DSP Connection and Monthly Report Ordering Process Guide
Please follow the steps below to connect a campaign to a DSP and set up the automated email reports:
- Navigate to Campaigns Dashboard:
- After importing all campaigns, access the Campaigns Dashboard. The screen will display a list of all campaigns.
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- Select Desired Campaign
- Click on the specific campaign you wish to connect to a DSP and order monthly reports for.
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Access Campaign Details
Upon selecting the campaign, you'll be directed to its detailed view.
Click on the "Edit" button (pencil icon) to initiate connection with the DSP.
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- Connect to DSP
- On the subsequent screen navigate to the ‘DSP Information’ section, then select the appropriate account and campaign from the dropdown menus.
- Note: This step resembles the process for pulling reports.
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- Save and Navigate Back to Campaign
- After filling in DSP information, click "Save".
- Return to the campaign view by clicking the "Back to Campaign" button.
- Customize Emailed Reports (if applicable)
- If you'd like to edit the recipients or frequency of emailed reports click on on "Edit Presentation Options" & click "Save" once changes are complete.
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Note: Representatives associated with these campaigns will receive an email titled 'Delivery Report Presentation - <Advertiser Name>' containing the following content: