  1. Find a row that has the item you want to change. Then check the column headers to find the property you want to modify.

    For example, if you want to change an ad's properties, look for its ID under Ad ID. If you change the field under Ad Start Date, you change the start date for the ad in that row.

  2. If you change details for an item, make the change in every row that includes that item.

    For example, if you want to change a placement's name, change the name in every row that includes the placement. Check for the placement's name or ID in every row.

The Help tab in your spreadsheet provides instructions for how to add and modify each type of item and property.

Add assignments

Assign items

  1. Add a new row to the spreadsheet.

  2. In your new row, enter the IDs of the items you want to assign.

     

    For example, if you want to assign an ad to a placement, enter the ad ID in the Ad ID column and the placement ID in the Placement ID column.

  3. Campaign Manager will make the assignment on import.

Check assignments

Items that appear in the same row are assigned to each other. For example, check under Placement ID and Ad ID to see the ad-placement assignment in a particular row. The ad in row 10 is assigned to the placement you see in row 10.

Unassign items

You cannot unassign items with the campaign spreadsheet. If you remove an item's row, that will not unassign or remove items.

However, you can remove placements from packages. Find the placement's row and delete the package ID. Do this for every row that has the placement ID.

Add new items

Add a new row and include information for the items you wish to add. These items will be added to your campaign structure when you import the spreadsheet, along with any properties you specify in the other columns. Only some columns are required. The rest you can leave blank.

Note that item IDs in the same row (ad ID, placement ID, creative ID) will be assigned to each other upon import if the assignment is valid.

See extra instructions for adding new placements or new ads below.

Advanced spreadsheet tasks

Here are instructions for some of the trickier processes.

Create a placement and assign ads
  1. Create a new row for your new placement.

  2. Leave the cell in the Placement ID column blank. Or enter a unique ID.

  3. Enter values for the site ID, placement name, placement compatibility, placement dimensions, placement start date, placement end date, and cost structure (including units, rate, and cost). You cannot change flighting.

    When you create new placements, you might want to export some existing placements to see what kinds of values to enter in these columns.

  4. If you want to create multiple placements, create more rows and leave the placement ID blank in each row. Or enter a different unique ID in each row.

Assign an ad: To assign an ad to your new placement, enter an ad ID under Ad ID in your new row. Campaign Manager will assign the ad to the placement (if possible).

Assign multiple ads: Create multiple rows that have the same unique placement ID (not blank) and other information. Then enter a different ad ID for each row, under Ad ID.

  • Placement ID formatting: If you want to make multiple ad assignments, do not leave the ID cell blank. Enter an ID with one letter or punctuation mark. It cannot be just a number. E.g., "1044A" and "Placement 1044" and "-1044" are all valid entries, but "1044" is not. (The placement ID you enter will not become the name of the new ad.)

Modify placement details
  1. Find out the ID of the placement you wish to modify. Check the Name column of your campaign for the ID.

  2. Export your campaign and find that placement. Change the values in the spreadsheet for that placement's row.

    Alternatively, you can enter this placement's ID in the Placement ID column and then enter the values you wish to use under the other columns (such as a new placement name or start/end dates).

  3. Remember to change these details for every row that includes your placement. Find every row that includes the placement ID under Placement ID. Make sure the placement details are the same for each row.

Remove from package: Delete the package ID from every row that has your placement ID.

Unassign ads: Not possible.

Change flighting: Not possible. You cannot change flighting with your campaign spreadsheet. Placements can only be flighted in Campaign Manager.

Change flighted placements: Not possible. When a placement is flighted, you cannot edit these properties with the spreadsheet:

  • Rate, Cost, Start date, End date

You can only change these values for unflighted placements. If your placement is flighted, you must modify these values in the Campaign Manager UI. To check if your placement is flighted, view its properties in Campaign Manager.

Opt out of ad blocking: Both the campaign and site must have ad blocking enabled for this setting to work for placements. Enter Yes to opt out of ad blocking and No to opt in to ad blocking.

Add new ads and assign creatives
  1. Add one row for each ad you wish to create. E.g., add three new rows if you want to create three ads.

  2. In each new row, leave Ad ID blank.

Assign a creative: To assign a creative to your new ad, enter the creative ID under Creative ID in the new row. Campaign Manager will assign the creative to the ad (if possible).

Assign multiple ads: Create multiple rows that have the same unique ad ID (not blank) and other information. Then enter a different creative ID for each row, under Creative ID.

Ad ID formatting: Make sure the ad ID includes at least one letter or punctuation mark. It cannot be just a number. E.g., "1044A" and "ad 1044" and "-1044" are all valid entries, but "1044" is not.

 

Set campaign landing pages for creatives

For each ad-creative assignment, you can set the following exit destinations from your campaign spreadsheet:

  • Campaign default landing page (see below)
  • Other landing pages set in the campaign's properties (see below)
  • A custom landing page (see the next section in this article)

Set campaign landing pages for creatives

Find the ad that has creatives you want to change. Your changes will only apply when the creatives serve with this particular ad

  • To use the default landing page for the campaign, enter Yes under Creative Uses Default Landing Page. Leave the Creative Landing Page ID and Creative Click-Through URL fields blank. (The Creative Landing Page Name is ignored.)

  • To use a different landing page in your campaign properties, enter No in the Creative Uses Default Landing Page field, and enter the ID of the landing page in the Creative Landing Page ID field. You can find the ID next to the landing page name in your campaign properties, under "Landing pages." Leave the Creative Click-Through URL field blank.  

  • If you’re setting this field for a display, rich media, or display image gallery creative that has multiple exits and you select Yes, the default landing page will apply to every exit in the creative. If you need to set different destinations for each exit, use Creative Click-Through URL.

Note that you don't need to do anything with the Ad Uses Default Landing Page, Ad Landing Page ID, Ad Landing Page Name, or Ad Click-Through URL fields. These fields are used to set the landing pages for click trackers only. For ads that use creatives, these fields have no effect. Leave them blank, or leave in place the values for these fields that were in the campaign spreadsheet when you exported it.

If the value for Creative Uses Default Landing Page is No, make sure to include either a Creative Landing Page ID or a Creative Click-Through URL. If you import a campaign spreadsheet where both of these fields are blank and the Creative Uses Default Landing Page value is No, the creative will no longer have any landing page. When the creative is served, user clicks will have no effect.
Set custom landing pages for creatives

For each ad-creative assignment, you can set the following exit destinations from your campaign spreadsheet:

  • Campaign default landing page (see the previous section in this article)
  • Other landing pages set in the campaign's properties (see the previous section in this article)
  • A custom landing page (see below)

Set custom landing pages for creatives

  • Enter the URL you want to use for your creative for this ad. Make sure that Creative Uses Default Landing Page is set to No and Creative Landing Page ID is blank.

  • If you’re setting this field for a display, rich media, or display image gallery creative that has multiple exits and you enter one URL, it will apply to every exit in the creative.

  • If you want to set separate destinations per exit for display or rich media creatives, define the name of the exit and specify either the campaign default, creative default, URL, or landing page ID as follows: {“clickTagName1”:”URL”,”clickTagName2”:”campaign default”,”clickTagName3”:”creative default”,”backup image click through URL”:1232445}. You can use any combination of these exits based on your creative.

    • Identify the exit: Put the name of each exit in quotes. Use “backup image click through URL” to specify the backup image.
    • Identify the destination: There are 4 options for the destination of each exit:
      • “URL” - a custom URL
      • “campaign default” - the campaign’s default landing page
      • 123456 - the ID of a landing page from this campaign
      • “creative default” - URL declared inside the creative for this exit

Custom landing pages only support http-based URLs and not custom deep links. 

Note that you don't need to do anything with the Ad Uses Default Landing Page, Ad Landing Page ID, Ad Landing Page Name, or Ad Custom Click-Through URL fields. These fields are used to set the landing pages for click trackers only. For ads that use creatives, these fields have no effect. Leave them blank, or leave in place the values for these fields that were in the campaign spreadsheet when you exported it.

Set landing pages for click trackers

For click trackers, there is no associated creative. Each click tracker is represented in one row, and you have two options for setting the landing page:

  • To use the default landing page for the campaign, enter Yes in the Ad Uses Default Landing Page field. Leave the Ad Landing Page ID and Ad Click-Through URL fields blank. (The Ad Landing Page Name is ignored.) The default landing page is set in the campaign properties.
  • To use one of the landing pages set up for the campaign, enter No in the Ad Uses Default Landing Page field, and enter the ID of the landing page in the Ad Landing Page ID field. You can find the ID in the campaign properties. Leave the Ad Click-Through URL field blank. (The Ad Landing Page Name is ignored.)

  • To use a custom landing page, enter No in the Ad Uses Default Landing Page field, and enter a URL in the Ad Click-Through URL field.

Notice that you don't need to do anything with the Creative Uses Default Landing Page, Creative Landing Page ID, Creative Landing Page Name, or Creative Click-Through URL fields. These fields are used to set the landing pages for creatives only. For click trackers, these fields have no effect. Leave them blank, or leave in place the values for these fields that were in the campaign spreadsheet when you exported it.

Additional tips
  • Always save your spreadsheet as an .xls file. This is the only accepted format.

  • Make sure you export all the placements you want to modify. You might also want to create one ad and assign it to placements within Campaign Manager, then use this ad as a model for all the ads you want to create in the campaign spreadsheet. You can copy information from the ad columns (such as ad type and status) into other rows.

  • If multiple rows have the same ad name and ad type but no ad IDs, Campaign Manager assumes these rows are all for the same ad, and that the ad has multiple creative assignments (i.e., one row for each creative assigned to the ad).

  • If you get an error message about the dates for one of your creatives, but you're sure that the creative dates you entered are correct, check the dates for the associated ad. The creative's dates can't begin before or end after the ad run dates.

  • If there are placements in your campaign that don't have any ads, you may seen an error message when you import your campaign: the error will warn you that the ad type for those placements isn't recognized. That's because there is no ad information for those placements. However, you don't need to take any action. This will not cause any problems for your campaign when you import.

  • You can change the Creative Start Date and Creative End Date if a creative is assigned to an ad. You can't update the dates unless a creative is assigned to an ad. These fields need to follow this format: mm/dd/yyyy HH:mm AM/PM EST

  • You can't update creative names through the spreadsheet.

Fix spreadsheet errors

There are two kinds of problems your spreadsheet may have:

  • Errors that prevent import: Some errors, such as incorrect file format, may prevent Campaign Manager from processing the file at all. In this case, you’ll receive an email that tells you what to fix so that Campaign Manager can process the file.

  • Errors in individual rows: When a row has an error (such as an invalid start date), Campaign Manager will ignore that row. Campaign Manager will import the rest of your rows if they are correct. Then Campaign Manager will email you a spreadsheet with an Error Message column that marks the errors in any rows it did not import.

To fix errors in individual rows, follow these steps:

  1. Download the spreadsheet attached to your email. Do not use your own spreadsheet. That can cause problems and duplicate parts of your import.

  2. Open the spreadsheet that was attached to your email. Check the Error Message column on the left. It is the first column in the spreadsheet Campaign Manager emails you.

  3. Double-click each error to see the full list for your row. Fix the errors. Use the "Help" tab for guidance.

  4. Save your spreadsheet. You can leave the error column in the spreadsheet when you import your corrections—it will not affect your import.

  5. Import the corrected spreadsheet back into Campaign Manager. 

Manage the import queue

Use the Import queue to view and manage campaign spreadsheet imports in your account. To access the Import queue, choose Admin > Import queue or from the Campaigns tab, click Import > View campaign import queue

Manage active imports

Only one import is processed at a time in each account. Use the Import queue's "Active" tab to see a list of imports that are waiting to be processed. When you create a new import, it will appear at the bottom of the list. After an import is complete, you'll receive an email notification, and the import will move from the "Active" tab to the "History" tab.

Import statuses in the "Active" tab are:

  • Pending  Import is waiting for processing.
  • Processing  Import is currently being processed, and cannot be canceled.
The Import queue window only shows the queue's status at the time you opened it. Click the Refresh button to update the status .

Cancel an import

Account administrators can cancel pending imports in their account's import queue. If you don't have administrator access, you can only cancel your own imports. If processing has started, an import cannot be canceled.

To cancel a pending import, click the Cancel button next to the import you wish to cancel.

For account administrators only:  Prioritizing urgent imports
If you have a very urgent import, you can get it processed faster by canceling imports that are positioned ahead of it. When you cancel an import, the person that created it will receive an email notifying them that you've canceled their import. When imports are canceled, they need to be recreated from scratch.

View import history

Use the "History" tab to view past imports and review their statuses. Import statuses include:

  • Complete  Import completed. If there were errors found in spreadsheet rows, you'll receive an email with error details. Fix spreadsheet errors
  • Failed  Import failed due to an error. Fix spreadsheet errors
  • Canceled  Import was canceled by an administrator or by the person who created the import.
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