Date post: | 29-Oct-2014 |
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Ad Serving Tutorial for OpenX
OpenX Day, New York, 2nd October 2008
Background before we start00
Before we start, here’s an overview of the key business entities in the OpenX ad server
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Demand-side
AdvertiserAdvertiser
CampaignCampaign
BannerBanner
Supply-side
PublisherPublisher
WebsiteWebsite
ZoneZone
Another thing to bear in mind is the “update interval”: ad servers don’t push delivery-related changes live immediately
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• The hosted version of the OpenX ad server pushes updates made in the administration interface to the ad delivery boxes once every fifteen minutes
• This means we need to be patient during the demo as not all of the changes we make will be immediately testable by hitting refresh!
• This icon is used to indicate that we’ll need to wait a little
Getting started as a publisher11
For this tutorial we’re going to be the publisher of a one-page website called www.myblog.com
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Let’s get started! First we want to setup our website in OpenX ready to take advertising
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Define our websiteDefine our website
Create our first zoneCreate our first zone
Log in to the OpenX ad serverLog in to the OpenX ad serverPublisherPublisher
WebsiteWebsite
ZoneZone
Once we have done this, we need to wire OpenX into our site by creating an ad tag and adding it to our site’s HTML
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Add it into our pageAdd it into our pageGenerate an invocation tagGenerate an invocation tag
Given that we haven’t got any advertising in our ad server, this will serve blanks initially
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Adding our first advertiser22
Now to fill that zone! Let’s imagine we’ve just signed our first direct advertiser, Electronic Arts (EA)
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• EA like our site’s demographic (!) and want an exclusive deal on the header ad slot on the home page for their video game Crysis:
• The campaign should run exclusively in the top slot on www.myblog.com till the end of October
• The banner is 728x90, same size as our ad zone
• The above banner should link to http://www.ea.com/crysis
To get this campaign running, we first need to create an advertiser (EA) and a campaign (Crysis), and create the banner
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Define our Crysis campaignDefine our Crysis campaign
Create the bannerCreate the banner
Create EA as an advertiserCreate EA as an advertiserAdvertiserAdvertiser
CampaignCampaign
BannerBanner
Launching our first campaign33
To launch, all we need to link the banner to the correct zone – OpenX handes the rest
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Demand-side Supply-side
PublisherPublisher
WebsiteWebsite
ZoneZoneLinkLink
Note that you can only link banners and zones which have the same dimensions – this protects you from accidentally breaking your site’s layout
AdvertiserAdvertiser
CampaignCampaign
BannerBanner
And that’s it! We should have the ad displaying in the page header now; all further configuration can be done from OpenX
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Advanced: setting up some delivery limitations44
EA is happy with the campaign but would like to show a different creative to Internet Explorer users
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• For Internet Explorer EA would like to show this image:
• This banner goes to http://www.electronicarts.co.uk/games/8456,pccd/
• For all other users (Firefox, Opera etc), EA is happy to stick with:
• This banner goes to http://www.ea.com, as before
• The EA advertisement should
To accomplish this with OpenX, we set delivery limitations on the individual banners – but first we need to add the new banner
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Create the new IE bannerCreate the new IE banner
Add a delivery limitation on the IE bannerAdd a delivery limitation on the IE banner
Add a delivery limitation to the standard bannerAdd a delivery limitation to the standard banner
Link the IE banner to our zoneLink the IE banner to our zone
Now we load up Internet Explorer alongside Firefox to test the new delivery, and we should be ready
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We can set up other kinds of delivery limitation too – here are some ideas
Adding a house or remnant campaign55
Next we’re going to put a sponsorship zone on the front page
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• When we have a sponsorship deal, the 125x125 zone will display a button image from the sponsor
• When we don’t have a live sponsorship deal, then the zone should show a “Your ad here” type button:
• This “Your ad here” type button is essentially a “house” or “remnant” campaign – in OpenX these are given low priority so that a paying campaign can be shown instead if one is available
• Our “Your ad here” button will be a mailto: link to [email protected]
There is less to do on the publisher side this time, as our publisher and website are already set up
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Create our new sponsorship zoneCreate our new sponsorship zone
PublisherPublisher
WebsiteWebsite
✔
✔
Add it into our pageAdd it into our page
Generate an invocation tagGenerate an invocation tag
ZoneZone
On the advertiser side, we will create a new advertiser, campaign and banner, and then link the zone
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Define our remnant campaignDefine our remnant campaign
Create the bannerCreate the banner
Create house advertiserCreate house advertiser
Link to zoneLink to zone
ZoneZone
CampaignCampaign
BannerBanner
AdvertiserAdvertiser
We’ll test it now and check everything looks good – then we wait for the sponsorship deals
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Booking campaigns into our sponsorship slot66
Within a week we have managed to sell a couple of campaigns for our sponsorship slot (!)
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To save some time in this demo, I’m going to create both campaigns under one advertiser, “Sponsorships”
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Define our Mailchimp campaignDefine our Mailchimp campaign
Create Sponsorships as an advertiserCreate Sponsorships as an advertiserAdvertiserAdvertiser
CampaignCampaign Define our Rackspace campaignDefine our Rackspace campaign
• Normally we would create separate advertisers for each advertiser, but one advertiser, “Sponsorships” will do for our purposes today
• When we set up the campaigns, this time we’re going to add in the trafficking information (impressions booked, end date)
• The other thing we can set is priority – this is something that traffickers use to speed up and slow down the delivery of campaigns relative to other campaigns in the system. We will set to 5 each.
Under each campaign we’ll add the relevant banner and then link them both to the sponsorship zone
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Create the Mailchimp bannerCreate the Mailchimp banner
Link the Mailchimp banner to the sponsorship zoneLink the Mailchimp banner to the sponsorship zone
Create the Rackspace bannerCreate the Rackspace banner
BannerBanner
Link the Rackspace banner to the sponsorship zoneLink the Rackspace banner to the sponsorship zone
BannerBanner
ZoneZone
With this complete, it’s now time to test that the new ads are both rotating within the sponsorship slot
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• Note that we don’t expect to see the “Your ad here” ad any more – this is because there are now paying campaigns which take precedence
• The two ads should be shown in roughly the same proportions – this is because we set the priorities of these ads to be the same (5)
• If we have any problems with this, then we can check the Zone probability screen
Final tweaks: statistics, expired campaigns and delivery capping 77
We’ll have to wait a little to get the latest statistics from our tutorial session
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Rackspace want their ad to be shown as the priority over the Mailchimp ad
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• To show Rackspace more often that Mailchimp, we adjust the priority of Rackspace to be 10
• Campaign prioritisation algorithms are very complex, but in the simplest case (ignoring delivery dates etc), Rackspace will now display twice as often as Mailchimp
Increase priority of campaignIncrease priority of campaign
Check higher priority is workingCheck higher priority is working
Meanwhile Mailchimp have checked their conversion rates and ask that their sponsorship button be frequency capped to 5
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• This means that Mailchimp only want their ad to be displayed five to each individual user
• They likely want this because the ad is much less effective after the first five views
• We set this cap at the banner level – once this is working, then for our user after the first five visits they will only see Rackspace ads
Add visitor capping to Mailchimp bannerAdd visitor capping to Mailchimp banner
Confirm that visitor capping is workingConfirm that visitor capping is working
Finally if we set frequency capping on our Rackspace ad too, then we should eventually be back to our house ad
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Add visitor capping to Rackspace bannerAdd visitor capping to Rackspace banner
Confirm that visitor capping is workingConfirm that visitor capping is working
That’s it! Questions?88