Overview
In the ever-evolving landscape of digital marketing, where speed and precision are paramount, maintaining efficiency is crucial. As campaigns expand in complexity, overseeing numerous insertion orders and line items within platforms like Display & Video 360 (DV360) can quickly become overwhelming
The CM360 to DV360 Bulk Creator addresses this challenge. This innovative tool is designed to streamline the bulk creation process, making it a valuable asset for marketers aiming to save time and maintain robust account health without compromising on quality.
Understanding CM360 to DV360 Bulk Creator
Key Features and Functionalities:
Enhanced Speed and Efficiency
This tool drastically reduces the time needed to set up multiple campaigns. Instead of manually entering each line item, users can upload them in bulk, saving significant time and effort.
Custom Validation Rules
A standout feature of the Bulk Creator is the ability to add custom validation rules using BigQuery (BQ). This ensures that all data being uploaded meets specific criteria, reducing errors and improving the overall quality of the campaigns.
User-Friendly Interface
The tool is designed with an intuitive interface, making it easy for marketers to navigate and use, even if you are not tech-savvy.
These functionalities not only boost productivity but also ensure that campaigns are accurately set up from the beginning.
Impact Analysis
Using the CM360 to DV360 Bulk Creator has a measurable impact on various aspects of your digital marketing efforts. Here’s a closer look at the specific areas of impact:
Spend Optimization
The primary focus of the Bulk Creator is not on optimizing spend. However, the tool indirectly contributes to better budget management by ensuring accurate and efficient campaign setup, minimizing errors that could lead to overspending or misallocated budgets. It’s important to note that the direct impact on spend optimization is relatively low.
Time Savings
One of the most significant benefits of the CM360 to DV360 Bulk Creator is its ability to save time. By allowing bulk uploads and automating many of the manual steps involved in campaign setup, the tool dramatically reduces the time required to manage large-scale campaigns. This time savings is particularly valuable for teams managing multiple accounts or large volumes of campaigns.
Account Health
Maintaining account health is crucial for long-term success in digital marketing. The Bulk Creator helps ensure that campaigns are set up correctly and consistently, reducing the risk of errors that could harm account performance. The ability to add custom validation rules further enhances this aspect, ensuring that all data meets predefined standards before being uploaded.
Ingredient Configuration Parameters:
| Parameter | Description |
| Recipe Name | The name of the Google Sheet created. |
| Recipe Slug | The name of the dataset created. |
| Command | The command to be executed. One of:ClearLoadPreviewInsert |
Command Descriptions:
| Command | Description |
| Clear | Clears all data that is loaded or previewed in the worksheet |
| Load | Loads data into the worksheet, e.g. Advertisers, Campaigns, etc. |
| Preview | A step to be performed before inserting the new assets into DV360. This uses the rules set up in the worksheet to automatically create DV360 Insertion Orders for each CM360 Placement Group Package |
| Insert | Creates assets in DV360 using the hierarchy Previewed in the worksheet |
How to Use CM360 to DV360 Bulk Creator
Using the CM360 to DV360 Bulk Creator is straightforward, but to get the most out of the tool, it’s important to follow a systematic approach.
There are 4 Commands supported for this process.
- Clear -Clears all data that is loaded or previewed in the worksheet
- Load – Loads data into the worksheet, e.g. Advertisers, Campaigns, etc.
- Preview – A step to be performed before inserting the new assets into DV360. This uses the rules set up in the worksheet to automatically create DV360 Insertion Orders for each CM360 Placement Group Package
- Insert – Creates assets in DV360 using the hierarchy Previewed in the worksheet.
Here’s a step-by-step guide to help you navigate the process:
The following instructions describe the order in which commands need to be executed, and any information about the tab in the worksheet.
Step 1: First Time Running the Ingredient – Populating CM Profiles
Users will need to select the “Load” command after inserting the other Ingredient Configuration Parameters mentioned above. Then, save the recipe and hit the “Run” button.
This will generate a worksheet with the “CM Profiles” tab, partially populated.
The user needs to select the Profiles(s) they would like to proceed with.
Step 2: Populating CM Accounts
Users will need to keep the “Load” command selected. No other parameters in the Ingredient Configuration are changed. Then, save the recipe and hit the “Run” button.
This will load data into the “CM Accounts” tab, partially populated.
The user needs to select the Account(s) they would like to proceed with.
Step 3: Populating CM Advertisers
Users will need to keep the “Load” command selected. No other parameters in the Ingredient Configuration are changed. Then, save the recipe and hit the “Run” button.
This will load data into the “CM Advertisers” tab, partially populated.
The user needs to select the Advertiser(s) they would like to proceed with.
Step 4: Populating CM Campaigns
Users will need to keep the “Load” command selected. No other parameters in the Ingredient Configuration are changed. Then, save the recipe and hit the “Run” button.
This will load data into the “CM Campaigns” tab, partially populated.
The user needs to select the Campaign(s) they would like to proceed with.
Step 5: Populating DV Partners
The “DV Partners” tab should automatically be loaded when the worksheet is generated.
The user needs to select the DV360 Advertiser(s) they would like to proceed with.
Step 6: Populating DV Advertisers
Users will need to keep the “Load” command selected. No other parameters in the Ingredient Configuration are changed. Then, save the recipe and hit the “Run” button.
This will load data into the “DV Campaigns” tab, partially populated.
The user needs to select the DV360 Campaign(s) they would like to proceed with.
Step 7: (Optional) Populating DV Algorithms
Users will need to keep the “Load” command selected. No other parameters in the Ingredient Configuration are changed. Then, save the recipe and hit the “Run” button.
This will load data into the “DV Algorithms” tab, partially populated.
The user needs to select the DV360 Algorithm(s) they would like to proceed with.
Step 8: Fill out IO Rules and LI Rules
Users will need to fill out all the columns in both these tabs. Each tab will have at least 1 row per unique CM Campaign to DV Campaign Mapping.
Step 9: Previewing New Insertion Orders
Users will need to change the command to the “Preview” command. No other parameters in the Ingredient Configuration are changed. Then, save the recipe and hit the “Run” button.
This will load data into the “IO Preview” tab, partially populated.
The user needs to add details for each Insertion Order. The required columns are highlighted in green.
After confirming all the Insertion Orders are accurate, the user needs to change the Action in column C from “Preview” to “Insert”. NOTE: This is different from the command we select in the ingredient configuration.
Step 10: Creating New Insertion Orders
Users will need to change the command to the “Insert” command. No other parameters in the Ingredient Configuration are changed. Then, save the recipe and hit the “Run” button.
This will create the Insertion Orders in the IO Preview tab in DV360.
Step 11: Previewing New Line Items
Users will need to change the command to the “Load” command. No other parameters in the Ingredient Configuration are changed. Then, save the recipe and hit the “Run” button.
Immediately after, users will need to change the command to the “Preview” command. No other parameters in the Ingredient Configuration are changed. Then, save the recipe and hit the “Run” button.
This will load data into the “LI Preview” tab, partially populated.
The user needs to add details for each Line Item. The required columns are highlighted in green.
After confirming all the Line Items are accurate, the user needs to change the Action in column C from “Preview” to “Insert”. NOTE: This is different from the command we select in the ingredient configuration.
Step 12: Creating New Line Items
Users will need to change the command to the “Insert” command. No other parameters in the Ingredient Configuration are changed. Then, save the recipe and hit the “Run” button.
This will create the Line Items in the IO Preview tab in DV360.
Correct and Incorrect Ways to Filter
Correct Method (DO THIS)
In the example above, the user would like to select the 2nd Account to filter on (the account in cell B3). The filter value will not be set in the same row (row B), but instead in the first empty cell from the top in column A (Filter).
You can filter on as many items in this manner, as long as there are no empty cells above them.
Incorrect Method (DON’T DO THIS)
In the example above, the user would like to select the 2nd Account to filter on (the account in cell B3). The filter value has been the same row (row B), but there is an empty cell above it (cell A2). This will throw an error.
Even after the initial setup, continue to monitor your campaigns to ensure they are performing as expected. Use the analytics tools within DV360 to track performance and make any necessary optimizations.
Summary
The CM360 to DV360 Bulk Creator is an invaluable tool for digital marketers looking to streamline the campaign setup process. By significantly reducing the time required for bulk creation and ensuring data accuracy through custom validation rules, this tool enhances productivity and maintains high account health. Implementing this tool can lead to improved customer satisfaction and more efficient campaign management.
FAQ
General Questions
- What type of assets can be copied?
- Campaign Manager Placement Groups, Placements and Creatives
- Does this solution overwrite existing assets in DV360?
- No, It only creates the new assets in Dv360 and does not overwrite.
Technical Questions
- How is authentication handled for CM360 and DV360?
- Authentication is handled using OAuth and the user’s Google credentials
- Is there an error log generated during the copy process?
- Error logs can be viewed inside the spreadsheet, as well as on the Yuniter Recipes page
- To view the logs in the spreadsheet, navigate to the “Logs” tab
- To view the logs in the Yuntier Recipes page, click the “Logs” icon next to your recipe
Process Questions
- How long does the bulk copy process typically take?
- It takes nearly 10 Min for 25-30 Line Items.
- Can I schedule the bulk copy to run automatically?
- Yes, scheduling is supported.
- What happens if the copy process is interrupted?
- The solution will partially create assets up to the point where it was interrupted
