▶️ Tutorial - How to install Opti Yield

The Opti Yield SDK for WEB enables you to implement dynamic price floors for your WEB inventory. This tutorial will guide you through the process of configuring Opti Yield, ensuring a smooth experience in 2 steps.

 

Essential Installation Prerequisites for Opti Yield.

  • Google Ad Manager (GAM)
  • Minimum of 3 custom dimensions available (3 lines in GAM)
  • At least 50 available UPRs in GAM
  • Prebid

1. Grant Restricted Access to GAM

Opti Yield necessitates a precise GAM configuration to perform accurate data extraction, establish pricing rules, and utilize the key values essential for fine-grained revenue optimization.

To operate without requiring full administrator access, Opt Digital has defined the minimum profile/role necessary to install and operate Opti Yield. The steps to define this role are outlined in the following instructions.

 

3 essential and obligatory steps are required when using Google Ad Manager Small Business. An additional step is necessary for Google Ad Manager 360 users:

  1. Create a new role to grant access to your GAM for the Opti Yield team.

  2. Generate a new user profile with the privileges assigned to the newly created role, facilitating the installation and activation of Opti Yield.

  3. Establish API access with the permissions of the newly created role to enable data extraction and maintenance.

For Google Ad Manager 360 users, an extra step is needed: creating a dedicated team to ensure accurate data extraction.

 

ℹ️ What exactly are Google Ad Manager edit permissions used for in Opti Yield? Learn more

 

----------- STEP 1 - CREATE A NEW ROLE -----------

Screen Shot 2022-11-16 at 14.43.43

  1. Connect to your Google Ad Manager account as admin. 
    Note: Working for Google Ad Manager Small Business and Google Ad Manager 360.

      1. Go to Admin -a-
      2. Go to Access and Authorization -b-
      3. Go to User Role -c-
      4. Click "New Role" -d-
    Screen Shot 2022-11-16 at 14.58.55
  2. Enter the following name: OptiYield -e-
  3. Configure the role - mandatory -f-
      1. Check the following boxes - Learn More - 
        1. Trafficking and Delivery >> View creatives
        2. Trafficking and Delivery >> View ad units, placements, key-values, and labels
        3. Trafficking and Delivery >> Edit ad units, placements, and key-values
        4. Trafficking and Delivery >> View my orders and line items
        5. Trafficking and Delivery >> Access Ad Exchange interface
        6. Trafficking and Delivery >> View mobile apps
        7. Trafficking and Delivery >> Edit key-values values
        8. Manage people >> View companies and contacts
        9. Reporting >> Create and view reports
      1. Check that 9 boxes are well selected
      2. Save  - g -

 

----------- STEP 2 - CREATE A NEW USER WITH THE NEW ROLE RIGHTS -----------

 

Screen Shot 2022-11-16 at 15.29.25

  1. Go to Users -h- 
  2. Click "New User" -i-
  3. Enter an explicit name for the user. Example: Opti Yield User -j-
  4. Enter the following email -k-
    oy-integration@optidigital.fr
  5. Confirm the email 
    oy-integration@optidigital.fr
  6. Select Role "Opti Yield" that has been previously created -l-
  7. Save -m-

 

----------- STEP 3 - CREATE A NEW API ACCESS WITH THE NEW ROLE RIGHTS -----------

Screen Shot 2022-12-01 at 09.53.02

  1. Go to Global Settings -n- 
  2. Go to Network Settings -o- 
  3. Click "New User" -p-
    _
    Screen Shot 2022-12-01 at 09.52.46
    _
  4. Enter an explicit name for the user. Example: Opti Yield API -q-
  5. Enter the following email -r-
    oy-integration@optidigital-pfc.iam.gserviceaccount.com
  6. Confirm the email 
    oy-integration@optidigital-pfc.iam.gserviceaccount.com
  7. Select Role "Opti Yield" that has been previously created -s-
  8. Save -t-

 

----------- ADDITIONAL STEP FOR CUSTOMERS USING Google Ad Manager 360 -----------

----------- STEP 4 - CREATE A NEW TEAM -----------

 

Screen Shot 2022-12-19 at 17.36.04

  1. Go to Access & Authorization -u-
  2. Go to Teams -v-
  3. Go to New team - w-
    Screen Shot 2022-12-19 at 17.34.20
  4. Enter a name "Opti Yield" -x-
  5. Select "Include all companies" -y-
  6. Select "Include all ad units" -z-
  7. Add 2 users -aa-
      1. Add user "Opti Yield (oy-integration@optidigital.fr)" 
      2. Add user "Opti Yield (oy-integration@optidigital-pfc.iam.gserviceaccount.com)"
  8. Save -ab- 

 

2. Insert Opti Yield SDK in your HEAD section before your CMP

The Opti Yield SDK is distributed via our Cloudflare CDN service, ensuring efficient delivery to users in different regions (European traffic served from Europe endpoints, US traffic served from US endpoints). Importantly, it neither processes personal data nor hinders page speed, thanks to its lightweight and asynchronous loading.

We strongly recommend inserting our javascript SDK at the start of your HEAD section before your CMP provider scripts so Opti Yield SDK will be ready to deliver dynamic price floors before your header bidding auctions start.

<html>
  <head>
   <script async src="//optiyield.opti-digital.com/pfc/?pubid=111111"></script>
   

The Opti Yield publisher ID is your GAM network ID - replace 111111 by your GAM network ID

_________

Your part is complete. The Opti Yield team will now proceed to configure your GAM and initiate Opti Yield for a comprehensive optimization of your web inventory.