Categories and Triggers

The Broadsign platform uses a rules-based approach to allow players to generate their own playlists. We enable rules-based playlists by assigning categories to each campaign that we schedule.

The “Categories” training video is part of the “Content and Scheduling” playlist:

Categories: Outlines how to create categories.

As categories can be used for different purposes, the category’s type is a useful way to sort your categories so that only the approriate type can be used in the correct context.

Typing of categories is completely optional. However, it can be useful. For example, if your categories are properly typed, then you won’t see any trigger categories when assigning a separation category to a bundle.

Category typing is a user-convenience feature only. Types are used exclusively to hide inappropriate categories when selecting them for assignment. Once you assign a category, changing its type has no functional effect.

Category types
Broadsign provides several different category types:

    • All: This is the default type. Categories of this type can be used for any purpose.
    • Separation: Categories of this type can be used for separating similar content in the loop. They can be assigned via the separation tab in the Media Package, Campaign and Bundle Properties. In addition to separating similar content such as competing brands, it is also possible to specify secondary levels of separation to for example ensure that two car ads never play back to back but furthermore also separate car ads from alcohol ads.
    • Segmentation: Categories of this type can be used for grouping content together in a loop. They can be assigned via the segment tab in the Media Package, Campaign and Bundle Properties.
    • Exclusivity: Categories of this type can be used for assigning campaign exclusivity. For more information, see “Wizard Options” at Campaigns – Options.
    • Trigger: Categories of this type can be used for assigning triggers in the trigger tab in the Media Package, Campaign and Bundle Properties. For more information, see Frame Synchronization.
    • Inventory: Used when employing the Share of Loop feature. See Share of Loop.

If you select “Categories and Triggers” from the resource tabs on the left, then right-click anywhere in the work area, you will see this menu:

Categories contextual menu

    • Add Category: Opens the Add Category Wizard.
    • Edit Category: Opens the Category Properties dialogue box.
    • Deactivate Categories: Deactivates all categories in the selected folder.
    • Add Category Folder: Opens the “Add a folder” dialogue box.
    • Edit Folder: Opens the Category folder properties dialogue box.
    • Deactivate All: Deactivates all folders that are nested within the selected folder.

For general information about adding, editing and deactivating resources, see Resources – Overview.

To add a category, use one of the following methods:

    • Go to the Schedules ribbon, and then select the “Category or Trigger” icon.

resources-categories-icon-ribbon

    • From the resource tabs on the left, select “Categories & Triggers”. Then, right-click anywhere in the work area. From the contextual menu, select “Add Category”.

By default, the Add Category Wizard contains the following pages:

    • Welcome: Name the category.
    • Category Type: Select the category type.

Category types

    • All: This is the default type. Categories of this type can be used for any purpose.
    • Separation: Categories of this type can be used for separating similar content in the loop. They can be assigned via the separation tab in the Media Package, Campaign and Bundle Properties. In addition to separating similar content such as competing brands, it is also possible to specify secondary levels of separation to for example ensure that two car ads never play back to back but furthermore also separate car ads from alcohol ads.
    • Segmentation: Categories of this type can be used for grouping content together in a loop. They can be assigned via the segment tab in the Media Package, Campaign and Bundle Properties.
    • Exclusivity: Categories of this type can be used for assigning campaign exclusivity. For more information, see “Wizard Options” at Campaigns – Options.
    • Trigger: Categories of this type can be used for assigning triggers in the trigger tab in the Media Package, Campaign and Bundle Properties. For more information, see Frame Synchronization.
    • Inventory: Used when employing the Share of Loop feature. See Share of Loop.

To edit a category, use one of the following methods:

    • From the list panel, select a category. Then, from the view bar, select Edit.

Select Edit from the view bar

    • From the list panel, double-click on a category.

In the list panel of explorer view, each resource has a column selector menu. With this menu, you can configure the list panel to display information you want.

To access a resource’s column selector menu:

  1. From the view bar, select Explorer view.
  2. In the list panel, hover your pointer over the panel header.
  3. Right-click, and the column selector menu will appear.
  4. Select as many column options as you want.


After you have created categories for your network, you can then move on to other basic steps: