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Table of Contents

Insights

This section will walk you through how to create new client Plans, run Reports from within your Plans, and how to effectively use each Report to produce the most compelling insights for your clients.

Creating a New Plan

To start a new Plan, click  in the upper right hand corner. You will be taken to the Create a Plan screen. 

You will enter your information into three different boxes:

Once you have entered in your client's information, click Save.

Info

All Insights start with a Plan. A Plan is a collection of customized Reports to provide relevant information to raise a client’s awareness with regards to their visitors’ behaviors.

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Reports

Below is a description of each type of report and how to generate the information relevant to the client’s needs.

  • When viewing a Plan, click Add New Report.
    • A drop down menu will appear and from here you will select one of three different types of reports - Location, Proximity, or Destination.

Location Report

Location Reports show you where visitors to a client's locations are observed. 

Note

Any time you make a change to the Metro, Audiences, or Activity Levels selections, click Refresh to apply changes to your report.

Report Filters

Metro

Provides locations and hexes within a designated Metro area.

This message will appear if there are no locations within the selected Metro

Audience

Filters the rendered hexes to only those with activity from specific Verve audiences.  Select as few or as many as needed.

Activity Levels

Defaults to All activity levels.  Click to make the drop down menu appear.  You can narrow the levels to limit the displayed hexes to only those with the highest levels of customer activity.

Geohex Size (Optional)

This defaults to Small.  If you wish to target a larger area, click on the cog to the left of Refresh to select either Small, Medium, or Large.  Click Refresh to apply.  When refreshed, the larger geohex areas will appear.

Potential Reach

Above the key, you will see the Potential Reach box.  This will display an estimated number of devices based on your report filters and length of your campaign.

 

Select All vs Deselect All

Select All vs Deselect All options will indicate "All audiences" within their respective boxes. Select All means the results are filtered to match the selected audiences. Deselect All means activity from devices that are not associated with particular audience are also included.

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Proximity Report

Proximity Reports show you the proximity of specified competitors in relation to your client’s location(s). 

Report Filters

Metro

Provides locations within a designated Metro area.

Proximity Headers

Below the Metro selection, there is a header row for the remaining filters - Group Name, Group Members, Color, Hidden, Geofence, Proximity.

    • Group Name - Column showing all group names.  Advertiser and Competitors cannot be modified.
    • Group Members - List of what groups have been selected.  The first is the Advertiser (cannot be modified). All other lines show the number of selections each filter has.
    • Color - Column showing the colors assigned to each filter.  Eleven (11) colors available. Color selected is what will be showed on the report and key.
    • Hidden - Use this check box to hide a group. Useful when creating a list of competitors to geo-conquest, and you do not want your advertiser locations included.
    • Geofence - Allows you to control the size of the geofence around each location.  Default is 1 mile.  Dropdown range from .5 - 17.5 miles
    • Proximity - Filters the group based on proximity of locations to advertiser locations.  Default value is Any.   Dropdown range from 1 - 25 miles in 1 mile increments.  Advertiser does not have a dropdown for this.
Advertiser

Default line for advertiser.  Only three options available - Color, Hidden, and Geofence.

Competitor

Provides specific competitor locations in relation to your customer's locations.

Groups

By default, an Advertiser and Competitor group are added to your report. The Competitor group contains all places with the same primary category as your advertiser. You can also add additional places to show on the Proximity report.  Click , choose a name for the new group, then select what you would like to show within the group.  Multiple groups can be added as needed.

Potential Reach

Above the key, you will see the Potential Reach box.  This will display an estimated number of devices based on your report filters and length of your campaign.

 

Don't Forget

Every time you make a change to your filters, you must click the Refresh button so your changes will appear.

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Destination Report

Destination Reports show you other places your customers go to most.

Report Filters

Metro

Provides results to specific location(s) within a designated Metro area.  When you click the dropdown, you will see a Search box at the top where you can search for a specific Metro, Select All, Deselect All, and a list of Metros where you can select as many as needed.

Audience

Provides results of observed visits of specific Verve audiences. When you click the dropdown, you will see a Search box at the top where you can search for a specific Audience segment, Select All, Deselect All, and a list of Audiences where you can select as many as needed.

Primary Category

Filter the results to places of a specific category.  This can be used, for example, to view what competitors your customers frequent most often.

Editing Destination Reports

Changing Dimension

Use the cog icon in the upper right corner of the report screen to change the dimension of the report from Place (the default) to Primary Category or Sub Category. 

Segments

Segments can be created and/or updated in Proximity and Location reports.  Segments are used for targeting flights with user defined parameters.

Create Segment

Above the newly created report, you will see in the upper right corner a button called Create Segment.  Click Create Segment to generate the custom segment.

 

A message will appear at the top showing the name and number of the new segment.

Update Segment

If you change a report, you can update the segment that was created from it by clicking Update Segment.

A message will appear at the top showing they segment was updated.

 

Exclusions

These exclusions are specific to this individual report. You can also set up default exclusions, which take effect across all your plans.

When viewing the destination report, occasionally places will be returned that are not relevant to your campaign's advertising goals. These places can be hidden from the report by clicking the  button on the report and then defining which Places, Categories, or Sub Categories you want eliminated from view.  

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Ad Manager

This section will show you how to navigate through the Verve Mobile Marketing Platform Ad Manager.

Orders

When you log into the Ad Manager, you will land on the Orders screen.  From here you can see different orders.

New Order Creation

Click on the Create button.  You will now be on a New Order screen.

  1. Name - The first field is where you name your order.  Give it an unique and descriptive name indicating who/what the order is.

  2. Advertiser - Click on the drop down and select the appropriate advertiser.  If your advertiser is not listed, you can add them.  For instructions on how to do this, please see the Advertiser section.
  3. Advertiser IO - Enter your internal Advertiser Insertion Order number.
  4. Start/End Dates - When your order is set to start/end.  You can click the calendar icon or type in the dates.

If everything looks correct, click Save.

You should now be on the New Order Summary screen.  This view will display the Name, Advertiser, Sales Region and Flights associated with the order.  Its a good idea to review your order to ensure accuracy before moving forward.

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Existing Order Summary

Location for key metrics for each Flight in the Order.

  1. #:  Flight ID

  2. Name:  Flight name

  3. Dates:  Start and End dates

  4. Ads:  Number of ads in the Flight

  5. Rate: unit cost of the flight, based on flight type. (e.g. for a CPM flight, rate = CPM)

  6. Quantity:   total units booked, based on flight type (e.g. for a CPM flight, quantity = impressions)

  7. Cost:  Total of Rate x Quantity. 

  8. Progress:  Indicator to show if flight is on schedule or at risk for over or under delivery.  Progress = (% of impression goal delivered) / (% of time elapsed).  The amount bar within the progress indicated the percentage duration the flight is live. 

    1. Percentage value: Positive figure (green) indicates ahead of schedule, 0% indicates on schedule, and a negative figure (red) indicates behind schedule.  
    2. The fill percentage on the bar indicates the percentage of time the flight has completed.
  9. Status:  Indicator for flight status in the system

    1. :  Flight is currently delivering imps
    2. :  Flight has a start date in the future.
    3. : Flight is ready to submit
    4. :  Flight with a start date in the past that was never submitted to deliver
    5. : Flight has completed/live flight with an end date in the past.
  10. Actions:

    1. Submit

    2. Archive

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Search - Orders

Users may search for Orders by using the search functionality.  Enter the order name or advertiser name.

1. Sort by Order Date

  1. Select the Order Date from the drop down menu
  2. All Orders that are within the selected Status criteria will be displayed

2. Search by Status

  1. Select a Status from the drop down menu
  2. All Orders that are within the selected Status criteria will be displayed

3. Search by Advertiser

  1. Select an Advertiser from the drop down menu
  2. All Orders with the Advertisers name matching the characters enter in the search field will display

4. Search by Search Box

  1. Enter a keyword into the Search Box. The Search box is not case sensitive.
  2. Search will return list of all orders with matching order name or advertiser name to characters entered in the search field.

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History

The History tab shows Author, Action, and Changes to the Order.

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Flights

When you log into the Ad Manager, you will land on the Orders screen.  For this module, we will be going over how to create a Flight for your existing Order.  Find your order and at the bottom you will see the Create Flight button.

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Creating a New Flight

Click on the Create Flight button and the New Flight screen will appear.

 To see the full Flight screen, click here

  1. Name - The first field is where you name your flight.  Give it an unique and descriptive name indicating who/what the flight is.

  2. Description - Enter any text to help you identify the flight later
  3. Start/End Dates - When your flight is set to start/end.  You can click the calendar icon or type in the dates.
  4. Start/End Times - What specific time your want the flight to start/end. Ignore if you want the flight to run midnight to midnight.
  5. Custom Fields - These two fields, Name and Value, can be populated with client specific information like billing identifiers, client IDs, etc.
  6. Rate - auto calculated based on contractual rate card and flight details (e.g. creative type, targeting). As the flight details are changed the rate will dynamically update. 
  7. Quantity - Enter the number of impressions you want to deliver.
  8. Frequency Capping - Optionally enter a limit on the number of impressions an ad will be served over a given time frame to a consumer. Note: this field does not impact forecasts.
  9. Platforms - Use the dropdown to select whether you want your ads to appear on mobile or tablet devices, and in-app or own mobile-web.
  10. Creative Types - Select the types of creatives you will be trafficking to this flight.
  11. Targeting - 
    1. Click the Add Targeting button to begin adding targeting to the flight. Doing so will expose a dropdown where you can select one of the following tactics. Depending on which tactic you select, you will be asked to provide different information.
      1. Address - If you want to geo-fence a single location, you can enter the address directly, as opposed to using a segment. When you enter an address, you will also be able to define the radius of geo-fence you want around that address, and then preview the geo-fence by clicking the green map button to the right of the address field.
      2. Audience - Attach one or more audiences to the flight. You can choose to include (target) or exclude (do not target) from the standard Verve ActivateTM audiences.
      3. Carrier - Include (target) or exclude (do not target) specific cellular carriers.
      4. Content Category - Include (target) or exclude (do not target) specific category of publisher content.
      5. Geo Segment - Attach one or more geo segments to the flight using the dropdown. You can choose to include (target) or exclude (do not target) segments created in the Insights tool, within Ad Manager, or custom-created by Verve.
      6. Metro - Include (target) or exclude (do not target) specific metros.
      7. Operating System - Include (target) or exclude (do not target) specific operating systems.
      8. State/Region - Include (target) or exclude (do not target) specific states or regions.
      9. Zip Code -  Include (target) or exclude (do not target) specific zip codes. 
    2. You can layer multiple targeting tactics together using the blue AND button next to each tactic. Any time an AND is used, the flight will target the intersection of the tactics selected.
    3. You can also click the green OR button to create a new group of tactics. Doing so will target the union of the groups of tactics defined. Example: (Audience = Male AND Age = 18-24) OR (Audience = Female AND Metro = Chicago)
    4. Tactics and groups can be removed by clicking the trash can or X icon, respectively.
  12. Dayparts - Use the checkbox grid to select the dayparts you want to target. Use the links on the edges of the grid to quickly select common combinations.

If everything looks correct, can click Save.

You can also click the Forecast button at the bottom of the form to pull the number of total impressions and available impressions for the flight you have defined. If not enough inventory is available, consider loosening the restrictions on your flight.

Note: When initially creating flights, this forecast is based only on the flight information, and will change when creatives are added to the flight. It is a best practice to re-pull a forecast after trafficking ads.

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Bulk Flight Uploads

The Bulk Flight Uploads feature allows multiple flights to be uploaded at once with a Microsoft Excel file (*.xlsx).  The feature is useful when an order requires a large number of flights each with different parameters or creative.  For example, an order might require different impression quantities or dayparting at a flight level.

The Bulk Flight Uploads option is located on the Order Details screen, under the tab Bulk Flight Uploads.  To begin a bulk upload, click the Create Bulk Flight Template button.

 

The New Flight Template screen appears.

Tip

Bulk Flight Uploads allow creative in the Creative Library to be linked to flights. When building and filling out a template that includes the addition of creative, the creative must already be in the Creative Library for the template to be filled out correctly.

New Flight Template

The New Flight Template page allows you to define the columns and data that will populate the Bulk Flight Template spreadsheet. 

The form contains the same fields as the New Flight page.  See the Creating a New Flight section for descriptions of all flight fields.

At the bottom of the form, the Creative Column dropdown provides three options:

  1. Blank/null - Allows flights without linked creative
  2. id - Links creative by using the creative's ID, which can be found in the Creative Library
  3. code - Links creatives by using the creative's user-defined code, which is entered when creatives are uploaded or built in Creative Builder. Pro-Tip: For creative that has been uploaded in bulk this option can save significant time, as it does not require the retrieval of the the ID from the Creative Library.

Click Save. 

Download Template

The Bulk Flight Template details screen shows a summary of what has been selected.  Click the Download Template link to download the XLSX file.

Updating Bulk Flight Spreadsheet
  1. Open the downloaded XLSX file in Excel. 
    1. The column headers will be in Row 1. Targeting tactics and groups are identified by a numerical code, where the first digit represents the targeting group, and the second represents the tactic. So, for example 2.3 represents the third tactic in the second targeting group.
    2. The seed data - parameters selected when building the template - appears in row 2.

       

  2. Copy and paste the seed data to create as many flights/rows as needed. 

    WARNING: When copying rows in Excel by dragging, the numerical ID values will increase sequentially since Excel uses the Fill Series function by default. For example, the value "1" will be "2", "3", "4", etc. in each subsequent cell. When copying by dragging, make sure the Copy Cells function is selected so that IDs are not inadvertently adjusted by Excel.

  3. Adjust the information in each row as necessary. When data is represented by numerical IDs, use the following mapping chart to determine the correct ID. Note that segment, audience, and creative IDs are account specific, and can be found in the Velocity UI.

 

 

NameID
Mobile App2
Mobile Web1
Tablet App4
Tablet Web3
NameID
Mobile Banner2
Mobile Interstitial7
Splashscreen8
Tablet Banner6
Tablet Interstitial9

Daypart Timezones

NameID
User Time1
EST2

 

Dayparts

TimeSunMonTueWedThuFriSat
00-01125497397121145
01-02226507498122146
02-03327517599123147
03-044285276100124148
04-055295377101125149
05-066305478102126150
06-077315579103127151
07-088325680104128152
08-099335781105129153
09-1010355882106130154
10-1111355983107131155
11-1212366084108132156
12-1313376185109133157
13-1414386286110134158
14-1515396387111135159
15-1616406488112136160
16-1717416589113137161
17-1818426690114138162
18-1919436791115139163
19-2020446892116140164
20-2121456993117141165
21-2222467094118142166
22-2323477195119143167
23-2424487296120144168
IDName
662Abilene-Sweetwater TX
525Albany GA
532Albany-Schenectady-Troy NY
790Albuquerque-Santa Fe NM
644Alexandria LA
583Alpena MI
634Amarillo TX
743Anchorage AK
524Atlanta GA
520Augusta GA
635Austin TX
800Bakersfield CA
512Baltimore MD
537Bangor ME
716Baton Rouge LA
692Beaumont-Port Arthur TX
821Bend OR
756Billings MT
746Biloxi-Gulfport MS
502Binghamton NY
630Birmingham AL
559Bluefield-Beckley-Oak Hill WV
757Boise ID
506Boston MA-Manchester NH
736Bowling Green KY
514Buffalo NY
523Burlington VT-Plattsburgh NY
754Butte-Bozeman MT
767Casper-Riverton WY
637Cedar Rapids-Waterloo-Iowa City & Dubuque IA
648Champaign & Springfield-Decatur,IL
519Charleston SC
564Charleston-Huntington WV
517Charlotte NC
584Charlottesville VA
575Chattanooga TN
759Cheyenne WY-Scottsbluff NE
602Chicago IL
868Chico-Redding CA
515Cincinnati OH
598Clarksburg-Weston WV
510Cleveland-Akron (Canton) OH
752Colorado Springs-Pueblo CO
546Columbia SC
604Columbia-Jefferson City MO
522Columbus GA
535Columbus OH
673Columbus-Tupelo-West Point MS
600Corpus Christi TX
623Dallas-Ft. Worth TX
682Davenport IA-Rock Island-Moline IL
542Dayton OH
751Denver CO
679Des Moines-Ames IA
505Detroit MI
606Dothan AL
676Duluth MN-Superior WI
765El Paso TX
565Elmira NY
516Erie PA
801Eugene OR
802Eureka CA
649Evansville IN
745Fairbanks AK
724Fargo-Valley City ND
513Flint-Saginaw-Bay City MI
570Florence-Myrtle Beach SC
866Fresno-Visalia CA
571Ft. Myers-Naples FL
670Ft. Smith-Fayetteville-Springdale-Rogers AR
509Ft. Wayne IN
592Gainesville FL
798Glendive MT
773Grand Junction-Montrose CO
563Grand Rapids-Kalamazoo-Battle Creek MI
755Great Falls MT
658Green Bay-Appleton WI
518Greensboro-High Point-Winston Salem NC
545Greenville-New Bern-Washington NC
567Greenville-Spartanburg SC-Asheville NC-Anderson SC
647Greenwood-Greenville MS
636Harlingen-Weslaco-Brownsville-McAllen TX
566Harrisburg-Lancaster-Lebanon-York PA
569Harrisonburg VA
533Hartford & New Haven CT
710Hattiesburg-Laurel MS
766Helena MT
744Honolulu HI
618Houston TX
691Huntsville-Decatur (Florence) AL
758Idaho Falls-Pocatello ID
527Indianapolis IN
718Jackson MS
639Jackson TN
561Jacksonville FL
574Johnstown-Altoona PA
734Jonesboro AR
603Joplin MO-Pittsburg KS
747Juneau AK
616Kansas City MO
557Knoxville TN
702La Crosse-Eau Claire WI
582Lafayette IN
642Lafayette LA
643Lake Charles LA
551Lansing MI
749Laredo TX
839Las Vegas NV
541Lexington KY
558Lima OH
722Lincoln & Hastings-Kearney NE
693Little Rock-Pine Bluff AR
803Los Angeles CA
529Louisville KY
651Lubbock TX
503Macon GA
669Madison WI
737Mankato MN
553Marquette MI
813Medford-Klamath Falls OR
640Memphis TN
711Meridian MS
528Miami-Ft. Lauderdale FL
617Milwaukee WI
613Minneapolis-St. Paul MN
687Minot-Bismarck-Dickinson(Williston) ND
762Missoula MT
686Mobile AL-Pensacola (Ft. Walton Beach) FL
628Monroe LA-El Dorado AR
828Monterey-Salinas CA
698Montgomery (Selma) AL
659Nashville TN
622New Orleans LA
501New York NY
544Norfolk-Portsmouth-Newport News VA
740North Platte NE
633Odessa-Midland TX
650Oklahoma City OK
652Omaha NE
534Orlando-Daytona Beach-Melbourne FL
631Ottumwa IA-Kirksville MO
632Paducah KY-Cape Girardeau MO-Harrisburg-Mount Vernon IL
804Palm Springs CA
656Panama City FL
597Parkersburg WV
675Peoria-Bloomington IL
504Philadelphia PA
753Phoenix AZ
508Pittsburgh PA
820Portland OR
500Portland-Auburn ME
552Presque Isle ME
521Providence RI-New Bedford MA
717Quincy IL-Hannibal MO-Keokuk IA
560Raleigh-Durham (Fayetteville) NC
764Rapid City SD
811Reno NV
556Richmond-Petersburg VA
573Roanoke-Lynchburg VA
611Rochester MN-Mason City IA-Austin MN
538Rochester NY
610Rockford IL
862Sacramento-Stockton-Modesto CA
576Salisbury MD
770Salt Lake City UT
661San Angelo TX
641San Antonio TX
825San Diego CA
807San Francisco-Oakland-San Jose CA
855Santa Barbara-Santa Maria-San Luis Obispo CA
507Savannah GA
819Seattle-Tacoma WA
657Sherman TX-Ada OK
612Shreveport LA
624Sioux City IA
725Sioux Falls(Mitchell) SD
588South Bend-Elkhart IN
881Spokane WA
619Springfield MO
543Springfield-Holyoke MA
638St. Joseph MO
609St. Louis MO
555Syracuse NY
530Tallahassee FL-Thomasville GA
539Tampa-St. Petersburg (Sarasota) FL
581Terre Haute IN
547Toledo OH
605Topeka KS
540Traverse City-Cadillac MI
531Tri-Cities TN-VA
789Tucson (Sierra Vista) AZ
671Tulsa OK
760Twin Falls ID
709Tyler-Longview(Lufkin & Nacogdoches) TX
526Utica NY
626Victoria TX
625Waco-Temple-Bryan TX
511Washington DC (Hagerstown MD)
549Watertown NY
705Wausau-Rhinelander WI
548West Palm Beach-Ft. Pierce FL
554Wheeling WV-Steubenville OH
627Wichita Falls TX & Lawton OK
678Wichita-Hutchinson KS
577Wilkes Barre-Scranton PA
550Wilmington NC
810Yakima-Pasco-Richland-Kennewick WA
536Youngstown OH
771Yuma AZ-El Centro CA
596Zanesville OH
IDName
1Alberta
2British Columbia
3Manitoba
4New Brunswick
5Newfoundland
6Northwest Territories
7Nova Scotia
8Nunavut
9Ontario
10Prince Edward Island
11Quebec
12Saskatchewan
13Yukon Territory
14Alabama
15Alaska
16American Samoa
17Arizona
18Arkansas
19Armed Forces - Americas
20Armed Forces - Europe/Africa/Canada
21Armed Forces - Pacific
22California
23Colorado
24Connecticut
25Delaware
26District of Columbia
27Federated States of Micronesia
28Florida
29Georgia
30Guam
31Hawaii
32Idaho
33Illinois
34Indiana
35Iowa
36Kansas
37Kentucky
38Louisiana
39Maine
40Marshall Islands
41Maryland
42Massachusetts
43Michigan
44Minnesota
45Mississippi
46Missouri
47Montana
48Nebraska
49Nevada
50New Hampshire
51New Jersey
52New Mexico
53New York
54North Carolina
55North Dakota
56Northern Mariana Islands
57Ohio
58Oklahoma
59Oregon
60Palau
61Pennsylvania
62Puerto Rico
63Rhode Island
64South Carolina
65South Dakota
66Tennessee
67Texas
68Utah
69Vermont
70Virgin Islands
71Virginia
72Washington
73West Virginia
74Wisconsin
75Wyoming
IDName
24Arts and Entertainment
22Business
52Food and Drink
1076Health and Fitness
44Hobbies and Interests
97News and Information
110Sports
93Style and Fashion
117Technology and Computing
122Travel
133Weather
NameID
Android13
Bada14
iOS15
Blackberry16
Symbian17
WebOS18
Windows19
Windows Mobile20
Windows Phone21
NameID
Verizon Wireless1
Sprint2
AT&T3
T-Mobile4
MetroPCS5
Tracfone Wireless6
Cricket Wireless7
C Spire Wireless8

 

 Once all changes are made, save the file.

Uploading Bulk Orders

Toggle back to the Bulk Flight Template details screen.  Upload the saved template file by navigating to it on your computer or dragging and dropping it of by choosing a file to upload.

At first, uploads show the status 'Processing'.  Once the upload completes, the status will change to 'Finished'.  An email notification will be sent once the upload is complete.  Larger uploads require more time.

Once the upload is complete, the Notes column presents a summary of how many rows in the upload were successfully Read, Imported, and Updated. It also show how many rows Failed to import.

Error Handling

In cases where one or more rows did not import, follow these steps to troubleshoot and make corrections:

  1. Download the spreadsheet linked to the upload with failed rows.


  2.  Open the download and review the last column - entitled "errors" - for information on how to fix the error. Error messages only appear in rows that require updating. 

  3. Use this information to correct the issue(s) with the spreadsheet. 

  4. Save and re-upload the spreadsheet.

When downloading the results of an upload, a Flight ID column - column A - is also added to the sheet. For any rows where a flight has successfully been created, this will be populated with the Flight's ID. Any rows that do not yet have flights associated will have a blank cell. This allows the user to determine which rows should be new flights versus those flights which contain updates to existing flights.

 

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Mobile Ads

  For this module, we will be going over how to create a Mobile Ad for your existing Flight.  Find your flight and at the bottom you will see the Create Mobile Ad button.

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Creating a New Mobile Ad

  1. Click on the Create Mobile Ad button and the New Mobile Ad screen will appear.
  2. Select the appropriate creative from the drop down then click Save.  

Your creative not listed?

Click on the Add Creative link.  

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Creatives

In the Library section, you will find the full repository of all uploaded creatives available for Flights.

Create new Creative

  1. Under Creatives, click Library. 
  2. Click the blue Create button
  3. Select the type of Creative you would like to make

Creative Builder

Select the Creative Builder option to build your new creative

1. Creative Info
  • Select Advertiser from the drop down list

  • Enter the name of the Creative

  • Enter the ADM Code (if applicable)

  • Select what type of Creative this is - Banner, Expandable, or Interstitial. Select Ad Size

    • Depending on what option is selected will determine what options are available on the rest of the page
2. Banner Option
  • A - Banner Template - Choose template from the drop down 

  • C - Images - Click on the Choose File button to upload the image that is going to be used for the Creative. The Urls window will display the URL for the uploaded image.

  • D - Tag Details - Enter the Redirect URL where you banner will take customers. Optionally include third party impression and click tracking URLs, third party tracking pixels, and 3rd party substitutions.When entering multiple pixels, please hit enter and start new tracking pixel on a new line. Click here for information on Third Party Tracking. (Optional)

  • E - Banner Details - Fill in the banner details. The Background Image URL will be generated in the Images section. Use the copy button to get the URL once the image is uploaded. If a Segment is selected and you want to use the phone number and address associated with each location, check the "Use phone number from segment" and "Use address from segment" boxes.

  • Click Save

3. Expandable Option
  • A - Banner Template - Choose template from the drop down

  • B - Panel Template - Choose template from the drop down

  • C - Images - Click on the Choose File button to upload the image that is going to be used for the Creative. The Urls window will display the URL for the uploaded image.

  • D - Tag Details - Define how the banner will transition to the expanded panel. Optionally include third party impression and click tracking URLs, third party tracking pixels, and 3rd party substitutions. When entering multiple pixels, please hit enter and start new tracking pixel on a new line. Click here for information on Third Party Tracking. (Optional)

  • E - Banner Details - Fill in the banner details. The Background Image URL will be generated in the Images section. Use the copy button to get the URL once the image is uploaded. If a Segment is selected and you want to use the phone number and address associated with each location, check the "Use phone number from segment" and "Use address from segment" boxes.

  • F - Panel Details - Fill in the panel details. The Background Image URL will be generated in the Images section. Use the copy button to get the URL once the image is uploaded.

    • When paired with a Geo-Aware segment, the “Override with segment URL if present” checkbox allows for dynamically applying a location-specific landing page URL (as defined on the segment) on the "Visit Site" CTA. If the URL is missing in the segment, the Website URL field set in Creative Builder will act as the default landing page URL. Available for both Expandable and Interstitial. 
  • Click Save

4. Interstitial Option
  • B - Panel Template - Choose template from the drop down

  • F - Images - Click on the Choose File button to upload the image that is going to be used for the Creative. The Urls window will display the URL for the uploaded image.

  • D - Tag Details - Define how the expanded panel will open on-screen. Optionally include third party impression and click tracking URLs, third party tracking pixels, and 3rd party substitutions.When entering multiple pixels, please hit enter and start new tracking pixel on a new line. Click here for information on Third Party Tracking. (Optional)

  • F - Panel Details - Fill in the panel details. The Background Image URL will be generated in the Images section. Use the copy button to get the URL once the image is uploaded. If a Segment is selected and you want to use the phone number and address associated with each location, check the "Use phone number from segment" and "Use address from segment" boxes. See above under Expandable about using a dynamic URL. 

  • Click Save

*Third Party Tracking

Instructions for using third party tracking can be found here. 

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Creative Bulk Upload

Another feature of the Creative Builder is the ability to upload creatives in bulk.  Open Creative Builder and enter the information that will be shared across all the creatives you plan to upload. You must select at least a template.

Download CSV

Open Creative Builder and enter in the information for the first creative.  

Click on the Bulk Upload button to Download CSV file, which will be used to create a bulk upload file.

NOTE

Before the Download CSV option becomes available, you must select the appropriate template(s) for the creative you will be uploading.

Open the CSV file in Excel.  Fill in information for the rest of the creatives you wish to upload.

When complete, save the CSV file.

Create Bulk Upload

  1. Have your CSV file ready:  In order to create a bulk upload you need to have already created a bulk upload CSV file.  If you do not have one, click the Creative Builder link to generate one.
  2. Select Advertiser:  Select the appropriate advertiser from the dropdown menu
  3. Upload your file:  Click the Choose File button to locate the bulk upload CSV file

Click Save

You should see a message appear a the top of the screen that says " Success! You will receive an email once your upload has finished processing. View the status of your upload

Clicking on the link will take you to the View Bulk Upload screen.

View Bulk Uploads

Here is where you can check on the status of your bulk creative upload(s).

Once the creatives are loaded, you can view them in the Creative Library.

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Display

Select the Display option to build your new creative

  1. Name - Enter the name of the Creative (Required)

  2. Kind - Cannot be changed once selected

  3. Code - An optional unique code to identify creative (Optional)

  4. Advertiser - Select Advertiser from the drop down list (Required)

  5. Ad Size - Select Ad Size from drop down list (Required)

  6. File - Select file to be used (Required)
  7. Primary Feature - Select Primary Feature from the drop down list (Required)

  8. Click Through URL - Enter URL (Required)

  9. Third Party Impression Tracking URL* - Enter URL (Optional)

  10. Third Party Click Tracking URL* - Enter URL (Optional)
  11. Alt Text - Enter Alt Text (Optional)

*Third Party Tracking

Instructions for using third party tracking can be found here 

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Redirect

Select the Redirect option to build your new creative

  1. Name - Enter the name of the Creative (Required)

  2. Kind - Cannot be changed once selected

  3. Code - An optional unique code to identify creative (Optional)

  4. Advertiser - Select Advertiser from the drop down list (Required)

  5. Ad Size - Select Ad Size from the drop down list (Required)

  6. Primary Feature - Select Primary Feature from the drop down list (Required)

  7. Image URL - Enter URL (Required)

  8. Click Through URL - Enter URL (Required)

  9. Third Party Impression Tracking URL* - Enter URL (Optional)

  10. Third Party Click Tracking URL* - Enter URL (Optional)

  11. Alt Text - Enter Alt Text (Optional)

*Third Party Tracking

Instructions for using third party tracking can be found here 

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Third Party

Select the Third Party option to build your new creative

  1. Name - Give your creative a descriptive name (Required)
  2. Kind - Cannot be changed once selected
  3. Code - An optional unique code to identify creative (Optional)
  4. Advertiser - Select Advertiser from the drop down list (Required)
  5. Ad Size - Select Ad Size from the drop down list (Required)
  6. Primary Feature - Select Primary Feature from the drop down list (Required)
  7. HTML Base - Enter your HTML source code for serving your creative. You can paste and view your HTML and JavaScript code that make up your ad. (Required)
  8. 3rd Party Tracking Pixels - Paste your js code and this will be inserted automatically so long as the %%VADM_3RDP_IMP_PIXELS%% macro is present in the ‘HTML Base’ input Area. (Optional)
  9. Vendor Substitutions - Select one or more third party substitutions depending on which macro replacements are needed for your creative to serve and track properly. (Optional)
  10. Final Tag - Click this tab to enable a pre-check of the creative code, including any substitutions or 3rd party tracking pixels that have been added in the Tag Components tab. If there is a substitution selected or a 3rd party tracking pixel added in the HTML Base or 3rd Party Tracking Pixel input areas, the output will be displayed in the “Final Tag”. This tab is not editable and any revisions would need to be made on the previous tab, Tag Components.(Optional)

Edit Creatives

  1. Click on the Creative to be edited.
  2. Click the blue Edit button in the upper right corner.
  3. All editable fields will be white. Grayed out fields cannot be changed.

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Third Party Tracking  

The third party impression tracking URL and third party click tracking URL fields allow you to monitor Verve delivery with a third party ad server. The following third party ad servers are currently supported:

  • DoubleClick Campaign Manager (DCM - formerly DFA)
  • Sizmek (formerly MediaMind)
  • Medialets
  • Atlas

NOTE

  • Usage of third party tracking does not impact Verve billing. Verve numbers continue to be used as the billing source
  • Each creative supports up to one impression tracking URL AND one click tracking URL, and up to to three tracking pixels

Third Party Impression Tracking

The third party impression tracker will only fire under certain circumstances, depending on the Ad Type:

  • Banner  - The third party impression tracker will only fire when banner loads
  • Expandable - The third party impression tracker will only fire when banner loads, not when the banner expands
  • Interstitial - The third party impression tracker will only fire when the interstitial loads
  • Redirect - The third party impression tracker will only fire when banner loads

Third Party Impression Tracking Formatting rules:
To take advantage of the "Third Party Impression Tracking URL" field, the following formatting rules must be followed. Improper third party impression tracking URL formatting can cause the tracker to fire incorrectly or the third party ad server to improperly track impressions.

  • A URL must be entered in the "Third Party Impression Tracking URL" field, not full HTML or JavaScript tag. For example, the below is a full impression tracking tag (which should NOT be input into the "Third Party Impression Tracking URL" field):
  • The impression tracking URL is contained within a third party tracking tag, and must be extracted. From the above example:
  • The "Third Party Impression Tracking URL" field must include applicable Verve macros, such as a cachebuster macro. The full list of Verve macros can be found below.
    • Using the above example, the Verve cachebuster macro is applied by replacing the [timestamp] placeholder:

Third Party Click Tracking

The "Third Party Click Tracking URL" field only measures clicks that lead to a landing page.  This field does not track any other Verve click actions (e.g. tap-to-call, tap-to-map). 

Depending on the behavior of your click tracker, your click tracking URL will be entered in different places. It is very important you take note of these types of click trackers and follow the subsequent instructions. 

There are two types of third party click trackers:

  • Landing Page URL Embedded in Click Tracker - if you enter the click tracking URL in your web browser, does it automatically take you to the landing page? If so, then your landing page is embedded in your click tracker. This is a common use case. If your click tracking URL meets this criteria, you SHOULD NOT use the "Third Party Click Tracking URL" field. Instead, enter the third party click tracking URL (which has embedded landing page) in the "Landing Page URL". The  "Third Party Click Tracking URL" field must be left blank.
  • Landing Page URL Not Embedded in Click Tracker - unlike the above example, when you enter the click tracking URL in your web browser, you are not taken to the landing page. In this less common use case, you should enter your click tracking URL in the "Third Party Click Tracking URL" field. You should also enter the landing page url in the "Landing Page URL" field.

Third Party Click Tracking Formatting rules:

In both of the above examples, the following formatting rules must be followed. Improper third party click tracking URL formatting can cause the third party ad server to improperly track impressions and clicks.

  • A URL must be entered in the "Third Party Impression Tracking URL" or "Landing Page URL" fields (depending on your type of click tracker, noted above). The full HTML or JavaScript tracker tag can not be used.
  • The URL must include applicable Verve macros. The full list of Verve macros can be found below.
  • After following the above steps, an example of a valid click tracking URL to insert into the "Third Party Click Tracking URL" or "Landing Page URL" field (depending on your type of click tracker, noted above) is:

 


Verve Macros 

TitleMacro
Cache Buster%%VCACHE_BUSTER%%
Publisher Click Tracking%%VTRACK_PUBLISHER_CLICK%%
Publisher Click Tracking - encoded%%VTRACK_PUBLISHER_CLICK_ENC%%
Publisher Click Tracking - double encoded%%VTRACK_PUBLISHER_CLICK_ENC_ENC%%

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Forecasts

Forecasts can be pulled from multiple pages within Ad Manager, each intended to help you determine the feasibility of your campaign at different points of your workflow. 

Be aware the forecasting tools will estimate the max avails. To increase the chances of succesful delivery, use no more than 70% of this max estimate.

Forecasts Page

The standalone Forecasts page is intended to be used during the pre-campaign or sales process to determine available inventory. This can be done beore knowing full detals about orders, flights, and creatives. 

  1. Click Forecasts in the left navigation
  2. Fill out the form as you would a flight. The form contains the same fields as the New Flight page. See the Creating a New Flight section for descriptions of all flight fields.

Forecasts while creating/editing Flights

The create/edit flight page also has a forecasting button at the bottom of the page that you can use to determine avails on the fly while you adjust flight targeting. If you haven't trafficked your creatives yet, this forecast will be greater than what you'll see afterward (when creative type is known). It's a best practice to re-run forecast after trafficking your creatives to get accurate avals (see the Forecast Tab on Flights section below). If you are editing a flight and have already trafficked creatives, the forecast from this page will consider creative type. 

Forecast Tab on Flights

The flight details/view page has a forecasting tab that can be used to pull avails once creatives have been trafficked to the flight, or to re-pull a forecast as you approach the launch date of a campaign. As on the flight form, forecast results will typically be larger if you haven't associated a creative to your flight yet. 

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Segments

New Segment

  1. Click the blue create button
  2. Name the new segment
  3. Select what kind of segment to create then click Save
  4. After the segment is created, if the segment has specific template headers, copy and paste into your file. 
  5. Drag and drop a data file into the gray box on the right side.

 

Please be aware it takes about 48 hours of data collection once a segment has been created to get fully accurate avails when forecasting.


GeoHex

One GeoHex per line (txt, tsv or csv)

Zip Codes

One Zip per line (txt, tsv or csv)

Lat/Long & Radius

TSV Template:  latitude | longitude | radius (miles)

Geo Aware

TSV Template: name* | address_1* | address_2 | postal_code_name* | postal_code_suffix | phone_number | latitude | longitude | radius | country_code* | url

* required columns
  • phone numbers must be in xxx-xxx-xxxx format (no parentheses around the zip code) 
  • postal codes should be formatted as such in Excel. To do this, select the postal code column, right click, select "Format Cells...", click on "Special" from the category list, then select Zip Code. 

 

TSV stands for tab separated values. In Excel, pick the .txt option that includes "tab delimited."

 

Download Newly Created Segment

Click the Download button to review the newly created Segment. 

All Verve reporting data is aggregated for the previous day and made available in Velocity by 9am PST. 

 

Here is a sample of what downloaded Segment data looks like.

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Management

Advertisers

List of all entered advertisers.  You can also add new advertisers in this section as well.

New Advertiser

Click on the blue Create button

  1. Name - Fill in name for new advertiser

  2. Tag Line - Advertiser's tag line
  3. Email - Advertiser's email

  4. URL - Advertiser's web address

  5. Category - Select appropriate category from drop down menu

  6. Active box - Check this box if the advertiser is currently active

  7. Notes - Space to include any additional information about advertiser

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Default Custom Fields

There is some data to be tracked on campaigns like billing identifiers, client IDs, etc.  Rather than hard-coding in the system, these can be configured in the custom fields so they can be attached to orders and flights.

New Custom Field

  1. Type - Select appropriate type from drop down menu

  2. Name - Enter name of new custom field

Legacy Orders

List of orders created in the previous version of ADM

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Reporting Portal

This section will walk you through how to leverage the dashboards and query building tools within the Reports module to analyze campaigns and produce reports for your clients. 

Overview Dashboard

All elements of the dashboard are connected to each other. When you narrow or expand the information displayed in one part of the dashboard, those same changes will be applied across the board.

1. Filters

There are six different filters you can apply to the dashboard to show specific data - Advertiser Categories, Advertisers, Orders, Advertiser IO, Flights, and Creatives.  As you select filters, the rest of the filters will adjust to only offer choices that apply to the selection(s).

2. Date

Gives you the option to display data based on specific date ranges.  There are five (5) standard selections or you can enter a custom range.  The standard selections use the latest date for which data is available and go backwards from there.  The Custom Range is utilized when you need information outside of the standard ranges.

3. Graph 

The Graph allows you to view trend data and gives you the option to display a variety of metrics based on what you select from the Plots drop down menus.

Plots 

Here is where you select what you would like to compare from the drop downs in each box and the graph will populate your selected data.

    • Plot 1 Available metrics - Estimated eCPM, Billable Impressions, CTR, CTA Rate, Clicks, Impressions, Total CTA
    • Plot 2 Available metrics - Estimated Payment to Verve, Estimated eCPM, Billable impressions, CTR, CTA Rate, Clicks, Total CTA

Mouse Over Statistics

You can see what the statistics were for a specific day by moving your mouse over the graph.  A vertical line will appear circling the two points on the graph.  Next to it a box will appear with detailed information on the two plots you are currently viewing.

4. Summary Box

This displays the daily average for 4 different metrics – Impressions, Clicks, CTA, and Estimated Payment to Verve.  These totals will change based on the selected date range.

5. Totals Bar

Below the graph is a bar of statistics – Impressions, Clicks, Total CTA, CTR, Estimated Payment to Verve, Estimated eCPM  These numbers reflect the exact number for the specified filters.

6. Table

In the Overview dashboard, the table shows a breakdown of totals by day or month.  

Day or Month 

This drop down defaults to By Day, which will show you data aggregated at the daily level.  You can also select to view data By Month which will roll up the data by month.

Columns 

Select what columns you would like to have shown in the table.  You can select from the following metrics - Date (always displayed), Impressions, Billable Impressions, Clicks, CTR, Estimated Payment to Verve, Estimated eCPM  Select as many or as few columns as needed.  Each column can sorted individually by Ascending or Descending order. 

 You can also export the data from this table in three different formats - CSV, JSON, and Excel.

 

NOTE

Every time you move to a different dashboard, all filters/parameters are reset.

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Advertisers Dashboard

The Advertiser Dashboard provides metrics rolled up to the Advertiser dimension. The layout is similar to the Overview dashboard, with a couple key differences.

  1. Filter

    There are only two (2) filters available for this graph on this dashboard - Advertiser Categories and Advertisers.

  2. Table

    This Table displays data aggregated at the Advertiser dimension. The Advertiser Name column cannot be removed from the table.

Orders Dashboard

This dashboard is tailored for showing information centered around Orders.  There are two differences between this and the Overview dashboard.

  1. Filters

    There are only three (3) filters available for this graph on this dashboard - Advertisers, Orders, and Advertiser IO.

  2. Table

    This Table has Orders set as the only column that cannot be turned off.  The rest of the columns are the same.

Flights Dashboard

This dashboard is tailored for showing information regarding Flights.  There are two differences between this and the Overview dashboard.

  1. Filters

    There are only four (4) filters available for this graph on this dashboard - Advertisers, Orders, Advertiser IO, and Flights.

  2. Table

    This Table has Flight Name set as the only column that cannot be turned off.  The rest of the columns are the same.

Creatives Dashboard

This dashboard is tailored for showing information regarding Creatives.  There are two differences between this and the Overview dashboard.

  1. Filters

    There are only five (5) filters available for this graph on this dashboard - Advertisers, Orders, Adv. IO, Flights, and Creatives.

  2. Table

    Creative name is set as the only column that cannot be turned off.  The rest of the columns are the same.

 

Maximum Rows

Reports will only show 1,000 rows. If you require more data, you will need to run a Query.

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Queries

New Campaign Report Query

When you need information that you can not get from a dashboard, build a custom query. Queries are the best option when you want to build multi-dimensional reports, recurring reports, or reports with over 1,000 rows of data. 

  1. Query Name - Give your query a descriptive name (Required)
  2. Query Description - Enter a description for this query (Optional)
  3. Report Type - Two options for this - Agency Daily or Agency Lifetime (Required)

    1. Agency Daily - This gives you the Date Range option (see below)
    2. Agency Lifetime - Removes Date Range option
  4. Date Range - Two options for this - Dynamic or Fixed (Required

    1. Dynamic
      1. Options - Make selection(s) from the drop down list
    2. Fixed - Select date ranges from calendar drop downs
  5. Filters - Select appropriate filter(s) from the drop down list (Optional) 

  6. Dimensions (Required)
    1. Add at least one dimension to your query. If you select more than one, you can re-arrange the order in which they appear in your report
    2. Individual dimensions are organized in to the following groups:
      1. Date time
      2. Advertiser
      3. Advertiser Custom Fields
      4. Order
      5. Order Custom Fields
      6. Flights
      7. Flights Custom Fields
      8. Flight Targeting
      9. Creative
  7. Metrics (Required) 
    1. Add at least one metric to your query. If you select more than one, you can re-arrange the order in which they appear in your report
    2. Individual metrics are organized in to the following groups:
      1. Standard
      2. Standard CTA
  8. Schedule (Optional)

    1. Use the Schedule field when you want to set up a query to automatically generate a report on a recurring basis
    2. Select date ranges from calendar drop downs
  9. Email (Optional)

    1. Send email when report runs
    2. Also notify shared to users - will send an email to users with whom you subsequently share the query

Buttons

  1. Run report - Saves the query and runs a report
  2. Save query - Saves the query, but does not run a report immediately
  3. Cancel

New Operational Reporting Query

When you need information that you can not get from a dashboard, build a custom query. Queries are the best option when you want to build multi-dimensional reports, recurring reports, or reports with over 1,000 rows of data. 

  1. Query Name - Give your query a descriptive name (Required)
  2. Query Description - Enter a description for this query (Optional)
  3. Filters - Select appropriate filter(s) from the drop down list (Optional) 

  4. Dimensions (Required)
    1. Add at least one dimension to your query. If you select more than one, you can re-arrange the order in which they appear in your report
    2. Individual dimensions are organized in to the following groups:
      1. Advertiser
      2. Advertiser Custom Fields
      3. Order
      4. Order Custom Fields
      5. Flights
      6. Flights Custom Fields
      7. Flight Targeting
      8. Creative
  5. Schedule (Optional)

    1. Use the Schedule field when you want to set up a query to automatically generate a report on a recurring basis
    2. Select date ranges from calendar drop downs
  6. Email (Optional)

    1. Send email when report runs
    2. Also notify shared to users - will send an email to users with whom you subsequently share the query
    3. Share report to emails

Buttons

  1. Run report - Saves the query and runs a report
  2. Save query - Saves the query, but does not run a report immediately
  3. Cancel

Under All Queries, you will see the newly created Query.  If you move your mouse over the Query name, an info box will appear showing the specs used to generate it.

 

All queries

All queries can be found here

Owned by me

These are queries that you have created.

Shared with me

Queries that have been created by someone else and shared with you.

Starred

Queries you have favorited.

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Reports

When a query runs, it generates a report showing the results of a query.  By default, all reports will be marked as Unsaved.  All reports are deleted after one week if not saved.  Downloaded reports are saved as ZIP files.  The file is in CSV format, which is opened in Excel.

Reports Menu

All reports

All reports can be found here

Owned by me

These are reports that you have run

Shared with me

Reports that have been run by someone else and shared with you.

Reports Dashboard

ID - Number assigned to a report

Name - Name you give your report

Query - ID and Name of query used to generate the report

Created at - Date and time report was created

Size - Size of report generated

Owner - Who created query

Status - All new reports will show Success and Unsaved.  Unsaved reports are deleted after 1 week.

Tools

Remove Report 

This will delete the report that has been created.

Save Report  

Click Save.  A box will pop up giving you the option to give the saved report a specific name or you can click Save and the report will be named automatically. Once saved, you can Share the report by user or via public link.

Share Report  (Only appears after you Save the Report)

Click the button and a Share With box will appear.  The With box is where you either enter in who you wanted to share this with or you can click inside the box and a list of people will appear where you can then select who to share the report with.

Share Report by Public Link  (Only appears after you Save the Report)

Click the button and a Share With box will appear.  The To box is where you enter the email addresses you want to share the link with.  You can include a note along with the link that appear in the email.

Download Report 

 If you click Download, the report is saved as a ZIP file.  When you open the file, the report is in a CSV file, which can then be opened in Excel.

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Messages

When you have a new report generated, there will be a message in the upper right corner of the screen.  Click on the bell and a message box will appear with a link to the new report.

API

The Reports module also contains a fully documented API. If you are interested in extracting data to use in your own applications, dashboards, or BI tools, please reference the API documentation.