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Programmatic QA
Croud Training Team
Created on November 20, 2024
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Transcript
Current Processes
The Current PROCESS doesn't cover it all
Lengthy and repetitive tasks, e.g. trafficking, new month budget implementation, full campaign set up
Croudie QAs & confirms with team
Activity launched by team
Team or Croudie implement task
Short tasks, e.g performance optimisation, budget update, new audience test, creative assignment
The same person QAs
Team implement
Where things can (and do) go wrong
Click the QA issue to discover its impact!
Tracking
Creative
Targeting
Fees
Budgets
Partner, platform or product fees missing or incorrect
Incorrect targeting in place Targeting missing
Incorrect creatives running
Floodlights not correctly firing Adserver tracking missing Adserver tracking set up incorrectly UTMs incorrect
Incorrect budgets set Pacing incorrectly set (including speed and flight dates)
Main QA issues
Overspend, or Croud revenue opportunities missed
Misinformation / misleading ads running
Activity not being tracked
Activity inefficiencies
Overspend, or underspend
Impacts
But there are tools that can help!
Click on the underlined text to visit the helpful tools!
Tracking
Creative
Targeting
Fees
Budgets
Partner, platform or product fees missing or incorrect
Incorrect targeting in place Targeting missing
Incorrect creatives running
Floodlights not correctly firing Adserver tracking missing Adserver tracking set up incorrectly UTMs incorrect
Incorrect budgets set Pacing incorrectly set (including speed and flight dates)
Main QA issues
Data studio dashboards
Client Master Sheet
Media plans
Fee resources (part of the Client Master Sheet)
Creative trackers (moving to a Data Studio dashboard)
Internal QA before launch of new setups using QA checklist (to be kept in CMS)
Impacts
Creative tracking QA pre and post launch
Data Studio dashboards
4 documents for your client
Data Studio (Looker)dashboard
Client Master Sheet
Programmatic Master Sheet
Media Plan
Templated daily check dashboard that gives insight to health and performance as part of morning routine
Essential to any campaign launch and should be easy to translate into a platform
A complete and collaborative 101 specific to your client, extending into the finer account details and relevant links, plus QA checklists and useful information
One document of Croud's best practices for Programmatic account set ups