Use Contextual Filtering

Note: This page describes the new Digital Line Item flow. For the previous flow, see Use Contextual Filtering (Obsolete).

You can use contextual filters to target the inventory available when performing one or both of the following tasks:

Tip: Some of the contextual filters may not be available, depending on if you are filtering digital screens or static faces.

Contextual filtering allows you to filter your digital screens or static faces based on geographic and demographic data.

To utilize the Contextual filter for precise geographic targeting, ensure your screens or faces possess valid latitude and longitude coordinates. These coordinates determine the screen's or face's location and enable accurate targeting within the filter.

  • Digital Screens – You can verify and modify these coordinates directly within the Display Unit settings in our Content and Network Management solution. Detailed instructions on managing Display Unit information, including location settings, can be found in the Display Units section of the Content and Network Management documentation.

  • Static Faces – You can verify and modify these coordinates in the Static Operations module. For more information, refer to Latitude/Longitude.

When editing or amending a line item that was created using the legacy flow, a message at the top of the window informs you that the line item's legacy filters have been omitted.

The system does not convert the legacy filters to the new targeting capabilities in order to preserve your original selection. To see which targets were used, click the Download Previous Filters (CSV) link to download a CSV file listing them.

You can add a Contextual filter.

To use the contextual filter:

Guaranteed Campaigns

  1. Log in to the Guaranteed Campaigns module (we will assume you have logged in as a Direct Sales user) (see User Permissions).
  2. Create a Guaranteed Campaign.
  3. Create a Digital Line Item or Create a Static Line Item.

    4. Tip: If you are creating a digital line item, you must Select Screens Manually or Select Screens Dynamically.

    The filters available are displayed under the Targeting section.

    You can use the following targeting options:

    The filter is applied to your inventory list and only the screens or faces that fit the filter are displayed.

You can update an existing Contextual filter.

To update a contextual filter:

Guaranteed Campaigns

  1. Log in to the Guaranteed Campaigns module (we will assume you have logged in as a Direct Sales user) (see User Permissions).
  2. Edit a Guaranteed Campaign.
  3. Edit Line Items.
  4. In the Edit Digital Line Item or Edit Static Line Item page, access the Targeting section, where you can modify any existing filter.

    5. You can:

  5. Once your targeting is done, click Edit Line.

You can choose which targeting options are displayed in the main Targeting section. This allows for a customized and streamlined workflow, focusing on the most relevant targeting criteria for your campaign.

Use the Additional Targeting Pool

The Additional Targeting pool contains all targeting options that are not currently displayed in the main Targeting section. This ensures that all available targeting filters remain accessible for future use.

Move Options to Additional Targeting

To remove a targeting option from the main Targeting section, click the "X" icon located next to the specific targeting option.

This action does not delete the targeting option. Instead, it moves the filter to the Additional Targeting pool. Any targeting selected in the targeting option is cleared.

Add Options from the Additional Targeting Pool

You can add any targeting option from the Additional Targeting pool to the main Targeting section by clicking the Add button located under the name of the desired targeting option.

This action will move the selected option from the "Additional Targeting" pool to the main "Targeting" section, making it active and visible for configuration.

Will the integration with Salesforce still work after the migration to the Platform?

Yes.

What is a Screen?

In the Broadsign Platform, a screen can be a single screen, a specific frame on a screen, or a group of screens, such as a video wall.

You cannot directly define a screen within the Broadsign Platform; instead, the system imports screen definitions.

When importing Display Units, Frames, and Day Parts from our Content and Network Management solution, the system translates them into screens within the Broadsign Platform. For more information on this process, see On-Board Screens in the Guaranteed Campaigns Module.

Screen Naming Rules

The Broadsign Platform generates screen names based on the information provided in our Content and Network Management solution. The platform applies the following rules:

  • If there is one Frame, or if there is more than one Frame but only one is sellable:
    • Broadsign Platform Screen Name = Display Unit Name
  • If there is more than one Frame:
    • Broadsign Platform Screen Name = Display Unit Name _ Frame Name

You cannot edit screen names directly in the Broadsign Platform. You must make all name changes within our Content and Network Management solution.

Screen Naming Scenarios

For more specific examples of screen naming, refer to these detailed scenarios:

What is a Screen Group?

Screen groups allow you to sell multiple screens as a single entity rather than individually. This enables selling based on quantity over specific screens and selling inventory as groups.

  • Screen groups cannot be created in the Guaranteed Campaigns module. They are created in and imported from our Content and Network Management solution.
  • A screen group consists of display units (screens) assigned the Grouping display unit criteria type. All other criteria types are not supported for creating screen groups.

    • Note: If a screen is assigned to a Grouping Criteria, it will stop appearing as an individual screen in the Guaranteed Campaigns module.

For more information on how to create a screen group, see the Screen Groups tutorial in the Content and Network Management documentation.

Multiple Screens

  • All screens must be associated with the same Grouping display unit criteria type in our Content and Network Management solution.

    • For example, the grouping criteria could be called Car 12345.

  • The screens are named using the convention: Display Unit Name.

Grouping with Multiple Frames – Single Screen

A Display Unit in our Content and Network Management solution can have one or more Frames (different content areas within a single physical display). It is possible to group these frames as one group.

  • If all frames have identical Opening Hours and Loop Length settings:
    • The Guaranteed Campaigns module treats them as separate screens in the screen group.
    • The frames can be grouped together as one group.
  • The screens are named using the convention: Display Unit Name _ Frame Name. This helps maintain clarity and traceability.
  • For more information, see Scenario with a Screen Group.

Grouping with Multiple Frames – Multiple Screens

A Display Unit in our Content and Network Management solution can have one or more Frames (different content areas within a single physical display). It is possible to group the frames of several screens as one group.

  • All screens must be associated with the same Grouping display unit criteria type in our Content and Network Management solution.

    • For example, the grouping criteria could be called Car 12345.

  • If all frames and all screens have identical Opening Hours and Loop Length settings:
    • The Guaranteed Campaigns module treats the frames as separate screens in the screen group.
    • The frames and screens can be grouped together as one group.
  • The screens are named using the convention: Display Unit Name _ Frame Name. This helps maintain clarity and traceability.
  • For more information, see Scenario with a Screen Group.
How is the price of a line item calculated?

The price of a line item depends on the type of buy used.

The Suggested Price calculation for a Budget Goal-based line item is given by the budget value and calculates the possible achievable impressions using the CPM (Cost per thousand impressions) value set at the rate card level of each screen. For more information, see Add and Edit Rate Cards.

See Budget Goal.

The Suggested Price calculation for Frequency-based line items uses the screen rate card price value, and prorates it based on the Ad Settings and the rate card specification. For more information, see Add and Edit Rate Cards.

Example 1:

Given the following rate card attributes for Screen A:

  • Ad flight = 14 Days
  • Ad duration = 10s
  • Price = $100

The estimated price for a Screen A, for an ad with the following attributes, is $50:

  • Ad flight = 7 Days
  • Ad duration = 10s
  • Frequency = 1 Play per loop

Example 2:

Given the following rate card attributes for Screen A:

  • Ad flight = 14 Days
  • Ad duration = 10s
  • Price = $100

The estimated price for a Screen A, for an ad with the following attributes, is $150:

  • Ad flight = 14 Days
  • Ad duration = 15s
  • Frequency = 1 Play per loop

Example 3:

Given the following rate card attributes for Screen A:

  • Ad flight = 14 Days
  • Ad duration = 10s
  • Price = $100

The estimated price for a Screen A, for an ad with the following attributes, is $200:

  • Ad flight = 14 Days
  • Ad duration = 10s
  • Frequency = 2 Plays per loop

See Frequency Type of Buy.

The Suggested Price calculation for an Impressions Goal-based line item uses the CPM (Cost per thousand impressions) value set at the rate card level of each screen. For more information, see Add and Edit Rate Cards.

For example, given the following information:

  • Screen A CPM = $5
  • Screen B CPM = $7

When the impression goal that you set is 500,000 impressions and it is distributed 300,000 on screen A and 200,000 on screen B, based on the available impressions, the total suggested price would be $2,900 ($1,500 for screen A + $1,400 for screen B ).

See Impressions Goal.

The Suggested Price calculation for the Play Goal uses the fixed price of the rate card associated with the screen selection.

To calculate the price, the system calculates the price of a single play using the following information:

  • fixed price
  • flight duration
  • ad duration on the rate card
  • loop duration set on the screen

Let’s take for example a screen with a loop length of 180s, and a rate card with the following information:

  • Ad flight = 1 day
  • Ad duration = 10s
  • Price = $100

For a loop length of 180s, 1 play per loop for 1 day totals 480 plays.

The Suggested Price for a single play for that screen is thus $100 / 480 = $0,21.

See Play Goal Type of Buy.

The Suggested Price calculation for Fixed SoV-based line items uses the screen rate card price value, and prorates it based on the Ad Settings and the rate card specification. For more information, see Add and Edit Rate Cards.

Example:

Given the following rate card attributes for Screen A:

  • Ad flight = 1 Day
  • Ad duration = 10s
  • Price = $100

The estimated price for a Screen A, for an ad with the following attributes, is $100:

  • Ad flight = 30 Days
  • Ad duration = 10s
  • Share = 16.67% (1 Play per loop)

See Fixed SoV.

The Suggested Price calculation for Average SoV-based line items uses the screen rate card price value, and prorates it based on the Ad Settings and the rate card specification. For more information, see Add and Edit Rate Cards.

Example:

Given the following rate card attributes for Screen A:

  • Ad flight = 1 Day
  • Ad duration = 10s
  • Price = $200
  • Screen has a 60s loop length

Given the following rate card attributes for Screen B:

  • Ad flight = 1 Day
  • Ad duration = 10s
  • Price = $100
  • Screen has a 60s loop length

By booking a 50% Share of Voice with 10 seconds ad duration, the result is 3 Plays per Loop (PPL).

  • Screen A – 3PPL x $200 = $600
  • Screen B – 3PPL x $100 = $300

This gives a total of 900$.

Note: Availability and distribution are not taken into account when calculating the Suggested Price for one day.

See Daily Average SoV, Daily Average Per Screen SoV, and Campaign Average SoV.

How will I know if my campaign goal is unachievable?

The Create/Edit Digital Line Item and Create/Edit Static Line Item pages provide clear indicators that your current settings and screen or face selection cannot meet the desired goal.

  1. Look for the alert in the upper-right corner of the screen, which explicitly states the percentage of your goal that is actually reachable (for instance, 75% of your goal is attainable for each type of buy). For more information, see Goal Achievability Chip.
  2. Review the summary panel, which will present the maximum number of impressions or reach that the current configuration allows. For more information, see Summary Panel.
  3. For digital line items, a clear visual warning is present via the availability bar on the left side of the screen, which is also designed to alert you to an insufficient setup. The availability bar differs depending on the type of buy selected. For more information, see Step 4 – Choose Your Line Goal.