DFP Tutorial: A Walkthrough of the DFP User Interface #Learn2MonetizeMore

DoubleClick For Publishers / Google Ad Manager Ad Optimization
Last updated: August 22, 2019 | by Kean Graham

This post was most recently updated on August 22nd, 2019

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DFP Tutorial: A Walkthrough of the DFP User Interface #Learn2MonetizeMore MonitizeMore

Hi! It’s me again, Megan! In today’s Learn to Monetize More Video series video I’m going to give you a more holistic overview of the DFP user interface.

We’ve previously discussed specific operations within DFP such as creating ad tags and ad units, but let’s take it a notch higher by giving you a bird’s eye view of the user interface. The purpose of this lesson is to help you gain familiarity with DFP’s intuitive interface so you can take full advantage of its many rich features in your pursuit to optimize your site’s ad inventory.

I’m excited and I hope you are too, so let’s begin!

1) Log on to DFP using your login credentials

2) Explore the landing page

DFP has a customizable section where you can choose what reports you’d like to be readily available on your landing page. You can play the video to know more about how to use this functionality.

3) On top of the dashboard, you will see the 4 Sections in DFP:

Delivery – Houses all the different orders for Ad Networks or Advertisers. The Delivery section is where all inventory bookings are made from direct to remnant ads.

Inventory – Stores all ad units and placements created.

Reports – Tons of very important information from unfilled impressions to system reports. You can also customize your own reports according to your needs in the Reports section.

Admin – Account details, API settings, Roadblock and Contributor control panel, admin controls for additional DFP users and access restrictions. Google recently just added the Features and Policy violations section so users do not have to back and forth AdSense to check their notifications. And an option to check previous changes made.

4) On the upper-right hand corner, you can see the following information:

  • Network Code assigned by Google. This is your unique identifier for your DFP property.
  • The Wrench gives you an option to take control of how you want your notifications sent to you including Language specifications in DFP. A report a buy option is also available in this section.
  • The Bell will show a numerical figure 1,2 3 should there be any notifications sent to you by Google
  • The Question Mark houses all FAQs and support documents, you can use that option to send an email to Google Support as well

5) Navigate and click on the Delivery section and see the left-hand menus.

These left-hand menu choices change every time you choose a different section (Delivery, Inventory, Reports, Admin). The first 2 choices on top are the ones that you will most likely use the most.

6) Click on My Orders

Under My Orders, you would be able to see all the orders you created. Under All Orders, you will see all the orders that are inactive, active and basically all orders created in the DFP account.

Orders are usually listed in alphabetical order, you can use the Search button to filter it if you’re looking for a specific order from a long list. Each order line has a status of the line items inside it – some would show ready, paused or delivering, the date showing is the date when the order was created, the end date if there’s any, unlimited if there’s none, the projected ave CPM, the impressions and clicked that the order has gathered from the time it went live.

7) Click one Order to see what are clustered inside it.

Inside the order are line items. The line items target the specific ad placement in the site. These line items need to have a specific size. One has to indicate the delivery type as well – whether it is a sponsorship, standard or price priority.

Next is to set the rate, the frequency cap if there’s any and then one has to identify the ad unit where you want to target and set the targeting for geo or device. Once a user has completed the settings, she has to attach the creative by clicking the Creatives tab and enter the code.

Note: If you are creating an order and your first line item, there will be an Approve/Disapprove button that will show up after you have saved your first line item. One has to click approve for the order to start getting impressions.

8) Now go to the Inventory section and explore the left-hand menus.

This section has the ad units you created for the site and the placements as well. In this section is where you can generate the code that you can add into your source code.

9) Click the Generate tag option to do this. There is also an option where a publisher can choose whether to run a SYNC or an ASYNC tag.

10) Navigate and click on the Reports section to see a different set of left-hand menus.

The choices in the left-hand menus of the Reports section has all the reporting toolsets available in DFP. You can customize what you report you to need by clicking on All Queries and then click Add Queries.

11) Lastly, click on the Admin section and explore the left-hand menus under it.

The list will provide you options to see the network settings of DFP. By clicking Users, you will be able to see who has access to DFP aside from you and you have the option to invite a user and add them to get access to your account. You can also choose the level of access you can give them. Click on Roles to see the different settings for each role.

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