Using Insertion Policies

Note: If you are using the old Ad Insertion Policy feature, please refer to Insertion Policies and Ad Insertion Policies.
In order to connect your insertion policy to the desired category, device container, and content play length combination, you have to go through setup steps in two different locations.
  1. Insertion policy access: create and define a new insertion policy.
  2. Pulse account icon: from Account, access the Ad Insertion Policies page for the desired category and select the newly created insertion policy from the dropdown.

The procedure looks like this:

Insertion policy procedure

Result: This overrides any existing settings from the old Ad Insertion Policy, or sets the insertion policy for the first time.

The whole procedure is described below.

Create an Insertion Policy

Note: You can reuse the same insertion policy as many times as necessary. Any subsequent changes you make to that insertion policy apply to all category, device container, and content play length combinations that it is connected to.
  1. Hover over Settings and click on Insertion Policy.
  2. Click on New Insertion Policy. The following page opens up:

    Create insertion policy page

  3. Name: enter a meaningful name for the insertion policy (for example, "High ad load").
  4. Description: enter a description for the insertion policy to explain the purpose of the policy and when to use it (for example, " This policy will deliver a high ad load, use only for longer content" ).
  5. Ad break settings:
    1. Spot types enabled: select between standard, interactive, or both.
    2. Pre-roll, Mid-roll, Post-roll, and Seek-roll: pre-roll, mid-roll, post-roll, and seek-roll ads are disabled by default. If enabled:
      1. Configure position based breaks by selecting the maximum number of ad positions for each ad format per ad break. You can select from a range of 1 to 25 ad positions per ad break.
      2. Configure time based breaks by selecting to limit break duration and entering the maximum amount of seconds you want the ad break to last. For time based breaks, both maximum duration and maximum number of ad positions have to be specified. The ad break ends when it reaches the specified duration, or when all its slots are filled, whichever happens first.
        The limitations of using time based breaks are:
        • It guarantees that ad breaks are not longer than the time you set, but it does not guarantee the complete duration limit is filled with ads.
        • Ads that are too long (exceed the defined duration limit of the break) are not eligible for time based breaks and will not get selected.
        • The forecasting engine cannot always take time based breaks into account. For campaign simulations, we assume the goal always 'fits' within a time-limited break. Depending on the length of ads used in an actual campaign, the forecast could appear to show more available impressions than the campaign can actually deliver in a time-limited break.
        • You have to specify the estimated duration of 3rd party ads to make them eligible for time based breaks. If the ad exceeds the duration limit of the break, it will not get selected.
        Note: This feature needs to be enabled for your account. Contact your Account Manager if you want to use time based breaks.
    3. (Seek-roll only) Configure the minimum number of seek events that are needed to trigger a seek-roll break, from a range of 1 to 25 seek events.
  6. Pause ad settings: enable or disable Pause ad functionality.
  7. Overlay settings: in-stream overlay ads are disabled by default. If enabled, configure the following:
    1. First insertion: the time when the first overlay impression appears. Choose on a scale from 1 to 60 seconds. The default setting is 20 seconds.
    2. Display for: the amount of time the overlay is visible before hiding it automatically. Choose on a scale from 5 to 30 seconds. The default setting is 15 seconds.
    3. New overlay every: the number of minutes that need to pass before a new overlay impression appears. Choose on a scale from 1 to 10 minutes. The default setting is 4 minutes.
  8. Global settings:
    1. Time based frequency cap: select the minimum number of minutes that have to pass before any linear ad can be shown to a viewer again. You can select from a time range of zero to 10 minutes, or set it to 20, 30, 40, 50, or 60 minutes.
      Note: Sponsor goals are also affected by this cap.
    2. Skip button: select whether to show the skip ad button always, after first unique view, or never.
      1. Always: selecting this option allows you to set the amount of seconds, or the percentage of the ad, after which the skip button appears.
      2. After first unique view: selecting this option allows you to:
        1. Set the amount of seconds, or the percentage of the ad, after which the skip button appears.
        2. Reset view count after a certain time period. You can choose to reset on a scale from 1 to 48 hours.
      3. Never: selecting this option means that the skip button never appears.
      Note: Campaigns, goals, and ads inherit the skip button settings defined in the insertion policy. You can override these settings on campaign, goal, or ad level. For more information, refer to Override Skip Ad Button Settings.
  9. Click Create.

This takes you back to the insertion policy overview page, where you can locate and edit all your existing insertion policies.

Connect an Insertion Policy to a Category, Device Container, and Content Play Length Combination

Attention: Known issue: Currently, the cog icon does not accurately reflect whether there is an insertion policy configured for a category, which means you have to open the insertion policy page to verify. We are aware of the issue and are working on a fix.
  1. Go to Account - Content Hierarchy and open the Ad Insertion Policy for the desired category by clicking on the cog icon, or through the category menu. The following page opens up:

    Connect new insertion policy page

    Note: You can only interact with the settings inside the red square, the rest is disabled.
  2. Select the desired device container.
  3. Activate the Override parent policies button.
  4. (Optional) Activate the Use different insertion policy for short/long form content button.
    1. Select Short Form Policy or Long Form Policy.
      Note: If you do not activate the button, it defaults to short form insertion policy.
  5. Choose the desired insertion policy from the dropdown for both short and long form (if activated).
  6. (Optional) Click Edit to edit the settings of the selected insertion policy, which opens it in a new tab. You only need to save the settings you edited. When you are done, return to the previous tab.
    Note: The Edit button is not visible if no insertion policy is selected or if the category is using an old (legacy) policy.
  7. Click Save Insertion Policies. The selected insertion policy is now connected to the desired category, device container, and content play length combination.

Override Skip Ad Button Settings

There are some occasions when an advertiser does not want their ad to be skippable, so you need to override the insertion policy skip button setting by changing the skippable setting on the campaign, goal, or ad level. Find the option as shown below:

Campaign overview

Campaign Skippable Setting

Goal overview

Goal Skippable Setting

Ad overview

Ad Skippable Setting

Double-click the pen icon. A pop up window opens up:

Skip ad settings pop up
Select Override parent settings and configure the settings as you want. The skippable column displays a different value based on the settings you enabled:
Value Description
Inherits Inherits settings from parent.
Yes Overrides parent settings and is set to either:
  • always be skippable, or
  • skippable after first unique view.
No Overrides parent settings and is set to never be skippable.
Note: If you edit the settings for a campaign, all the goals and ads in that campaign inherit the campaign settings unless you have edited the settings for the individual goals or ads. The same is true for ads within a goal.

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