You can optionally set up packages to group lines together, creating an additional level of hierarchy between the campaign and line level.
Prepare to Create a Package¶
Before you can create packages for a campaign, you need to create a new campaign and select the Packages option. Once you’ve created one package under a campaign, you see the package on the Packages list view. There, you can create additional packages for the campaign, edit your packages, and add lines to your packages.
To prepare to create a package:
- Navigate to Advertisers and click New Campaign.
- Select the Packages checkbox for a campaign.
- Fill out campaign details and click Save Campaign.
Enabling packages for a campaign inserts a “package” level between the campaign and line levels, creating the following hierarchy: Advertiser > Campaign > Package > Line.
After you save the campaign, you can create a package.
Create a Package¶
After you enable packages within a campaign, you see the Packages list view, with no packages yet. There, you can create packages for the campaign.
To create a package:
- Click New Package.
You see the New Package page.
- Type a name for the package in the Package Name field.
- When you are ready to activate your package, move the Status slider to the right. If you no longer want the campaign to serve, move the slider back to the left.
- Specify if the package should run multiple schedules. Move the Schedules slider left or right to specify single or multiple schedules.
Use multiple schedules if you want to run packages and allocate ongoing budgets without creating new lines every time. Package schedules help you manage “evergreen” lines, which have a single strategy and multiple flight dates and budgets. Using multiple package schedules enables you to save time setting up and running such lines, while ensuring those packages continue to leverage historical insights/learnings (with the intent of driving greater performance).
You can create multi-schedule campaigns or multi-schedule packages but not both. If you try to create multiple schedules for a package under a multi-schedule campaign, your package won’t save.
When you enable multiple schedules, the Budget Schedule panel opens, where you can enter information for the schedule:
- Select a Default Targeting Template for all the lines under this package to inherit. If no template is selected, then no preset targeting will be applied to lines created in the package.
- Optionally enable Budget Distributor to redirect budget from underperforming lines to lines that are performing at 100%. If you choose this option, you are prompted to fill in additional information pacing, bidding, and goals. For information about these options, check out Goals Overview.
- Set up the schedules and budgets for the package. For single schedules, enter this information once. For multiple schedules, enter this information for each flight. Do the following:
- (Multiple schedules only): Type a name for the schedule in the Schedule Name field.
- Using the date picker, select start and end dates.
- Enter the Package Total Budget for all lines included in the package, and the package’s Daily Budget Type (no budget, a specified amount, or auto-allocate) and amount. Select Auto Budget Allocation to auto-allocate budget across all lines in the package.
- Click Add when you’ve finished adding package flight information:
Campaign schedules should not overlap.
Defined flights appear in a list at the bottom of the panel (1). Continue clicking Add to add additional package flights (2) to extend the package:
Package schedules are useful if you run campaigns with periodic dark periods, but want to avoid creating new lines each time the package goes back online. To ensure correct pacing, flights created under the package should not span gaps between multiple schedules. Specifying a flight across a gap would cause the pacing optimizer to think it should pace without breaks throughout the flight; however, since the package would be inactive during the ‘gap’ there would be a chance the line could under-deliver.
- If you want to cap impressions across all of the lines under a package, do the following:
- Select the Frequency Capping checkbox.
- Select a frequency capping duration from the Duration drop-down list. The duration sets the time interval in which impressions are capped. For example, selecting Monthly caps impressions at x impressions per month.
- Specify the number of impressions that you want to be served to consumers during that interval. The specified value determines the maximum number that can be served to a consumer during the frequency capping interval. For example, 30 impressions per month.
- Click Create Package.
You can create additional packages under the campaign (depending on how you want to group your lines). Navigate to the campaign and click New Package to create an additional package. Choosing the campaign shows a list of all packages associated with the campaign:
Create Lines for a Package¶
Once you’ve created the package, you can create one or more lines that belong to that package. The steps for creating individual lines can be found in Create Lines.) To see the lines associated with a package, navigate to the campaign, then click on the package you want to review:
If you used a targeting template in step 5 above, all lines are assigned the targeting attributes associated with that template. If you make any changes to a line
You can override targeting for any line inside a package; the use of targeting templates is meant to accelerate the process of line creation by assigning a set of known attributes.
Modify a Package¶
To change details for a package:
- Navigate to the campaign containing the package.
- Select the package.
- Click on the Package Properties link.
- Make any changes and save your work.