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The first step in creating your ad campaign is to make sure a company has been created.
To create a company, begin by navigating to the Companies screen. Once there, click the New Company button in the upper-right corner.
Enter the name of the company in the Name field - this is required.
Website URL (not required) will link the name of the company to their website wherever that is applicable as part of the theme of your website
Logo (not required) will display the company logo wherever called on native ads, website pages, and/or reporting.
Click Save to save this company and go back to the Company listings screen. Click the three dots next to Save and chose Save & New if you want to save this company and immediately add another company.
Mindful Ads - an advertising platform serving enewsletter and website banner ads, native enewsletter ads, and native website ads.
Thank you choosing Mindful Ads, your go-to platform for serving banner and native ads within newsletters and websites. Getting started is as easy as providing your email address within your Mindful account.
Mindful can be accessed through the browser of your choice. While we try to build software with all devices in mind, we only support the latest version of popular browsers -- such as Chrome, Firefox, and Safari -- so make sure you have those auto-updates on!
Your Mindful app domain will look something like this:
https://app.mindfulcms.com/[your account]/default/advertising/line-items
If you are unable to log in to your Mindful instance, please contact your account administrator. If you are the account administrator, please review our Regaining account access topic.
Your default screen within Mindful Ads is set to the Advertising > Line Items screen as this is the most frequent starting point when entering ads. You will see other options in the navigation which we will explore here:
Companies: The highest organization level for ad campaigns. This section contains all of your advertisers/agencies.
Orders: Orders are the next level component of your ad campaign and often reflect the contractual agreement of the campaign.
Line Items: Line items contain the information about ad creative type, placement, run dates, etc. A Line item is placed under and Order. There can be multiple line items under one order.
Posts: A post is content that is displayed on your website. Posts are typically sponsored and tie back to a Company.
Delivery Info: This is a dashboard displaying metrics for the Native Website line items that are actively running on the website. It is also a window into native website ads that are starting/ending within the next 30 days. The Native Website Inventory section provides overall impression metrics available for the native sections on your site(s).
After you have created an order, you can create a Line Item. Line items are the heart of your ad campaign, and group one or more Creatives together. Line items also dictate targeting and inventory criteria, which directly determines the eligibility of your line item to serve.
Line Items Types:
Email Banner: Serves in a newsletter ad position. Creative consists of: Image, CTA, click through URL
Native Email: Serves in a newsletter ad position. Creative consists of: Title, Teaser, Image, CTA, click through URL
Native Website: Serves in a website ad position. Creative consists of: Title, Teaser, Image, CTA, click through URL
Website Banner: Serves in a website ad position. Creative consists of: Image, CTA, click through URL
There are three ways to create a Line Item:
If you have just created an order and clicked "Save and Continue" from the order screen, the Line Item entry screen will be presented. Click on "New Line Item" and choose which type you want to create.
Alternatively, navigate to the Line Item screen by clicking on "Line Items" in the left nav. Once there, click the New Line Item button in the upper-right corner. From here, you'll choose which type of line item you will be creating.
Or, search for the Order and, from the search results list, click on the '...' to the far right of the appropriate order and choose the line item type.
Once you've chosen a line item type, it's time to add the line item details which will provide delivery information.
Do not forget to click Save in the upper right corner after initially entering your line item details. Edits to already created line items are saved within the individual edited field (the Save option will appear within the field after you make a change)
Choosing Save will save the line item and automatically take you to the Creatives screen Save & New will present you the screen to create another line item (of the same type)
Once a line item has been saved, the line item status indicator will display at the top of the screen. This will inform you if the line item is: Scheduled - all required fields are satisfied; delivery date(s) are in the future Running - first delivery date has been reached and there are more dates for this line item in the future Paused - paused option is checked. To 'unpause', click on Paused to uncheck Not Ready - required fields are missing. To find out what is missing, view the line item in the Advertising > Line Item list to see the details Finished - all required fields were satisfied and the line item delivery date(s) are in the past
A line item must have at least one delivery date, inventory targeting, and at least one active creative in order to not be in Not Ready status
Required at time of entry Free-form field (having a standard naming convention for consistency is advised) Will display in P1 Advertiser Reporting
Required at time of entry (an prior to adding it to a line item) Click on the order field and start typing the order name or company name and choose the appropriate order from the search results
If you clicked "Save & Continue" after creating an order, the order field will be pre-populated
After the line item has been saved, the order it is assigned to cannot be changed
Required at time of entry.
By Range (Start - End)
With Start - End dates selected, you may click twice in the calendar to select a range of dates: first the starting point, then the ending point. Your line item will be considered active when with the ad request (either on the website or for the deployment date sent) falls between these two dates (inclusive.)
You may add multiple non-consecutive date ranges to one line item. To add multiple ranges, click "Add range" and follow the steps above for each range the line item will be delivered.
Specific Days
With Specific Days selected, each date you select in the calendar will be shown in the list. Your line item will be considered active when the ad request (either on the website or for the deployment date sent) matches one of these days.
You must select at least one range of dates and/or one specific date for your line item to serve
You can combine date ranges with specific days within one line item
If you've clicked on a date you no longer want, click on the date again and it will be removed
An eligible line item's status will change based on the current date. For example, when the last date for the line item is in the past, it will show as Finished. Likewise, when the first date is in the future it will show Scheduled, and when between the first and last date it will be Running.
Note: For email banners, this does not directly indicate whether or not the line item will continue to receive impression and click data, however. Because the date sent with the ad request is set within the email, line items can continue to receive impressions and clicks long after their campaign has completed (i.e. the line item will continue to receive impressions/clicks when people open a newsletter (days, weeks, months, years) after it has been deployed).
When Paused, Incomplete, or Deleted, it will not be served and will not gather impression or click data.
Pre-set by the line item type chosen when you clicked 'New Line Item'
Allows you to add an external link such as an order link or link to ticketing platform. Click Add Enter the name of the URL (ie JIRA Ticket) Enter the URL Click Add Link
If you add a link to an order, Mindful does not 'see' or 'read' the order - this is just a place to include the URL link for reference
Internal field for making comments pertaining to the order for other Mindful users to see
After a line item has been saved, the option to pause it will appear. Click on the Paused box to prevent the line item from running. To 'unpause', click on the Paused box to uncheck
Priority
Use the Priority drop down to select how important this line item is. When all other factors are equal, priority will be used to determine a winning line item. If there are multiple equal priority line items, they will be rotated randomly.
Use Priority with care. When an ad is requested, the eligible line items with the highest priority will be used exclusively. An eligible line item with a lower priority will never serve when one with a higher priority exists.
We recommend structuring your ad priority something like this:
House or Placeholder
Network/Other Unsold
Standard/Sold
Priority
Exclusive
Inventory Targeting
Use the inventory targeting fields to select one or more Ad Units, Email Channels, or Websites that the line item should be considered eligible for.
Ad Units
If you would like the line item to be eligible for only specific ad units, enter them here. Of the three inventory targeting options, this field offers the most control over where an ad it placed. You can select multiple ad units for each line item.
All ad units chosen will serve on the delivery date(s) selected within the line item. If a line item should run in an ad unit on a given date and run in another ad unit on a different date(s), you will make separate line items.
Email Channels
If you would like the line item to be eligible for any ad unit within a deployment(s), enter them here. The ad will serve "everywhere" there is an eligible ad unit and may appear multiple times in one deployment.
Websites
If you would like the line item to be eligible for any ad unit of any deployment of a website/brand, enter them here. This field offers the least control of the three inventory targeting options and your ad may appear in multiple newsletters and in multiple ad units on any of the selected delivery dates.
You must select at least one ad unit, email channel, or website for your line item to be eligible to serve.
These fields are combinatorial -- if you select one ad unit from and then select a deployment, the line item will be eligible for delivery to the specific ad unit and all ad units on the chose deployment. If you would like to serve your line item in only one ad unit, be sure that no higher level selections are made (such as email channels or websites.)
Priority
Use the Priority drop down to select how important this line item is. When all other factors are equal, priority will be used to determine a winning line item. If there are multiple equal priority line items, they will be rotated randomly.
Use Priority with care. When an ad is requested, the eligible line items with the highest priority will be used exclusively. An eligible line item with a lower priority will never serve when one with a higher priority exists.
We recommend structuring your ad priority something like this:
House or Placeholder
Network/Other Unsold
Standard/Sold
Priority
Exclusive
Inventory Targeting
Use the inventory targeting field to select one or more Ad Units that the line item should be considered eligible for.
You can choose multiple ad units for one line item. Start typing the name of the ad unit and then select the appropriate ad unit(s) from the search results
You must select at least one ad unit for your line item to be eligible to serve.
All ad units chosen will serve on the delivery date(s) selected within the line item. If a line item should run in an ad unit on a given date and run in another ad unit on a different date(s), you will make separate line items.
Inventory Targeting
Use the inventory targeting fields to select one or more Ad Units that the line item should be considered eligible for.
You can choose multiple ad units for one line item. Start typing the name of the ad unit and then select the appropriate ad unit(s) from the search results
You must select at least one ad unit for your line item to be eligible to serve.
All ad units chosen will serve on the delivery date(s) selected within the line item. If a line item should run in an ad unit on a given date and run in another ad unit on a different date(s), you will make separate line items.
Inventory Targeting
Use the inventory targeting fields to select one or more Ad Units that the line item should be considered eligible for.
You can choose multiple ad units for one line item. Start typing the name of the ad unit and then select the appropriate ad unit(s) from the search results
You must select at least one ad unit for your line item to be eligible to serve.
All ad units chosen will serve on the delivery date(s) selected within the line item. If a line item should run in an ad unit on a given date and run in another ad unit on a different date(s), you will make separate line items.
The creative material builder offers a 'self-serve' opportunity for companies/agencies to enter their own creative material.
After a Native Website or Native Email line item is created, the Creative Material Builder option can be found under Links in the line item
Either click on the words Creatives Material Builder or click the 'copy' icon next to that - the URL in the new tab or the copied URL is what you'll send to a client to give them access to supplying the creatives.
The Creatives Material Builder link is for the corresponding line item - each line item has its own unique material builder URL
After you have created a company, you can create an Order. Orders group one or more Line Items together under a Company. While orders can contain multiple line items, they do not play any role in determining the eligibility of the line items they contain.
To create an order, begin by navigating to the Orders screen. Once there, click the New Order button in the upper-right corner.
Required at time of entry Free-form field (having a standard naming convention for consistency is advised) Will display in P1 Advertiser Reporting
Required at time of entry Start typing the name of the company and select it from the drop-down options
A company must be entered in Mindful before it will be available to select within the drop-down field
Once an order has been saved, the company it is assigned to cannot be changed
Allows you to add an external link such as an order link or link to ticketing platform. Click Add Enter the name of the URL (ie JIRA Ticket) Enter the URL Click Add Link
If you add a link to an order, Mindful does not 'see' or 'read' the order - this is just a place to include the URL link for reference
Internal field for making comments pertaining to the order for other Mindful users to see
Click Save & Continue to save this order and create a line item for this order Or, click the three dots next to Save & Continue and chose: Save to go back to the Order listing screen Save & New if you want to save this order and immediately add another order
Next up ... Creating a Line Item
Creatives are the ads that will run on the website or in an email deployment Creatives are entered 'under' a line item and where/when the creative is served is based on the line item details. There can be multiple creatives under each line item
A list of all creatives that have been entered for a line item can be found by clicking the "Creatives" tab within the line item
When entering new creative, click 'Save' or 'Save & New' to save your fields. When editing fields in an already saved creative, change are saved automatically
Name Free form field Required at time of entry Will appear in P1 Advertiser Reporting
Click URL Must be formatted as http or https Not required at entry but must be entered for creative to be active
Width (Pixels) / Height (Pixels) Enter the number of pixels for the width and height of the image in the respective fields Not required at entry but must be entered for creative to be active Uploaded image size must match the Width and Height for the creative to be active
Image Required at time of entry Click Upload Image (or Edit Image if image already uploaded) and select creative file Valid image file types: jpg, gif, png Max file size: 1MB
Paused Check the box to pause this creative - uncheck the box to remove it from paused status Creative can be paused after it has already been running Paused creative will not be displayed on the website or in an email deployment Creative will not earn impressions/clicks when 'Paused' is checked
Draft Check the box to put the creative in draft status - uncheck the box to remove it from draft status Draft is used to indicate the creative is not ready to be made active Draft creative will not be displayed on the website or in an email deployment Creative will not earn impressions/clicks when 'Draft' is checked
Paused and Draft will display on the creative screen after the creative has been initially saved
Title Free form field Required at time of entry This is the 'headline' for the ad Will appear in P1 Advertiser Reporting
Teaser Free form field This is the 'headline' for the ad Not required for the creative to be active Will appear in P1 Advertiser Reporting Allows basic text formatting as a shown below
Click URL / Post Not required at entry but must be entered for creative to be active
Check Use URL when the creative will click through to a URL other than a Mindful Post Enter valid URL in Click URL field Must be formatted at http or https
Use URL is checked by default when entering new creative
Check Links to Post when the creative will link to a Mindful post. Enter the name of the post in the search box and choose the applicable post from the search results
Only posts from the advertiser attached to the order will be displayed in the search results
Image Not required Click Upload Image (or Edit Image if image already uploaded) and select creative file Valid image file types: jpg, gif, png Max file size: 1MB
Paused Check the box to pause this creative - uncheck the box to remove it from paused status Creative can be paused after it has already been running Paused creative will not be displayed on the website or in an email deployment Creative will not earn impressions/clicks when 'Paused' is checked
Draft Check the box to put the creative in draft status - uncheck the box to remove it from draft status Draft is used to indicate the creative is not ready to be made active Draft creative will not be displayed on the website or in an email deployment Creative will not earn impressions/clicks when 'Draft' is checked
Paused and Draft will display on the creative screen after the creative has been initially saved
The options for editing each level of a campaign can be found within the 'list' screens. Click on the navigation for the level of the campaign you want to edit (Companies, Orders, Line Items, or Posts). After you've made that selection, if you'd like narrow your search, use the search box at the top of the page.
Menu options for editing can be found by clicking the three dots at the far right of the row
Other than a few exceptions, you can change fields in an existing company, order, line item, or creative at anytime prior to, and while, running the campaign is running.
A company name, website, and image can be modified/added at anytime All edits auto-save as you make them
Order Name, Links, and Notes can be modified/added at anytime All edits auto-save as you make them
The company originally assigned to an order cannot be changed
Line Item Name, Links, and Notes can be modified at anytime and auto-save as you make the edits
Inventory Targeting and Delivery Dates can also be changed and anytime Save options will appear within each section after a change has been made. You must Save the changes individually for each field.
Changing Inventory Targeting and Delivery Dates will have an impact on where/when the line item will be served. Adjust these fields with caution.
The order originally assigned to a line item cannot be changed The line item Kind is automatically assigned when the line item is created and cannot be changed
All Creative fields can be modified/added at anytime and will auto-save as you make the edits
Changing creative will alter what is showing in within reporting. If you want to keep the current creative in-tact and add a different creative, pause the existing creative and add a New Creative under the same line item.
You can clone an Order, Line Item, or Creative. You can delete a Company, Order, Line Item, or Creative
Search for the item you are looking for by clicking on the navigation bar on the left and then starting to enter the name of the order or line item in the search box.
Creative can be found by locating the line item and then clicking on the Creatives tab within the line item itself
Once you've located the order, line item, or creative you'd like to clone or delete, click on the three dots at the right of the row to expose the options menu and choose the action you want to take
Use extreme caution when deleting items. This WILL impact reporting and could impact line item delivery
To delete an image, from the creative screen, click 'edit image' to open the image editor
Below the main image in the image editor, click Delete Image You'll see "Are you Sure"? Click on those words to confirm and delete the image
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