Insertion Policy

This page explains the new Insertion Policy functionality. If you are using the old category-based Ad Insertion Policy, see Ad Insertion Policy.

Introduction

Note: The new Insertion Policy needs to be enabled for your account. Contact your Account Manager if you want to use this functionality.
An insertion policy defines the foundation for your ad serving settings, enabling you to specify:
  • the content form that the policy will apply to
  • tag and category targeting (only in the new Insertion Policy feature)
  • device targeting
  • the allowed ad formats
  • the number of linear ads in breaks (pre-, mid-, post-, and seek-rolls)
  • the duration of the linear ad break (Time-based breaks)
  • insertion rules for up to 10 mid-roll ad breaks (only in the new Insertion Policy feature)
  • the minimum time between linear ads (Time-based frequency cap)
  • the frequency and behavior of non-linear ads in breaks (overlays)
  • the Skip ad button behavior

The new Insertion Policy can be found under Settings > Insertion Policy in the Pulse UI.

Insertion policy access

You can also manipulate the new insertion policies through the Insertion Policy API.

The new insertion policy can be targeted against:
  • Tags: for example, a user group like loyal users. This means the insertion policy can be used on any content, because tags are not necessarily tied to your category tree.
  • Categories: for example, sport. This means you can control the ad serving down to content level, but in a new user interface, providing a simple way to overview, manage, and reuse your insertion policies.
  • Tags and categories: for example, loyal users watching sport. This means you can minutely control the ad serving based on precise combinations of tags and content categories.

You can rank the insertion policies, so when more than one insertion policy matches the tag targeting, category targeting, or both tag and category targeting coming in the ad request, then the insertion policy with the highest rank gets selected.

By using tag and category targeting, you reduce the amount of insertion policies you need to configure across your category tree.

By default, you can create up to 50 insertion policies for your Pulse account and specify up to 20 tags and 29 categories per one insertion policy. Contact your Account Manager if you need to change the maximum number of insertion policies or the maximum number of tags per one insertion policy.

New versus old insertion policy

Currently, there are two features in Pulse dealing with insertion policies:
  • The new Insertion Policy is available both through the Pulse UI and API and enables you to create insertion policies targeted against tags, categories, or a combination of tags and categories, and it supports advanced mid-roll break management. This flexibility allows you to reduce the amount of insertion policies you need to create.

    When the new insertion policy is selected by Pulse, it overrides the old category-based ad insertion policy.

  • The old category-based Ad Insertion Policy is available only through the Pulse UI and enables you to configure a unique ad insertion policy for each category and device container combination, and optionally apply it to content play length (short or long form).

    This means you cannot reuse the same insertion policy, which can lead to many duplicates, and any changes you want to make have to be separately entered for each category, device container, and content play length combination.

    The old functionality remains unchanged if you are not using new insertion policies, and acts as a default if you are using new insertion policies, but none of them match the parameters coming in the ad request.

If you need more flexibility with creating, editing, and reusing insertion policies, you should start moving to the new Insertion Policy functionality.