In Display & Video 360 (DV360), an insertion order (IO) is a formal agreement between an advertiser and a publisher that outlines the terms and conditions of an advertising campaign. It specifies details such as campaign start and end dates, budget, targeting criteria, and more. Here are the typical steps involved in creating an insertion order in DV360:
Log In to DV360:
- Open your web browser and navigate to the DV360 platform.
- Log in to your DV360 account using your credentials.
Access the Insertion Orders Section:
- Once logged in, you'll likely land on your DV360 dashboard. If not, navigate to the main dashboard.
- Click on the "Insertion Orders" or similar tab/menu option to access the insertion order management section.
Create a New Insertion Order:
- In the insertion order management section, look for an option like "Create New Insertion Order" or "+ New IO" and click it to initiate the IO creation process.
Fill in IO Details:
- You'll be presented with a form to fill out the details of the insertion order. The information you'll typically need to provide includes:
- Advertiser: Select the advertiser or client for whom you're creating the insertion order.
- Name: Give the insertion order a name that helps identify the campaign or its purpose.
- Start and End Dates: Specify the campaign's start and end dates.
- Budget: Enter the total budget allocated for the campaign.
- Pacing: Set up budget pacing options, such as even pacing or custom pacing if needed.
- Currency: Specify the currency for the budget.
- Notes or Comments: Add any relevant notes or comments for reference.
- Click "Next" or a similar option to proceed to the next step.
- You'll be presented with a form to fill out the details of the insertion order. The information you'll typically need to provide includes:
Define Line Items:
- Within the insertion order, you will typically create one or more "line items." Line items specify the details of individual ad placements within the campaign. For each line item, you'll need to provide details such as:
- Placement: Select the placement (inventory source) where you want the ad to appear.
- Ad Type: Specify the type of ad (e.g., display, video) and ad format.
- Targeting: Set up targeting criteria, including audience, geography, and more.
- Bid Strategy: Choose the bidding strategy for this line item.
- Creatives: Associate the creative assets (images, videos, etc.) with the line item.
- Budget: Allocate a portion of the total budget to this line item.
- You can add multiple line items to target different audiences or placements within the same insertion order.
- Within the insertion order, you will typically create one or more "line items." Line items specify the details of individual ad placements within the campaign. For each line item, you'll need to provide details such as:
Review and Confirm:
- Review all the details you've entered for the insertion order and its associated line items.
- Ensure that the campaign's budget, targeting, and creative assets align with your campaign goals.
- If everything looks correct, click "Save" or a similar option to confirm the creation of the insertion order.
Submit for Approval (If Required):
- Depending on your organization's workflow, you may need to submit the insertion order for approval before it can be activated. If approval is required, follow your organization's processes for this step.
Activate the Insertion Order:
- Once the insertion order is approved (if needed), you can activate it to start running the campaign.
Monitor and Optimize:
- Continuously monitor the performance of your campaign and make adjustments as needed to achieve your goals.
These steps provide a general overview of the process for creating an insertion order in DV360. Keep in mind that the specific options and features available may vary based on the version of DV360 you're using and your organization's settings and permissions. It's essential to follow your organization's guidelines and best practices when creating and managing insertion orders in DV360.
