Platform Showcase: "The Trade Desk" (TTD) Tag Implementation and Reporting

Once you've created your tag for The Trade Desk via Upwave's non-CM360-integrated Tag Manager, proceed with the steps below. This article shows you more specific steps for implementing your tag within The Trade Desk, as well as configuring your impression reporting.

Within your The Trade Desk homepage, click into "Campaigns" on the lefthand nav.

This will expand your upper nav with various options to select from. From there, click into "Creatives".

Proceed based on whether you are uploading a new Creative or editing an existing Creative:

1. If you are uploading a new Creative: Click "Upload Creative" on the top-left. Then, input the following information:

   1. Basic Information: Select the "Creative Type", and input your full ad tag.

   2. Details: Input the details of your creative such as the Creative Name, Ad Format, Landing Page URL, Ad Server, and Creative Placement ID.

      1. Select "Securable" to ensure the creative can serve on securable sites.

   3. Tracking and Destinations: Place the Upwave tag in one of the "1x1 Pixel Impression Tracking URL" text boxes.

   4. Then click "Approve Creative".
      

      

   5. Flight Dates: Input the start date and end date for your tag.

2. If you are editing an existing Creative:

   1. Search for the creative at the top, or, click into one that's already there.

   2. Navigate to the "Tracking" section where you'll be able to see different tracking parameters, and implement the Upwave tag. The Upwave tag should be implemented in one of the "1x1 Pixel Impression Tracking URL" text boxes.

   3. Then click "Reapprove Creative".

If the tag code is grayed out, that means the tag may not have implemented correctly and needs to be reviewed.

You'll know that the Upwave tag has been successfully implemented when the tag appears in color.

Once the Upwave tag has been implemented successfully, click "Approve Creative" on the "Creative Approval Confirmation" popup (pictured below).

Note: It may take <24 hours for your creative to go through approval within The Trade Desk.

To configure the impression reporting required for tag QA and automatic name population on your Tactic Mapping document, follow the instructions below.

Note: The Trade Desk operates two versions of its platform interface: the newer Kokai and the legacy Solimar. Steps are provided for both below; use whichever matches what you see when you log in.

1. Navigate to the "Reports" tab.

2. Click "Create Report" in the top right.

3. Click "Create custom report" and select the "TSV/CSV" option.

4. Select the date range (last 30 days at minimum).

5. Set the timezone (UTC recommended).

6. Under filters, select the advertiser, campaign, or ad group(s) so the report includes only the media Upwave is measuring for this study.

7. Under Fields, select:

   1. Ad Group ID

   2. Ad Group

   3. Creative ID

   4. Creative

   5. Date

8. Under Metrics, select:

   1. Impressions

9. Click "Skip to Schedule Report".

10. Select "Schedule for Recurring Delivery".

11. Set the Report Delivery Frequency to Daily.

12. Set the Date Format to US.

13. Under "Email this report to", enter the Upwave Reporting Email address.

    1. You can find this on your Tag Management page within the Upwave platform (pictured below).

       

14. Click "Create Report".

1. Navigate to the "Reports" tab.

2. Go to "My Reports".

3. Click the "TSV/CSV Report" option.

4. Enter a Template Name of your choice (usually one that includes your Campaign Name).

5. Under Fields, select:

   1. Ad Group ID

   2. Ad Group

   3. Creative ID

   4. Creative

   5. Date

6. Under Metrics, select:

   1. Impressions

7. Under "Filter By", select the advertiser, campaign, or ad group(s) so the report includes only the media Upwave is measuring for this study.

8. Select the date range (last 30 days at minimum).

9. Set the timezone (UTC recommended).

10. Set the File Format to CSV.

11. Under "Email this report", enter the Upwave Reporting Email address.

    1. You can find this on your Tag Management page within the Upwave platform (pictured below).

       

12. Under "Recurring Scheduling," select "Schedule for recurring delivery" and set the frequency to Daily.

13. Click "Run".