This guide will show you how to connect your TradeDesk account and pull the following metrics:

• Spend and Impressions enabling click-based tracking and attribution.

Setting up TradeDesk within Northbeam involves four steps:

Step 1: Retrieve TradeDesk Integration Details

Step 2: Inserting Click and Impressions UTMs

Step 3: Creating a Scheduled Report

Step 4: Enable TradeDesk Integration

Step 1: Retrieve TradeDesk Integration Details

Retrieve the information needed to set up your integration by navigating to the Connections menu in your dashboard. Follow these steps:

1. Go to Settings
2. Select Connections
3. Scroll down to find TradeDesk

You'll find the following:

• Click UTM – UTMs to be added at the end of your Click Thru URLs.
• Impression URL – URLs to be used in Pixel Impression Tracking.
• Email for Scheduled Report – The email address for sending scheduled reports.

Step 2: Inserting Click and Impressions UTMs

Step-by-Step Guide

📘

Please Note

Ensure your UTM starts with “&” or “?”.

• If you have existing parameters, use “&”:
  • Ex: northbeam.io?utm_source=tradedesk&nb_platform=tradedesk…
• If you do not have existing parameters, use “?”:
  • Ex: northbeam.io_?nb_platform=tradedesk…

Step 3: Creating a Scheduled Report

Step-by-Step Guide

Metrics need to be sent daily to our robot email address. In order to send us the data, please create a scheduled CSV.

• Create a TSV/CSV report
• Template Name: northbeam_scheduled_report
• Type: Performance (100 days, All Metrics)

Add the following fields, metrics, and conversions:

Add Fields:

Date
Ad Group
Ad Group ID
Campaign
Campaign ID
Creative
Creative ID
Advertiser Currency Code
Media Type

Add Metrics: 

Clicks
Impressions
Advertiser Cost (Adv Currency)
Advertiser Cost (USD)

Add Report Column:
01

Add Conversions:

Click Conversion
Click Conversion Revenue
View Through Conversion
View Through Conversion Revenue

Please configure additional fields:

• Filter by Partner or Advertiser > select your brand name
• Date Range: Last 30 Days
• Date Format: Sortable
• Numeric Format: US
• Time Zone: UTC
• File Format: CSV
• Include Headers
• Email this report to the email address in your Connections Page. It should look something like: <your_client_id>[email protected]

Step 4: Enable TradeDesk Integration

1. Navigate to the Connections menu in Northbeam:

   • Go to Settings.
   • Select Connections.
   • Scroll down to locate TradeDesk.

2. In the Connections menu:

   • Check the boxes to confirm that the following have been set up:
     • Click UTMs
     • Impression URL
     • Scheduled Reports
   • Select the TradeDesk Channels you're advertising on.
     • Note: Attribution may be limited on specific channels.
   • Click Connect.

Once enabled, Northbeam will begin reporting spend and impression data, as well as click performance during the next data refresh.

📘

TradeDesk View-Based Modeling Update

Supported Channels

Our current TradeDesk supports the following channels on a click-basis:

• Display
• Video
• Native Display
• Native Video

Supported Attribution Models

For these click-based channels, the following attribution models are supported:

• First Touch
• Last Time
• Last Non-Direct Touch
• Linear
• Clicks-Only

Channels with limited attribution

The following channels generally don't lead directly to website clicks and will see minimal tracking and performance data:

• TV
• Digital Out Of Home
• Audio

Unsupported Attribution Models

The above placements are not supported by our view-based attribution models including:

• Clicks + Views
• Clicks + Views enhanced

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Scheduled reports (Step 3) will continue to function as normal, so you can expect to see spend data pulling in as usual.