Partner Groups

What are Partner Groups?

Partner Groups are a flexible, dynamic way to organize your Partners in groups. You define a set of rules to group your Partners in order to later be able to address them using a name you provide.

What are Partner Groups used for?

Partner Groups are used to limit the visibility of elements in the system to certain Partners. Partner Groups allow you to limit the visibility of:

• Creative sets

Where can I expect Partner Groups in the future?

It is planned to extend Partner Groups into the following areas of the platform:

Trail

• New dimension in MTA custom credit rules

Insights

• New dimension in Reporting

• New dimension in Analytics filters

• New filter in Dashboards – Partner Performance Widget

• New filter in Reporting

Finance

• New dimension in Commercial – Commissions

• New dimension in Commercial – Fees

• New filter in Conversion – Overview

• New filter in Payments – Partner Billing Overview

• New filter in Payments – Create Partner Payouts

• New filter in Account Balances

Creatives

• New filter Voucher

Messaging

• New filter for newsletter (target group)

• New filter for partner news (target group)

• New filter for Static Sites

How can I manage my Partner Groups?

There are two ways to reach the Partner Groups management page.

1. In the main menu select Advertiser => Partner Groups.

2. Under Advertiser => Manage Advertiser menu tab select the Partner Groups icon shown above.

Open

Here you will find an overview of all Partner Groups visible to you. On this list you can:

1. See if a group is currently being used (Partner Groups that are in use cannot be deleted)

2. Create new Partner Groups

3. See the details of a Partner Group (Here you can see where a group is used)

How do I create a Partner Group?

After clicking on the Create button you’ll be viewing the Create Partner Group page

Open

The Create Partner Group page consists of three main areas:

1. Here you specify the name of the new Group (Must be unique)

2. Here you specify a set of rules for the new group. See rules for more details on how to create static and dynamic rules for your groups.

3. Here you see a preview of ad spaces that match the current rules.

How do I define rules for my Partner Groups?

Rules are defined using a query builder, a visual tool used to express complex queries on specific properties. In our case they are properties of partners or their underlying ad spaces. Let’s first go over its elements.

1. Open

   

   Conjunction selection: Each group needs to define a conjunction by which it’s elements are combined. AND means all queries in the group must be true. OR means any of the queries in the group must be true. The NOT operator simply negates all rules specified for the group.

2. Add rules/groups: Add new rules or groups to the current group

3. Delete group/rule: Delete a group or rule from a group. (The top-level group cannot be deleted)

4. Property selection: Select a property for the current rule (i.e. Ad space website).

5. Operator selection: Select an operator to be used to compare the property with an input. Operations available depend on the selected property.

6. Comparison input: Here you can select or enter data to compare with the selected property. The kind of input as well as data types depend on the property and the selected operation. i.e. If you select Ad space website you can choose text comparison operators (like and not like) whereas if you choose Partner as a property then containment operators (Any in, not in) become selectable and the input changes to a Partner-select where you can search for and select Partners that you have access to.

Supported properties

Operators

Static rules

Static rules are rules set up in a way that they provide a static list of Partners/Ad spaces that never change unless the rule itself is modified. An example of this would be the following rule:

Dynamic rules

Dynamic rules are rules that do not provide a static, but rather a dynamic list of Partners/Ad spaces. When additional Partners/Ad spaces join the platform or the existing ones are changed, this group may change as well. Let’s see an example:

As you can see the rule contains all Partners that have Ad spaces categorized as Content Publisher or Fashion Blogger. If new Ad spaces are created under these categories they are automatically associated with this group.

Why should I care?

It is important to know whether a group's rule is dynamic or static as it directly impacts how you will use this group. Dynamic groups, while much more powerful than static groups have the downside of being harder to control.

What are the best practices when using Partner Groups?

Partner Groups are a powerful tool you can use to manage your Partners and control access to different parts of your resources. It is up to you to make the most out of it and find creative ways to make them work for you. Nonetheless, there are a few tips that might make things just a tad easier for you.

• Keep it simple – In most cases, you can select multiple Partner Groups in order to control the visibility of a resource. Therefore, it is usually better to have multiple Partner Groups with relatively simple rules instead of one complex rule set in a single group.

• Use describing names – Use group names that properly describe the rule of the group.