How Do I Connect a Campaign to a DSP and Set Up Monthly Report Emails?

How Do I Connect a Campaign to a DSP and Set Up Monthly Report Emails?

How Do I Connect a Campaign to a DSP and Set Up Monthly Report Emails?

Follow these steps to connect your campaign to a DSP (Demand Side Platform) and set up automated monthly email reports:

1. Navigate to the Campaigns Dashboard

After importing all campaigns, go to the Campaigns Dashboard. Here, you'll see a list of all your campaigns.

Campaigns Dashboard Screenshot

2. Select the Desired Campaign

Click on the specific campaign you want to connect to a DSP and set up monthly reports for.

Select Campaign Screenshot

3. Access Campaign Details

  • After selecting your campaign, you'll be taken to its detailed view.
  • Click the Edit button (pencil icon) to begin connecting the campaign to the DSP.

Edit Campaign Screenshot

4. Connect to the DSP

  • On the next screen, scroll to the DSP Information section.
  • Select the appropriate account and campaign from the dropdown menus.
  • Note: This step is similar to the process for pulling reports.

DSP Information Screenshot

5. Save and Return to Campaign

  • After entering the DSP information, click Save.
  • Click Back to Campaign to return to the campaign overview.

6. Customize Emailed Reports (If Applicable)

  • If you want to edit the recipients or frequency of emailed reports, click Edit Presentation Options.
  • Make your changes and click Save when finished.

Edit Presentation Options Screenshot

Note: Representatives associated with these campaigns will receive an email titled Delivery Report Presentation - <Advertiser Name> containing the following content:
Sample Delivery Report Email

By following these steps, you can easily connect your campaign to a DSP and ensure that monthly reports are automatically sent to the appropriate recipients.