Triboo Training Module

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Getting Started

Understanding Types of SFP's User Roles

SFP account owners can assign different user role access to people within their organization to give them access to different parts of our SFP platform. User roles are set up for large organizations that have different departments responsible for ad campaign management and account management but need separate user role access. A brief description of each is below.

SFP Account Admin
These are the users who have full access privileges to all SFP functions. This includes access to all indirect monetization and direct sell capabilities. Only users with this role have full user management abilities, including creating new users, editing existing users, and assigning users to different roles.

SFP Full Read Access
These users have read-only access to all direct sell campaigns. This allows for looking at reporting and other metrics, but users are unable to edit or create new campaigns and creatives. This role is created for people who are not involved in campaign management but need to view campaign reporting and metrics.

SFP Full Write Access
These users have access to all direct sell capabilities, including the ability to create and edit all campaigns and creatives. This role is created for people overseeing the departments responsible for ad campaign creation and campaign management.

SFP Invite Read Access
These users have read-only access to any direct sell campaigns they've been invited to, but are unable to edit campaigns and creatives. This role is created for people who are not involved in the ad campaign creation or campaign management but only need to view their managed campaign's reporting and other metrics.

SFP Invite Write Access
These users have access to any direct sell campaigns they have created or have been invited to by another user, including the ability to edit those campaigns and creatives. This role is created for people responsible for ad campaign creation and campaign management.

How To Create New User Accounts in SFP

As an "SFP Account Admin" role, you have the ability to manage user abilities.  You can create new users and assign them to any role depending on their access. 
 

Log In To Sharethrough For Publishers 

  • Navigate to Users > select New User.


 

 

Enter User Information

  1. Enter the user's first and last name.
  2. Enter the user's email address.
  3. Select your user's role. For more information about each user access, please refer to this article.
  4. Enter the Publisher name.
  5. Enter the Company.
  6. Enter a password.
  7. Click "Save".

 

 

 

 

 

 

 

 

 

 

Once you've created a new user, the new user will receive an email confirmation to set their account password and complete their account setup.

How To SFP User Role Access

If a user needs to have their user access updated to contain higher or lower access, SFP Account Admins can make this change in the Users screen.

Please note only SFP Account Admin roles have this ability to edit user roles.

Log in to your Sharethrough for Publishers account > Navigate to Users > Click on the pencil icon on the user you want to edit.

 

 

Go to Role and change your user's role access in the dropdown field > Click Save. 

Hierarchy of SFP Placements

Hierarchy of SFP Placements

Phase 1: How To Set Up New Publishers in SFP

Step 1: How To Create A Site

Creating a Site is the first step towards monetizing your publication's native placements. Follow the steps below to learn how to set up a Site.


1. Begin Site Setup

  • Log into your SFP account and navigate to Sites and Setup > Click +New Site.
  • If you do not have previous Sites set up, select Create a Site or App.
  • If you already have existing Sites set up, select +New Site.

 

2. Create the Site

  • If you are creating a Site for web, please proceed to Step 3A.
  • If you are creating a Site for mobile app, please proceed to Step 3B.


3A. Website Setup

  • Enter Name of Website: The website name you want to appear in SFP
  • Enter Website URL: The URL for your website
  • Select Ad Server: Select how you will be trafficking the placements to your site. This is used to format your placement and/or Direct Sell tags and to customize your Integration Documents that will guide you through the technical integration. Select "DFP" for all non-ADTECH ad servers.


3B. Mobile App Setup

  • Enter App Nickname: How you want your app to be identified in SFP
  • Enter App Name: Enter the in app-store name of your app
  • Enter Bundle Identifier
  • Select OS Type: Choose if your app will run on iOS or Android devices


Once you've completed all necessary information, click "Save", and you will now see your newly created Site(s) in your Sites and Setup section.


Your Site creation is complete! Please proceed to the next article on how to set up a placement.

Step 2: How To Create A Placement

Once you have a Site set up, you're ready to create a Placement.  Placements are the individual units that ads will run through on your Site.  Follow the steps below to setup a Placement. 
 

1. Create A Placement

  • Log into your SFP account and navigate to Sites and Setup.
  • Select the Site where you want to create a new Placement.
  • If you already have Placements created, select New Placement above the list of active Placements. If you are creating your first placement, select New Placement. 

 

2. Enter Your Basic Information

This page allows you to enter information on the placement and make decisions on the type of content you wish to allow.

  • URL: Enter the URL where your Placement will live. This field can be updated at any time in the Placement Info tab.
  • Section: Enter the area of the site this placement will run (ex. Homepage, Channels, etc).
  • Placement: Select where on the page this placement will live.
  • Devices: Select the devices you wish to run this placement.
  • Creatives: Choose which types of creatives you wish to allow on your placement.  All forms will use the same native template, regardless of content type.



3. Select Your Placement Instances

This option allows you to define the number of times you wish to traffic this placement on each page load.


Single Instance (Recommended)

  • This is the default selection, where your placement will appear only once on the page.

 
Multiple Instances

  • Multiple Instances - Dynamic: By using this option, you can enter a single placement tag and have it dynamically place replicate through your infinite-scroll feed. Enter the number of articles before the first ad, as well as how many articles between subsequent ads.
  • Multiple Instances - Advanced: This is used in infinite scroll cases where the placement reappears in an infinite scroll event. This is often used in article pages where the net article is loaded when the user browses to the end of the page. This option allows you to use a placement multiple times on a page while allowing you to configure the placement locations yourself.

 



4. Name Your Placement

Give your placement a nickname. You may find that the auto-generated name is the best method for ease of reporting in SFP, but you can change the name as desired here.  Select "Continue" once you enter the desired name.

 

Once you've successfully created your Placement, you will see a check mark next to Step 1 in your placement creation screen. You also have the ability to upload a screenshot of how you want your Placement to look. This gives our Publisher Support team a preview of the Placement they will be styling.


 

Now that your Placement creation is complete, you are ready to integrate your placement with Sharethrough's tech. 

Best Practices For Site/Placement Setup

Integration Overview Process

App Integration Overview

Website Integration Overview

Phase 2: How To Integrate Your Sharethrough Web/App Placement

Integrate Your Sharethrough Placement Hardcoded On-Page

Now that you've created your Site and Placement, you're ready to integrate your Placement! If you would like to hardcode your integration directly in our platform, please follow these next steps.

Web Page Setup

1. Add Core Technology to page <head>

  • SFP.js should only be on the page once regardless of your integration strategy.
  • To optimize performance, SFP.js should be placed high in the page stack within the <head> tag.

<script type="text/javascript" src="//native.sharethrough.com/assets/sfp.js"></script>

2. Add Creative Tag to page <body>

  • Place the creative tag where the unit should appear within the page <body>.

<div data-str-native-key="1761770a" style="display: none;"></div>


Final Steps

Verify Integration

  • Navigate to your test page with any device (e.g. mobile, tablet, desktop) and look for Sharethrough's default template. Once the template is on page, your integration is deemed successful.


Encountering Issues?

If you are having trouble integrating, email [email protected] for more assistance.  Please include a link to a test page to allow for a quick resolution.


Once you see your Placement integrated properly on your test page, click on Next Steps in the default template and proceed to the next article on how to submit your placement for styling.

Integrate Your Sharethrough Placement Via DFP

Now that you've created your Site and Placement, you're ready to integrate your Placement! If you would like to integrate your Placement through Doubleclick for Publishers, please follow these next steps in your DFP account first.


DFP Setup

1. Create Ad Unit

  • Define Ad Unit dimensions as desired, but we recommend a 1x1 dimension to further constrain traditional display line items from serving to your native ad unit.


2. Create Line Item

  • Target Line Item to Ad Unit (created above)

  • Add the following Creative (type: Third Party)

<div data-str-native-key="%%PATTERN:strnativekey%%" style="display: none;"></div> <scripttype="text/javascript"src="//native.sharethrough.com/assets/sfp-iframe-buster.js"></script>


3. Generate Google Publisher Tag (GPT)

  • Distribute tag to your web development team and proceed to the Web Page setup below


DFP Resources

Learn More: DFP Ad Units

Learn More: Introduction to Orders, Line Items, and Creatives

Learn More: Specifying Delivery Priority

Learn More: setTargeting parameter

 

Once you've completed your DFP setup, please proceed to the next steps to continue the web page setup of your integration.

Web Page Setup

1. Add Core Technology to page <head>

  • SFP.js should only be on the page once regardless of integration strategy.
  • To optimize performance, SFP.js should be placed high in the page stack within the <head>.

<script type="text/javascript" src="//native.sharethrough.com/assets/sfp.js"></script>


2. Add Google Publisher Tag (GPT) to page

  1. Add the GPT Header code into the <head> element of the webpage
  2. Add the GPT Document body code where the unit should appear within the page <body>


3. Append setTargeting parameter to GPT Header code

  • Append the following to your googletag.defineSlot definition found in the GPT Header code.
  • The strnativekey (49e170a8) will be different for each placement.

.setTargeting('strnativekey','49e170a8')

Learn More: setTargeting parameter


Final Steps


Verify Integration

  • Navigate to your test page with any device (e.g. mobile, tablet, desktop) and look for Sharethrough's default template. Once the Sharethrough template is viewable on the page, your integration is deemed successful.

 
Encountering Issues?

If you are having trouble integrating, email [email protected] for more assistance.  Please be sure to include a link to a test page to allow for a quick resolution.


Once you see your Placement integrated properly on your test page, click on Next Steps in the default template and proceed to the next article on how to submit a placement request for styling.

Integrate Your Sharethrough Placement Via Any Third-Party Ad Server

Best Practices For Integration Placement

Phase 3: How To Verify And Style Placements

Guiding Design Principles (i.e. Dissection of Native Ad)

Essential Asset Requirements of a Placement

How To Verify and Style

Best Practices For Styling Native Placements

Phase 4: Complete Placement Integration

Complete Your Placement Integration

Ways You Can Monetize Sharethrough through Programmatic Exchange

Talk about how Publishers can traffic Sharethrough's demand through Placements

Mention how publishers can utilize Direct Sell feature to tap their demand and continue to Direct Sell section and Mediation and Private Marketplace

Direct Sell Overview Process

What is Direct Sell?

How does Direct Sell work?

Direct Sell Requirements

Automate DFP For Direct Sell

Types of Direct Sell Creatives

Phase 1: How To Set Up A Direct Sell Campaign

How To Set Up A Flighted Campaign

How To Set Up A Continuous Campaign (possibly getting sunsetted)

How To Set Up A Manual Continuous Campaign Creative

How To Approve Continuous Campaign Creatives

Phase 2: How To Set Up A Direct Sell Creative

How To Set Up A Website Visit Ad

How To Set Up A Content Engagement Ad

How To Set Up A Video Card

How To Set Up An Instant Play Ad

Overview of Mediation

What is Mediation?

How Does Mediation Work?

How To Set Up Mediation on SFP

How To Add Networks To Your Mediation

How To Request New Ad Networks To Mediation

How To Set Up Backfill Through Mediation

Mediation Network FAQs

Viewing Reporting Metrics

Viewing Programmatic Exchange Reports

Viewing Direct Sell Performance by Site

How To Subscribe To Direct Sell Campaign Daily Reports

Viewing Mediation Report

Viewing Billing Report

How To Export Reports