When the tag is implemented properly the next step is the creation of cases. Cases are used to create audiences for retargeting purposes and to track events.
1. Create Advertiser Case
First thing to do is create a new case. To do this first select your advertiser and navigate to the Demand > Cases section in the left navigation bar. In the top right click the New Case button to start configuring your first case.
3. Set as Funnel step or Audience Case.
Is your case part of the sales funnel or not? Select whether your case is located somewhere on an advertiser's site. Yieldr has standardized advertiser's sales funnel levels to a maximum of 13 levels. When a case is marked as being part of the sales funnel this case will be used in optimization and reporting. When you select "not part of the funnel" then you can skip step 4 and go straight to step 5.
4. Select Funnel Stage.
When you have selected that the case is part of the sales funnel you can choose between 13 standard funnel positions. You don't need to have a case for every single funnel position, but it is important to remain consistent when you choose funnel steps. You can only assign 1 funnel step to one case, but it is possible to assign the same funnel step to multiple cases. It is possible to re-assign funnel steps in a later stage, but it is not recommended as it can have a significant adverse effect on the optimization of your campaign.
|Home||Splash page||If your site has a splash page before the actual home page. Example: For language selection|
|Homepage||This case is located on the homepage.|
|Promo landing page||This case on specific promotional landing pages.|
|Category||Top level category selection,||The highest product category level. Example: /travel-info|
|Sub category selection||Sub category level. Example: /travel-info/luggage|
|Search results||The page that users land on where search results are displayed. Example: search/?q=discounts|
|Product||Product selection||The specific product page. Example:/flights/from/AMS/to/JFK/|
|Product details page, add-ons||Page for more product details or add-ons for the product. Example: /product/iphone-6-case-black/details|
|Add product to basket||When user selected a product to be put in the cart or wishlist.|
|Check out||Basket overview page||User has chosen to check-out and will be presented with an overview of the shopping cart.|
|Address form||Check-out page 1 user is asked for name and address information.|
|Billing information||Check-out page 2 user is aked for payment details.|
|Sale||Thank you page||The purchase has been confirmed.|
Click on the funnel category and then select the eligible funnel step
5. Configure the case setting
Name: Use a structured naming convention, like: "Advertiser - Tag Name - Segment Name".
Yieldr DCO: Select the parameters that you would like to use as content variables for your dynamic creatives.
Disable User Sync Pixels: Yieldr will ensure maximum reach within all ad exchanges by syncing the users on tag fires. This feature allows you to disable one ore more of the ad exchanges and data providers to sync on this case. When disabled there is a chance we will not be able to recognize your users in all ad exchanges. It is not recommenced that you use this feature.
6. Configure your case loading conditions.
Yieldr cases use Boolean Logic. For more information please check out this page.
You can use two kinds of relations: AND & OR. If you apply the AND relations between groups, the within group relations will be set on OR, and vice versa.
Example 1: Targeting Dutch users which searched for products with prices > €100.
Create one group and make sure you're using the AND relation within this group, so "language equal to NL AND price greater than 100".
Example 2: Targeting Dutch users which searched for products with prices > €100 or who have a total order value of > €150.
Create two groups, segmenting user that have "language equal to NL AND price greater than 100" OR "language equal to NL AND order value greater than 150"
When creating advertiser cases, you may use all parameters which you earlier configured.
If you select one of the default parameters, you may choose from the complete list of operators. This list contains operators like "greater than", "contains" & "after". You can also use these operators on custom build parameters, if you ave selected the right right operator type. For example "greater than" only works on numbers based parameters.
When filling in parameter values, make sure you use the exact same format as the parameter is implemented on the advertiser's website.
8. Choose Piggy Backs (optional).
When another party wants to track case loads (e.g. conversions) as well, you could use piggybacks. To start using piggybacks, you first have to create them. How to create piggy backs is explained here. Once you have created piggybacks, connect them to your advertiser case.