Welcome!
Welcome to the Marin Software Support Center. We're glad you're here. Here's what you can look forward to:
  • Real-time search so you can find what you need faster than ever.
  • Easy-to-follow video guides for our most popular articles.
  • Interactive simulations and Live Screenshots to make learning easy.
  • Regular content updates to ensure every word you read is accurate and up-to-date.

Managing Campaigns

Home > English > Managing Campaigns > Dimensions > How To Articles: Dimensions > Using Dimensions Advanced Guide

Using Dimensions Advanced Guide

Introduction

Dimensions are a means of tracking, reporting, and managing campaigns, groups, creatives, and keywords independent of account structure. Objects can be tagged with multiple dimensions; these tags exist solely within the application and will never be pushed to the publisher.

Why use dimensions?

  • Quickly make edits to keywords, creatives, groups or campaigns within the application, based on given dimension tags.
  • Easily view and analyze data within the application, outside of an account’s structure.
  • Ability to create reports based on dimension tags.
  • Any added Dimension gives full historical perspective.

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.

How to Create a New Dimension

  1. Click the Admin link in the upper-right.
  2. Select the Dimensions sub-tab. Note: The Dimensions tab will only appear when a dimension using roll-up is created via Admin > Dimensions. 
  3. Click Create ('plus' icon).
  4. Name your dimension (You will see the name for the Dimensions tab and the column header).
  5. You can also enter a description (You will see it in the Description field of the dimension).
    • Note: Please make sure that you do not use a dimension name that is already a Platform column header (ie. such as Creative Type or Bid Override). If you happen to create a dimension name that is already a Platform column header, you will run into errors when trying to bulk tag your objects with that dimension name. The system will think you are loading this value to the Platform column header instead of the dimension.
  6. For Advanced Setting options, please see the Advanced Settings for Dimensions section below.
  7. Click Save.

How to tag dimensions

Multi-Edit

Can be used to tag objects at the same level, with the same tag in the application:

  1. On the object grid (Accounts, Campaigns, Groups, Keywords, Creatives), check the items to be tagged. Filters can be used to quickly narrow down the full list.
  2. Click the Edit button above the grid.
  3. Select the name of the Dimension that will hold the new value.
  4. Enter the tag to be applied to the selected items.
  5. Click Save. When changing a large number of objects, it may take several minutes for the values to be displayed in the grid.

For a video on tagging dimensions using multi-edit please consult this article.

Bulk Upload

Can be used to simultaneously create and tag new objects. Bulk uploading also allows for the quick tagging of pre-existing objects, using the same or different tags across objects:

  1. Create the Dimension within the application (see above Creating a Dimension instructions).  
  2. Make sure that the Bulk Upload sheet includes a header for the newly created Dimension.
  3. Determine which tags to use for each object and enter these values under the newly created dimension’s header.
  4. Upload the bulk sheet within the application to tag these objects. Once the upload has processed, tags can be viewed within the grid by selecting the Dimension column from the View Builder.
     

For easy reference, here are the column headers for a bulk upload, tagging groups or campaigns:

  • Campaign: [Account] [Campaign] [Dimension1] [Dimension2]
  • Group: [Account] [Campaign] [Group] [Dimension1] [Dimension2]
  • Keyword: [Account] [Campaign] [Group] [Keyword Match Type] [Dimension1] [Dimension2]
  • Creatives: [Account] [Campaign] [Group] [Creative ID] [Dimension1] [Dimension2]

 

For a video on tagging dimensions using bulk upload please consult this article.

Single Edit

Can be used to overwrite previous dimension tags or to make one-off edits:

  1. Place a check in the box next to an object and click the Edit button.
  2. A popup will appear with the option to Go to Settings or to select the dimension from the drop-down menu.
  3. If using the drop-down, select the dimension, enter the tag within the box, and click Save. If using the settings page, find the Dimension section under settings, enter the tag in the box next to the dimension, and click Save.

Inheriting Dimensions

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.

FTP

You can also manage and automate dimension tagging via FTP. To do so, please follow the instructions in our Help article

How to untag dimensions

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.

How to change 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.

Known limitations

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.

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 Broad, Exact 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

  • 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.
Last modified

Tags

Classifications

This page has no classifications.

 

wiki.page("Internal/Mindtouch_Launch_Sandbox/js.cookie.js")