DSP Connection and Monthly Report Ordering Process Guide

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:

  1. Navigate to Campaigns Dashboard:
    1. After importing all campaigns, access the Campaigns Dashboard. The screen will display a list of all campaigns.

  1. Select Desired Campaign
    1. Click on the specific campaign you wish to connect to a DSP and order monthly reports for.

  1. Access Campaign Details

    1. Upon selecting the campaign, you'll be directed to its detailed view.

    2. Click on the "Edit" button (pencil icon) to initiate connection with the DSP.

  1. Connect to DSP
    1. On the subsequent screen navigate to the ‘DSP Information’ section, then select the appropriate account and campaign from the dropdown menus.
    2. Note: This step resembles the process for pulling reports.

  1. Save and Navigate Back to Campaign
    1. After filling in DSP information, click "Save".
    2. Return to the campaign view by clicking the "Back to Campaign" button.
  1. Customize Emailed Reports (if applicable)
    1. 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.


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