Agency Management

Agencies use OpenX to administer multiple groups of advertisers and publishers in a single installation.

Overview
This method of working is used when a single installation of OpenX supports more than one organisation that manages advertisers and publishers. Agencies cannot share or access each other's information. All reports, campaigns, zones, etc., are unique to the agency that set them up.

Agency Management can also be used if you have an Advertiser or Publisher who wants to traffic all of their own campaigns and zones. You can set up these entities as an Agency, and they can run OpenX as if it were their own setup.

Note that from the outset, a decision should be made whether or not to use agencies. If agencies are used, then all users should log in to the agency while trafficking campaigns. If you log in as administrator, there is the potential to link campaigns to zones across agencies, in which case OpenX may not function properly.

Also note that at the moment, prioritisation is performed across agencies. This means that a huge campaign on one agency could affect the delivery priority on another campaign.

Note that if you want to link a banner from one agency to a zone in another agency, you should treat this transaction as if the agencies are on two separate servers - create a tag from the Advertiser, and load it as an HTML banner in the website. In order to track clicks, make sure that you select 'Alter HTML to enable tracking of AdClicks', and select 'Rich Media - OpenX' from the associated dropdown.

Agency Management
You can add and modify Agencies in this page. Agencies use OpenX in a similar way to Advertisers, except that they manage multiple advertisers in a single installation.

Adding a new agency
To create a new agency, click the Add new agency link.

The Add new agency page displays. There are two sections to this form, Basic Information and Login Information.

Here you add information that identifies the new agency and the contact details for the agency user. The Language drop-down list contains languages currently supported by OpenX.

Login information - New Agency
Choose a username and memorable password that you will use to log in to the Agency interface.

If, on logout, you would like the user to be redirected to a specific address, enter the full URL in the URL to redirect to on logout field.

Select the Allow this user to edit conversions checkbox if you wish the agency user to be able to change the status of conversions (from Pending to Approved, for example). You can read about conversions and conversion status in the Conversion Tracking section.

Click Save Changes to complete the process. The Agency Management page re-displays with your new agency listed.
When you log in to the interface as an agency user, your agency name appears on all pages. In the Agency interface you can start to add Advertisers, Campaigns, Publishers and Zones.

Channel Overview
This page shows any channels you have created associated with this agency. You can create a new channel by clicking the Add new channel link. Read more about Channels. The channel you create here is associated with the agency, which means that when you create a delivery limitation, it will be available to all zones, to which a banner is linked, that are owned by publishers created within the agency. Read about banner delivery limitations. You can review all of the channels you have created in the Settings>Channel Management tab.