Review and Edit Package Settings Using Bulksheets

Last update: Tue Oct 29 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
DSP Packages

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You can download the settings for one or more packages in XLSX (Microsoft Excel spreadsheet) format for review. The spreadsheet includes a separate tab with flight information.

To update multiple settings at once, you can do either of the following:

Make changes to select fields, save the file, and upload the edited bulksheet file back to DSP.
To make changes to additional packages, and to settings for any placement or ad, download a blank bulksheet template that includes tabs for each type of campaign component, enter or paste new or updated settings into the template file, and then upload the file to make the changes. For instructions, see “Review and Edit Campaign Component Settings Using Bulksheets.”

Editable fields include most settings that are normally editable.

TIP

To quickly edit more fields for one or more packages, see “Edit Packages.”

Download Settings for All Packages in a Campaign

When you download settings for all packages in a campaign, the spreadsheet includes separate tabs for the package settings and for the flight information. You can optionally include settings for the placements and ads that are associated with the packages; additional tabs are included for placement and ad settings.

In the main menu, click Campaigns.
Click the name of the campaign.
In the upper right, click … > Download QA sheet.
In the QA Sheet Download dialog box, deselect any campaign components whose settings you want to exclude from the downloaded file, and then click Download.

By default, settings for all placements and ads associated with the packages are selected.

A notification message indicates when the file is available to download.

To download the file, do either of the following:
- In the notification message, click Download.
- In the right of the top menu bar, click . Click Download next to the job.
  
  The file is saved to the browser’s Downloads folder. See “Placement Columns in Downloaded/Uploaded Spreadsheets” for a list of the included columns.

NOTE

You can’t edit and re-upload campaign-level QA sheets. To make changes to the campaign component settings in these files, download a separate bulksheet template, enter or paste rows from the QA sheet into the bulksheet template and save the file, and then upload the populated bulksheet. For instructions, see “Review and Edit Campaign Component Settings Using Bulksheets.”

Download Settings for One or More Packages

When you download settings for specific packages, the bulksheet file includes separate tabs for the package settings and for the flight information, and the file is editable.

In the main menu, click Campaigns.
Click the name of the campaign.
In the submenu, click Packages.
In the bulk actions toolbar, click … > Download Bulksheet.

A notification message indicates when the bulksheet file is available to download.
To download the bulksheet, do either of the following:
- In the notification message, click Download.
- In the right of the top menu bar, click . Click Download next to the job.
  
  The file is saved to the browser’s Downloads folder. See “Placement Columns in Downloaded/Uploaded Spreadsheets” for a list of the included columns.

Upload a Bulksheet with Package Settings upload-bulksheet-package

You can upload settings for your packages, including the placements and ads associated with the packages, in a bulksheet file.

In the main menu, click Campaigns.
Click the name of the campaign.
In the upper right, click … > Upload Bulksheet.
In the Upload Bulksheet dialog:
1. Either drag and drop a file into the box, or click inside the box to select a file from your device or network.
2. Click Upload.
(Optional) To verify that the updates were processed, click in the right of the top menu bar.

Package Setting Columns in Downloaded/Uploaded Spreadsheets qa-sheet-columns-packages

TIP

In a downloaded spreadsheet, all editable columns are highlighted in blue.

Package Tab

Section

Column

Description

Editable?

Basic details

Package ID

The numeric ID of the package.

—

Basic details

Package Name

The name of the package.

Yes

Basic details

Status

The package status: active or inactive.

Yes

Basic details

Description

An optional description of the package.

Yes

Basic details

3rd-party fees - CPM

A static, third-party fee rate to be tracked as a non-billable cost per 1000 impressions, if applicable.

Yes

Basic details

3rd-party fees - description

An optional description of the third-party fee rate, if applicable.

Yes

Goals & Budget

Package Start Date

The start date of the package.

Yes

Goals & Budget

Package End Date

The end date of the package.

Yes

Goals & Budget

Pacing Level

At which level to pace and cap placements in the package: Package or Placement.

—

Goals & Budget

Budget

The package budget.

Yes

Goals & Budget

Budget Interval

The budget interval: Daily*, Weekly, Monthly, or All Time.

Yes

Goals & Budget

Interval Cap

An optional budget interval cap.

Yes

Goals & Budget

Interval Cap Period

The interval for the optional budget interval cap: Daily*, Weekly, Monthly, or All Time.

Yes

Goals & Budget

Optimization Goal

The objective of the package.

Yes

Goals & Budget

Optimization Target

The target value of the goal.

Yes

Goals & Budget

Custom Goal Name

(Packages with the “Highest Return on Ad Spend” and “Lowest Cost per Acquisition” optimization goals only)A custom goal that includes the revenue or conversion events used to calculate the CPA or ROAS metric.

Yes

Goals & Budget

Conversion Metric Name

(Optional; packages with the “Highest Return on Ad Spend” and “Lowest Cost per Acquisition” optimization goals only) The final conversion event or revenue event/sale amount to use for computing the return on ad spend or the cost per acquisition.

Yes

Goals & Budget

Package Goal Type

(Packages with custom optimization goals only) The purpose of the package, which helps determine how to optimize the package: Prospecting, Retargeting, or Other .

Yes

Goals & Budget

Linked Package id for learning carryover

(Packages with custom optimization goals only) The package ID for another package whose historic data is used as input for optimizing the package.

Yes

Goals & Budget

Linked Package Name for learning carryover

(Packages with custom optimization goals only) Another package whose historic data is used as input for optimizing the package.

—

Goals & Budget

Pace on

Whether the package is pacing towards the budget or primary_goal (for impressions).

—

Goals & Budget

Primary Goal Amount

(When you pace the package on impressions) The target number of impressions during the specified time interval.

Yes

Goals & Budget

Primary Goal Interval

(When you pace the package on impressions) The time interval for the target number of impressions.

Yes

Goals & Budget

Flight Pacing

The flight pacing strategy for the package: Even, slightly ahead, frontload, or aggressive frontload.

Yes

Goals & Budget

Intraday Pacing

The intraday pacing strategy for the package: Even or ASAP.

Yes

Goals & Budget

Frequency Cap

The primary frequency cap for the package during the specified Frequency Cap Interval.

Yes

Goals & Budget

Frequency Cap Interval

The interval for the primary frequency cap: Day, Week, or Month.

Yes

Goals & Budget

Frequency Cap Interval Value

The number of weeks, days, hours, or minutes for which the primary Frequency Cap applies. For example, if the primary cap is 12 impressions per month, then the value here would be 12.

Yes

Goals & Budget

Secondary Frequency Cap

The secondary frequency cap for the package during the specified Secondary Frequency Cap Interval

Yes

Goals & Budget

Secondary Frequency Cap Interval

The type of interval for the secondary frequency cap: Week, Day, Hour, or Minute. The applicable number of weeks, days, hours, or minutes is indicated by the Secondary Frequency Cap Interval Value.

Yes

Goals & Budget

Secondary Frequency Cap Interval Value

The number of weeks, days, hours, or minutes for which the Secondary Frequency Cap applies. For example, if the secondary cap is three impressions per six hours, then the value here would be 6.

Yes

Custom Flights

Activate Custom Flights

Whether or not to create non-even pacing flights for the package T (true) or F (false). Once you enable custom flighting and save the package, you can’t disable custom flighting nor edit the package start date.

—

Custom Flights

Automatic Budget Rollover

(Available only when the Activate Custom Flighting option is enabled) Whether or not to automatically add any remaining budget from the previous flight to the existing budget for the next flight: T (true) or F (false).

Yes

Error

Any relevant errors.

—

Package_Flights Tab qa-sheet-columns-package-flights

Section

Column

Description

Editable?

Flight Details

Package ID

The numeric ID of the package.

—

Flight details

Flight ID

The numeric ID of the flight.

—

Flight details

Flight Start Date

The first date of the flight.

Yes

Flight details

Flight End Date

The final date of the flight.

Yes

Flight details

Flight Budget

The target spend goal for the flight.

Yes

Flight details

Rollover

(Existing packages without the “Automatically rollover remaining flight budget to next flight” option enabled) An amount of potentially unspent budget to add to the next flight.

Yes

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