How Do I Create Campaigns in DSPs Using SoCast Reach?

This process is typically performed by the campaign manager.

Introduction

This guide provides step-by-step instructions for creating campaigns in DSPs using SoCast Reach. By following these steps, you can efficiently set up and manage your digital advertising campaigns to achieve your goals.

Prerequisites

Before you begin, ensure you have a valid SoCast Reach account and are logged in. If you do not have an account, please contact us to get set up.

Step 1: Logging in to SoCast Reach

1. Open your web browser and go to https://admin.socastsrm.com/.
2. Enter your username and password to log in.
3. Once logged in, you will be redirected to the dashboard.

Step 2: Selecting the Company and Account

1. In the top-left corner, locate the Company drop-down menu.
2. Select the appropriate company from the drop-down menu.
3. Next to it, find the Account drop-down menu and select the relevant account.

Step 3: Accessing the Campaigns Section

1. In the main navigation bar, locate the Advertising Campaigns drop-down menu.
2. Click on Campaigns from the drop-down menu.

Step 4: Accessing Campaign Details

1. In the Campaigns section, you will see a list of existing campaigns.
2. Click on a campaign to view its details. The Campaign Details page includes several sections required for campaign creation:
   1. Campaign Information:
      1. Campaign Name: A descriptive name for your campaign.
      2. Campaign ID: A unique identifier for your campaign.
      3. Sales Person: The salesperson responsible for the campaign.
      4. Market: The target market for your campaign.
      5. Additional Notes: Any other relevant information.
   2. Advertiser Information:
      1. Advertiser: Name of the advertiser.
      2. Website URL: Advertiser’s website.
      3. Industry Segment(s): Relevant industry segments.
   3. Schedule & Budget:
      1. Start Date: Campaign start date.
      2. End Date: Campaign end date.
      3. Total Net Budget: Total budget for the campaign.
   4. Marketing Objective(s):
      1. Primary Goal(s): Main goals for your campaign.
   5. Media Plan and Line Items:
      1. Under the Media Plan section, you will find line items representing different tactics and products.

Step 5: Accessing Line Item Details

1. Under Campaign Details, click on the desired line item.
2. You will be redirected to the Line Item Details page, which includes:
   1. Line Item: Descriptive name of the line item.
   2. Primary Goal: Main goal for the line item.
   3. Secondary Goal: Any secondary goals.
   4. Product: Product associated with the line item.
   5. Budget:
      1. Line Item Budget: Budget for the line item.
   6. Markup: Markup for the line item.
   7. Target Audience Information: Defines the target audience.
      1. Intent/Affinity Audiences: Specify intent or affinity audiences.
      2. Location(s): Targeted locations.
      3. Age Range: Age range of the audience.
      4. Gender(s): Gender(s) of the audience.
      5. Household Income: Target audience’s household income.
      6. Language(s): Preferred language(s).
      7. Estimated Total Reach: Estimated reach for the line item.
      8. Affinity Audience(s): Affinity audiences for targeting.
      9. Intent Audience(s): Intent audiences for targeting.
      10. Display or Search Keywords: Relevant keywords for targeting.
   8. Forecasted Deliverables:
      1. Rate: Rate for the line item.
      2. Rate Set: Select the appropriate rate set.
      3. Impressions: Forecasted number of impressions.
      4. Clicks: Forecasted number of clicks.
      5. CTR: Forecasted click-through rate.

Conclusion

By following these steps, you can create and manage campaigns in SoCast Reach with confidence. Ensure all campaign details are accurate for smooth execution. If you have any questions or encounter issues, please consult the SoCast Reach documentation or contact our support team for assistance.