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Apply a Bid Model setting to a Creative dimension category

Define Spend Ratio, Priority, and/or Bid Modifier settings for creative IDs.

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Written by Team IQM
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Bid Model overview

A Bid Model is an optimization tool that you can control to adjust bids, allocate budgets, and shift priorities to optimize campaign performance.

Certain factors, such as eligibility requirements, differ based on the individual Bid Model component that you define for a campaign. Refer to these resources before beginning the process of applying a Bid Model setting to a Creative dimension:

In this article, you’ll learn how to apply a Bid Model setting (Spend Ratio, Priority, Bid Modifier) to a Creative dimension. You can also add Bid Model settings to Location, Inventory, and Device dimensions. Refer to these resources for more details:

Apply Bid Model settings

You can add Bid Model settings to one campaign at a time, and in the following ways:

Add a Spend Ratio, Priority, and/or Bid Modifier from the Bid Model app

  1. Select the Bid Model app.

  2. Choose whether the campaign is Running, Paused, Pending, Paused, Rejected, or a Draft from the status dropdown menu.

  3. Search and select the campaign for which you want to apply Bid Model settings.

    1. A campaign or IO is searchable from the Select Campaign field when two criteria are met: it is eligible for Bid Modeling, and its status matches the one you chose in step 2.

  4. Select the Creative tab.

  5. Click the checkbox(es) next to the creative(s) for which you’d like to apply a Spend Ratio, Priority, and/or Bid Modifier.

  6. Select + Add to Modeling.

  7. Select the Modeled Creatives tab.

  8. To apply a Spend Ratio to these creative IDs:

    1. Locate the Spend Ratio Method column and choose Flexible or Strict.

      1. Refer to Spend Ratio overview - Key terms and concepts for more information on these options.

      2. Note that Priorities are required for any creative IDs featuring a Flexible Spend Ratio.

    2. Locate the Spend Ratio column and enter a percentage from 0% to 100% for each ID.

      1. The percentages must equal 100% if the Spend Ratio is Strict, and can equal or exceed 100% if it’s Flexible.

    3. Select Update Changes to apply the settings.

  9. To apply a Priority to these creative IDs:

    1. Locate the Priority column.

    2. Add a priority ranging from 1 to 10 for each creative ID, with smaller numbers indicating a higher priority, and larger numbers indicating a lower priority.

    3. Refer to steps 8a-8b to apply Spend Ratios to these creative IDs. A Flexible Spend Ratio is required for any dimensions that are assigned a Priority.

    4. Select Update Changes.

  10. To apply a Bid Modifier to these creative IDs:

    1. Locate the Bid Modifier column.

    2. Enter a Base Bid Price for the campaign.

    3. Add a multiplier between 0.1X and 100X for each desired creative ID.

      1. 1X indicates that you want the creative to observe the campaign’s Base Bid Price. Numbers below 1X indicate that you want to pay less than the campaign’s Base Bid Price, and numbers above 1X indicate that you want to pay more than the campaign’s Base Bid Price for that dimension value.

    4. Select Update Changes.

The Spend Ratios, Priorities, and/or Bid Modifiers will typically apply to the campaign within the next hour.

Bulk operations: Steps 8, 9, and 10 show how to apply Bid Model settings one by one. To apply the same Bid Model setting to multiple dimension values, use bulk operations instead. Select the checkbox next to those dimension values; open the Actions menu; and select Spend Ratio, Priority, or Bid Modifier to enter your preferred settings.

Add a Spend Ratio, Priority, and/or Bid Modifier from the Campaigns app

  1. Choose the Campaigns app from the homepage.

  2. Search or filter and select the insertion order (IO), then select the campaign. This will open the campaign’s details.

  3. Locate the Creatives section.

  4. Select Advanced Modelling. This will redirect you to the Bid Model app.

    1. Advanced Modelling is enabled when the campaign is eligible for Bid Modeling. Refer to Bid Model overview for more details on campaign eligibility requirements.

  5. Follow steps 4 through 10 of the Add a Spend Ratio, Priority, and/or Bid Modifier from the Bid Model app workflow.

Add a Spend Ratio, Priority, and/or Bid Modifier from the Dashboard app

You can optimize a campaign via Bid Model settings from the Dashboard app. This will redirect you to the Bid Model app and preload key details such as the campaign’s name and status.

  1. Open the Dashboard app.

  2. Use the dashboard’s filters and search function to define which campaigns populate in the table.

  3. Select the checkbox next to the campaign for which you’d like to apply Bid Model settings.

  4. Select Optimize Campaign from the More dropdown menu. This will redirect you to the Bid Model app.

    1. Optimize Campaign is enabled when the campaign is eligible for Bid Modeling, and when only one campaign is selected. Refer to Bid Model overview for more details on campaign eligibility requirements.

  5. Follow steps 4 through 10 of the Add a Spend Ratio, Priority, and/or Bid Modifier from the Bid Model app workflow.

Block or unblock serving for a creative

Follow these steps to block or enable ad serving for individual dimensions:

  1. Select the checkbox next to the creative(s) that you’d like to manage.

  2. Select Block to stop ad serving or Unblock to enable ad serving.

Manage Dimension Bundles

More on Bundles: A Bundle is a feature that you’ll use to manage the Bid Model settings of two or more dimension values from the same dimension. Note that all dimension values in a Bundle will take on the Bid Model settings that you apply at the Bundle level.

Refer to Key terms and concepts: Dimension Bundles for more information.

Save dimension values to a Bundle

Follow these steps to save one or more dimension values to a new or existing Bundle:

  1. Select the All Creatives tab or the Modeled Creatives tab.

  2. Click the checkbox(es) next to the desired dimension value(s).

  3. Select Save To Bundle. This will open the Bundle Creatives pop-up window.

  4. To add the dimension values to a new bundle:

    1. Click New Bundle.

    2. Enter a unique name for the Bundle to differentiate it from others that you may create.

  5. To add the dimension values to an existing Bundle:

    1. Click Existing Bundle.

    2. Open the Bundle Name menu and select the desired Bundle.

  6. Select Save.

The Bundle “shell” will feature a dedicated row in the Bid Model table, with each bundled dimension value nested below it.

Remove dimension values from a Bundle

Follow these steps to remove one or more dimension values from an existing Bundle:

  1. Select the All Creatives tab or the Modeled Creatives tab.

  2. Locate and expand the desired Bundle.

  3. Select the checkbox(es) next to the dimension value(s) you’d like to remove.

  4. Select Remove From Bundle. This will separate the dimension value out from the Bundle and list it as its own standalone item in the Bid Model table.

Delete a Bundle

A Bundle is automatically deleted when all dimension values associated with it are removed from the Bundle. Refer to the steps outlined in Remove dimension values from a Bundle for more details.

Add a Spend Ratio, Priority, and/or Bid Modifier to a Bundle

You can follow the steps outlined in Add a Spend Ratio, Priority, and/or Bid Modifier from the Bid Model app to configure these settings for a Bundle. Instead of in individual dimension values’ rows, however, you’ll apply each of your settings in the Bundle’s top-most row. All dimension values in a Bundle will take on the Bid Model settings that you apply at the Bundle level.

Remove all Bid Model settings from a Bundle

Modeling removal notice: Remove From Bundle and Remove Modeling are two different actions.

When you Remove From Bundle, the dimension value is separated from the Bundle and is modeled as an independent dimension. However, when you Remove Modeling, the dimension value moves to the Others category. If you have applied Bid Model settings to the Others category, then the dimension value(s) will inherit those settings.

Follow these steps to remove Bid Model settings from a Bundle or a Bundled dimension:

  1. Select the Modeled Creatives tab.

  2. Locate and expand the desired Bundle.

  3. Select the checkbox next to the Bundle’s name to select every dimension within it, or click the checkbox(es) next to individual Bundled dimension values.

  4. Select Remove Modeling.

Manage an existing Bid Model

There’s no limit to the number of times you can add, change, or remove a running campaign’s Bid Model components.

Review Bid Model settings

You can review a campaign’s existing Bid Model settings from the following locations:

Review Bid Model settings from the Bid Model app

  1. Select the Bid Model app from the homepage.

  2. Choose whether the campaign is Running, Paused, Pending, Paused, Rejected, or a Draft from the status dropdown menu.

  3. Search and select the campaign for which you want to review Bid Model settings.

  4. Select the Creative tab.

  5. Click Modeled Creatives.

  6. Locate the Priority, Spend Ratio, Spend Ratio Method, and Bid Modifier columns to review the campaign’s Bid Model settings.

  7. Select the magnifying glass icon to search for individual dimensions, and click Advanced Search to search up to 50 of them.

    1. Type the desired dimensions individually into the available field.

    2. Select Upload to add a CSV file containing the desired dimensions. We recommend starting with the provided sample file to ensure your keywords follow formatting and other guidelines.

    3. Click Search to apply the search criteria to the listed dimensions.

Review Bid Model settings from the Campaigns app

  1. Select the Campaigns app from the homepage.

  2. Search or filter and select the insertion order (IO), then select the campaign. This will open the campaign’s details.

  3. Locate the Creatives section.

  4. Click View Advanced Modelling. This will redirect you to the Bid Model app.

  5. Select the Creative tab.

  6. Click Modeled Creatives.

  7. Locate the Priority, Spend Ratio, Spend Ratio Method, and Bid Modifier columns to review the campaign’s Bid Model settings.

Review Bid Model settings from the Activity Log

The Activity Log records when a user adds or edits a dimension rule across any Bid Model component.

Refer to Activity Log overview for more details on the types of activities recorded in an Activity Log, and Manage an Activity Log for instructions on how to monitor or filter one.

Edit Bid Model settings

You can edit a campaign’s existing Bid Model settings from the following locations:

Spend Ratio notice: When you change an existing Spend Ratio, you must define a Spend Ratio exceeding the amount the campaign has already spent on that dimension value. For example, if a campaign has spent 20% of its budget on ZIP Code A, you can change its Spend Ratio to a value of 21% or higher.

For Bundled dimensions, the Bundle’s Spend Ratio must equal or exceed the total amount the campaign has already spent on its dimensions.

Refer to in-platform descriptions for further assistance.

Edit Bid Model settings from the Bid Model app

  1. Follow steps 1-6 of the Review Bid Model settings from the Bid Model app workflow.

  2. Edit the campaign’s Spend Ratio, Priority, and/or Bid Modifier settings, as desired.

    1. To update one creative’s Bid Model components at a time, update the Priority, Spend Ratio, and Bid Modifier fields directly.

    2. To update more than one creative’s Bid Model components with the same value, select the checkboxes next to those creatives. Open the Actions menu and select Set Priority, Set Spend Ratio or Set Bid Modifier, depending on the desired updates.

  3. Edit the applicable field(s), and select Update Changes.

You can follow these same steps to edit the Bid Model settings of a Dimension Bundle–but you’ll apply your desired changes to the Bundle’s top-most row rather than individual dimensions values’ rows.

Your Bundle-level or dimension-value-level changes will typically apply to the campaign within the next hour.

Edit Bid Model settings from the Campaigns app

  1. Follow steps 1-7 of the Review Bid Model settings from the Campaigns app workflow.

  2. Edit the campaign’s Spend Ratio, Priority, and/or Bid Modifier settings, as desired.

    1. To update one creative’s Bid Model components at a time, update the Priority, Spend Ratio, and Bid Modifier fields directly.

    2. To update more than one creative’s Bid Model components with the same value, select the checkboxes next to those creatives. Open the Actions menu and select Set Priority, Set Spend Ratio or Set Bid Modifier, depending on the desired updates.

  3. Edit the applicable field(s), and select Update Changes.

You can follow these same steps to edit the Bid Model settings of a Dimension Bundle–but you’ll apply your desired changes to the Bundle’s top-most row rather than individual dimension values’ rows.

Your Bundle-level or dimension-value-level changes will typically apply to the campaign within the next hour.

Delete Bid Model settings

Targeting notice: There may be certain instances when you’d like for a campaign to stop targeting a dimension that you’ve modeled. You’ll need to delete all Bid Model settings from that dimension before you can remove it from your campaign.

You can remove a creative ID’s existing Bid Model settings from the following locations:

Delete Bid Model settings from the Bid Model app

  1. Follow steps 1-5 of the Review Bid Model settings from the Bid Model app workflow.

  2. Select the checkbox(es) next to the modeled creative(s) for which you’d like to delete all Bid Model settings.

  3. Click Remove modeling.

  4. Select Update Changes.

Your changes will typically apply to the campaign within the next hour.

Delete Bid Model settings from the Campaigns app

  1. Follow steps 1-6 of the Review Bid Model settings from the Campaigns app workflow.

  2. Select the checkbox(es) next to the modeled creative(s) for which you’d like to delete all Bid Model settings.

  3. Click Remove modeling.

  4. Select Update Changes.

Refer to Remove all Bid Model settings from a Bundle to complete this process for Bundled dimension values, if applicable.

Your changes will typically apply to the campaign within the next hour.

Apply performance filters

You can analyze the performance of your campaign’s modeled and unmodeled Creative dimensions by applying performance filters in the Bid Model app.

Follow these steps to add up to two performance filters:

  1. Follow steps 1 through 4 of the Add a Spend Ratio, Priority, and/or Bid Modifier from the Bid Model app workflow.

  2. Select the All Creatives tab, or select the Modeled Creatives tab if you’d only like to apply performance filters to modeled dimension values.

  3. Locate the desired metric in the Bid Model table.

    1. You may need to scroll across the table to locate the desired metric column.

  4. Click the menu icon next to the metric. This will open the Set Conditions pop-up window.

  5. The Metric menu is pre-populated with the metric you chose. Open the menu and select a different metric, if needed.

  6. Open the Select Condition menu and choose a data validation rule.

  7. Enter the desired value into the Enter Value field.

    1. The value type will automatically change based on the metric type you selected (e.g., numerical value, percentage value, etc.)

  8. If desired, click + Add Condition to apply one additional performance filter.

  9. Choose whether you’d like to apply an “OR” or “AND” relationship between these filters.

    1. “AND” will display a dimension value if it meets both of the metric conditions you’ve set. “OR” will display a dimension value if it meets either of the conditions you’ve set.

  10. Repeat steps 5 through 7 to enter your desired metric, condition, and value.

  11. Select Save to apply the performance filter(s).

The Bid Model table will automatically update based on the performance filter(s) you added. Any filtered metrics will show a blue circle near its menu icon to indicate that you’ve set a condition related to that metric. You can Remove performance filters at any time.

Remove performance filters

You can change or remove performance filters at any time.

Follow these steps to remove them:

  1. Locate the desired metric in the Bid Model table.

    1. You may need to scroll across the table to locate the desired metric column.

  2. Click the menu icon next to the metric. This will open the Set Conditions pop-up window.

  3. To remove one condition, select the trashcan icon next to it.

  4. To remove all conditions, select Clear All.

  5. Click Save to apply your changes.

Locate additional Bid Model resources

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