Advertiser categories

Requirements

Your account must have one of the following role :

• Super Admin
• Admin
• Member

Categories

The categories feature allows you to group advertisers together, manually. You can group by type of advertiser, for example Electronics, Garden, House  etc... but it's also great for highlighting important advertisers who may require regular monitoring.

You can create only one level of category, like tags for example, but you can add an advertisers to multiple categories according to your needs. For example with Interflora, you can add this advertiser in the category House and Garden.

If it is a new program and you want to quickly identify advertisers to integrate, you can for example create a To be added.

How to create categories

To create categories, click on Advertisers in the left menu, then click on the gear icon: 

On the manager page, click on the Categories tab:

Then click on the Add a category blue button on the top right, you will have a modal:

Add a name and save the new category.

That's it, you can now create more categories!

How to add advertisers to categories

Solution 1 : On the manager page and the Advertisers tab, you have icons for each advertisers:

Click on the icon and you have the ability to select which categories for the advertiser:

Solution 2 : On each advertiser page, you have a button on the top right of the page : 

On this previous screenshot there is one advertiser (in brackets) and when you click on it you will be able to add or remove categories.

Solution 3: You can add multiple advertisers to one or multiples categories at once. On the manager page and the Advertisers tab, select one or multiple advertiers:

Then on the top right, click on Add categories button:

Select one or multiple categories for the selected advertisers:

Statistics

Once your categories are created, you can find statistics in different pages:

• Monitoring -> Categories: KPIs
• Monitoring -> Comparison: select Categories in the list and you can compare statistics between categories
• Advertisers -> Categories: complete statistics per category (charts, KPI, status etc...)

You can also filter lists per categories in several reports: transactions, revenues, etc...