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Managing Campaigns

Home > English > Managing Campaigns > Dimensions > How To Articles: Dimensions > Creating & Tagging Dimensions

Creating & Tagging Dimensions

Introduction

Organizing your publisher accounts can be time-consuming, especially if you have keywords, product groups, and ads ranging into the tens or even hundreds of thousands.

That's why dimensions are so useful. By tagging your objects with dimensions, you can segment and categorize them in all-new ways. Want to filter by color, model, product line, brand, or promotion messaging? A dimension can help you do this and so much more. Think of a dimension as a label maker that will let you label, manage, track, and report on your objects better than ever before. 

The powerful dimensions feature is built into Marin, so you can get started using dimensions right away -- and below we'll show you how to do just that. 

In this article, we'll review how to use Dimensions in both MarinOne and Marin Search.

Why Use dimensions?

As you get comfortable working in the platform, you'll find that dimensions have a ton of handy uses, but here are some of our favorites. 
 

  • Easily view and analyze data on an aggregate level, outside of your account structure.
     
  • Create reports based on a dimension tag or a set of dimension tags.
     
  • Keep a record of when optimizations were performed in order to measure lift.
     
  • Test ad copy variations across accounts, campaigns, and ad groups.

Creating Dimensions


In MarinOne

  1. Click the Admin tab.
     
    d8.jpg
     
  2. Click Dimensions.
     
    d9.jpg
     
     
  3. Click the Create New Dimension button ('+' icon)ct4.jpg
     
  4. Enter a name and description for your dimension. 
     
    d1.jpg
     
  5. Click Advanced Settings to select between the available modes. Select the mode that best fits your needs. 

    Tagging Only mode is the default mode for all new dimensions. It allows you to tag objects, filter based on dimensions, and report on your dimensions. This mode allows for faster performance.

    Tagging and Rollup mode offers full analysis capabilities associated with dimensions that allows you to see your dimension rulled up into summarized metrics for everything that has been tagged with a specific dimension. You can then create reports based on your dimension data. 
     
  6. Click Continue.

In Marin Search

Creating your first dimension is a piece of cake. Just follow these simple steps:
 

  1. First, click the Admin link in the upper-right of the Platform.
     
  2. Next navigate to the Dimensions sub-tab. 
     
  3. On this screen you'll see a grid. Click Create (the blue 'plus' icon above the grid).
     

    dt5.jpg
     

  4. Next give your new dimension a name. For example, if your campaign is related to cars, you might pick Make, Model or Year. You can also enter a description if you'd like. However, please make sure that you do not use a dimension name that's already a Platform column header (such as Creative Type), as this can cause problems. 
     
  5. You can open the Advanced Settings section to choose which type of dimension you'd like to create. Tagging Only mode provides faster performance, but Tagging and Rollup will give this dimension a sub-tab of its very own under the main Dimensions tab. This will give you advanced reporting capabilities within the Platform.
     

    dt6.jpg
     

  6. Finally, click Save and your new dimension will appear in the grid. ​You may notice that once you've created your first dimension, a new Dimensions tab will appear at the top of the main screen.
     
  7. To edit or delete any existing dimensions, you can go to the main Dimensions tab at any time, then click Create/Edit dimensions in the lower-left corner. From here, you can use the grid's standard edit/delete buttons to manage your dimensions. It may go without saying, but if you delete a dimension from this screen, all of the objects tagged with that dimension will have the tag removed. 

Tagging Dimensions


in MarinOne

Single-Edit and Multi-Edit

Follow these steps to tag your objects one at a time (single-edit) or several at a time (multi-edit). This method is perfect for making quick ad hoc changes.

Note: Using this method, you can only add one tag at a time. For example, you can tag multiple objects with your Weekend Flash Sale dimension, however, everything you've selected will need the same tag (either 20% Off or 30% Off).

 

  1. Navigate to the relevant grid within your MarinOne hierarchy where you would like to tag dimensions, for example, the Keywords or Ads grid.
     
  2. Use the checkboxes in the grid to select the object or objects you wish to tag, then click Edit ('pencil' icon) at the top of the grid.
     
  3. A pop-up bubble will appear. Within the pop-up bubble, select dimension from the left-hand navigation.

     

     
  4. Next, choose the desired dimension from the drop-down at the top of the bubble. In this example, we're tagging 3 Campaigns with our Brand vs. Non-Brand dimension.
     
  5. After that, you'll need to toggle the radio button next to Set in order to tag your dimensions. You will use the Clear radio button if you wish to remove a dimension tag that was set previously. 
     
  6. Enter your desired tag in the text box to the right of the pop-up bubble. You'll want to enter a value that makes sense within the context of your top-level dimension. For example, if your dimension is called Brand vs. Non-Brand, your dimension tags might be either Brand or Non-Brand. If your top-level dimension is called Weekend Flash Sale, you might tag your objects with 20% Off or 30% Off. It is essential that you enter a value into the text box prior to saving your changes, otherwise, your objects will remain untagged.
     
  7. Finally, click Apply. If you do not see your new dimension tags applied, you will need to refresh the page.
     
  8. To view the dimension tag you've applied to any given object, simply add the corresponding dimension column using your Column Selector. Your dimension column will then be visible in the grid. 
     

    dt2.jpg

 

Clearing dimension tags

To clear a dimension tag using single- or multi-edit, simply select the relevant objects and, from the pop-up bubble, select the relevant dimension, choose the Clear value radio button and click Apply. If you wish to re-tag a dimension on an object that was tagged previously, you can simply add the new tag using the instructions above; there's no need to clear out the dimension tag first, as the new tag will overwrite the existing tag.
 

dt3.jpg

 

Changing Tagged Dimension Values 

You can change the tagged dimension value for an object using single edit or multi-edit. 

  • Go to the main Keywords or Creatives tab depending on how the objects are tagged.
  • Follow the Dimension Tagging instructions listed above. 
  • Filter the Dimension column for the specific dimension value that needs changing.
  • Use the checkboxes to select the appropriate rows (or super-select them all), then click Edit ('pencil' icon) to edit the dimension value. Then, simply add your new tag, overwriting the old one.

in Marin Search

Single-Edit

Follow these steps to tag your objects one at a time. It's not the fastest way when you've got a lot to tag, but it's perfect for making quick singular changes.
 

  1. Navigate to the relevant main tab where the object lives; for example, the Keywords or Creatives tab.
     
  2. Use the checkboxes in the grid to select a specific object, then click the Edit button ('pencil' icon) above the grid.
     
  3. A pop-up bubble will appear with a drop-down menu. From here, you can either select your dimension from the drop-down list and type in a value for that dimension, or you can click Go to Settings to add dimension tags from there. Either way works just fine!
     
  4. Once you're done adding your dimension tags, be sure to click Save either in the pop-up or on the settings screen. Voila! Your new dimension tag will now be applied to the object.
     

Multi-Edit

To add dimension tags using multi-edit, just use the exact process outlined above for single-edits, but select more than one object to be tagged during step 2. Note that you'll need to use the pop-up bubble to add your dimension tags, and that you can only add one tag at a time. 
 

Bulk-Edit

You can use the Platform's handy bulk upload feature to add large volumes of dimension tags at once. Bulk uploading also allows for the quick tagging of pre-existing objects, using the same or different tags across objects:
 

  1. Create a bulk sheet as normal.*
     
  2. Ensure that your bulksheet includes a header for the Dimension(s) you'd like to tag objects with. 
     
  3. Once you've decided which tags you'd like to use for each object, simply enter the relevant values into the dimension's column in your sheet. 
     
  4. The last step is to upload your bulksheet to the Platform. Once the upload has been processed, you can see your newly created tags in the grid by adding the Dimension column from the View Builder.
     
  5. If you should ever need to clear out dimension tags in bulk, you can do so simply by leaving the appropriate cells blank within your dimension's column. Any objects that have existing tags for the corresponding dimension will have their tags cleared out when you overwrite a blank value.
     

Need a quick reference when tagging either campaigns or groups with your dimensions? Here are the column headers you'll need in your bulk sheet for a bulk-tagging these object types. Other objects, like keywords, will be similarly structured but with different header names:
 

  • Required columns for tagging campaigns: [Account] [Campaign] [Dimension1] [Dimension2]
  • Required columns for tagging groups: [Account] [Campaign] [Group] [Dimension1] [Dimension2]

Clearing Dimension Tags

To remove a dimension tag from an object, simply follow the procedure for adding a dimension tag as above, but enter a blank value into the tag field via multi-edit or bulk upload. This will remove any existing dimension tagging from that object.

Please note that even if dimensions are no longer tagged at the creative level, you'll still see a dimension value appear in the Dimension column in the Creatives grid if it's tagged at a higher level. You can click into the creative to see at which level(s) it is tagged. You may also want to remove the dimension value from the higher level (e.g. campaign level), then check the Creatives tab to see if there are any dimensions tagged at the individual creative level.

Changing Tagged Dimension Values 

You can change the tagged dimension value for an object using single edit, multi-edit, or bulk upload. To edit from the grid, follow these steps:

  • Go to the main Keywords or Creatives tab depending on how the objects are tagged.
  • Click on View Builder in the upper-right of the grid and ensure the Dimension column is viewable on the grid.
  • Filter the Dimension column for the specific dimension value that needs changing.
  • Use the checkboxes to select the appropriate rows (or super-select them all), then click Edit ('pencil' icon) to multi-edit the dimension value.
     

To change values by bulk upload, run a report with the appropriate columns visible, then change these values and re-upload the sheet.

Analyzing Dimensions


in MarinOne

Once your dimensions have been tagged, you can begin analyzing the performance of all tagged objects across publisher accounts.

Please note that we currently offer two different versions of our Dimensions grid, our primary grid that's currently available to all MarinOne customers, and a beta version with a few added enhancements. We'll mention the differences between the two grids where relevant. You'll see "Beta version" when there are relevant differences to call out. 
If you would like to test out the newly-enhanced Dimensions grid beta features, please reach out to your platform representative. 

 

  1. First, click on the Dimensions tab in the top navigation of MarinOne.
     
  2. Use the Column Selector to adjust which dimension you're viewing. You can add or remove columns for your dimensions just like you would any other column. You can only view a single dimension at any given time, so if you add the column for a new dimension, it will remove the column for the dimension you were viewing previously. You can also bring in the corresponding metrics columns that are relevant to your dimension.

     
    1. Beta version: When you're using the Roll up by Keyword selection, you can view up to three dimensions at the same time, which can be combined to see different segments of your account. For example, rather than simply looking at Brand vs. Non-Brand data, how about drilling down into Non-Brand, then pivoting by Line of Business, and further segmenting by product type? All you have to do is add three Dimensions columns to your grid using the Column Selector, and you can then deep-dive into your data like never before.

      The Device column is also available if you would like to see device-level data in detail. Please note that these enhancements currently only apply to the Roll up by Keyword selection, and are not yet available when rolling up by Creative or Audience. We'll talk more about what these roll up selections mean in step 4 below.


      m1d1.png
       
  3. Once you've added the desired dimension columns, you will see a list of all tags that have been rolled up under this dimension. For example, within our Brand vs. Non-Brand dimension, we have tagged our keywords as either Brand or Non-Brand, which means we will see both tags along with all of their corresponding data, rolled up across all tagged objects. This will give you the opportunity to analyze the performance of your Brand and Non-Brand keywords as a whole, on an aggregate level, outside of your account structure.
     
  4. You can view your dimensions rolled up either by Keyword, Creative, or Audience. You can swap between these using the drop-down just above the grid. For our Brand vs. Non-Brand dimension, we want to analyze roll-up by keyword, but for our Weekend Flash Sale dimension, we might prefer to roll-up by creative, since our promotion is set at the ad level. If your Dimensions are tagged at the Audience level, you will likely want to also view your roll-up at the Audience level.


dt4.jpg

 

  1. From here, you can do any data analysis that you would do from the other grids. You can apply filters, create reports, and more. To create a report, click on the Report button at the top right of the grid. Please review our documentation on Creating Reports for further instruction on reporting from within the MarinOne.

In Marin Search

  1. First, click on the Dimensions tab in the top navigation of Marin Search.
     
  2. Use the View Builder to adjust which dimension you're viewing. You can add or remove columns for your dimensions just like you would any other column. You can only view a single dimension at any given time, so if you add the column for a new dimension, it will remove the column for the dimension you were viewing previously. You can also bring in the corresponding metrics columns that are relevant to your dimension.
     
  3. Once you've added the desired dimension columns, you will see a list of all tags that have been rolled up under this dimension. For example, within our Brand vs. Non-Brand dimension, we have tagged our keywords as either Brand or Non-Brand, which means we will see both tags along with all of their corresponding data, rolled up across all tagged objects. This will give you the opportunity to analyze the performance of your Brand and Non-Brand keywords as a whole, on an aggregate level, outside of your account structure.
     
  4. You can view your dimensions rolled up either by Keyword or Creative. You can swap between these using the drop-down just above the grid. For our Brand vs. Non-Brand dimension, we want to analyze roll-up by keyword, but for our Weekend Flash Sale dimension, we might prefer to roll-up by creative, since our promotion is set at the ad level. If your Dimensions are tagged at the Audience level, you will likely want to also view your roll-up at the Audience level.
     
  5. From here, you can do any data analysis that you would do from the other grids. You can apply filters, create reports, and more. To create a report, click on the Report button at the top right of the grid. 
     
    1. Beta version: In the beta version of our Dimensions grid, the Roll up by Keyword selection counts data for keyword objects only. In the generally available version of the Dimensions grid, by comparison, the Roll up by Keyword selection includes data for other objects like groups and product targets. 

Dimension Use Cases 


There are a number of ways that you can use dimensions. Following are explanations of each different use case:

Bulk Edits: Tagging objects with a dimension allows for easy editing across campaigns and publishers.

If an advertiser launches new creatives to promote an upcoming sale, tagging these creatives with a dimension will enable the advertiser to make edits in the future. This can be accomplished in a few steps:

  1. Create a Sale dimension and tag all applicable creatives with the date of the sale.
  2. Once the creatives have been tagged, the Sale dimension column can be brought into the grid via the View Builder.
  3. Filter on the Sale dimension column for the date of sale tag. This will bring up only the creatives that were tagged with this dimension.
  4. Super select these creatives and then click the Edit button to make changes.

 

Reporting: Metrics for objects tagged with a dimension are rolled-up and reported on within the Dimensions tab.  To view performance by dimension:

  1. Navigate to the Dimensions tab.
  2. Click on the specific dimension that you wish to view.
  3. Select to view metrics at the Keyword or Creative level.
  4. Bring in the desired columns from the View Builder.
  5. Create a one-time, re-occurring, or web query report.
     

Budgeting:  Dimensions can be used to keep track and report on spend across campaigns.

If an advertiser wants to monitor spend by product line, a Product Line dimension can be created and all applicable campaigns can be tagged by product. Within the Dimensions tab, the advertiser will be able to bring in Publisher Cost from the View Builder to see spend rolled by each product tag. The advertiser can create a report or alert based on this view.

 

Tracking lift: Dimensions can be used to measure performance changes based on specific optimizations.

If an advertiser adds new keywords to a campaign, a dimension can be used to track performance of these new keywords vs the other keywords within the campaign:

  1. Create a Keyword dimension and tag the new keywords with the date that they were launched.
  2. Tag the other keywords within the campaign with control (or leave them as unassigned).
  3. Navigate to the Dimension tab to view the performance of the new keywords vs the control keywords.

Advanced Settings For Dimensions 


There are advanced settings which you can alter when adding dimensions within the platform. To find out more about these, please see Advanced Settings for Dimensions.

Best Practices 


  • Measuring Performance by Keyword Type: Dimensions can be used to track performance by keyword type. For example, an advertiser can track and view performance rolled-up by Brand vs Non-Brand or BroadExact vs Phrase vs Content.
  • Product Categories: Dimensions can be used to monitor performance across lines of business. To see performance by business unit, create a Business Unit dimension and tag objects to view overall performance by business unit (Home, Electronics, Apparel, etc.).
  • Record Keeping: Since dimensions reside solely within the application (and will never be pushed to the publisher nor interfere with campaign structure), they can be used as a way of keeping notes. For example, if many Marketing Managers work on different campaigns within a single account, create a Marketing Manager dimension to tag campaigns with the name of the corresponding Marketing Manager.
  • Creative Testing: Dimensions can be used to monitor performance of new ad copy variations or specific promotions. For example, an advertiser just launched new 'Buy 3, Get 1 Free' and '25% Off Sale' ad copies. The advertiser can create a Creative dimension and then tag their ad copies with the promotion name. This will allow them to track performance rolled-up by promotion, within the Dimension tab.

Important Notes


  • All dimensions from Marin Search will be copied over, including tagged values at all levels of the account hierarchy.
  • If you are part of the Audiences beta, please check out our dedicated article for information on managing Audience dimensions.
  • Support for tagging dimensions at the publisher account level or at the Marin Client Account level (Client Tags) will be added in a future release.
  • Dimensions are currently available in MarinOne Search and MarinOne Social, however, they do not currently have cross-channel functionality. In other words, if you tag your objects with dimensions in both MarinOne Search and MarinOne Social, you will not yet be able to see a roll-up of this data cross-channel. 
  • You can also manage and automate dimension tagging via FTP. To do so, please follow the instructions in our Help article
  • If a dimension tag is applied at the campaign level, the groups, creatives, and keywords within that campaign will inherit that dimension tag. Child objects will inherit the parent dimension tag (never vice versa), but tags can be overwritten at the child object level.

  • Currently, analytics on dimension tags does not support "special" or non-alphanumeric characters such as '&' and '+' when filtering on the History sub-tab. If you are using non-alphanumeric characters in your tags, please use hexadecimal ASCII encoded characters when filtering on the History sub-tab. When filtering on other tabs, the characters can be used as normal.

    For reference, a URL encoder/decoder can be found here and a table of ASCII codes here.

  • The platform does not keep a record of changes made to dimension settings.
  • When requesting a Dimension Synchronization or Dimension Refresh, please note these points:
    • This refreshes all of the data in the account.
    • Processing time is proportional to the size of the account.
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