This article describes old Source Management functionality that is currently available only for admin user accounts. To read about new Source Management, please follow this article.
Source Management page enables you to configure leads traffic received by a particular buyer campaign.
To manage sources of the particular Buyer Campaign, go to Campaigns, find the desired Campaign and click Action -> Source Management.
The page consists of three sections:
Campaign Status section enables you to select one of three behaviors of the Leads flow.
1. Click Off to pause the Buyer Campaign and assign Prepublished status to it. The Campaign is disconnected from all the sources and no traffic comes to it.
By default, each newly created Campaign is set to Off and Prepublished status.
2. Click On to enable the Lead flow for this Buyer Campaign and assign Published status to it. In this case, the Campaign is connected to all existing Sources. It means that every Lead from any Publisher of any Tier from the corresponding Vertical is proposed to this Buyer Campaign. Nevertheless, you can add Exceptions to block Sources that are not relevant.
3. There is also an alternative option to assign Published status to the Buyer Campaign by selecting Cherry Pick checkbox. In this case, by default the Buyer Campaign is disconnected from all existing Sources, but you can create Exceptions in order to prioritize relevant Sources. As a result, Campaign gets only traffic filtered according to these Exceptions.
Therefore, in order to publish a new Buyer Campaign and activate the Lead flow for it, perform one of the following:
- Select On status.
- Select On status and Cherry Pick checkbox, and then create at least one Exception to prioritize Source relevant for this Campaign.
Keep in mind that Campaign Status change take nearly 5 minutes to be processed.
This section enables you to create rules for a Lead flow of a Buyer’s Campaign.
To add an Exception,
- Enter Source ID in ***_****_*** format.
- Click Block (for On) or Prioritize (for On with Cherry pick enabled).
Source ID consists of three values:
- Site ID is an ID of the site. The site can work with several publishers as well as with several subs of one publisher at once.
- Publisher ID indicates a particular Publisher. A Publisher can have several Subs and work with several Buyers through one or more Lead Campaigns.
- Sub ID (last three symbols) indicates a particular Sub that belongs to a particular Publisher. One Sub can deliver Leads to several Buyers through one or more Lead Campaigns.
Source ID example:
Campaign ID=91, Publisher ID=1252, Sub ID=21b413 -> Source ID=91_1252_413
To add an Exception applied to all the Campaigns of a particular Publisher, put “0” instead of Campaign ID in Source ID field.
To add an Exception applied to all the Subs of a particular Publisher, leave Sub ID field blank in Source ID field.
- 0_1252_413 for all Campaign IDs;
- 91_1252 for all Sub IDs;
- 0_1252 for all Campaign IDs and Sub IDs.
There are two ways to configure source management for a particular Campaign:
- Select On status and block Sources that are not relevant.
- Select On status and Cherry Pick checkbox, and prioritize Sources that are relevant.
Prioritizing configurations in Source Management have a high priority, so make sure you delete prioritized sources when a Buyer Campaign is paused. Otherwise, traffic will continue.
Read more about examples of blocking and prioritizing sources.
Spreadsheet with Exceptions
The spreadsheet contains a list of Exceptions created for an appropriate Campaign. There are columns with names and IDs that form Source ID.
To delete an Exception, click Delete for the corresponding rule -> Yes in the dialog box.
To delete several Exceptions at once, select necessary checkboxes and click either Delete selected at the bottom of the spreadsheet, or Delete button of any selected rule: