Quick Start Tutorial

The purpose of this quick start tutorial is to provide a basic introduction to Broadsign Core. By following these steps, you will be able to get a single piece of content onto your screen in about five minutes.

The “Quick Start Tutorial” training video is part of the “Introductory” playlist:

Quick Start Tutorial: Outlines how to get a single piece of content onto your screen in about five minutes.

Within Broadsign Core, we refer to each piece of content as an ad copy.

Ad copies contain and store pieces of content. For example, an ad copy called “Corporate” could contain a PNG file (“logo.png”) or a video file (“corporate-video.mp4”).

To upload an ad copy:
  1. Open Broadsign Administrator.
  2. From the resource tabs on the left, select Ad Copies.
  3. Drag and drop content from your PC into the work area. Follow the steps on the screen.

The Transfer Manager will show you the progress of your content upload.

For more information, see:

A display unit represents a screen or a content channel on your network. Display units tie together various settings including display types, loop policies and criteria.

Then, when booking campaigns, you can target specific screens.

To add a display unit:
  1. In the Network Setup ribbon, select the Display icon.

  1. Give the display unit a descriptive name. Click Finish.

Your screen is now set up in the software.

When setting up a larger network, you will find it helpful to use targeting criteria. See Network Setup – Add Criteria.

For more information about display units, see:

Now that we have uploaded content and added a display unit, we can start scheduling content to our screen. We schedule content by booking a campaign.

To book a campaign:
  1. In the Schedules ribbon, select the Campaign icon.
  2. Follow the steps on the screen.
      • On the Display Unit Targeting page, select the display unit you created above.
      • On the Duration page, if your ad copy is static (e.g., an image), you will need to enter a duration value.

For more information, see:

Player resources in Broadsign Administrator represent PCs running Broadsign Player. They communicate with Broadsign Server in order to receive their scheduling information and display appropriate content.

To register a player:
  1. Ensure that you have a PC-player for your demo-network.
  2. Open Broadsign Player.
  3. Click Register.

  1. Follow the steps on the screen for a player registration. Note: For this demonstration, you will skip through most of the pages of the registration, except the following:
      • On the Display Settings page, select the display unit you created above.
      • On the Registration Name page, name the player (e.g., “Player 1”).

Once registered, the new player will appear in Broadsign Administrator under the players resource tab. The player polls/connects with Broadsign Server, allowing your display unit/player to download your content.

For more information, see:

Broadsign Player Application

You can start the player application on your player-PC. It will open full-screen. To go to window mode, hit Esc.

 

Player Polling

A player polls every 40 minutes by default, which can be changed in Broadsign Administrator.

You can enforce a player-poll for testing-purposes:

  1. Open Broadsign Player.
  2. For window mode, hit Esc.
  3. Go to Operations > Push Request Now.

Your changes or schedules will download and start.

For more information, see Configuration Profiles – Settings Section – The Network Tab.

 

Using a Proxy Server

To install a Proxy Server on the player:

  1. Open Broadsign Player.
  2. For window mode, hit Esc.
  3. Click Options.

For more information, see Configuration Profiles – Settings Section – The Proxy Tab.

 

Troubleshooting

The Diagnostics Report is a useful and efficient tool to quickly ensure a player is working properly.

To generate the report:

  1. Open Broadsign Player.
  2. For window mode, hit Esc.
  3. Go to Help > Diagnostics Report.

For more information, see Broadsign Player – Verify your Installation.

 

Scheduling by Time-Range, Full-Screen or Frame Targeting and Configuring Loop-Segments

In order to book advanced campaigns, you can enable more wizard options:

  1. Go to the Options Menu and, from the drop-down menu, select Change Options.
  2. Go to the Campaigns & Events tab.
  3. Select additional pages for the Add Campaign Wizard.

For more information, see Campaigns – Options.

 

Including Filler Content to Fill your Loop

Scheduling content using campaigns ensures content is guaranteed to play, and recorded in the proof of play log.

In order to include “inferior” content in your loop, e.g., infotainment, splash-images, etc., you can use filler content. Fillers will be automatically included and removed whenever required.

To include filler content:

  1. Select a loop policy.
  2. Open the loop policy properties.
  3. Go to Schedules > Fillers.
  4. Add fillers to the loop.

The difference between Fillers and Programs is that Fillers play randomly, while Programs play according to a specific order.

To use Programs, you will need to include “Program Transformation” in the Loop Policy Settings, where you can also configure the rules that affect building the loop.

For more information, see Edit Loop Policy Properties.

 

Previewing the Playlist/Loop for a Specific Display Unit

To evaulate if you scheduled your content properly, you have two options:

    • Visually: Select a display unit. You can then visually preview the content in two ways:
        • View bar: From the view bar, select Preview.
        • Properties: Open the display unit properties, and go to Preview.
    • Playlist/loop: Select a display unit, then generate the Loop Snapshot report. You can do this in one of two ways:
        • Ribbon: From the Schedules ribbon, select the Loop Snapshot icon.
        • Contextual Menu: Right-click on a display unit and, from the contextual menu, select Loop Snapshot Report.

For more information, see View Bar or Edit Display Unit Properties – The Preview Section.

 

Dividing the Screen into Frames

Frame layouts are defined on display unit level, and can be different per day-part. For example, you could have a different frame layout in the morning and the afternoon.

To design a frame layout:

  1. Select a display unit, and open its properties.
  2. Go to Day Parts > Day Parts.
  3. Select the day part you want to change and either double-click it, or select Edit.
  4. Go the the Frames tab.

Each frame can have its own loop policy, e.g. a main frame might have a 5 minute loop, compared to a ticker frame which might have a 1-hour loop. Ensure you assign frame criteria to each specific frame for targeting, e.g. “main”, “ticker”, “sidebar”, etc. Also, ensure you have enabled “Targeting by Frame Criteria” in the Campaign Wizard options.

For more information, see Frames.

 

Deciding on Criteria for your Network

Criteria are critical to be able to target your screens as efficiently and accurately as possible. Criteria should be based on how you expect to target the screens.

Even though criteria are typically very specific to each network and the way media is sold, common criteria include:

    • geographical, e.g., city, province, country
    • aspect-ratio (if you are running 4:3 and 16:9)
    • screen-orientation (if you are running landscape and portrait screens)
    • location-demographics, e.g., adults, teens, high-income
    • positioning of the screen, e.g., entrance, cash-register, isles
    • name of the network/store

For more information, see Criteria and Conditions.

 

Scheduling a Single or Periodical Event

The events feature allows you to interrupt a loop, and display an event at a specific time/date. For example, you could create and schedule a New Year’s Eve countdown that will appear from 11:59:00 – 00:02:00 on New Year’s Eve. After the countdown, regularly scheduled content would resume.

  1. In the Schedules ribbon, click on the Event icon.
  2. Follow the steps on the screen.

For more information, see Resources – Events and Content and Scheduling Tutorial – Schedule an Event.