Bulk Placement Management in the Portal

This page describes how to create multiple placements at once and keep it up to date through the Publisher Portal.

Note: For a PMPClosed An invitation-only auction where premium publishers sell their ad space to a select group of advertisers. or Campaign, create Deals before creating Placements. For more information on creating Deals, see Deal Management.

To create multiple placements simultaneously:

Place Exchange

  1. Click the arrow on the Add Placement button and select Upload CSV from the menu.

  2. Upload a CSV file containing all the required placement information.

    3. Note: Refer to Inventory Management FAQs and Tips for commonly asked questions and resolutions.

    The Flatfile Auto-Mapping feature automatically maps columns and drop-down values in the background. Once the system completes the mapping, it directs you to the Review section.

    The Review section displays the data from your uploaded file for final verification. The system highlights cells containing invalid values with a red border. Use this view to perform the following actions:

    • Cross-check all entries and edit the values directly in the view if you identify any discrepancies.
    • Hover over any highlighted cell to view the specific error message and corrective instructions.

  3. After all highlighted issues are fixed and the data looks correct, click on Submit.

    4. The Submit button will be enabled only if all the data entered is valid.

    On upload, the system displays a pop message "Successfully uploaded Placements" with the placement count.

  4. Click on Continue. The system reloads the placement view with newly uploaded or updated records.

    5. Note: If you get any unexpected error even if the data is valid, then use the incognito or private mode of your browser.

  5. Check the summary view to make sure everything looks correct for the placement you just created. The AdUnits and Deals columns are a handy tool to validate that the placement has been created correctly.

Flight Dates and Dayparts Columns

Column Description

start_date

end_date

Supported date formats include M/D/YYYY, MM/DD/YYYY, MM-DD-YYYY and M-D-YYYY.

  • The system supports start dates no earlier than January 01, 2000.
  • To prevent the Year 2038 technical limitation, you must set all end dates to occur before 18 January 2038 23:59 UTC.
  • You can enter the values into the import view directly or use CSV/excel.

The following example illustrates a placement with a start date of “10 October 2021“, which is entered in the “MM-DD-YYYY“ format, that is, “10-10-2021“, and an end date of “30 October 2021“, which is also entered in the same format, that is, “10-30-2021“.

start_time

end_time

Use the HH:MM:SS format.
dayparts.weekday Enter comma-separated weekdays. For example: monday, tuesday.

dayparts.start_time

dayparts.end_time
  • Enter comma-separated values. For example: monday start time will be 07 AM and end time will be 10 AM, tuesday start time will be 8 AM and end time will be 11AM.

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    Publishers select inventory for a placement by setting specific targeting criteria. Ad units that match these parameters automatically join the placement. This automation eliminates the manual effort required to update placements whenever the network integrates new inventory.

    Targeting criteria currently supported include: Geo locations, Venue categories, Keywords, Networks.

    Column Description
    targeting.geo.country Enter a list of comma-separated Alpha-3 country codes. For example: USA, CAN, SGP.
    targeting.geo.dma_names

    Enter comma-separated Metro/DMA values corresponding to the selected country.

    Example:

    • targeting.geo.country – "USA"
    • targeting.geo.dma_names – "Philadelphia, PA", "Washington, DC (Hagerstown, MD)", "Boston, MA (Manchester, NH)"
    targeting.geo.region

    Enter comma-separated Region/State values corresponding to the selected country.

    Example:

    • targeting.geo.country – "USA"
    • targeting.geo.region – "NY", "OL", "FL"
    targeting.geo.zip

    Enter comma-separated Postal/ZIP codes values corresponding to the selected country.

    Example:

    • targeting.geo.country – "USA"
    • targeting.geo.zip – "10001", "10005", "10010"
    targeting.keywords

    Enter comma-separated keywords.

    • You can use existing keywords to a comma-separated list.
    • You can enter new keywords that will be associated with the placement and will be available.

    • Keyword names must only contain alphanumeric characters, hyphens (-), or underscores (_).
    targeting.venue_openooh_category Enter comma-separated venue categories. For example: education, financial, financial.banks.
    network_name

    Enter comma-separated network IDs for targeting.

    If you leave the network_name OR any targeting field blank, then it would be considered as "All".

    For example: if you leave venue_category blank, then all the venue_categories will be considered for targeting.

    Notes:

    • Enter adunit_names, network_names, and targeting on a single line, separated by commas.
    • If a name value contains a comma (',') or double quotes ('"'), you must escape the output to ensure the system processes the data correctly.
    • Follow these formatting rules for special characters:
      • Commas – If a name contains a comma (for example, examplescreen,123), wrap the entire string in double quotes: "examplescreen,123".
      • Double Quotes – If a name contains double quotes (for example: examplescreen"123), wrap the entire string in double quotes and use an additional set of quotes to escape the internal characters, for example: "examplescreen""123".
    • Ad Unit names containing either commas or double quotes that are not escaped (for example, examplescreen,123) will be recognized as two separate adunits (examplescreen and 123), which may result in unpredictable behavior.

    You can modify placements either in the in-line editor or using a spreadsheet editor.

    To modify a previously created Placement using the in-line Editor:

    1. Click the Download CSV button to export a list of existing Placements.
    2. Click the Add Placements button and upload your downloaded file.
    3. Use the In-Line Editor to modify Placements (add/remove networks, add/remove adunits, add/remove deals, etc).

      4. The remainder of this process is the same as in Create Placements.

    To modify a previously created placement using a spreadsheet editor:

    1. Click the Download CSV button to export a list of existing Placements.
    2. In a spreadsheet editor, remove all but the entries for the Placements you want to change. Apply your changes and save as a new file.
    3. Click on the drop-down icon besides the Add Placements button, and then click on Upload CSV to upload your changes.
    4. Select your modified file using Upload Data from File.

      5. The remainder of this process is the same as in Create Placements.

    Note: The system requires up to 30 minutes to synchronize placement changes with existing campaigns.

    You can pause a placement using one of the following methods based on your subscription level:

    • Standard Method – Define an end_date for the placement. This pauses the placement for all users, regardless of whether you subscribe to the Advanced Publisher Tool.
    • Advanced Method: If you use the Advanced Publisher Tool, you can upload a modification file that leaves the adunit_names field empty. This ensures the placement no longer applies to any current inventory.

    Note: The system requires up to 30 minutes to synchronize placement changes with existing campaigns.

    The system does not currently support the deletion of placements. To prevent unintended inventory delivery from legacy placements, perform one of the following actions:

    • Re-upload the placement entry with empty values in the adunit_names field.
    • Define an end_date for the placement.

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    The hardware configuration of your machine directly impacts the performance of the Flatfile import tool.

    • This issue is caused by the processor Clock Speed of your machine.
    • Use a machine that meets the following minimum specifications:
      • Processor: Intel Core i5 or i7
      • Clock Speed: 2.0 GHz or higher
    • Using a more powerful processor significantly improves data processing speeds.
    • If you meet these hardware requirements and the issue persists, contact your Partnership Manager or email help@placeexchange.com. Include your specific machine configurations in your message to help our team troubleshoot the issue effectively.

    For other troubleshooting steps, see Troubleshooting Campaign.