How to add accounts to an existing platform
Overview
Adding accounts to existing platform datasources for clients is an easy process that can be done through 2 main methods depending on the platform.
Method 1 [Adding accounts to the same datasource]
If the platform you are trying to add an account for is one of these:
Google, Microsoft, Yahoo, Amazon, Facebook, Twitter, Reddit
,
Use this method
1.) Navigate to the Reporting
tab within Alli Data
for the desired client
2.) Select the platform
you want to add accounts to by using the datasource tag feature
![image-20240222-165040.png](../../__attachments/3220701259/image-20240222-165040.png?inst-v=9d2044ed-f5d2-41ad-960f-0e53811769aa)
In the above screenshot, we select the Google
and Alli-Data-Library
tags so that we can add accounts to all Google
datasources for the client.
3.) Open the Additional Configuration Needed
tab after clicking into the datasources
![image-20240222-165711.png](../../__attachments/3220701259/image-20240222-165711.png?inst-v=9d2044ed-f5d2-41ad-960f-0e53811769aa)
4.) Add the missing accounts by doing Cmd + Left Click
if on MacOS
or Ctrl + Left Click
if on Windows
![image-20240222-183920.png](../../__attachments/3220701259/image-20240222-183920.png?inst-v=9d2044ed-f5d2-41ad-960f-0e53811769aa)
5.) Click on the Save
button to ensure changes are reflected. You can optionally also backfill any data in the Load Data
tab after saving if any historical performance on the account needs to be pulled in.
Method 2 [Creating a child datasource]
If the platform you are trying to add an account for is one of these:
Apple, CM360, DV360, Tradedesk, Bidtellect, Criteo, Vistar, Linkedin, Pinterest, Tiktok, Snapchat
Use this method
1.) Navigate to the Reporting
tab within Alli Data
for the desired client
2.) Select the platform
you want to add accounts to by using the datasource tag feature
![image-20240222-185941.png](../../__attachments/3220701259/image-20240222-185941.png?inst-v=9d2044ed-f5d2-41ad-960f-0e53811769aa)
In the above screenshot, we select the DV360
and Alli-Data-Library
tags so that we can add accounts to all DV360
datasources for the client.
3.) Click on the Duplicate
option from the drop down menu under the 3 dots next to a datasource
![image-20240222-190310.png](../../__attachments/3220701259/image-20240222-190310.png?inst-v=9d2044ed-f5d2-41ad-960f-0e53811769aa)
4.) In the Advanced Settings
tab, re-name the datasource so that it has a name relevant to the account that you will be adding to the platform. Change the Data Location
to the original table we duplicated off of.
![image-20240222-190814.png](../../__attachments/3220701259/image-20240222-190814.png?inst-v=9d2044ed-f5d2-41ad-960f-0e53811769aa)
In the above case, we want to add an account called Old Navy UK
so we change the name accordingly and point the data to the original dv360_insights_ad
datasource.
5.) In the Additional Configuration Needed
tab, replace the Advertiser ID
with the account that represents Old Navy UK
, for example.
![image-20240222-191237.png](../../__attachments/3220701259/image-20240222-191237.png?inst-v=9d2044ed-f5d2-41ad-960f-0e53811769aa)
6.) Finally, hit Save
and backfill historical data for the account using Load Data
if necessary
![image-20240222-191651.png](../../__attachments/3220701259/image-20240222-191651.png?inst-v=9d2044ed-f5d2-41ad-960f-0e53811769aa)