Version 5.0
AdvertServe User Manual :: v5.0

Introduction

Prerequisites

This user manual assumes that you are comfortable with authoring web pages using HTML and graphics in GIF, JPG, or PNG format. Knowledge of specific HTML syntax is not required, but you should at least know how to copy and paste HTML code into your web pages with the authoring tool of your choice. Some familiarity with other web page related technologies such as CSS and Adobe Flash is also suggested.

Components

Throughout this user manual, you will see references to the following components:

For the context of this user manual, you need only concern yourself with the high-level functions of these components. The control panel is the user interface that you will use to create and manage your ads, generate reports, perform maintenance tasks, and so on. The ad server primarily selects and displays your ads on your web site, but also processes click-throughs and actions generated by your web site visitors. Finally, the file server is responsible for actually delivering the graphic or video media files for your ads to your web site visitors.

User Interface

Login Screen

When you first access the control panel, you will be presented with a login screen that looks like the picture below. This screen simply prompts you to enter your username, password, and role.

Login Screen

Tip Tip

Check to make sure you've selected the correct role if you're denied access. If you happen to be logging in from a network where your IP address can change from one request to another, you will need to select Normal Security Level from the security drop down menu. Very few users connect to the Internet using such networks, however, so the default High Security Level setting should work for most users.

Note Note

Do not be concerned if some of the pictures that follow throughout the rest of this user manual contain icons, menus, etc... that you don't see when you're logged into your own control panel. Certain parts of the control panel require a specific role or for explicit permissions to be granted to your account for you to be able to see or access them. For example, advertisers are not allowed to access to inventory reports and not all administrators may be given permission to restore the database from a backup file. Should you find yourself in a situation where you do not have adequate permission to perform a task, contact your admin and ask them to perform the task for you or grant your account the necessary permissions to allow you to perform the task.

Interface Layout

The basic layout of the user interface is shown in the following picture.

Interface Layout

You will notice that each of the primary components of the user interface have been numbered in the picture above. A short description of each of these components follows:

  1. Toolbar: The toolbar is located at the top of the screen and provides quick access to various top-level areas of the control panel.
  2. Navigation Menu: Some areas of the control panel may have several sub-areas, in which case they will contain a navigation menu located on the left hand side of the screen that allows you to access those sub-areas.
  3. Work Area: The work area couldn't have a more appropriate name. It's where you'll focus most of your attention while working with the user interface.
  4. Context Help: Within the work area you will commonly find a question mark graphic that can be clicked upon to display help that is relevant to the current work area.

Toolbar

The basic layout of the toolbar is shown in the following picture.

Toolbar

You will notice that each of the icons in the toolbar represents the task they perform both visually and textually. New users should find the text particularly helpful until they become familiar with the icons. Details of what each of the aforementioned icons does are as follows:

Icon TextDescription
Home Takes you back to your home screen, the same screen you see just after logging into the control panel.
Accounts Takes you to the account management screen where you can manage administrator, advertiser, and publisher accounts.
Media Takes you to the media management screen where you can manage both media and files.
Campaigns Takes you to the campaign management screen where you can manage campaigns.
Zones Takes you to the campaign management screen where you can manage both groups and zones.
Code Wizard Takes you to the code wizard screen where you can generate various action, banner, dynamic, page peel, retargeting, text, VAST, wallpaper and window codes for displaying your ads.
Reports Takes you to the reports screen where you can generate various accounting, general, inventory, advertiser, campaign, group, media, publisher, and zone reports that can be exported to CSV, Excel, HTML, PDF, Text and XML formats.
Tools Takes you to the tools screen where you can use several tools such as calculators and HTML coding utilities.
Maintenance Takes you to the maintenance screen where you can perform various database management operations, view diagnostics reports and information, schedule tasks, and use other special-purpose utilities.
Settings Takes you to the settings screen where you can change basic and expert settings as well as manage sizes and themes.
My Account Takes you to your accounts settings where you can change your password, update your contact information and set your account preferences.
Support Takes you to the support screen where you can quickly and easily access help contents and useful links.
Logout Logs you out of the control panel and takes you back to the login screen.