Before you begin: When displaying your data in widgets, you may want to add a margin or markup to the numbers. Margins and markups are both an additional amount or percentage you add to the actual spend for a given account, although they are calculated differently.
Use cases for this include when you want to obscure the actual spend for a bundled product or if you charge a service fee and want it reflected in your shared reports. A margin rule is how you apply this percent to a given metric.
How to Create a Margin or Markup Rule
1] Login to TapClicks and on the Data menu click Margin Rules.
2] In the upper right, click the Add Margin Rule (i.e., plus sign) button.
3] The New Margin Rule screen appears.
4] Select either the Margin or Markup radio button.
5] Enter the percent (%) for either Margin or Markup in the textbox.
6] Select a business unit or client, from the appropriate dropdown menu, to apply the margin/markup to.
7] Select a source for the data from the Data Source dropdown menu.
8] Select start and end dates.
8] Click Save at the bottom of the screen. A newly created rule will be added to the selected data source and client/business unit.
Margin/Markup Rule FAQs
How do markups show up in dashboards?
Margin/markup is applied to cost-related metrics (e.g., cost, CPC, spend). These margins/markups are only applied after a fetch of the data,. So, to see it applied, either hit Update dashboard or wait for the system's daily fetch in the early morning. In order to see the correct amount, with the margin/markup applied, make sure you have the client cost-related metrics active in your Data Profile. Also, make sure that the regular cost metric is inactive.
What are cost metrics in margins?
The raw cost metrics (e.g., cost, CPC, spend) should be removed from the active columns within the Data Profile. Then new ones, such as Client Cost and Client CPC, should be added to the active column. Please note, there are cost metrics at various points in the drill-downs for the many data sources. If you don't want clients to see the raw cost, it is best to go through the various levels and remove the non-client-facing metrics.
What data sources have margins added?
The following list shows all the data sources that you can add a margin or a markup to within the TapAnalytics dashboard. With improvements in TapClicks, keep in mind that this list may change periodically. If you want to validate a data source you are using, please contact your account manager.
- Adobe Advertising Cloud
- Basis: DSP
- Facebook Ads
- Google Ads
- Microsoft Ads
- Pinterest Ads
- Search Ads 360
- Twitter Ads
- Xandr Invest
- Yahoo! Native