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Home > English > Marin University > Marin On-Demand > Training: Creating or Editing a Single Object

Training: Creating or Editing a Single Object

What You'll Learn

In this training article, we'll show you how to:
 

  • Use the Platform's built-in tools to create one object at a time.
     
  • Make changes to individual objects right from the grid. 
     
     
Did you know? You are also able to create and edit multiple objects using either multi-edit or bulk upload. We'll explore these useful features in later Training articles.


What is single object creation?


We designed the Platform to offer a range of different options when it comes to object creation and editing. You are able to use the handy single-create feature to create and edit any one of these objects:
 

  • Campaigns
     
  • Creatives
  • Groups
     

In this Training article, we'll explain the basic single object create and edit process. This is useful in situations when you only want to make very minor changes at once.
 

sc1.png
 

You can create and edit single objects from almost any one of the main Platform grids. For larger tasks, we recommend using either multi-edit or bulk upload, which we'll explore in a later Training article. 

See it in action


Join a member of the Marin Software team as we explain how to create and edit campaigns, creatives and groups one object at a time. Don't have the time to watch a video? You'll also find a written guide below as well as an interactive section – so keep on scrolling!

Note: The following video covers the Platform's multi-edit feature, however the functionality is almost identical; simply select one object rather than many. 

Click the play button to get started.  (Length: 2:31). 
 

How to


Creating or editing a single object within the Platform is easy. While it's likely that you'll spend more of your time adding objects in bulk or using multi-edit, it's still very useful to know how to add or edit a single one. So here's a couple of quick step-by-step guides detailing how to do just that.

Adding a single object  

  1. As always, the first step is to log in to the Platform as normal.
     
  2. Next, head to the grid that holds the object type you'd like to create. For example, to add a new creative, click into the main Creatives tab. 
     
  3. Once you're looking at the relevant grid, click the + Create button. 

     sc2.png
     
  4. You'll now be taken through a number of steps to provide the details for your new object. The exact screen and fields you see will depend on the specific object, but you'll generally need to provide info such as the Publisher AccountCampaign or Group. The single edit screen will give you all of the details about what you'll need to provide. 


    sc3.png

     
  5. Upon clicking Next Step, you'll be able to enter even more detail about the particular object you're creating. For example, in the case of a creative, you'll be able to enter the ad text, URLs, and so on. You'll also be able to decide whether to tag your new object with any of your dimensions (if you have any), as well as setting up scheduled actions for this specific object. 


    sc11.png
     
  6. Once this final step is complete, you should be able to click Save, and your new object will be queued for posting to the publisher. You can either wait for the Platform to sync it automatically, or head to the Activity Log and push the object to the publisher manually. 
     
  7. And that's it! To add more single objects, simply rinse and repeat; however, for large-scale additions we'd always recommend multi-edit or bulk upload, which we'll explore in later Training articles. 
     

​Editing a single object  

  1. Follow steps 1 & 2 above so that you're looking at the relevant Platform grid. Note that you can also single-edit keywords from the main Keywords grid using this method.
     
  2. Use the checkboxes on the left of the grid to select the specific object you'd like to edit, then click the Edit button ('pencil' icon).

    sc5.png
     
  3. You have two options: Either use the drop-down box to select the specific field you'd like to change. For example, in the case of a creative you could update the Creative Text field. The other option is to click Go to settings and make your edits on the object's settings page. The choice is yours!

    sc7.png
     
  4. All done! Once you've made your changes either via the edit bubble or the settings page, simply click Save and your edits will be queued for processing by the Platform. 

Try It Yourself


Want to give single-create a go in a test environment before doing it for real? Then we have just the thing. Our interactive section below will allow you to try out all of the steps we've outlined above, without actually making changes to real data. It's a 100% safe way to learn about the single create process. 

Click an icon below to begin. 
 

Want to know more?


The article above provides practically everything there is to know about single-create, but there are some related articles in our Support Center that can add valuable context. Just click a link below to explore these articles in more depth.
 

 

 


 

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