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What to Expect During XP Onboarding

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Purpose

Onboarding with InnovidXP is fast, easy, and requires only a few steps. This article provides a brief overview of what to expect during the onboarding journey with InnovidXP, along with links to relevant articles at each step. We have also included best practice advice to help you.

Workflow overview

  1. a. Set up tag data
    b. Integrate app data
    c. Check your tracker works
  2. Impressions pixels
  3. Upload spot log files
  4. Set up the platform
  5. Check data quality
  6. Analyze and optimize your data
  7. Cookies, privacy, and security
Important resources
Onboarding to InnovidXP This is a link to the entire section of onboarding Help Center articles.
Uploading Web/App Response Files This Help Center article describes how to create, format, and upload a web/app response file.
Checking Your InnovidXP Web Tracker This article describes how to check if your InnovidXP web tag is firing using Google Chrome.
InnovidXP Impression Pixel: Publisher Handbook This article provides information on InnovidXP’s CTV/OTT methodology, the publisher certification process, the data collected by the impression tracker, and the setup and implementation process.

Before you begin

Top tips - Checklist

Three weeks before your campaign goes live, we advise you to:

  • Take the time to review the client’s website 
    Determine whether the client aims to drive an audience to take an online action.
  • Establish KPIs upfront  
    Determine which pages on their website align with their business and advertising goals, and whether there is a clear call to action in their creative content.
    Be prepared to recommend two or three KPIs to your client.
  • Set proper expectations
    Establish how the client has measured success in the past.
    Focus on the learnings and the value the client provides.
  • Identify key players
    Determine who at the advertiser will need to receive the tag and tagging instructions (also known as the advertiser’s technical contact or ”web manager”).
  • Identify if impression pixels are needed
    If a new one is required, create a support ticket in the InnovidXP Help Center using the New CTV OTT pixel request type.

Steps to onboarding

The following table provides more detailed steps to onboard to XP:

Step  Details Who Best practices and links
1a Set up tag data
 

Response tag: Our Sales team sends a response pixel/tag via email, which you must place on all pages of the advertiser’s website. You can also use the Innovid container tag.

You can track different web URLs as long as the same web pixel is implemented.

Note: 

  • Web response data is not retroactive. This means we start receiving website responses once the tag is correctly implemented.
  • If you are not using responses, see Uploading Web/App Response Files.

Actions/KPIs/Conversions: Optionally, set up action tags. Ensure you know precisely what you want to track and discuss with your Innovid representative.

  • You can capture visits to specific pages/URLs by indicating the KPI and corresponding URL to match.
  • To capture specific button clicks, such as ‘submit’, ‘add to cart’, and/or order IDs, subscriptions, or sales, action tags must be placed on the specific element that triggers that action or conversion. You are responsible for setting this up, but our Support team is available to assist if you encounter any issues during implementation. This is usually set up at the same time as the response pixel.
  • Submit a ticket if you want to receive the action tag for implementation
 Innovid
Client
 

Aim to complete implementing the tag within two weeks of receiving it.

See our XP Quick Tagging Guide for help with this.
1b Integrate app data
 

You can optionally integrate InnovidXP with an app traffic analysis solution. 

Some of the integrations include:

  • Adjust
  • Singular
  • AppsFlyer
  • Kochava
  • Segment (Tag Manager)
  • Branch (formerly Tune)
  • TransUnion (formerly Signal)
 Client The various app analytics integrations are listed in the App Integrations section.
1c Check that  your tracker works
  After implementing tags, complete the steps to check that your XP tracker is working correctly. Client

Do this at least a week before your campaign goes live.

Follow the steps in Checking your InnovidXP Web Tracker.
2 Impressions pixels
  Through our pixels, we measure CTV/OTT performance across ad-supported streaming services, across various screens including smart TVs, mobile devices, and laptops. Results are refreshed daily. Innovid
Client 		See InnovidXP Impression Pixel: Publisher Handbook for more information.
3 Upload spot log files
 

You provide spot logs, which either you or your agency will upload. Required fields include the date, time, the channel on which the spots air, and the cost of impressions.

Optional: Upload phone log files
If you have specific phone numbers associated with particular stations, this information must also be detailed in the logs.
You provide phone logs, which either you or your agency will upload. The required fields are start date, time, and phone number.

 Client

Try to include as much data in the logs as possible to ensure your attribution is as accurate and meaningful as possible. For example, if program-level detail and creative are included in your spot log file, you will be able to split the data by those dimensions in your analysis.

See Uploading Spot Files for detailed instructions.

See InnovidXP FAQs: Spots and Spot Files for more information about upload errors
4 Set up the platform
  Innovid will set up your XP platform. Once the response and action tags have been in place for 24 hours, Innovid may also confirm response volumes with you. Innovid Wait at least 24 hours before confirming volumes.
5 Check data quality
  Attribution will run once the first week’s logs are uploaded. The Innovid team will check the quality of the results. Innovid

The first set of results is QA’d after onboarding. This check ensures that your results have the Innovid stamp of approval, allowing you to optimize your next campaign.

See Validating Your Data for more information.
6 Analyze and optimize your data
  You are ready to analyze your data and make optimization decisions for your next campaign. Client See Getting Started: Analyzing the Data for more information.
7 Cookies, privacy, and security
  Information on our privacy and security policies. Innovid
Client 		See Getting Started: Privacy and Security for more information.

Related content

Onboarding to InnovidXP

XP Quick Tagging Guide 

Uploading Web/App Response Files

App Integrations

Checking your InnovidXP Web Tracker

Uploading Spot Files

InnovidXP FAQs: Spots and Spot Files

Validating Your Data

Getting Started: Analyzing the Data

InnovidXP Impression Pixel: Publisher Handbook

Getting Started: Privacy and Security

Articles in this section

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