The purpose of this quick setup tutorial is to describe the basic steps in setting up your domain on Broadsign Direct.
Note: Domain settings only appear to users assigned the Admin role. Users with Sales or Manager privileges will be unable to see them. For more information, see User Privileges by Role.
Broadsign Services will work with you to configure your company information on Broadsign Direct.
Before receiving your Admin user login credentials, you will need to send Broadsign the following:
- Terms and conditions (optional): The text of your terms and conditions. Will appear on your proposal PDFs to send to prospects. Submit as text in an email.
- Whitelist of folder ID#s (display units and criteria): Send us the folder ID#s of display units and criteria that you want to whitelist. We need to sync selected display units and criteria from your Broadsign Control Administrator domain with Broadsign Direct. To do this, decide which folders will contain whitelisted display units and criteria. Any resources (including sub-folders) that appear in either of these folders will sync with your domain on Broadsign Direct.
Warning: Be sure to only whitelist folders that contain display units and criteria that are in production. Refrain from including test resources in the whitelisted folders.
Once Broadsign receives this information, we will create your domain and provide you with Admin user credentials.
As part of the quick setup, there are a few things to do for your domain:
- Upload your proposal header.
- Select your proposal accent color.
- Set your domain's currency.
To upload your proposal header:
The image that you upload here will appear at the top of all of your proposals. See Proposal PDF.
Note: For best results, we suggest an image size of 2480 × 400 px.
From the General tab, select Upload Picture.
- In the Open dialogue box, locate and click your image. Then click Open. Your image will appear in the Proposal Header section.
To select your proposal accent color:
The accent color that you select here will appear throughout all of your proposals. See Proposal PDF.
We suggest that you use a primary color from your company's branding palette.
- From the General tab, select an accent color using one of the following methods:
- When you are finished, click Save.
To set your domain's currency:
In the General section, you can configure your network's currency.
You can enter up to eight characters. As a best practice, we recommend using the ISO 4217 currency codes, e.g., USD, CAD, EUR, etc.
Note: The currency field cannot be empty.
To add a user, you need to log in as an Admin. See User Privileges by Role.
In our example, we will add a user with the Sales role (see For Sales).
To add a user:
- Log in to Broadsign Direct as an Admin user.
In the top-right corner, click on the settings icon.
From the domain settings options on the left, select User Management.
Click New User +. A new line appears at the top of the user list panel.
- Enter the following information (from left to right):
- Name: Enter a name for the user. Could be the user's given name, or the name of a role in your company. For our example, we will call our user "Inside Sales".
- Email: Enter the email for the user. The user will enter this email address at login. For our example, we will enter "email@example.com".
- Phone: Enter the phone number for the user. Optional.
- Role: For our example, we will select "Sales". Can be one of the following:
Password: Select Click to set. The password dialogue box opens. Enter a password for the user, and then confirm the password. Click Save. The user will enter this password at login.
Note: The password must be 8 characters long.
- User Active: You can create a user role that you intend to activate at a later time. The default setting is "Yes" (i.e., "active"). Deselect the box to set the user as inactive.
Once you have entered the user's information, to confirm, select "check mark". To delete, select "X".
To add a rate card, you will need to access the Domain Settings (see The Digital Rate Card Management Section).
Note: There is no limit to the number of rate cards you can add to your domain.
To add a rate card:
From the domain settings options on the left, select Rate Card Management.
Click New Rate Card +. A new line appears at the top of the user list panel.
- Enter your rate card information, from left to right:
- Name: The name of the rate card. For our example, we will enter "Subways".
- Flight Length: The duration of the rate card's flight. For our example, we will enter "1".
- Flight Type: The unit of the rate card's flight length. For our example, we will enter "Months".
- Slot Duration: The duration of the rate card's ad slot (in seconds). For our example, we will enter "12".
Price: The price of the rate card, using your domain's currency. For our example, we will enter "75,000". (The currency will default to that which you set in the General section. In our case, it will be "USD". See Configure your Domain).
Note: We will assign our rate card to individual screens, below (see Associate Screens to a Rate Card).
Once you have entered the rate card information, to confirm, select the "check mark". To delete, select "X".
Next, we will associate a rate card to a few screens. As a result, as you add screens to a proposal (see Packages and Screens) or package (see Description, Ad Flight and Price), the rate card pricing information will appear in them.
To associate screens to a rate card:
From the rate card list panel, locate our new rate card.
Click on the box that says, "Click to choose...". A modified version of the Inventory page appears (see Digital Inventory Page).
In our example, we will narrow down our list to only those screens in the United Kingdom. We have installed these screens in the London Underground. In the Location box, we will start to enter "United Kingdom".
- Select United Kingdom. The "United Kingdom" criterion will appear at the top of the page. This helps you track which filters are narrowing the search.
- Next, we will select the four screens in the United Kingdom, all of which are in subway stations. With your mouse, point to one of the four screens. The selection icon will appear.
Select the screen. A green check mark appears next to it. Select the remainder.
- Once you have selected the screens you want, click Done.
- In the "Associated Screens" column, you will see the number of screens you selected.
- To edit the screens associated with the rate card, click on the box that says Click to Change....
Admin users can add images to the screens on a network. These photos that could appear in your proposal PDF and represent your offer (sometimes called a "hero shot"). We recommend using a photo from your sales collateral.
Also, users with Sales or Manager credentials can quickly see a picture of a screen in your inventory.
Here are the recommended content formats for your images:
|Web image formats||PNG; JPEG|
|Ratio and Resolution||
600 pixels × 400 pixels
Note: For best results, we suggest using a picture that is 600 pixels × 400 pixels. Although the maximum height is 400 pixels, the maximum width is 1500 pixels. We maintain aspect ratio, so will try to make the image fit within 1500 pixels × 400 pixels. If you use a smaller resolution, image quality will deteriorate.
To assign an image to a screen:
- Go to the Inventory page (see Digital Inventory Page).
From your inventory, select a screen by clicking on the icon on the far left.
The screen's information sheet opens.
- Select Browse content or drag and drop a file into the dialogue box.
- If you selected Browse content, browse to the image's location and select it.
The image will appear in the screen's information sheet.
Note: The image from the first screen in the proposal is its default image. You can override the image when editing the proposal. See Description and Picture Uploader.
For more information, see:
You can add your own first-party audience data from each of your screen locations. Your sales team will know how much of each demographic is available to clients.
Audience data appears in Broadsign Direct in a few places:
You will need to create a
.csv file with the appropriate data. Broadsign Direct provides an audience data template for you. To create the file requires three general steps:
- Export the audience data template from Broadsign Direct. This file provides you with the allowable columns and correct format. On a new domain, the columns will be empty.
- Enter your first-party audience data into the file, respecting the format. You can leave existing columns blank; however, you are unable to add columns to the file.
- Import the file, now containing your first-party data, back into your domain.
Note: In Windows operating systems, if you open a
.csv file it defaults to Notepad (see below). To work with the
.csv file you will need to open it with Microsoft Excel or a similar spreadsheet program.