Advertisers

An advertiser is the owner of the advertising you display on your website(s). Creating an advertiser in the OpenX user interface is the first step you should take. Following this, you'll be able to create campaigns to which you can attach banners.

Adding an advertiser

Go to Inventory > Advertisers:

Select Add new advertiser from the Actions box in the top right-hand corner of the screen. You are now in the Add new advertiser screen.

First, enter your advertiser's basic information:

  • Name: the advertiser's Name must be unique. You cannot create two advertisers with the same name.
  • Contact: the Contact name will be used in all emails to the advertiser.
  • Email: an Email address for the advertiser is required.

In the Advertiser report section, select if and when to send emails to the advertiser:

  • Email when a campaign is automatically activated/deactivated: OpenX automatically sends an email alert to the advertiser when a campaign is activated or deactivated. You can untick this checkbox if you do not want to send alerts.
  • Email campaign delivery reports: tick this checkbox if you want to send reports regularly to the advertiser. The default setting is to email a report every seven days. Change the value in this field if you want to email more or less often. It is unlikely that you will want to send email reports if you give the advertiser access to this information in the system.

The Miscellaneous section allows you to limit the delivery of ads for this advertiser:

  • Display only one banner from this advertiser on a web page: limit delivery of this advertiser's ads to one per web page.
  • Comments: a section for notes applying to this advertiser.

See also: About users for information about linking a user to an advertiser account.

Note: You can change the above details at any time by clicking on the name of any advertiser and then viewing the above information in the Advertiser Properties tab.

Advertiser properties

The Advertiser Properties tab contains the same fields as the Add new advertiser page. You can alter these details at any time. When working on this page, don't forget to click the Save Changes button when you're done.

Advertisers - Trackers

Trackers allow you to monitor conversions instigated by a visitor to your website(s) clicking on an ad. Conversions are most commonly measured as sales, leads or signups. From the Advertiser screen click on the Trackers tab:

You will now see a list of campaigns (and linked campaigns) to which you have added trackers. The Actions box gives you the option to Add new tracker or Add new campaign. Alternatively, you can click on any listed campaign to review and adjust your Tracker Properties.

The Add new tracker and Tracker Properties tabs are identical. Within them you can enter information or make adjustments to the Tracker Information form:

  • Name: assign your tracker a name of your choice.
  • Description: this field serves as a reminder for this particular tracker.
  • Conversion Type: this dropdown menu lets you choose between Sale, Lead and Signup, according to the type of conversion you want to track for this campaign.
  • Default Status: the dropdown menu offers Approved, Ignore or Pending.

    Tracker properties

    The Tracker Properties tab contains the same fields as the Add new tracker screen. This information can be edited at any time. Don't forget to click Save Changes when you're done.

    Linked campaigns

    The Linked Campaigns screen displays all of the campaigns linked by your trackers:

    The status of your campaigns is displayed, and the Conversion window shows their respective View and Click settings [see Linked Trackers].

    Tracker variables

    The Variables tab allows you to log information that is unique to a specific conversion. First of all, select your tracker type:

    This selection configures the way that data is passed from the page and into the conversion. The options in the dropdown are:

    • Track JavaScript variables: this setting means that the variables are set in the confirmation page as JS variables ( var = 'Test value'; )
    • Track JavaScript variables (backwards compatible, escaping needed): this setting means that the JS values must be URL encoded ( var = 'Test%20value'; ). It is provided for backwards compatibility only.
    • Track HTML elements using DOM: this setting will parse the confirmation for an HTML element with the specified name. It will take the value from that element automatically.
    • Custom JS code: this setting allows you to use your own custom JS code to pass the variable's value into the conversion.

    Next, you have the option to add one or more variables:

    The available fields are:

  • Variable Name: the name of the variable should correspond with the type of variable you want to track.
  • Description: enter a description of your choice for this variable.
  • Date Type: the type of value to be passed on, i.e. String for text strings, Numeric for numeric values, Date for specific dates. The advantage of setting the data type is that it allows the system to perform appropriate operations on the data, e.g. summing numeric values or joining strings.
  • Purpose: this field tells OpenX what to use this data for. If you are tracking the amount of a sale, for example, then Basket value should be selected.
  • Reject if empty?: if no value is passed in for this variable, don't use this value in calculations.
  • Dedup conversions?: if enabled, OpenX will use this value to de-duplicate conversions. The usual usage is to pass in a sale number, and OpenX will ignore multiple conversions with the same sale number.
  • Variable hidden to: hide the variable to no, some or all websites.

    Once you are happy with your variables, hit Save changes.

Append tracker code

It is possible to append any HTML code to a tracker beacon. The HTML entered here will be displayed to the user when this tracker beacon is displayed. It is possible to append multiple HTML blocks to a tracker beacon (these HTML blocks can be selectively enabled). The HTML blocks will be delivered in the order specified here.

Note: the appended code above can only be delivered when using the JavaScript tracker.

Tracker invocation tag

Here is where you can collect the correct type of invocation code for your advertiser's banners. Select Image Tag or JavaScript Tag from the dropdown and copy and paste the code that appears in the Trackercode box into your website's source code:

Advertisers - User access

You can assign other users permissions relevant to an individual advertiser:

These permissions include creating new accounts; modifying banners; activating and deactivating banners and accessing the audit trail.

Fill in the new user's details and click Add user when you're done.