Before you begin: The Naming Conventions Builder and Data Source Assignment Rules allow you to automate assigning. To enable automatic assigning, the Naming Conventions feature must be activated. For help, please reach out to your Customer Success Manager.
Automatic assigning runs automatically every night prior to TapClicks data collection and after CRM/Salesforce processing. This ensures the most recent data is assigned and collected for newly generated advertisers.
FAQs
What are some best practices when automating assigning?
Does automatic assigning un-assign existing assignments?
What does the naming convention parser do?
How to Automate Assigning
Preliminary Checklist
- Identify which data sources are suitable for automated assigning. Review the assigning process to determine whether you are using 1 or 2-level assigning for that data source.
- Determine the naming convention. Understanding the various conventions the AdOps team uses for fulfillment will help to simplify the configuration. Review the assigned data (or export it via Manage Assigning) to check adherence to the naming convention.
- Identify the attribute you will be using for automatic assigning. Will it be the Billing ID, CRM ID, Company Name or one of the Additional Details fields on the client record?
- Use the client import to upload these identifiers if necessary. Export clients to check the values.
- Have one of your assignments ready as sample text for the Naming Conventions Builder.
Building a New Naming Convention
1] Log in to TapClicks and, on the Data menu, click Naming Conventions.
2] In the upper-right corner of the Naming Conventions page, click Add New Naming Convention.
3] The New Naming Convention builder appears.
4] Enter a name for your naming convention in the Name textbox.
5] Optionally, enter a sample of your proposed naming convention in the Sample Naming Convention textbox.
| NOTE: You build your naming convention by dragging identifiers, delimiters and special elements into the Builder workspace. |
6] To build your naming convention, hover your mouse over the identifier, delimiter or special element you want to drag to the Builder workspace. You mouse turns into a cross.
| NOTE: If you need a delimiter that is not available, click the +Delimiter button, enter the desired delimiter in the text box, and click Save. |
7] Right click and hold down the mouse button as you drag the first element to the upper left of the Builder area.
8] Continue adding elements, left to right, until you have completed your desired naming convention.
9] Click Save at the bottom of the screen.
Establishing the Assigning Rules
10] On the Data menu, click Assignment Rules.
11] If no assignment rules have been made, click Create First in the center of the page.
12] In the upper right, click the Add New Assignment Rule (i.e., plus sign) icon,
12] The New Assignment Rule screen appears.
14] Enter a name for the assignment rule in the Name textbox.
15] Select the data source you want to use for the assignment rule from the Data Source dropdown menu.
| NOTE: The system supports multiple automatic assigning and naming convention rules. These can be configured separately for each data source if necessary. |
16] Decide which data source match field you want to use from the Data Source Match Field dropdown menu. This is typically a choice between account and campaign.
17] Choose which client record field to use for matching in the auto assigning from the Client Record Match Field dropdown menu. The system will then automatically assign any record that has a matching field to that field loaded into the client record.
18] Select the naming convention you created above from the Naming Convention dropdown menu.
19] Click Save at the bottom of the screen.
Final Checklist
After configuring the assignment rule and naming conventions, verify them before creating assignments.
| Note: It is important to preview the matches before clicking Play on the rule, or leaving the rule active overnight, because the system will automatically create the matches as new assignments. If there are errors, the assignments will need to be manually un-assigned. This can be time consuming. |
- Set up the automatic assigning rule based on the above information. Use the Preview option to preview a rule's auto-assignment and verify that the system matched the records you expected. This will not keep the assignments it evaluates as it is for testing.
- Use the Play button to manually run the assigning and create the actual assignments. To audit the assignments, go to the Manage Data Sources page, select the data source, open the assigning screen, and click Refresh to view the results after processing.
The first fetch after running the auto-assignment process may take extra time as the system pulls in the data for all the new.
FAQs
What is assigning?
Assigning in Tapclicks is the process of associating accounts or advertisers with their corresponding client record from various integrated data source platforms. To collect the data, it must be associated with the proper advertiser. This allows for automated client-level reporting and filtering. Manual assigning is one of the most commonly used activities within Tapclicks. Automating these assignments expands the platform’s ability to scale.
What are some best practices when automating assigning?
- Automatic assigning assumes the client records are already created. It does not automatically create new client records based on assigning values. We suggest using the client import feature or a CRM integration (e.g., Salesforce) to automatically manage client records.
- We recommend this be configured in a test environment (or on a test business unit) before deploying in production. You will want to verify the assigning activity before running automatic assigning on all your data sources for an enterprise account. Your account manager can help with this process.
- You must use reasonably consistent naming conventions when creating advertisers and/or campaigns in the data sources where want the assigning to be automated.
- When assignments are processed, the first assigning rule that matches will be used to implement the assignment. We recommend that you minimize any overlap between your naming convention and auto-assigning rules wherever possible.
- Automatic assigning does not include an undo function or preview option. However, in the event a large number of assignments need to be corrected, you can use the bulk assigning option to facilitate that.
Does automatic assigning un-assign existing assignments?
No. Automatic assigning will not un-assign existing assignments in the platform. It will only add new assignments based on rule matching.
What does the naming convention parser do?
The naming convention parser is designed to allow you to specify a naming convention that can be used to parse elements out of an assigning value (or other applicable strings in the platform) and use the element as part of the auto-assigning rules.