PrimoDocs
Dashboard
2022.12
Overview
Dashboard
Create, edit and manage your Creatives
From the dashboard you create, edit and manage all your Creatives.
For each Creative you can edit, preview, create tags and zips and go live.
And use filters to quickly find what you are looking for.

Image
x
x‍
CTA
x
x‍
Video
x
x‍
Text
x
x‍
2022.12
Date range
Set a date range
Click on the date range and set the start- and end-date using the calendar.
This will reduce the Campaings shown to the selected time range.

Image
x
x‍
CTA
x
x‍
Video
x
x‍
Text
x
x‍
2022.12
Filters
Filters
Use filters to quickly find the Creatives you are looking for.

Filter by name
Type your search into the "Find" field.
The search will find matches of the Creative name and Campaign ID as well as "Brand", "Size", "Format", "Status" and "User name".
You can combine several search-words to narrow down the search.
Filter by brand
Filters for the selected brand from the list of "Custom brands" you have created at "Manage Brands".
Filter by size
Filters for the selected size from the list of all used sizes.
Filter by status
Filters for the selected campaign status.
Filter by user
Filters for the selected user from the list of all users in your organization.
Reset all filters
Click the "X" icon to reset all filters.
Image
x
x‍
CTA
x
x‍
Video
x
x‍
Text
x
x‍
2022.12
New Creative
Build a new Creative
On the dashboard select "New Creative".
From here you can define the name, size and Creative format for your campaign.
Find the full documentation here.
Image
x
x‍
CTA
x
x‍
Video
x
x‍
Text
x
x‍
2022.12
Manage Brands
Brands
Each Creative can be assigned to a brand in the Creative Settings.
You can then use brands to filter your Dashboard, Reporting and Analytics.
Manage your brands
On the dashboard select "Manage Brands" from the "Manage" dropdown.
Create, manage and use brands
Show the Custom brands documentation.
Image
x
x‍
CTA
x
x‍
Video
x
x‍
Text
x
x‍
2022.12
Manage Creative formats
Creative formats
Each Creative can be assigned to a Creative format in the Creative Settings.
You can then use formats to filter your Dashboard, Reporting, Analytics and Galleries.
Manage your Creative formats
On the dashboard select "Manage Brands" from the "Manage" dropdown.
Create, manage and use Custom formats
Find the full documentation for Custom formats here.
Image
x
x‍
CTA
x
x‍
Video
x
x‍
Text
x
x‍
2022.12
Manage Galleries

Manage galleries
Select "Manage Galleries" from the "Manage" Dropdown to open the Gallery Manager.
From there you can edit and delete existing galleries and create new ones.
Create, manage and share galleries
Show the Galleries documentation.

Add Creatives to a gallery
On the Dashboard click the "Add to gallery" button.
In the popup select the galleries in which you want this Creative to appear.
You can then edit them in the Gallery Manager.
Image
x
x‍
CTA
x
x‍
Video
x
x‍
Text
x
x‍
2022.12
Reporting overview
Reporting overview
The Reporting shows all your Live campaigns to give you an overview of the relevant Creative info, impressions and costs.
Open the Reporting overview
On the dashboard select "Reporting Overview" from the "User" dropdown.
Show the Reporting documentation.
Image
x
x‍
CTA
x
x‍
Video
x
x‍
Text
x
x‍
2022.12
Creatives list
Creatives list
The list shows all your Creatives. From here you can edit the Creative, create Previews, Tags and Zips and more.
Thumbnail
The thumbnail shows the fallback image of the Creative which is automatically created in all SmartBuilder Creatives and can be overwritten in the Creative settings.
Status

In editing
The Creative can be edited and has not been put live yet.

Live
The Campaign has been set live in the Creative settings.

Stopped
The campaign had been live but has been stopped in the Creative settings.

Protected
The Campaign has been set to "Protected" in the Creative settings.
In this mode the Creative is protected against any changes. It can still be viewed in the Editor but no changes will be saved.
Edit creative
Click the "Edit" button to open the Creative editor.
A yellow icon indicates this is a SmartBuilder Creative and a blue icon indicates a PrimoStudio Creative.
Name
Click the name of the Creative and type a new one to change the name.
Size
The size shows the format size in virtual pixels. This is the "natural" resolution of the Creative. The actual resolution may vary from device to device and adjust responsively.
Settings
Opens the Creative settings.
Here you can categorize the Creative, upload a fallback image and put the campaign live.

Show the Settings documentation.
Tags
Opens the Tag creator.
Here you can define all the settings necessary to create the Tag.
Analytics
Opens the analytics page.
Here you can inspect the performance of your Campaign in real-time.
Copy
Opens the "Copy Creative" dialogue.
Gallery
Opens the "Share on gallery" dialogue.
Here you can define in which of your galleries the Creative shall appear.

Show the Galleries documentation.
Archive
Click the "Archive" icon to remove the Creative from the Dashboard.
Image
x
x‍
CTA
x
x‍
Video
x
x‍
Text
x
x‍