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:
Click Create -> Bulk Upload
Download Template / Export Data: Download the provided Excel sheet template for bulk campaign operations.
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.
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 Taboola UI.
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
Open Sites tab
Add a custom column “Site Name”
Now you can see the Unique name for sites. These names are suitable for Block Sites operation 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; | 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. | 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. | 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. | Marketplace audience segments to include in targeting. |
Marketplace Audience Targeting - Include 2 | Optional | 234; 534; 12; | Please see the "Marketplace Audiences" tab for all available audiences. | Marketplace audience segments to include in targeting. |
Marketplace Audience Targeting - Include 3 | Optional | 234; 534; 12; | Please see the "Marketplace Audiences" tab for all available audiences. | Marketplace audience segments to include in targeting. |
Marketplace Audience Targeting - Include 4 | Optional | 234; 534; 12; | Please see the "Marketplace Audiences" tab for all available audiences. | Marketplace audience segments to include in targeting. |
Marketplace Audience Targeting - Exclude | Optional | 234; 534; 12; | Please see the "Marketplace Audiences" tab for all available audiences. | 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. | 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. | 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. | Specific sites to include for placement blocking. |
Block Sites - Exclude | Optional | espnnetwork-espnaustralia | See ** on how to get file names from our platform. | 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 |
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. |
Spending Limit | Optional | 12 | Numeric | The spending limit for the campaign. |
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:
Click Create -> Bulk Upload
Download Template / Export Data: Download the provided Excel sheet template for bulk operations excel.
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.
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.
Add Zip File with media items if need if needed (See Uploading a ZIP File with Media Items for Ads section in this article)
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:
Navigate to the Bulk Operations section within your Realize dashboard.
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.
Click on the upload area to select your ZIP file or drag and drop the file into the designated area.
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:
All media items are correctly linked as per your Excel sheet entries.
No errors are reported in the Processing Report.