• Gabriel Ribadeneira L

Campaign Creation

Building campaigns is now easier and faster with the option to include DSP groups and tactics when using the "Create campaign from existing" function.

Joe Loar, Manager, Paid Media + Display from Fathom helped us test this feature; her response was: "THIS IS THE GREATEST THING EVER. Thank you so much for enabling this for us! Saved so much time".

To use the new option -

  • Click on Create Campaign

  • Select Create campaign from existing

  • Find the campaign you want to work with

  • When you choose a media plan, you will have the option to include DSP groups and tactics with optimization rules (if applicable).

More information on how to create campaigns is available in our help center

Labels for Basis Assistant

Learn more about how your time is being spent with the new labels function for Basis Assistant.

When entering an update into Basis Assistant you can add one or many labels, similar to how you add a #hashtag to a social media post. Labeling notes allows you to gain insight into what you and your coworkers are doing, giving you the opportunity to generate efficiencies across your team, identify training opportunities, learn about how your resources are being used, and much more!

You choose the labels you use. A good starting point to determine what labels to use is to consider:

  • What do I (and my organization) want to track or measure?

  • What do I (and my organization) need to collect more information about?

You can then create labels for different categories, for example:

  • Optimization type: did you change the inventory, targeting parameter, or bid? Create a label for each so you can learn which type of optimization you are making more frequently.

  • Audience: is the note you are entering in Basis Assistant for internal communication or something you want to recall for an external report? Having these labels will help you filter the notes in the future so you know what to include.

  • Type: are you using Basis Assistant to keep track of your tasks? Are the notes you enter activities you need to do, an action you have completed, or a change your end-client has requested you to do?

  • Role: associate the notes to the role of the person who is making them - is it the coordinator, the manager, or the director who is entering these notes?

Our testing group shared their favorite aspect of labels with us:

Training opportunities

"Labels can be a way to create suggestions for future campaigns and coaching purposes – by entering notes in Basis Assistant with ideas on what we could have done to improve performance or what we’ve learned and label them accordingly."

- Josh Hill, Digital Marketing Manager

Resource Management

"Labels will allow us to analyze ourselves, identify where and how we are spending our time and how we can create efficiencies. We will be able to provide valuable feedback to our management team on how time is spent in each account we manage."

- Bryn Coan, Digital Media Manager, Lead Marketing Agency


"I was surprised and excited you can create your own labels based on your specific needs, rather than have pre-set labels – as other platforms do. This customization option allows us to create labels in a way that is helpful for our specific workflow."

- Greyson Scudder, Digital Media Buyer, The Ramey Agency

You can add labels to new or existing notes, watch a demo below!

Not using Basis Assistant yet? Install it today!

  • Gabriel Ribadeneira L

Related Audiences

Related Audiences give you the scale and performance needed to meet your campaign's KPIs, and provide a good alternative to choosing third-party segments based on intuition or by chance.

Typically, the best performing campaigns are those that leverage first-party data, however, these can often lack scale. Basis addresses this issue by allowing you to find users who share qualities with those who have already engaged with your products or services.

Basis uses proprietary lookalike modeling technology to recommend third-party segments based on the first-party audiences you are targeting, scoring each suggestion based on its similarity.

Scores greater than 100 indicate that users in each third-party audience have a greater probability to be like users in the existing first-party audience.

Additional information about this feature is available in our Help Center.

Basis Assistant

We asked our users how Basis Assistant is helping their roles, here is what they shared!

Workflow Automation

“Basis Assistant recognizes the time, date and platform in which we make a change, and the logos in each note make it easy to quickly browse through the notes and identify where the change took place.”

- Emily Gagnon, Digital Media Specialist, Lead Marketing Agency

Campaign Performance

“We want to give our clients information on the value we provide, and specifics about the activities we do day-to-day to drive campaign success. Basis Assistant allows us to log all those actions in detail and compile a written report we can share with our clients.”

- Taylor Watters, VP, Watts Media

Communication & Documentation

“We’ve got a team of channel specialists that execute campaigns. Before Basis Assistant we were using Google Sheets and were individually, and separately, logging optimizations which were extremely time-consuming. Basis Assistant now makes it so easy to log a quick note and keep everything streamlined.”

- Sarah Reader, Paid Media Strategist, Insight

Whether it’s running a programmatic campaign in the open exchange, buying impressions in a social media platform, or creating a report in a dashboarding tool – your team can input notes from all these sources in Basis Assistant without switching programs.

Install Basis Assistant today!

  • Gabriel Ribadeneira L

Ad Serving

Managing ad tags is now easier with a redesigned and enhanced full-view screen.

The new Ad Serving tab is located in between the Overview and Analytics tabs of a campaign, and:

  • Gives you more flexibility; manage ad tags for a Plan, Channel, Vendor, Property, and/or Line Item in as little as one click

  • Displays 5x as much information through a new table-view

  • Provides in-line editing functionality for Ad Tag Names and Types

  • Allows categorical filtering and column sorting

  • Introduces the ability to delete exported ad tags

More information about Ad Serving in Basis is available in our Help Center.


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