Uploading Creatives with an Excel File

  • Updated

Introduction

Uploading Creatives with an Excel (or CSV) document is the safest, most reliable way to associate Creatives to your Demandbase campaigns. 

Demandbase understands that most of our users receive Creatives and Landing Pages in the form of a spreadsheet. By importing the spreadsheet, the possibility of making mistakes is removed when copy/pasting landing pages into the Creatives only version of Demandbase’s Creative Uploader

The Creative Uploader is designed to be able to parse most agency-supplied or third party-supplied spreadsheets. The parser uses fuzzy matching to find column titles like Creative Name, Click URL or Landing Page, and (optionally) Tracking Pixel. The column titles don’t even need to be in Row A of the spreadsheet, since we’ve learned that many agencies include title and PO information in the top few rows.

How to Determine Whether Your Existing Spreadsheet Will Work with the Uploader

The Uploader looks for the following columns in your spreadsheet: 

  • URL- For creatives NOT hosted by Demandbase, this is the URL where the creative is located 
  • Creative Name- For creatives being hosted by Demandbase, this is the file name of the creative you’re uploading. Make sure the extension (i.e. .png) is included. If your creatives are not being hosted by Demandbase, this field will determine the name displayed in the product for this creative. (These terms will also work for this column: File Name, Placement Name, Ad Name)
  • Landing Page- The URL, including any UTM parameters, that the user is taken to when they click on this creative. (These terms will also work for this column: Click URL, UTM)
  • Impression Tag (optional)- If you’re using an impression tag, include it in this column. (These terms will also work for this column: Impression Tracker)
  • Click Tracker (optional)- If you’re using a click tracker, include it in this column. (These terms will also work for this column: Click Tag)
  • DVTag (optional)- If you’re using a DVTag, include it in this column. (These terms will also work for this column: Javascript)

If you have a spreadsheet that you use regularly, and find that it doesn’t work with the Demandbase Creative Uploader, please speak with your CSM. They can arrange to share the spreadsheet with our engineers, and update the parser to work with your spreadsheet. 

Using a Demandbase-Provided Template to Upload Creatives

If you don’t already have a spreadsheet containing your creatives info, you can use one of the template files attached below. Using a spreadsheet to upload is more reliable than the manual Creative Uploader because:

  • You can double-check your work before uploading 
  • You will have a copy of what you uploaded to troubleshoot
  • You don’t risk the chance of accidentally closing the modal in the middle of copy/pasting in all the Landing Pages. 

Using an Excel Spreadsheet to Upload Demandbase-Hosted Creatives

If Demandbase will be hosting your creatives, make sure to upload both:

  • The Excel Spreadsheet
  • All Creative Files

Drag and drop them into the uploader all at once. When you click Upload, the parser will cross-reference the Excel against the creatives, and make sure there’s data for all of them. If the parser identifies more or fewer creatives than are listed in the spreadsheet, it will show you an error with an explanation. 

Using an Excel Spreadsheet to Upload Creatives Hosted Elsewhere

If your creatives are hosted outside of Demandbase, you only need to drag the Excel file into the uploader. The Creative Uploader will be able to associate the URLs with the landing pages and trackers provided in the spreadsheet.

Templates

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