Automation User Guide
Table of Contents
ACCESSING VIOOH AUTOMATION
- How to log in
- Sms 2-Factor Authentication
- Forgotten Password
CAMPAIGN DASHBOARD NAVIGATION
- Campaign Dashboard
- Menu Options
- Search For A Campaign
- Campaigns Tab
- Searches Tab
- Request Option / Booking Tab
- Api Searches
- Campaign Details
- Price Brick
- Dunnhumby Brick
- Route Brick
- CAA Brick
- Mobile Brick
- Volume Brick
This document is intended as a guide on how to use the VIOOH Content platform. VIOOH Content allows you to upload and manage creative content for booked campaigns. You can also use this platform to create manual and dynamic campaigns.
The URL to access VIOOH Automation is dependent on which country you are trying to access.
+ Accessing VIOOH Automation
Go to VIOOH Automation on your desktop, laptop, tablet or mobile phone. All functionality will be available on computer and tablet devices. A reduced functionality version is available on mobile devices. VIOOH Automation is functional on latest versions of Chrome and Internet Explorer and should also work on Firefox. We recommend using Chrome which is the most reliable option.
+ How to Log In
When you access VIOOH Automation you will see a login screen, simply enter your email address and password into the fields and log in.
+ SMS 2-Factor Authentication
If you have not logged in for 24 hours, or if you are logging in from a new IP address, you will be sent a text message to the mobile phone you were registered with and will be asked to enter a 6-digit code for 2-Factor Authentication. If your mobile number changes, you will need to contact the support team to change it.
+ Forgotten your password?
We all do it! If you have forgotten your password, enter your email address and click the ‘Don’t remember your password’ link and you will be sent a reset password link to your email address.
+ Campaign Dashboard
When you first log in, you will be taken to the ‘Campaign Dashboard’ page. By default, the ‘Search’ tab is highlighted on the menu bar across the top of the page.
+ Menu Options
See below for a quick explanation for the options shown in the menu bar at the top of the page:
allows you to search for existing campaigns and start creating new ones.
use bricks to build your campaigns and define specifications.
find a summary of your campaign results based on what you have specified in the Workspace page.
find booking details specific to your business unit such as campaign details, client contacts, and financial information.
You can also do a ‘Keyword’ search using the search bar at the top right-hand corner of the screen. Simply type in a keyword to search such as an advertiser name and a list of campaigns containing that word will appear for you to select from.
By default, when you land on the ‘Search’ page after logging in, the ‘Campaign Details’ area will be expanded.
+ Search for a Campaign
To search for an existing campaign, click on the + sign in the ‘Smart Search’ bar to expand the section.
There are four tabs available when searching an existing campaign:
- Request Option / Booking,
- Campaigns, and
- API Searches
By default, the ‘Campaigns’ tab is the landing page. Whichever tab you are in, you will have a number of options you can filter the search results by:
Search for a campaign by typing in the campaign reference number
Search for a campaign by its name
Filter your search results by campaign status (i.e. Optioned, Confirmed, Proposal, etc.)
From / To
Search by campaign start and/or end date
Type in the name of an advertiser you want to search on or filter by advertiser
Type in the name of a brand you want to search on or filter by brand
Type in the name of a sales team you want to search on or filter by sales team
Type in the name of a specialist you want to search on or filter by specialist
Type in the name of an agency you want to search on or filter by agency
Filter by campaign dropping date
+ Campaigns Tab
The ‘Campaigns’ tab will be the default search area you land in first. This tab will bring up a list of campaigns that have either been created directly in VIOOH Automation or via API and are currently ‘Optioned’ , ‘Confirmed’ , or ‘Cancelled’.
+ Searches Tab
To see the list of campaigns which have been saved as drafts or proposals, click the ‘Searches’ tab. Campaigns saved as drafts will have a blank status whereas proposals will be marked with ‘Proposal’ in the status field.
+ Request Option / Booking Tab
To see the list of campaigns that have been submitted as requests, click the ‘Request Option / Booking’ tab. These campaigns need approval from a user with appropriate permissions.
+ API Searches
To see a list of campaigns which have been created via API, click the ‘API Searches’ tab.
+ Campaign Details
Let’s get started!
To create a new campaign, start by filling in the information in the ‘Campaign Details’ area on the Search page.
Whilst none of the fields are mandatory it is important that you fill in the fields listed out below as a minimum. The reason is simple - there may be pre-set prohibitions against the Product Category (determined by the Brand) or the Specialist that will affect the frame allocation search results such as content restrictions for specific sites/channels.
If you don’t fill the following fields out, the campaign solution will not take these prohibitions into account resulting in a potential incorrect allocation of frames.
The ‘Exclusion’ section at the bottom of the Campaign Details area gives options to exclude certain frames based on specific criteria.
Some exclusions are pre-set in Datapoint but can be selected or deselected by the user as well.
Specialists may choose not to advertise on specific frames for some of their advertisers. Frames can be pre-set as ‘blacklisted’ for a specialist over a specific period of time. This means that those frames will be excluded from the frame allocation results in the Workspace if the specialist is selected.
Agencies may choose not to advertise on specific frames for some of their advertisers. Frames can be pre-set as ‘blacklisted’ for an agency over a specific period of time, meaning those frames will be excluded from the total frames allocated, if the agency is selected.
Duplication (paper only)
Duplication is used to prevent client duplication at asset level. This means that the ‘advertiser’ will not be shown more than once on the same frame (a scroller) or on more than one frame in ‘linked assets’.
Linked assets are any frames which have been linked by location i.e. one bus shelter with two frames as per the diagram below.
You can also use the Duplication ‘+’ option to add other advertisers that you want to include in the duplication rule. This means that those advertisers will not have the option to advertise on the same asset (or linked assets) at the time your campaign is running.
The ‘Duplication’ box is highlighted by default but can be de-selected if the campaign allows duplication.
Juxta works by linking two or more frames together in a group regardless of the frame locations. When an advertiser creates a Juxta rule and selects one of the frames in the group to run their campaign, that frame and the rest of the frames in the group will be excluded from any advertiser with the same Product Category.
In the example diagram below, the media owner has grouped frames ‘A’, ‘C’, ‘F’ and ‘E’ into a Juxta rule. This means, if they run a campaign on any one of those selected frames, all four frames will all be excluded from other advertisers with the same Product Category.
In the example below, any other advertisers (even those with same Product Category) will be able to advertise on frames ‘B’ and ‘D’.
The ‘Juxta’ box is highlighted by default but can be deselected if the campaign allows it.
Street View Example
The ‘Proximity Prohibition’ allows you to set your campaign to only appear on sites which are specific distances away from locations and places of interest i.e. churches and schools.
16, 32, XAd, Live & Others
This exclusion is highlighted by default. These are frames within the UK you can still book but which are not normally used due to their size, condition or location.
The ‘Cancellation Charge’ box is highlighted by default. This means that the campaign will not include any frames that apply a cancellation charge if the booking is cancelled.
Product Category Exclusivity
This option allows you to exclude other advertisers in the same product category at either frame level or furniture level.
If you want to clear all the campaign details you entered to start again, click the blue ‘RESET’ button.
Once you are happy with the information in the Campaign Details area, click on the ‘Workspace’ tab at the top of the page.
You will be taken to the ‘Workspace’ area, where you can use various bricks to set the parameters for your campaign. To build any campaign you must include details for
- Media, and
You will not be able to use any of the other bricks, with the exception of the ‘Product’ brick, until the three above bricks are completed.
The Budget section allows you to control the budget for your campaign.
+ The Price Brick
Using the price brick
Use the Price brick to set a target budget for your campaign.
By default, if you don’t set a target budget, the ‘Target Price’ and ‘Allocated Price’ fields will show the total cost for all frames and impressions available based on the selected criteria in the Workspace.
When you set a target price, the number in the ‘Allocated Price’ field will update; the frames and impressions count may also change. The ‘Allocated Price’ field will show the total cost achievable closest to the budget specified, based on the criteria in the Workspace.
If you reduce your budget, the frame and impression counts will most likely reduce. If you use the ‘All Available Frames’ option, you can stay as close as possible to your budget whilst including all available frames. Our system will adjust the share of time (SOT) to match the budget specified. This feature enables your campaign to play across more screens, for less share of time, to reach more consumers.
You can also set your Floor and Ceiling SOT % to keep it within specified parameters as well. This means the system will no longer use the default share of time which will also affect your frame count.
In the Ratings section you will find bricks related to audience data.
+ Dunnhumby Brick —UK only
The Dunnhumby brick applies to the UK only and uses Tesco (supermarket) customer buying data to target Tesco frames.
+ Route Brick —UK only
The Route brick applies Route’s audience data to frames which allows you to target a specific audience type i.e. Male 15-34, in order to optimise your media planning and increase the likelihood of the message reaching the target consumer.
+ CAA Brick —UK only
The CAA brick uses airport audience data for the UK.
+ Volume Brick
The Volume brick allows you to specify the number of impressions you want for your campaign. By default, when adding the Volume brick, the ‘Target Impressions’ and ‘Allocated Impressions’ fields will both show the total impressions achievable across all available inventory, based on the criteria you set in the Workspace.
You will only be able to specify an impression target lower than the default amount.
If a target is specified, the number in the ‘Allocated Impressions’ field will update. It will show the total number of impressions achievable, closest to the target you’ve set and based on your criteria in the Workspace.
When you specify an impression target, the frame count in the summary bar will most likely reduce.
If you want your campaign to play across more screens, with less share of time, to reach more consumers you can use the ‘All Available Frames’ option. It will keep you close to your impression target whilst including all available frames. Our system will adjust the share of time (SOT) to match your set number of impressions.
Another option is to use the ‘Floor’ and ‘Ceiling’ fields to spread the SOT % more evenly with less fluctuation. This may change the frame count due to the allocation engine not needing to only include fames with the default SOT.
+ Mobile Brick
The Mobile brick uses mobile data to target audiences in the UK.
The Incharge section is where you will set the timeframes for your campaign.
+ Range Brick —mandatory for all campaigns
The Range brick is mandatory and is used to set the start and end date of your campaign.
For paper (analogue/traditional sites) campaigns, the posting dates are highlighted in red for ease of campaign planning. These dates are dependent on your country’s posting cycle.
+ Pattern Brick —digital screens only
The Pattern brick is used for digital campaigns and allows you specify the days and/or day parts when you want the ad to be displayed within the date range you selected.
The ‘Named days’ option lets you define your ad display pattern using days of the week. The pattern will run within the selected date range. Pick one day that you want your pattern to apply to and set your options. Repeat the process for any additional days you want the same pattern to apply to.
There are a number of different options you can use to define patterns:
By default, when you select a day from the calendar, the system books the frames for all the available hours.
Use the ‘Day Part’ drop down list to select a pre-defined time range within a day.
The ‘Custom’ option allows you select specific hours within a day.
You can combine Day Parts and Custom hours for your selected days as well. In the example below, we have set custom hours from 13:00 - 15:59 and a pre-set day part from 6:00 - 9:59 for the ad to run on a Wednesday.
Multiple Patterns for Different Days
You can also create more than one pattern for your campaign, dependent on days. In the below example, we have the ad running for a full day on Tuesdays and Thursdays and for Day Parts of 6:00am - 9:59am and 16:00pm - 18:59pm on Wednesdays and Fridays.
Click on the ‘+’ symbol if you want to add another pattern option to a day.
Click on the ‘-‘ symbol if you want to delete an option you selected.
You can use the ‘Numbered days’ option to apply patterns to specific dates within the month(s) you are running your campaign. In the example below, we have a mixture of full days and dates where the ad will run on a 6:00am - 9:59am day part.
You can also select multiple consecutive days at a time using the Ctrl + Shift keys. Select the first date you want, hold down Ctrl + Shift and select the last date you want to include in the pattern.
The Collection section is a range of bricks that allow you to specify the types of frames you want to include in your campaign i.e. media format, location, channels, etc.
+ Media Brick —mandatory brick
The Media brick is a mandatory brick used to specify the type of media you want to include in your campaign. You cannot plan a campaign unless you have included this brick into your workspace.
+ Environment Brick
The Environment brick is the third mandatory brick required to build a campaign. It splits the media into groups by environment i.e. Mall, rail, airport.
You can select one or multiple options from the list.
+ Formats Brick
The Formats brick is used to select frames within specific formats to build a campaign. Frames are grouped into multiple ‘formats’ such as Business Area and Revenue Stream. You can select one or multiple options.
The ‘Dominate Furniture’ option enables you select 100% SOT for the formats selected.
+ Location Brick
The Location brick can be used to target specific frames by areas. Locations are categorised into different tabs and you can select one or multiple options.
+ Proximity Brick
The Proximity brick allows you to include or exclude frames within a certain distance from specified post codes or points of interest.
Within the Postcode tab, you can use the ‘Postcode - Add Tag’ field to type in post codes and select the ones you want from the drop down list.
You can also use the List Upload option to upload a list of postcodes in Excel format.
Create your list of postcodes in one column with the first row titled Postcode. Then save and upload.
Once you have added your postcodes, specify the required distance from them in either Meters, Kilometres or Miles and select whether you want to include or exclude frames within those parameters.
Then click ‘OK’.
You can use the Point of Interest tab to select retail establishments by Category, Subcategory, Brand, or Location.
Select your option and type in the value you want to tag. In the example below, we’ve selected ‘Brand’ and tagged ‘Nike’ and ‘Adidas’.
Select whether you want to apply the proximity rule to all the values or a minimum of one.
Then specify the required distance from them in either Meters, Kilometres or Miles and select whether you want to include or exclude frames within those parameters and click ‘OK’.
+ Frames Brick
The Frames brick allows you to specify the number of frames you want for your campaign. Simply put, the number of frames that you want the ad to be displayed on. Based on the criteria you specified in the Workspace, the ‘Target No. Of Frames’ and ‘Allocated Frames’ fields will show the number of available frames.
If you want less frames than is allocated, simply specify a smaller target number of frames. This will change the impression count and the price in the summary bar.
+ List Brick
The List brick can be used to include or exclude specific frames when building your campaign. You can upload an Excel sheet with multiple route frame IDs using the ‘List Upload’ option.
Click on the ‘Choose Files’ button to select a file to upload.
Your list of route frame IDs should be created in one column with the first row titled Route Frame Id.
The ‘Route ID’ option allows you to type in individual route frame IDs to include or exclude in your campaign.
Click on either the ‘+’ sign or ‘-‘ sign to include or exclude the frames you specified.
+ Tag Brick
The Tag brick groups frames together based on certain rules applied to those frames. You can select tagged frames to include or exclude from your campaigns.
Frames can be grouped and tagged in many ways, a few examples of tag types in the UK are:
Bus Shelter Orientation
These are frames grouped by bus shelter orientation such as ‘Parallel to Pavement’ or ‘Parallel to Road’.
RS School Proximity
These are frames grouped by their proximity to schools such as ‘0-100m Proximity to Schools’.
These are frames with some restrictions against them such as ‘HFFS-Priority’, ‘No Flesh’, and ‘No Free of Charge’.
+ Channel Brick
The Channel brick is another way frames are grouped i.e. a channel could be all frames in a station(s), mall(s), geographic location.
+ Network Brick
Some countries sell by ‘Networks’. These are groups of pre-selected frames that are usually sold with a fixed-price ratecard.
+ Product Brick
The Product brick drives campaign efficiency and ensures media owners retain control over their inventory. Products are created by the media owner, by approved users, and are built according to internal Sales Policy, eliminating human error.
Products can also be specifically created for external partner access i.e. specialists and agencies.
In order to use the Product brick, you must select the date range for your campaign using the Range brick first.
For the UK, Products are currently split into 3 main areas: Channel, Channel Select and Env & Format.
Channel (UK only)
This option includes all small format digital inventory split into different locations.
Channel Select —UK only
This option includes spot by location options.
Env & Format —UK only
This option includes paper inventory and allows some location and frame picking.
+ Frame Quality
The ‘Frame Quality’ brick allows you to target frames specifically with a higher or lower volume of All Audience impressions.
The Share section is where you can specify your SOT and how that is distributed across frames.
+ Time Brick
The Time brick can be used to define the share of time for a campaign. When initially selecting the Time brick in a campaign, it will display the default SOT (15%) for the allocated frames; this can be changed as you like.
+ Distribution Brick
The Distribution brick adjusts the SOT on frames allocated in a campaign.
The default setting within this brick is ‘Audience’ which means the SOT will be distributed based on the default SOT applied to each frame.
The ‘All Day Sweep’ option takes the minimum available SOT available on any day of your campaign and sets that as the standard SOT for every day throughout the campaign.
Let’s take an example of a campaign running from Monday to Friday:
In this case, when you select ‘All Day Sweep’, it will look at the above percentages and note the minimum SOT = 15%. The platform will allocate 15% SOT to each day, ensuring an even spread out across the campaign.
Similar to the All Day Sweep, the ‘All Daypart Sweep’ option takes the minimum available SOT available during any daypart and sets that as the standard SOT for every day throughout the campaign.
Similar to other sweep options, the ‘All Hour Sweep’ option takes the minimum available SOT available in an hour and sets that as the standard SOT for each hour for the duration of the campaign.
The ‘Sweep’ option takes any available SOT across all the allocated frames in your campaign, where the default or specific SOT you specified (using the Time brick) is not available. It collects all the available plays across all the frames allocated to your campaign.
At the bottom and right-hand side of the Workspace page, there are various features which can assist you when creating your campaign.
+ Additional Features
Let's explore the icons found along the bottom and right-hand side of the Workspace page:
The ‘Zoom In’ button allows you to zoom in and enlarge the brick view.
The ‘Full Screen Zoom’ button adjusts and zooms the Workspace view to make all bricks visible in cases where you may have a campaign with multiple columns spanning over the full length of the page.
The ‘Zoom Out’ button allows you to zoom out and reduce the brick view.
The ‘Eraser’ button allows you to custom select multiple bricks for deletion.
Click on the eraser button and select the bricks you want to delete. Simply drag these bricks to the top of the page to erase from the Workspace.
The ‘Undo’ button lets you undo your last action.
The ‘Redo’ button lets you redo the last undone action.
The ‘Dynamite’ button lets you break up or ‘explode’ a brick with multiple criteria.
Select the dynamite button and click on the brick you want to explode.
This will split the brick into separate columns.
The ‘Windscreen Wiper’ button allows you to clear the Workspace completely and start again.
The ‘PCM’ or ‘Product Creation Manager’ button is available only to users with Product Creation permissions. This feature allows you to create a product which will then be available in the Product brick to users with access rights.
Click on the button to open up the Product Creation Manager page.
Once you’ve selected the bricks to create your product, click on the ‘Save’ button.
To exit the page without saving, click on the ‘X’ button.
The ‘Binoculars’ button allows you to view the availability details of the frames you’ve selected in your campaign at a granular level.
The ‘Eye’ button allows you to view past hidden bricks within a campaign.
The ‘Floppy Disk’ button allows you to download your campaign details in an Excel spreadsheet.
The ‘Result Page’ button takes you to the Result page.
The Result page allows you to see a summary of your campaign with the ability to drill down to specific levels of detail.
+ The Result Page
The Result page allows you to see a summary of your campaign with the ability to drill down to specific levels of detail.
The summary bar at the top of the page provides a high-level overview of the campaign.
The Result Details section is broken up into 5 different sections - Frames, Impressions, Ratings, SOT, and Price - which allow you to deep dive into them by week, day, day part, and hour.
Click on the ‘+’ symbol to expand the ‘Result Details’ section.
The Frames tab gives you a breakdown of the number of frames in your campaign.
The Impressions tab gives you a breakdown of the number of impressions in your campaign.
Ratings tab —UK only
The Ratings tab shows you the rating given to each frame based on audience, location, screen, quality, road or pedestrian facing etc.
The SOT tab gives you a percentage breakdown of the share of time throughout your campaign.
Price tab —UK only
The Price tab gives you a price breakdown, per environment, for your campaign.
For more detail
You can expand on the frame environment type by clicking on the ‘+’ symbols to see the details for a particular frame.
Or type a frame id number in the ‘Search Frame’ field to bring up that particular frame.
Click on the date range column to get a break down in weeks.
To get a break down by days within a week, click on column header of the week you want to break down.
You can further break down the data into day parts and then hours by clicking on the column header of the day you want to break down and then the day part.
You can use the ‘Download’ icon to download into an Excel sheet.
The ‘Sort By’ option lets you filter your results using different criteria such as Media Type, Channel, and Business Area. In the example below, the results have been filtered by Product Format.
The Map section shows you the geographical spread of your frame locations.
You can use the ‘Maximise’ icon to get a full screen view of the map. Use the ‘Escape’ key to exit full screen mode.
The ‘Legends’ icon gives you the option to filter locations by format type. Select one or more options to filter on.
To get a street map view, drag the ‘Peg Man’ icon onto a desired location in the map.
Use the ‘Plus and Minus’ icons to zoom in and out of the map.
Depending on your permissions, you will see a number of different options for you to save the campaign at the bottom of the Result page.
The ‘Proposal’ button allows you to save and send the campaign link as a proposal.
When you select the Proposal option, a window will appear when you can change the campaign title and show or hide the financial information.
Click the 'OK' button to confirm. A confirmation window will appear with a link you can copy and send out.
The ‘Save’ button will save the campaign as a draft.
When you select the Save button, a window will appear where you can change the campaign title. Click ‘OK’ to save.
The ‘Request Option’ button allows you to save the campaign to be approved as an option.
When you select the Request Option button, a window will appear where you can change the campaign title. Click 'OK to save.
The ‘Request Booking’ button allows you to save the campaign to be approved as a booking.
When you select the Request Booking button, a window will appear where you can change the campaign title. Click 'OK' to save.
The Commercial page includes specific information required for you to update your internal booking system.
+ The Commercial Page
The fields available will be dependent on the needs of your business unit and can include information about the client, internal sales teams, contractual and financial information.