What is the FieldTest Ad Platform?
The FieldTest Ad Platform is a simple self-service web app that allows you to quickly build and deploy native-style content ads across the open web. All you need to get started is a link to an article, website, or product that you'd like to promote. We build an ad from the link provided, and provide you with targeting tools to show the ad to the audiences you care about.
We take care of the ad building, the audience and inventory, the flight, and the reporting in one simple package.
FieldTest is in open beta and changing rapidly, with new features added weekly. If you have any questions or would like immediate help, contact firstname.lastname@example.org.
Registration is straight forward, and outside of the email and password fields, we ask for your company/brand name and website to get to know you a bit. If you're an agency or are a marketer for a larger firm, you can enter the name of the company you represent. The information provided here does not effect campaign settings later (you provide custom information for each campaign), but may be used by our support team to properly categorize your ad campaigns with our downstream supplies and vendors, ensuring your ads are flighted properly.
First Campaign & Billing Setup
Immediately after registering, you'll begin the optional setup of your first campaign. This is a simple interface to build an ad unit, setup your target audience, and select your budget and schedule. You can exit this interface by clicking "Skip" or clicking the Dashboard link in the navigation, if you'd prefer to setup a campaign later.
For full instructions on how to build a campaign properly, review the Creating a Campaign guide.
After you're done setting your campaign up and click next, you'll go through a first-time payment setup, which asks for your basic billing information (and asks for a card to charge for the campaign you've just built. This card will be kept on file for future campaigns, and you can enter alternative forms of payment. Currently, payment for campaigns works on a "checkout" system, where you pay for the campaign at setup. We are moving to more advanced billing (thresholds, credit) shortly after launch.
Personal information entered here can later be edited on your Profile page, explained later in this guide. Payment methods are controlled entirely at campaign checkout.
The Dashboard interface is your birds-eye view to all active campaigns and is split with your combined campaign data visualization at the top.
All of the data on this page will change to accommodate whatever date range you want to review using the date pulldown in the top right above the data visualization. Additionally, the colorful buttons above the data chart can be tapped or clicked to load that data segment onto the chart, (limited to two segments at once) allowing you to visualize spend over impressions, or impressions over clicks, for example.
Clicking "New Campaign" in the top right will take you to the campaign builder, which is exactly like your "First Campaign" ad builder, but without the first-time billing questions.
Your individual campaign performance is listed on the reporting table below the data chart:
This chart allows you to quickly compare the performance of your campaigns, which is especially useful if you're running several iterations of the same ad but with different titles or images to A/B test. For a complete list of the ad terminology used on this page (Such as CPM, CPC, etc) please review our Glossary of Terms.
Clicking on the name of any campaign on the table below the data chart will load that campaign's Drilldown view. In the below view, we've clicked on "Heddles Test Campaign" from the previous visual of the reporting table.
In the Campaign Drilldown, you'll notice the top of the page now displays the name of the campaign along with your schedule, budget, current bid and spend to date. The data visualization works the same way here, but is restricted to just this campaign, which is useful for reviewing individual performance. For more information on how to read and make decisions based on reporting, review our Campaign Reporting & Analytics guide.
You'll also notice the reporting table has changed slightly:
The image and titles used in your ad are visible here for quick reference. Clicking on the creative image or title will display a preview window:
Clicking on the "Demo" button on the Preview will create a new browser tab with the ad, which you can share with your team to view the ad outside of a live campaign ecosystem.
Just above the reporting table on the right, you'll notice an "Export Report" button:
This button does absolutely nothing other than export a spreadsheet report of your campaign performance, we promise.
At any time, you can click or tap the FieldTest logo in the top left on the dashboard header to return to the dashboard home. To logout, click or tap your username (with the "person" icon and dropdown arrow) at the top right of the dashboard page header and click or tap "logout".
The Tracking section of the platform is where we provide a FieldTest Pixel to be placed on your website. Once placed, you can set a full or partial URL as a conversion event to track conversions for your ad campaigns.
Additionally, our pixel will give us more information about your audience, help us optimize your campaigns toward conversions, and allow you to target your site visitors with ads.
For more on the FieldTest Pixel, and instructions on how to setup, check out the Tracking Pixel Setup documentation.
Profile & Billing (Settings)
By clicking or tapping your username (with the "person" icon and dropdown arrow) at the top right of the dashboard page header, you'll see options for Profile and Billing.
Clicking on either will take you to that specific tab in your Settings interface. Taking a look at the Profile page below:
First and Last Name will be populated with the information you provided at Registration, and can be updated freely.
Change Password is self-explanatory, and requires your existing password as a check to update to a new one.
Phone number is additional and optional, but nice to add on file if you need additional support from our team if an email convo through support doesn't suffice.
Company/Brand Name and your Website URL were also provided at Registration and can be updated freely.
Your Company/Brand Category is a suggested declaration, as it allows us to pass that info to downstream partners and suppliers to help optimize your campaign.
The Time Zone selection will effect the time of your reports and export reports on dashboard in a future update, but currently advises our support team on how to prepare reports for you if that is a support request.
Now let's take a look at Billing:
Billing is simplified to show your charge history, displaying the date of sale, the campaign the billing was associated with, the user that made the purchase, the card type (Visa, etc), last four digits of the card used along with an auth code, and the amount charged to your card.
The Billing interface will expand to allow the addition of multiple payment sources and the editing of payment sources when we move to credit-based campaign spending. In the meantime, editing and updating your payment sources is done in the New Campaign interface (at the point of purchase).