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Using a Bulksheet

Last Updated: Oct 23, 2017 08:48PM BST

Bulksheet Basics

What is a bulksheet?

A bulksheet is a text file that contains a complete record of your account's data, including campaign information, ad groups, specific targets, bid amounts, creative, and ad copy. A bulksheet can be exported from your dashboard, edited, and reimported to quickly make a large number of changes to your account. Making changes with a bulksheet takes a fraction of the time it would take to individually edit a large number of campaigns within the Extranet, helping you manage your campaigns efficiently and accurately.


When should I use a bulksheet?

The bulksheet is a versatile tool that allows you to make changes across your entire account. Use a bulksheet when you need to change more than a handful of elements in your program. Learning the ins and outs of bulksheets is a great way to save time and manage your campaigns effectively. Some common uses for bulksheets are:

  • Updating multiple bids all at once
  • Editing the attributes of many targets all at once
  • Add or remove ad copy, creative, targets, ad groups, and campaigns
  • View your account's information offline, at a target level


How do I create a bulksheet?

To export a bulksheet, simply hover over "My Account" anywhere in the Intent Media Extranet, and click Export Bulksheet.



You'll be asked if you want to include any deleted campaigns or ad groups, and if you'd like to see target level performance data for a span of time. Select your preferences and click Export to download your bulksheet.

Note: to reactivate any previously deleted campaigns, you'll need to select Include deleted campaigns and ad groups.


 

I've got my bulksheet. What do I do now?

Before making changes to your account data, please save an additional copy of your bulksheet. This will allow you to keep a backup or "checkpoint" of your account's settings.


What do the column headers mean?

We've created a glossary of headers; you can view it here. We recommend you take a few minutes to familiarize yourself with how the headers of the columns match up with the different attributes of your account.
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What do the values in the first column (Component type) mean?

The component type indicates what element of your account the row represents. The component types include:

  • Campaign: These rows represent a campaign - the top level of structure of your account.
    • Ad group: These rows represent ad groups - groups of targets within a campaign.
      • Targeting: These rows represent targets - routes or locations for which you've set specific bids.
      • Ad copy: These rows represent ad copy you've submitted.
      • Creative: These rows represent pieces of creative (such as logos) you've sent to Intent Media.

For more information on the different elements of your campaign, feel free to review our Search Compare Ads campaign basics.


Use Cases

I've saved a backup of my bulksheet, and I'm ready to start making changes to my account. What can I use the bulksheet for?

With your bulksheet ready to go, you'll be able to modify your bids, change the statuses of your campaigns, and add or remove targets, ad groups, and campaigns. Here are some of the most common use cases for bulksheets.
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I want to update my bids for multiple targets.

You can update your bids directly in the column labeled Max. CPC.

  • Be sure to maintain the currency format.
  • All bids must be over the product bid floor or the system will reject the change. Minimum bids are subject to change - email adsupport@intentmedia.com for more information.
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I'd like to add/remove/edit tracking codes.

Tracking codes can be implemented on the campaign, ad group, or target levels. They are primarily used to help track sales on your website. To set a tracking code, find the Tracking code column and enter, edit, or remove the contents.

  • Targets are able to use an additional tracking code. These additional codes can be used to connect to your third-party measurement platforms, and help analyze the performance of your campaign at the most granular level. If you'd like to take advantage of this feature, use the Tracking code 2 column in a row with a Targeting Component Type - or contact adsupport@intentmedia.com for more information.


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I'd like to add new campaigns, ad groups, and targets.

Adding new components to your account is as easy as adding new rows to a spreadsheet. In this example, we'll create a new campaign, set up an ad group within the campaign, and then add a few targets within the ad group.

We'll start with the campaign - this will provide the foundation for the following ad groups and targets.

  • Select a Campaign row within your bulksheet to serve as a template for the new campaign. Copy the entire row, and then paste it by right clicking and selecting Insert Copied Cells.
 


 

  • Make sure all of the required cells are present, then edit the newly created Campaign row with your desired parameters. Below, we've edited a campaign designed for the United States to prepare a campaign for Europe.
 



Next, let's add an ad group. This will allow you to organize targets, as well as create a fallback bid for any targets with unspecified bids.

  • Select an Ad Group row within your bulksheet to serve as a template for the new ad group. Copy the entire row, and then paste it by right clicking and selecting Insert Copied Cells.
 


 

  • Edit the Campaign column to match the desired campaign you'd like the ad group to be a part of. Below, we've set this to match our new campaign for Europe. Also enter the name for your new ad group in the Ad Group column, and set the maximum bid for the ad group in the Max. CPC column.
 



Finally, we'll create a few targets with specific bids within our new ad group. Fine-tuning your bids at the target level is one of the primary uses of bulksheets and one of the best ways to increase the overall effectiveness of your campaigns.

  • Select a Targeting row within your bulksheet to serve as a template for the new target. Copy the entire row, and then paste it by right clicking and selecting Insert Copied Cells. Repeat this process for each target you'd like to create.
  • Edit the Campaign and Ad Group columns to match the desired campaign and ad group you'd like the targets to be a part of. Below, we've entered a few specific flight routes using the Origin and Destination columns.
  • Set your bids for the targets in the Max. CPC column. Remember, any target without a bid will default to using the ad group's bid.
  • Edit the remaining columns as needed.
 



When you import the bulksheet to your account, you'll see the newly created campaign on the Campaigns tab.


Can I also edit my ad copy/creative with a bulksheet?

With bulksheets, you can  only assign previously approved ad copy and creative to your campaign by inputting the name of the copy in the appropriate column. However, we recommend you make these changes in the Extranet.
You cannot create new ad copy or creative via a bulksheet; you'll need to use the Extranet. All new copy and creative will have to go through the usual approval process. Email support@intentmedia.com with additional questions about ad copy and creative requirements.
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I'd like to change the statuses of multiple campaigns or targets.

The "status" of a campaign refers to whether a campaign is Active, Paused, or Deleted. To edit the status of a campaign, simply find the Status column, and enter the desired status.



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I just want to see all of my performance data at the target level.

Although many reporting options are available on the Extranet, a bulksheet is the only way to view performance by target. Bidding at the target level is the best way to increase the effectiveness of your campaigns, and a bulksheet is the best way to see all of your individual bids in one place. Therefore, we highly recommend using bulksheets to review and manage your bid strategy.

Note: Some fields will be blank depending on your account settings.

  • Conversion pixel (highlighted gray): You will only see these fields if you have an Intent Media conversion pixel installed. We highly recommend doing so to get the most of our reporting and other tools.
  • Local currency (highlighted orange): You will only see these fields if you have set an alternate currency in your account settings.

For more assistance on conversion pixels or local currency, please reach out to your account manager or adsupport@intentmedia.com.
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I've finished making changes to my bulksheet. What do I need to do to import it?

To import your edited bulksheet back into your account, first:

  • Save your bulksheet as a Unicode .txt file (or a UTF-16 Unicode Text .txt file on Mac).
  Filetype example for Windows users:


  Filetype example for Mac users:
  • Make sure you have all the required headers, as detailed in the use cases above.

When you've completed these two requirements, you're ready to import your bulksheet. To do so, log into your account, hover over My Account, click Import Bulksheet, and then click Upload.

After importing your file, you'll receive an email highlighting any errors that may have occurred with regards to the above. If you need additional assistance, please contact adsupport@intentmedia.com.
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FAQs

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Q. I tried to edit the name of my campaign via bulksheet. Instead, it created a new campaign. What happened?

A. Unfortunately, you can not change a name of the campaign via a bulksheet. The bulksheet will only add, pause, or delete but not change any elements in your account. To edit the name of a campaign, it's best to do so via the Extranet.
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Q. I received an error message from my bulksheet import. But I have no idea what it means.

A. Refer to the Use Cases section above to make sure your bulksheet fits all the necessary requirements for upload. If you're still experiencing problems, please contact us at adsupport@intentmedia.com.
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Q. I accidentally imported the wrong bulksheet/a bulksheet with errors and would like to revert back. What are my options?

A. There is currently no automated way to undo any changes made via bulksheet. The best course of action is to upload the backup sheet that you created before editing your last bulksheet.
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Q. I uploaded a bulksheet a few hours ago and still have not received a completion email. Should I be worried?

A. Bulksheets are processed in the order our system receives them. Your bulksheet may be sitting in a long queue or is on hold as we update our systems. If you are still worried about the state of your bulksheet, please reach out to adsupport@intentmedia.com to inquire about your status.
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Q. How do I activate a deleted campaign/ad group/target?

A. When you export a bulksheet, make sure to check off "Include deleted campaigns, and ad groups". Then change the statuses to "Active" and reimport the bulksheet.
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Related Documents

Overview of the Extranet
Optimizing your Performance

 

Contact Us

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    UK: +44 02037051552
    UK Toll Free: 0-800-014-8117
    US: 646-358-1224
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