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Full CM360 Ad-Server Transition & Team Onboarding in 30 Days

Leading financial services firm

Challenge

A leading financial services firm was shifting to CM360 to consolidate its marketing operations, data collection, and media optimization decision making within the GMP stack. But, the transition had to be quick – there were only 30 days remaining before the contract with the previous ad serving partner expired, and the media program was very large with thousands of placements across multiple channels and direct buy partners.

A leading financial services firm was shifting to CM360 to consolidate its marketing operations, data collection, and media optimization decision making within the GMP stack. But, the transition had to be quick – there were only 30 days remaining before the contract with the previous ad serving partner expired, and the media program was very large with thousands of placements across multiple channels and direct buy partners.

Solution

Napkyn’s expert practitioners provided comprehensive strategic & technical guidance to lead the client through a successful transition.

Strategic Guidance: Advised client on parent / child CM360 advertiser configuration to align CM360 account setup with client’s lines of business; Developed comprehensive, cross-channel naming convention; Developed implementation roadmap to guide client’s team through the onboarding process.

Hands-On Technical Support: Set up 5 new child Advertisers underneath Master Floodlight Configuration and Parent Advertiser; Integrated DV360 and CM360; Created 18 new campaigns aligned with client’s media activation strategy. Trafficked hundreds of placements and developed bulk sheet trafficking templates for ongoing use.

Comprehensive Platform Training: Led multiple formal virtual and in-person CM360 trainings; Led 2x/week implementation status calls; Provided ongoing ad hoc email and call support to help troubleshoot & share best practices.

Napkyn’s expert practitioners provided comprehensive strategic & technical guidance to lead the client through a successful transition.

Strategic Guidance: Advised client on parent / child CM360 advertiser configuration to align CM360 account setup with client’s lines of business; Developed comprehensive, cross-channel naming convention; Developed implementation roadmap to guide client’s team through the onboarding process.

Hands-On Technical Support: Set up 5 new child Advertisers underneath Master Floodlight Configuration and Parent Advertiser; Integrated DV360 and CM360; Created 18 new campaigns aligned with client’s media activation strategy. Trafficked hundreds of placements and developed bulk sheet trafficking templates for ongoing use.

Comprehensive Platform Training: Led multiple formal virtual and in-person CM360 trainings; Led 2x/week implementation status calls; Provided ongoing ad hoc email and call support to help troubleshoot & share best practices.

Results

  • Successful CM360 launch – on deadline – across all display platforms (Google Display Ads, DV360, Criteo) and 9 major direct publisher partner programs.

  • Provided client with the necessary tools for long-term CM360 success, including documented trafficking workflows, bulk sheet trafficking templates, and cross-channel naming conventions.

  • Successful CM360 launch – on deadline – across all display platforms (Google Display Ads, DV360, Criteo) and 9 major direct publisher partner programs.

  • Provided client with the necessary tools for long-term CM360 success, including documented trafficking workflows, bulk sheet trafficking templates, and cross-channel naming conventions.

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