Previous step: 01 - Getting started
For a standard setup, work through the Administration menus in the following order:
(2) User groups
(4) Advertiser packs
(5) Sites & Pages
(7) Types of Insertions
Users and user groups
By default, your network uses the user group "Admin". New users are placed into this group, from which they will inherit the settings. Additionally, each Website and each Advertiser is part of a user group ("Admin" group, by default).
When you create users within the user group, you can grant access to all the websites and advertisers of the user group. If this is required for your organization, make sure to create the user groups before creating advertisers and websites. Then, create each advertiser and website and place them into the appropriate user group.
The advertiser represents the brand. Under an advertiser, you will creative campaigns and insertions.
- Select the Advertiser group (1). This is the User group (see above: Users and user groups)
- Select the Advertiser pack (2) (see below: Advertiser packs)
- Fill the remaining fields: Name (mandatory), Logo, Address etc.
Go to Administration > Advertiser packs. You can group Advertisers into Advertiser packs. Additionally, you can create creative sets for advertisers for a more convenient administration of creatives.
Sites & Pages and Formats
The creation of Sites & Pages and Formats is covered in a separate article: click here.
Types of insertions
Insertion types correspond to channels. Their main purpose is for reporting "by channel". You can assign one insertion type to each insertion to make the insertion part of a channel.
If you intend to use conversion path reports (read here for more), you should set up the appropriate insertion types and assign them to insertions consistently.
You can choose from predefined insertion types (Ad Network, Affiliation etc.) or add custom insertion types.
Next step: 03 - Campaigns