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Bulk Operations: Creative & Campaigns
Updated this week

Overview:

Please note that this feature will initially be available exclusively in English.

This guide provides instructions on how to upload campaigns using the Realize UI's bulk operations feature. Bulk operations allow advertisers to efficiently create or update multiple campaigns and ads using an Excel sheet template.

Step-by-Step Guide

Follow these steps to upload campaigns using the bulk operations feature:

  1. Click Create -> Bulk Upload

    Bulk upload

  2. Download Template / Export Data: Download the provided Excel sheet template for bulk campaign operations.

    Download Template
  3. Fill in Campaign Details: Enter campaign details in the Excel sheet according to the provided template. Ensure you provide required information such as Campaign Name, Brand Name, Marketing Objective, etc. Optional fields can be left blank if not applicable. In case of updating, only Campaign Id is needed in addition to the change needed.

  4. Save and Upload: Once all campaign details are filled in, save the Excel sheet and proceed to upload it using the bulk operations feature in the Realize UI.

    Bulk Upload

  5. Review: Review the processing report to ensure changes were applied correctly and no further change is needed.

By following these steps, you can efficiently create or update multiple campaigns and ads using the bulk operations feature in the Realize UI. For any further assistance or inquiries, please contact our support team.

** How to get site names for Block-Sites: Use your Sites report in Realize/DSP

  1. Open the Sites tab

  2. Add a custom column labeled 'Site Name'

Now you can see the unique names for sites. These names are suitable for Block Sites operations via Excel.

For your convenience, you can now export the site report to CSV or Google Drive with the 'Site Name'.


Field

Required

Example

Eligible Values

Explanation

Campaign ID

Readonly

80033

Numeric

The unique identifier for the advertising campaign. Leave this blank if creating a campaign or fill in an ID if updating a campaign.

Campaign Name

Required

DemoCampaign - Edited

Text

The name of the advertising campaign.

Brand Name

Required

Lenovo

Text

The name of your product, brand, or website. This name will appear in your ad, below the title.

Marketing Objective

Required

LEAD GENERATION

Text

The marketing objective of the campaign.

Conversion Goal

Optional

My Conversion Event

Please see "Conversion Events" tab for all available conversion events

The conversion goal of the campaign.

Start Date

Optional

6/9/2014

Date (Local Time Zone)

The start date of the advertising campaign.

End Date

Optional

Date (Local Time Zone)

The end date of the advertising campaign.

DayParting Timezone

Optional

US/Eastern

Please see "Time Zones" tab for all available time zones

The timezone for day parting.

Day Parting

Optional

day:MONDAY,fromHour:4,untilHour:20,cpcModification:-10;
day:TUESDAY,fromHour:5,untilHour:21,cpcModification:10

Set Specific days or hours. Based on the timezone of the account. See example for format. Multiple Allowed.

Schedule for showing ads during specific times and days.

Country Targeting Type

Optional

Include

Include, Exclude

Specifies whether to include or exclude countries from targeting.

Country Targeting

Optional

US; JP;

Please see "Country Codes" tab for all available countries. Multiple Allowed.

The countries targeted by the advertising campaign.

Region/State Type

Optional

Include

Include, Exclude

Specifies whether to include or exclude regions/states from targeting.

Region/State Targeting

Optional

AL; MI;

Please see "Region Codes" tab for all available values. Multiple Allowed.

The regions or states targeted by the advertising campaign.

DMA Type

Optional

Include

Include, Exclude

Specifies whether to include or exclude Designated Market Areas (DMAs) from targeting.

DMA Targeting

Optional

583; 532;

Please see "DMA Codes" tab for all available values. Multiple Allowed.

The DMAs targeted by the advertising campaign.

City Type

Optional

Include

Include, Exclude

Specifies whether to include or exclude cities from targeting.

City Targeting

Optional

58433; 52332;

Please see "City Codes" tab for all available values. Multiple Allowed.

The cities targeted by the advertising campaign.

Postal Code Type

Optional

Include

Include, Exclude

Postal Code Targeting

Optional

M5V 3L9; 90002;

Multiple Allowed

The postal codes targeted by the advertising campaign.

Platform Targeting

Optional

Desktop; Mobile;

Desktop, Mobile, Tablet. Multiple Allowed (Not Recommended)

The devices targeted by the advertising campaign.

OS Targeting Type

Optional

Include

Include, Exclude

Specifies whether to include or exclude operating systems from targeting.

OS Targeting

Optional

iOS 9; Android 13; Windows - All;

Please see "OS" tab for all available OS. Multiple Allowed.

The operating systems targeted by the advertising campaign.

Browser Targeting Type

Optional

Include

Include, Exclude

Specifies whether to include or exclude browsers from targeting.

Browser Targeting

Optional

Chrome; Safari;

Please see "Browsers" tab for all available Browsers. Multiple Allowed.

The browsers targeted by the advertising campaign.

Contextual Segments Targeting - Include

Optional

234; 534; 12;

Please see the "Contextual Categories" tab for all available contextual segments.
Segment IDs, Multiple Allowed.

Contextual segments to include in targeting.

Contextual Segments Targeting - Exclude

Optional

234; 534; 12;

Please see the "Contextual Categories" tab for all available contextual segments.
Segment IDs, Multiple Allowed.

Contextual segments to exclude from targeting.

Marketplace Audience Targeting - Include 1

Optional

234; 534; 12;

Please see the "Marketplace Audiences" tab for all available audiences.
Segment IDs, Multiple Allowed.

Marketplace audience segments to include in targeting.
Segments in this column have an OR relationship and different targeting columns have an AND relationship.
Suggestion: Use this grouping for Age segments.

Marketplace Audience Targeting - Include 2

Optional

234; 534; 12;

Please see the "Marketplace Audiences" tab for all available audiences.
Segment IDs, Multiple Allowed.

Marketplace audience segments to include in targeting.
Segments in this column have an OR relationship and different targeting columns have an AND relationship.
Suggestion: Use this grouping for Gender segments.

Marketplace Audience Targeting - Include 3

Optional

234; 534; 12;

Please see the "Marketplace Audiences" tab for all available audiences.
Segment IDs, Multiple Allowed.

Marketplace audience segments to include in targeting.
Segments in this column have an OR relationship and different targeting columns have an AND relationship.
Suggestion: Use this grouping for Other segments.

Marketplace Audience Targeting - Include 4

Optional

234; 534; 12;

Please see the "Marketplace Audiences" tab for all available audiences.
Segment IDs, Multiple Allowed.

Marketplace audience segments to include in targeting.
Segments in this column have an OR relationship and different targeting columns have an AND relationship.
Suggestion: Use this grouping for Other segments.

Marketplace Audience Targeting - Exclude

Optional

234; 534; 12;

Please see the "Marketplace Audiences" tab for all available audiences.
Segment IDs, Multiple Allowed.

Marketplace audience segments to exclude from targeting.

My Audiences Targeting - Include

Optional

234; 534; 12;

Please see the "My Audiences" tab for all available audiences.
Segment IDs, Multiple Allowed.

Custom audience segments to include in targeting.

My Audiences Targeting - Exclude

Optional

234; 534; 12;

Please see the "My Audiences" tab for all available audiences.
Segment IDs, Multiple Allowed.

Custom audience segments to exclude from targeting.

Block Sites - Include

Optional

dumontmedia-express;eslmedia-theindependent

See ** on how to get file names from our platform.

Fill in only "Blocked Sites - Include" OR "Blocked Sites - Exclude" per campaign.

Multiple Allowed.

Specific sites to include for placement blocking.

Block Sites - Exclude

Optional

espnnetwork-espnaustralia

See ** on how to get file names from our platform.

Fill in only "Blocked Sites - Include" OR "Blocked Sites - Exclude" per campaign.

Multiple Allowed.

Specific sites to exclude for placement blocking.

Brand Safety

Optional

ALL

ALL, SAFE

Specifies the brand safety level for the campaign.

Bidding Strategy

Required

Enhanced CPC

Enhanced CPC, Max Conversions, Target CPA, Fixed Bid

CPA Goal

Required if TARGET_CPA was selected as Bidding Strategy

0

Numeric

The cost per acquisition (CPA) goal for the campaign (if using Target CPA bidding strategy).

Pricing Model

Required if SMART or FIXED was selected as Bidding Strategy

CPC

CPC,vCPM,CPM

#CPC can be selected if SMART or FIXED was selected as Bidding Strategy

#CPM or vCPM can be selected if FIXED was selected as Bidding Strategy

Bid

Required if SMART or FIXED was selected as Bidding Strategy.

1.5

Numeric

The bid amount for the campaign.

Budget Type

Required

LIFETIME

DAILY, MONTHLY, LIFETIME

The type of budget allocation for the campaign.

Budget Amount

Required

12

Numeric

The budget amount allocated for the campaign.

Spending Limit Type

Required

NONE

NONE, MONTHLY, LIFETIME

The spending limit type for the campaign.
Only applicable for DAILY budget type

Spending Limit

Optional

12

Numeric

The spending limit for the campaign.
Only applicable for DAILY budget type

Ad Optimization

Optional

Optimized

Optimized, Even

The ad optimization strategy for the campaign.

AB Test End Date

Required if EVEN was selected for Ad Optimization

11/19/2023

Date (Local Time Zone)

The end date for the AB test.

Tracking Code

Optional

utm_source=taboola&utm_medium=referral

Text

The tracking code for the campaign.

Overivew: Ads

Step-by-Step Guide

Follow these steps to upload campaigns using the bulk operations feature:

  1. Click Create -> Bulk Upload

    Bulk upload

  2. Download Template / Export Data: Download the provided Excel sheet template for bulk operations excel.

  3. Fill in Ad Details: Enter campaign details in the Excel sheet according to the provided template (Ad is in the second tab). Ensure you provide required information such as Landing Page URL, Title and Image (from any kind). Optional fields can be left blank if not applicable. In case of updating, only Ad Id is needed in addition to the change needed.

  4. Save and Upload: Once all ad details are filled in, save the Excel sheet and proceed to upload it using the bulk operations feature in the Realize UI.

  5. Add Zip File with media items if need if needed (See Uploading a ZIP File with Media Items for Ads section in this article)

  6. Review: Review the processing report to ensure changes were applied correctly and no further change is needed.

By following these steps, you can efficiently create or update multiple campaigns and ads using the bulk operations feature in the Realize UI. For any further assistance or inquiries, please refer to the Realize support resources or contact our support team.

Template Fields

Field

Required

Value

Example

Eligible Values

Instructions

Ad ID

Readonly

Numeric

Numeric values

Leave this blank when creating a new ad. Fill with relevant ad ID when updating.

Campaign ID

Optional

Numeric

36007305

Numeric values

Optionally assign new uploaded ad to an existing campaign ID. NOTE: This field is only valid upon creation. Leave this blank when updating. Ads will not be removed from campaigns when leaving this field blank during an update.

Landing Page URL

Required

URL

URL

The URL of the landing page associated with the ad.

Ad Name

Optional

Text

MyNewAd

Text

The name of the ad.

Custom ID

Optional

Text

custom-id-new

Text

A custom identifier for the ad.

Title

Required

Text

Taboola Blog

Text

The title of the ad.

Description

Optional

Text

Blog 1234

Text

The description of the ad.

CTA

Optional

Text

Read More

Text

The call-to-action text for the ad.

Image File Name

Optional

Text

puppy.jpg

Text

If this ad uses an image from the attached zip, please do not fill in the Image URL column. If this ad uses an image file named "adImage.jpg", this field should be populated as "adImage.jpg".

Image URL

Optional

URL

URL

The URL of the image used in the ad.

Motion Ad Video/Gif File Name

Optional

Text

puppy.mp4

Text

If this ad uses a video or gif from the attached zip, please do not fill in the Video URL or Gif URL columns. If this ad uses a video file named "adVideo.mp4", this field should be populated as "adVideo.mp4".

Motion Ad Video URL

Optional

URL

URL

If you fill in this field, please do not fill in Gif URL. Supported video files types are MP4, MOV. Minimum dimensions: 600 x 400 px. Video file size may not exceed 50Mb. Aspect Ratios: between 16:9 and 4:5 (Best practice ratios are 16:9, 4:3, 4:5, or 1:1).

Motion Ad Gif URL

Optional

URL

URL

If you fill in this field, please do not fill in Video URL. Supported gif file types is only Gif. Gif file size may not exceed 5Mb. Aspect Ratios: between 16:9 and 4:5 (Best practice ratios are 16:9, 4:3, 4:5, or 1:1).

Motion Ads Default Image File Name

Optional

Text

cats.jpeg

Text

If this ad uses a default image from the attached zip, please do not fill in the Motion Ads Default Image URL column. If this ad uses a default image file named "adDefaultImage.jpeg", this field should be populated as "adDefaultImage.jpeg".

Motion Ads Default Image URL

Optional

URL

URL

When choosing a default image, select the best performing static image from your existing campaigns. This field only applies when performing an update.

Status

Optional

Text (Active/Paused)

Active

Active, Paused

Supported Values: Active, Paused. Updating a tag will override previous tags.

3rd Party Tracking 1 - Pixel URL

Optional

URL

<SCRIPT language='JavaScript1.1' SRC=...?\"></SCRIPT>

URL

Valid impression URL is required, its corresponding type needs to be filled too. If this ad is secure, this needs to contain https. Please click the cell dropdown for supported values.

3rd Party Tracking 1 - Tag Type

Optional

Text

JS - DCM

Text

3rd Party Tracking Pixel 1 - Event Type

Optional

Text (Impressions/Viewable Impressions/Clicks)

Impressions

Impressions, Viewable Impressions, Clicks

Supported Values: Impressions, Viewable Impressions, Clicks. Updating a tag will override previous tags.

3rd Party Tracking 2 - Pixel URL

Optional

URL

URL

Valid impression URL is required, its corresponding type needs to be filled too. If this ad is secure, this needs to contain https. Please click the cell dropdown for supported values.

3rd Party Tracking 2 - Tag Type

Optional

Text

3rd Party Pixel

Text

Javascript tags only support the Impressions event type.

3rd Party Tracking Pixel 2 - Event Type

Optional

Text (Impressions/Viewable Impressions/Clicks)

Impressions

Impressions, Viewable Impressions, Clicks

Supported Values: Impressions, Viewable Impressions, Clicks. Updating a tag will override previous tags.

3rd Party Tracking 3 - Pixel URL

Optional

URL

URL

Valid impression URL is required, its corresponding type needs to be filled too. If this ad is secure, this needs to contain https. Please click the cell dropdown for supported values.

3rd Party Tracking 3 - Tag Type

Optional

Text

Text

Javascript tags only support the Impressions event type.

3rd Party Tracking Pixel 3 - Event Type

Optional

Text (Impressions/Viewable Impressions/Clicks)

Impressions, Viewable Impressions, Clicks

Supported Values: Impressions, Viewable Impressions, Clicks. Updating a tag will override previous tags.

3rd Party Tracking 4 - Pixel URL

Optional

URL

URL

Valid impression URL is required, its corresponding type needs to be filled too. If this ad is secure, this needs to contain https. Please click the cell dropdown for supported values.

3rd Party Tracking 4 - Tag Type

Optional

Text

Text

Javascript tags only support the Impressions event type.

3rd Party Tracking Pixel 4 - Event Type

Optional

Text (Impressions/Viewable Impressions/Clicks)

Impressions, Viewable Impressions, Clicks

Supported Values: Impressions, Viewable Impressions, Clicks. Updating a tag will override previous tags.

3rd Party Tracking 5 - Pixel URL

Optional

URL

URL

Valid impression URL is required, its corresponding type needs to be filled too. If this ad is secure, this needs to contain https. Please click the cell dropdown for supported values.

3rd Party Tracking 5 - Tag Type

Optional

Text

Text

Javascript tags only support the Impressions event type.

3rd Party Tracking Pixel 5 - Event Type

Optional

Text (Impressions/Viewable Impressions/Clicks)

Impressions, Viewable Impressions, Clicks

Supported Values: Impressions, Viewable Impressions, Clicks. Updating a tag will override previous tags.

Uploading a ZIP File with Media Items for Ads

The Bulk Upload feature in Realize allows for the efficient creation and updating of multiple ads by uploading a ZIP file containing media items. T

his process is crucial for synchronizing media items in your Excel template with the actual media files. Follow the steps below to ensure a smooth upload process:

Step 1: Prepare Your Excel File

Before uploading your ZIP file, you must first prepare and upload an Excel file using the provided template. This file should include all necessary details for your campaigns and ads.

Make sure to reference your media files accurately in the Excel file by matching the file names exactly as they will appear in your ZIP file, with the file suffix (Example: myImage.jpg)

The relevant columns in the Excel Ads Tab are: Image File Name, Motion Ad Video/Gif File Name, Motion Ads Default Image File Name.

Step 2: Create Your ZIP File

Create a ZIP file containing all the media items you intend to use in your ads. The file names within this ZIP file must correspond exactly to the names listed in your Excel template. This matching ensures that each media item is correctly associated with its respective ad in the Realize system.

  • File Naming: Ensure each media file's name in the ZIP file exactly matches the file name specified in the Excel file.

  • Supported Formats: Include only supported file formats as specified in the Realize creative guidelines.

Example of a valid Zip Files structure:

myZipFile.zip

|- myFirstImage.png

|- mySecondImage.png

Or

myZipFile.zip

|- myFolder

|- myFirstImage.png

|- mySecondImage.png

In these examples the File name in the excel should be myFirstImage.png Or mySecondImage.png

Example of a invalid Zip Files structure:

Multiple folders (invalid):

myZipFile.zip

|- myFirstFolder

|- myFirstImage.png

|- mySecondImage.png

|- mySecondFolder

|- myThirdImage.png

|- myFourthImage.png

Mix of folder and files (invalid):

myZipFile.zip

|- myFirstFolder

|- myFirstImage.png

|- mySecondImage.png

|- myThirdImage.png

|- myFourthImage.png


Step 3: Upload Your ZIP File

Once your Excel file and ZIP file are ready, you can proceed with the upload:

  1. Navigate to the Bulk Operations section within your Realize dashboard.

  2. Under Bulk Upload, select the option to upload an Excel file. After uploading your Excel file, proceed to upload your ZIP file containing the media items.

  3. Click on the upload area to select your ZIP file or drag and drop the file into the designated area.

  4. Once both files are uploaded, confirm the upload. Realize will process the Excel file and link the media items from the ZIP file based on the file names provided.

Step 4: Review and Confirm

After uploading, Realize will validate the images. Any discrepancies or issues will be flagged for review. Ensure that:

  1. All media items are correctly linked as per your Excel sheet entries.

  2. No errors are reported in the Processing Report.

For additional support, please contact your account manager, email support@taboola.com, or reach out to us via live chat in Realize.

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