Manage Attributes

To add an attribute:

Static Campaigns

1. Access Admin in the top-left menu, click the Attributes tab, and then any of the tiles available.

For this example, we will add an attribute to a Campaign, so we will click the Campaign tile. Adding attributes for all other entities is the same.



This presents the filter search window.

2. Click the icon to create a new attribute.

This presents the Add Campaign Attributes dialogue box.



3. Enter a Name and Description so that the attribute's purpose is clear.
4. Select a Value Type.
• Multiple Choice

See Add Multiple Choice Attributes for more information.

• Number
• Text

Attributes with Number or Text Value Types work the same way. Once they are created, their Basic info page is displayed. No further action is required.

5. Select a Property Type – Choose where this attribute will be applied. The options presented are different for each customer, but examples may include:
• Advertiser
• Agency
• Campaign
• Face Pack
• Personnel
• Posting Company
• Vendor

Tip: The Property Type must match with the area to which you want to create an Attribute. In this example, we are creating a Campaign Attribute. The Property Type must be Campaign.

6. Enable the Active check box so that the attribute is usable.
7. Click Save Changes.

To add a multiple choice attribute:

Static Campaigns

1. Select the Multiple Choice option in the Add Inventory Attributes dialogue box (see Add Attributes).



2. Click Save Changes.

The screen refreshes. The Properties record has a new tab for creating the attribute's multiple choice options.



3. Within the Properties record, click the Property Elements tab in the navigation bar in the left navigation bar.



4. Click the icon to create the options to be included in this multiple choice attribute.

This presents the Add Property Element dialogue box.



5. Enter a Name and choose the attribute to which it applies.

By default, the current attribute is selected.

6. If a different attribute is needed, click the Ellipse (...) button to select a different attribute.
7. Ensure that the Active check box is selected, otherwise the multiple choice option will be created but not available.
8. Click Save Changes.
9. Repeat the process until all of the needed multiple choice options are created for this attribute.



Now that the options for the multiple choice items are created, the next step is to indicate where these attributes apply. Without selecting where the attribute is to be used, it will exist but not become active. See Assign Attributes.

To assign attributes:

Static Campaigns

1. Access Operations in the top-left menu, click the Charting tab, and then the Campaigns tile.



This presents the filter search window.

2. Create a filter to locate the Campaign to which the attribute must be applied and click Search.
3. Locate the Campaign in the search results then double-click it.

This opens the Campaign record's Basic Info screen.

4. Scroll down the tabs in the left navigation bar and select Attributes.



This refreshes the screen to show which attributes have been selected. If there is an existing attribute, click it to edit it and select.

5. Click the icon to associate an Attribute to this Campaign.

This opens the Add Attribute dialogue box.



6. Select the needed attribute from the Attribute drop-down menu and provide a value for it in the Value field.

Note: For multiple choice attributes, the value becomes a drop-down menu showing the multiple choice attribute example attributes created above.

For example:



7. Enter a Start Date for the attribute to take effect.

The Start Date can be the present date, a past date or a future date. It is up to you to decide on the Attribute validity.

8. Click Save Changes.