Client Categories

From the Client Categories tab you can:
  1. add a new client category,
  2. associate clients,
  3. and enable clash protection for competing advertisers (direct and programmatic) or brands .

All three options are connected and described in this section.

Add New Client Categories

  1. Open the Clients tab from the menu (Clients icon).
  2. From the Clients Overview, click on the Client Categories tab.
  3. Click on Add new client category. A new page opens up:

    Client Category creation page

  4. Fill in the following information:
    1. Client Category Name: enter a name for the client category
    2. Client Category Description (optional): add a description of the client category for your own internal reference. Enter any notes you may have for yourself or your colleagues
    3. Client Category Custom ID (optional): add an identifier of your choosing that helps you recognise this item. The Client Category Custom ID can be passed in third party VAST tags to help ensure that clash protection works when using third party ad sources. For more information, refer to Pulse Macros.
      Note: Use up to 100 characters which may include alphanumericals and the following special characters: - _ . (dash, underscore, dot).
      Note: In order for third party ad clash protection to work, the third party ad source has to support the feature.
  5. Click SAVE.

Associate Clients

After adding a new client category, click on it from the client category list to expand the tab:

Client category expanded
  1. Click the Associate clients button. The Select Clients page opens up.
  2. Click on the folder icon Folder iconnext to Advertiser or Brand to trigger the dropdown.
  3. Check the box next to advertisers or brands you wish to select:

    Select Clients page

    Note: It is important to name both the advertiser or brand and their competitors within the same client category.
  4. Click Select.
Note: To delete a membership, click on the menu next to the desired membership.

Enable Clash Protection

After associating clients, you get the option to enable clash protection. This prevents advertisers (direct and programmatic) or brands from clashing with each other during an ad break. When clash protection is enabled for a client, ads from that client are not shown together with ads from other clients in the same client category, which means if one client's campaign gets picked, the other client's campaign is discarded for further ad selection for all or some positions in an ad break or the complete session, depending on the setting.

Note: When assigning an advertiser to a domain, subdomains are also matched. For example, if you associate the domain bmw.com with the advertiser BMW, then all programmatic bids with that domain, such as cars.bmw.com, are recognised as the advertiser BMW. This means that all clash protection rules for BMW apply to that bid. For more information, refer to Uncategorized Domains.
  1. In the Clash Protection field, double-click the pen icon next to the desired membership: Clash Protection column

    Edit clash protection pop up window opens up. The default setting is None, which means clash protection is disabled.

  2. To enable clash protection, choose between:
    • Back-to-back: ads in this category may be displayed in the same break, but never back-to-back, meaning at least one other unrelated ad must be located in between the clash protected ads.
    • Break: ads in this category are never displayed in the same break.
    • Session: ads in this category are never displayed in the same session. A session lasts as long as you use the same ticket ID in your ad requests to Pulse. However, it is recommended that a session only lasts as long as one video served to the viewer. See tid for more information.
  3. Click SAVE.

Example:

Clash Protection example
Note: Rules are applied depending on which client's ad gets picked first in an ad break.

Result:

  • If an ad with the Volvo brand is picked first, then:
    • the brand Mazda does not appear in the same break, but can appear in another break in the same session.
    • the brand Renault may appear in the same break, but only if it is separated by an ad from a brand/advertiser, which does not clash with the Volvo and the Renault ads.
    • the brand BMW does not appear in the same break or session.
  • If an ad with the Mazda brand is picked first, then:
    • the brands Volvo and Renault do not appear in the same break, but can appear in another break in the same session.
    • the brand BMW does not appear in the same break or session.
  • If an ad with the Renault brand is picked first, then:
    • the brand Volvo may appear in the same break, but only if it is separated by an ad from a brand/advertiser, which does not clash with the Renault and the Volvo ads.
    • the brand Mazda does not appear in the same break, but can appear in the same session in another break.
    • the brand BMW does not appear in the same break or session.
  • If an ad with the BMW brand is picked first, then none of the other brands in the Client Category appear in the same session.