SystemSetup:BasicOptions

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(Redirected from General:Configuration)

Contents

System Configuration

System configuration is typically performed from the factory User Interface under:

Admin Login > Configuration > System Setup

It is important that you consider all configuration options carefully before going live.

System Configuration

The System Setup area is divided into segments:

  • Campaign Character Limits and Campaign Settings
  • Advertiser Settings
  • Publisher Settings
  • General Settings
  • Payment Settings

Campaign Character Limits

Headline/Title Length

What it Does: This controls the number of characters that are permitted for the advertisements title.

Total Description Length

What it Does: This controls the number of characters that are permitted for the advertisements description. This value is divided into two fields. For example, if the value provided is 70, two description lines are provided to the advertiser, each with a 35 character limit.

Display URL Length

What it Does: This controls the number of characters that are permitted for the advertisements display URL, the URL that is shown on the advertisement. This does not effect the Destination URL for the advertisement.

Allowed Creative Types

The following settings are global. All channels will accept the selected creative types.

  • Text Ads - What it Does: This setting will allow advertisers to create text based ads.
  • Photo Text Ads - What it Does: This setting will allow advertisers to create photo-text ads, advertisements that include both text and a thumbnail image.
  • Image Ads - What it Does: This setting will allow advertisers to create image based ads, commonly referred to as banner ads. The factory system includes standard IAB based sizes with the ability to define custom sizes as needed.

Campaign Settings

  • Use Proxy Bidding - What it Does: Setting this option to Proxy Bidding allows the system to adjust costs based on a combination of factors. These factors include: historical click-through-rate, historical yield, keyword relevancy, targeting matches, and a number of configurable boost options in addition to the bid amount set. Because of this advanced algorithm, it is possible for an advertisement with a maximum bid value of $0.50 to appear more often and with a higher rank than an advertisement with a bid value of $1.00 (for the same criteria) due to these factors. It is also possible for the same advertisement to be delivered at a lesser bid value due to these factors.

    Setting this option to Fixed CPC will utilize the advanced placement algorithm but not adjust the cost. What the advertiser enters is exactly what the advertiser will pay for each click.
  • Default Minimum Cost Per Click - What it Does: This setting determines the default minimum Cost per Click for each new channel created. This value does not represent a system minimum.
  • Keyword Entries - What it Does: This determines if keyword usage is Required (for each ad), Optional, or Disabled.
    • Required - Every advertisement created by an advertiser MUST include keywords and / or phrases.
    • Optional - The advertiser can skip providing keywords. When an advertisement does not include keywords or phrases, the advertisement is considered a Run of Channel advertisement.
    • Disabled - Advertisers cannot provide keywords or phrases. All advertisements created are considered Run of Channel.
SHOW STOPPER: If Disabled is selected, you cannot use inContext.
  • Campaign Delivery Limitations - What it Does: This allows you to limit the number of ads from each advertiser in a given ad request, or to prevent the same advertiser from having consecutive ads.
    • Limit Advertiser Appearance - Only one advertisement from an advertiser can be shown in any single request. This setting is ignored for the House Advertiser Account (1001).
    • Limit Consecutive Advertisements - Advertisers can have more than one advertisement appear in a single request provided they are not consecutive. This setting is ignored for the House Advertiser Account (1001).
    • No Limitations - Advertisers can occupy any ad slot.
  • Use Geographical Targeting - What it Does: This gives your advertisers the ability to target their advertisement to specific countries based on the IP address of the person viewing ads. Geographical targeting is a provided service of MaxMind. The database we include is the licensed distribution of the MaxMind GeoLite City database.
NOTE: While we do provide the GeoLite City database with the inClick Ad Server, the system only supports Country level targeting at this time.

Advertiser Settings

Minimum Deposit

What it Does: This setting defines the minimum deposit requirement for existing accounts.

Minimum First Deposit

What it Does: This setting defines the minimum deposit requirement for NEW accounts, accounts that have never made a deposit or received a credit of any kind.

Default to Minimum

What it Does: This controls whether the add funding screen sets the default value for the 'amount' field to the minimum deposit, or leaves it blank.

Default to Automatic Funding

What it Does: This controls whether the add funding screen has the 'Automatic Funding' box checked by default.

Low Funding Threshold

What it Does: This setting defines the threshold of when the ad server will send the low funding email notice. This value is also the threshold at which time the system will perform Automatic Billing for accounts that have the feature enabled.

Publisher Settings

Network Type

  • Open Network - This allows publishers to create accounts and become partners of your system / network. Publishers typically show ads from your inClick Ad Server deployment on their sites to earn a commission for each billable action completed.
  • Closed Network - This closes the publisher side of the system to only existing publisher accounts.

Unapproved Publisher Ad Code

What it Does: This controls whether a publisher who has not been approved has access to generate ad code or not.

Site Demographic Info

  • Required - This will require new publishers to provide site demographic details:
    • Page Views
    • Traffic Origination - Where traffic comes from
    • Primary Visitor Region - Country of traffic
  • Optional - Demographic details are not required

Default Commission Rate

What it Does: This is the commission rate new accounts are assigned. The value should be entered as a whole number.

NOTE: Changing the rate here will NOT change existing accounts. This setting is only for accounts created from the point of modification forward.

Minimum Publisher Payment

What it Does: Publishers must reach this amount in earnings to be qualified for payment. This is the threshold used to determine what publishers are ready to be paid in the Publisher Payment report.

Show Commission Rate

  • Show Rate to Publisher - This will allow the commission rate to be seen by the publisher.
  • Hide Rate from Publisher - This will not disclose the commission rate to the publisher.

Publisher Payment Methods

  • Check - This will allow the publisher to select "Check" as a payment option.
  • PayPal - This will allow the publisher to select "PayPal" as a payment option.
  • Other - This will allow the publisher to select "other" as a payment option.

Use inContext for Ad Delivery

  • Yes - This will utilize the inContext engine to match ads to page content.
  • No - This will disable the inContext engine. Ad matching must be provided for each request.

General Settings

Network Name

What it Does: This value is the name of your network. The text provided here appears on the top of all factory user interface pages as well as in system email messages.

Short Network Name

What it Does: This value is the abbreviated or shortened name of your network. The text provided here appears in the subject line for system email messages.

Ads By Text

What it Does: The text provided here will appear on the top or bottom of the factory provided IAB ad codes.

Ads By URL

This is the URL used when someone clicks on the Ads By Text (or the AdChoices icon) within the ad panel. The following is appended to the URL:

  • refid - The publisher ID originating the click
  • w -
  • c -
  • cnt - The total number of ads in the panel
  • url - The URL (urlencoded) where the click occurred
  • results - the Campaign and Ad IDs displayed separated by a semi-colon

Hold Ads for Review

  • Yes - All new and edited advertisements will be held for administrative review.
  • No - New advertisements go live immediately. Ads that are put into a "Hold" state by the administrator will require approval.

Admin Notification Email

What it Does: This email address is the address where system messages and notifications are sent. This email address is not exposed to your advertisers.

Network Email Address

What it Does: This email address is the address used as the Reply-to address for system messages sent to advertisers and publishers.

Logout Landing URL

What it Does: This is the default landing page when someone logs out / signs out of your ad server.

Ad Delivery URL

What it Does: This is the URL where ads will be served from. For a single server deployment, this should not be changed. If you are load balancing advertisement delivery, you would change this to the address used for your load balancer or dedicated delivery node.

inClick Cloud - Do not modify this unless you know what you are doing!

Secure Ad Delivery URL

What it Does: The Secure Ad Delivery URL is used if your network supports SSL connections. Currently, it is only used to support conversion codes on SSL pages for advertisers. If you do not have an SSL URL, simply leave it the same as the Ad Delivery URL.

inClick Cloud - Do not modify this unless you know what you are doing!

Languages

This section of the configuration allows you to support more than a single language.

Tax Centers

If you are required to collect Value Added Tax (VAT), Sale Tax, or any other form of tax, you can configure these tax authorities (tax centers) here.

Check Payments

When activated, the payment workflow will present the option to mail a check for account funding. When used, an invoice number is created for reference.

  • Allow Checks - Check this box to allow Checks to be a payment option.
  • Check Recipient - Enter who the check is to be written to here, who the check will be made payable to.
  • Check Address - This is the address where the check is to be mailed to.

Wire Payments

When activated, the payment workflow will present the option to perform a wire transfer to fund the account. When used, an invoice number is created for reference.

  • Allow Wires - Check this box to allow Wire Transfers to be a payment option.
  • Bank Name - This is the name of the bank where wires are going to go, your bank.
  • Bank Address - This is the address of the bank listed above.
  • Swift - This is the Swift Code or BIC for your bank.
  • Account Name - This is the name on the account.
  • Account Number - This is the account number for wire transfers to go into.
  • Routing Number - This is the routing number for the bank.

Payment Settings

Credit Card Gateway

The inClick Ad Server supports a number of gateway systems. A credit card gateway is a connection to an existing merchant account for payment processing. Users stay on your site to provide payment information with the ad server communicating with the provider behind-the-scenes.

  • Authorize.net - If you already have an Authorize.net gateway account or a gateway account which emulates the Authorize.net payment gateway, please select this option and fill in your account details.
    • Authorize.net User ID - This is the API Login ID provided by Authorize.net.
    • Authorize.net Transaction Key - This is the API Transaction Key provided by Authorize.net.
    • Authorize.net Gateway URL - This is the transaction URL to the Authorize.net gateway. This does not need to be changed unless you are using a payment provider that emulates Authorize.net's gateway, or using a custom payment gateway layer.
  • CyberSource - If you already have a CyberSource gateway account, please select this option and fill in your account details. PHP 5.2 with SOAP support is required for the CyberSource gateway to become functional.
    • CyberSource Merchant ID - This is the Merchant ID provided by CyberSource.
    • CyberSource Transaction Key - This is the Transaction Key provided by CyberSource.
NOTE: The inClick Ad Server utilizes the SOAP Toolkit API. For more information about the SOAP API, visit here.
SHOW STOPPER: This payment system requires a 64-bit environment.
  • PayPal Website Payments Pro - If you already have a Paypal Web Payments Pro enabled Gateway Account, please select this option and enter your API details. To enable the API, please login to Paypal and go to Profile -> API Access and then click on Request API Credentials.
    • PayPal API Username - This is the API username provided by PayPal Website Payments Pro.
    • PayPal API Password - This is the API password provided by PayPal Website Payments Pro.
    • PayPal API Signature- This is the API signature provided by PayPal Website Payments Pro.
SHOW STOPPER: Website Payments Pro is not available to all countries.
  • None - No gateway provider is to be used.
  • Allowed Credit Card Types - Select the credit cards your gateway account supports.
  • Allow Autofunding - This option gives advertisers the option to keep their accounts funded when their balances fall below the Low Funding threshold. Credit card information is stored in a PCI compliant method. Additionally, credit card data can be stored on a private networked server for additional security.

2CheckOut Settings

2CheckOut is a payment provider that utilizes a method that sends your advertiser to a payment processing page provided by 2CheckOut. Once completed, the advertiser is returned to your inClick Ad Server deployment.

  • Use 2CheckOut - Select this to enable 2CheckOut as a payment processor. 2CheckOut is not a gateway processor.
    • 2CheckOut User ID (SID) - The 2Checkout SID value.
    • 2CheckOut Secret Word - The 2CheckOut Secret Word

To obtain your 2Checkout credentials, follow the steps below:

  1. Log into your 2CO Version 2 account.
  2. Go to Helpful Links > Look & Feel - Settings
  3. Change the setting for "Return URL" to Yes. If you set this to No, the end user will need to click a button to update their account.
  4. Change the Approved and Pending URL to (replacing ADSERVER_ROOT_URL with the URL to your ad server root directory):
    http://ADSERVER_ROOT_URL/services/2checkout_service.php
  5. Update your Secret Word and remember this as it is needed in your inClick Ad Server installation.
  6. In you inClick Ad Server installation, add your SID (Vendor ID) and Secret Word to your Admin Login > Configuration > System Setup > Accepted Payment Methods > 2CO User ID

AlertPay Settings

AlertPay is a payment provider that utilizes a method that sends your advertiser to a payment processing page provided by AlertPay. Once completed, the advertiser is returned to your inClick Ad Server deployment.

  • Use AlertPay - Select this to enable AlertPay as a payment processor. NOTE: AlertPay is not a gateway processor.
    • AlertPay Merchant ID - The AlertPay Merchant ID value.
    • AlertPay IPN Security Code - The AlertPay IPN Security code.

To obtain your AlertPay Merchant ID:

  1. Log into your AlertPay account.
  2. Go to Business Tools > Manage Business Profile
  3. If not yet created, create a Business Account using the Add button.

To obtain an AlertPay Security Code:

  1. Login to your AlertPay account.
  2. Click on "Business Tools".
  3. Under "Instant Payment Notification - IPN", click on "IPN Setup".
  4. Enter your Transaction PIN and click on "Access".
  5. Click on the "Edit" icon for the respective business profile. **This is for Business accounts only. Ignore this step if you only have one business profile on your account**
  6. Enter the information:
    1. For IPN Status, select "Enabled".
    2. Generate a security code if necessary and record it.
  7. Click on "Update".

Once you have updated your ad server, you will need to update your AlertPay account with the Alert URL provided by the ad server. The Alert URL is where AlertPay posts the payment confirmation data back to the ad server for automatic account updates. This is the URL of the location of the IPN Handler.

This URL can be found here:

  1. Login to your inClick Ad Server as the Administrator.
  2. Go to Configuration > System Setup > Alert Pay Payments [edit]
  3. Copy the Alert URL provided.

Setup Your Alert URL with AlertPay

  1. Login to your AlertPay account.
  2. Click on "Business Tools".
  3. Under "Instant Payment Notification - IPN", click on "IPN Setup".
  4. Enter your Transaction PIN and click on "Access".
  5. Click on the "Edit" icon for the respective business profile. **This is for Business accounts only. Ignore this step if you only have one business profile on your account**
  6. Enter the information:
    1. For IPN Status, select "Enabled".
    2. For Alert URL, enter the URL provided earlier.
  7. Click on the "Update" button.

Bank Audi Settings

Bank Audi is a payment provider that utilizes a method that sends your advertiser to a payment processing page provided by Bank Audi. Once completed, the advertiser is returned to your inClick Ad Server deployment.

  • Use Bank Audi - Select this to enable Bank Audi as a payment processor. NOTE: Bank Audi is not a gateway processor.

To use Bank Audi, you will need to provide the following:

  1. Audi Merchant ID
  2. Audi Access Code
  3. Audi Secret Hash

PayPal Settings

Quite likely the most common third-party method of collecting funds through the internet. inClick is designed to handle PayPal payments using the IPN feature. The IPN feature is NOT available on personal accounts! To use IPN, your PayPal account must be Business or Premier account.

What is IPN? IPN is a communication method used with PayPal to notify your inClick Ad Server installation that a payment was made without intervention by you. If you don't have a PayPal account, you can create one free by visiting PayPal.com.

  • Use PayPal - This will enable the PayPal standard payment system, the punch-out method where the user leaves your site to PayPal's payment processing pages.
    • PayPal Email Address - This is the email address for your PayPal account.
    • PayPal Page Style - This option allows you to define the page style, the look and feel, as a defined style in your PayPal account.


Payza Settings

Payza is a payment provider that utilizes a method that sends your advertiser to a payment processing page provided by Payza. Once completed, the advertiser is returned to your inClick Ad Server deployment.

  • Use Payza - Select this to enable Payza as a payment processor. NOTE: Payza is not a gateway processor.
    • Payza Merchant ID - The Payza Merchant ID value.
    • Payza IPN Security Code - The Payza IPN Security code.

To setup IPN do the following:

  1. Log into your Payza account.
  2. Go to My Payza Account > Manage My Business -> IPN Advanced Integration
  3. Click on IPN Setup
  4. Enter your Transaction PIN and click on "Access".
  5. Enter the information:
    1. For IPN Status, select "Enabled".
    2. The email address listed at the top is your Merchant ID, please record it.
    3. For IPN Version 2 select "Enabled"
    4. For Allow Encrypted Payment Details (EPD) select "Enabled"
    5. Generate a security code if necessary and record it.
  6. Click on "Update".

Once you have updated your ad server, you will need to update your Payza account with the Alert URL provided by the ad server. The Alert URL is where Payza posts the payment confirmation data back to the ad server for automatic account updates. This is the URL of the location of the IPN Handler.

This URL can be found here:

  1. Login to your inClick Ad Server as the Administrator.
  2. Go to Configuration > System Setup > Payza Payments [edit]
  3. Copy the Alert URL provided.

Setup Your Alert URL with Payza

  1. Go to My Payza Account > Manage My Business -> IPN Advanced Integration
  2. Click on IPN Setup
  3. Enter your Transaction PIN and click on "Access".# Enter the information:
    1. For Alert URL, enter the URL provided earlier.
  4. Click on the "Update" button.