The SpringServe platform is designed with the user in mind. In SpringServe, you'll find that setting up tags is a breeze and reporting is updated in real time.
Update your settings
Set your account targeting; allow or block any requests from unknown domains, apps, or countries and apply global black lists. You can also update the contact information that is displayed to your DC partners, and force 2-Factor Authentication for all users in your account. On the Default Settings tab, you can set Optimization Defaults, Supply Defaults, and Demand Defaults.
Add new users to your account. You can create 4 types of accounts:
- Admin: can add users, adjust settings, create domain lists, groups, tags, and run reports
- Supply Client: can see reports for the supply partner(s) specified
- Demand Client: can see reports for the demand partner(s) specified
- AdOps: have the same functionality as Admin users, but they cannot create new users
Admin and AdOps users can be marked as account contacts. Check this box if you want this user to receive automated reports from SpringServe.
The Changelog is a helpful tool for using SpringServe. Here, you can see all changes made to your tags, who made the changes, and what the change was made. The changelog can be filtered by time frame, user, object, and change type.
Account activity is the homepage when you log in. It displays a number of graphs and tables that will help you to visualize your performance and financials in SpringServe to assist with optimizing in the platform.
Hover over any graph to view a snapshot of the metric values for the highlighted time interval. To navigate back to this page, go to Reporting > Account Activity or click on the SpringServe logo in the upper left corner of the screen.
Make Your DirectConnections
On the Direct Connections page, you will see other SpringServe partners that are available to connect with you. Click the "Connect" button in the last column of this table to request to connect to a partner and specify clearing terms.
Create Your Demand Tags
On the main Demand Tags page, you will see a table of your demand tags and performance metrics for the time period specified. Toggling from Lite to Full will show additional metrics in the table. See the Reporting glossary for a definition of terms.
The other tabs show similar tables for Demand Partners, Campaigns, and Demand Labels, which can be associated to your demand tags.
Create new partners, campaigns, and labels by clicking the "+ Demand Partner", "+ Campaign", or "+ Demand Label" in the appropriate tab and fill out the required information.
Create a new Demand Tag by clicking the "+ Demand Tag" button on the Tags tab.
On the Settings tab, enter your tag's information. For more details, go to the Demand page.
Once you have entered the endpoint URL provided to you by your Demand partner, make sure that you replace the macros with SpringServe macros, within double curly brackets. For example, if you receive this tag from your demand partner:
This is what you will change it to:
On the Supply Tags tab, click the "+ Supply" button to align your Demand Tag to your Supply Tag(s). You can also align the Demand Tag to Supply later, when you are updating Supply Tags.
Add Targeting to your Demand Tag in the Targeting tab.
After saving the Demand tag, you'll see all the changes in the Changelog tab, where you can filter by time frame and user.
For more information, please go to the Demand page.
Create Your Supply Tags
On the main Supply Tags page, you will see a table of your supply tags and performance metrics for the settings specified in the top right. Toggling from Lite to Full will show additional metrics in the table. See the Reporting glossary for a definition of terms.
The other tabs show similar tables for Supply Partners and Supply Labels, which can be associated to your supply tags.
Create new partners and groups by clicking the "+ Supply Partner" or "+ Supply Label" in the appropriate tab and fill out the required information.
Create a new Supply Tag by clicking the "+ Supply" button on the Tags tab.
On the Settings tab for a supply tag, enter your tag's information. For more details, go to the Supply page.
In the Demand Tags tab, click the "+ Demand" button to align Demand to your Supply Tag. Make sure to align the right kind of demand to your supply tag. For desktop tags, align any type of VPAID demand; for mobile, align JS VPAID demand; for CTV, align VAST only demand. Note that SpringServe VAST Only demand tags will not receive requests.
Once you have added your demand tags, you can arrange them in the waterfall. You can either have a tiered waterfall, which will run a waterfall within each set tier, or a flat waterfall. More information on how to set a waterfall can be found on the Supply tab.
You can optimize your waterfall manually or automatically. SpringServe offers auto optimization, which is enabled by default on your tags. To disable it or to change the parameters, go to the Optimization tab. Default parameters are as follows:
- Optimization Metric: Fill Speed
- Lookback Minutes: 60 (1 hour)
- Minimum Request Threshold: 250
For each request, optimization calculates the Optimization Metric selected based on the Lookback Minutes specified. The algorithm will reprioritize your demand tags based on their performance during the lookback window. If a demand tag does not meet a Minimum Request Threshold, it stays at the current priority level. Read more about optimization here.
Add Targeting to your Supply Tag in the Targeting tab.
Note that "Blocked" requests are a result of your supply tag targeting and you will not be charged based on these unusable requests to SpringServe.
Look at Your Reports
The Create Reports page will automatically load the settings to run a report for today broken out by Supply Tag. You can run reports for your SpringServe tags by multiple dimensions, and use a number of filters to show exactly what you would like to see.
Click the button next to the Run Report button to download your report.
If you run a very large report, SpringServe will prompt you to name the report and continue to the Download Report page, where you will be able to download your report once it has completed.
Note that domain data is maintained for 100 days, after which point it is unavailable through the UI or via the back end. Please run monthly domain reports for your archives as an end-of-month task if you foresee the need for this data.