This tutorial will help you to connect your Google Campaign Manager (DCM)
- Customer Journeys (Path to conversion reports)
- (Optional) Media costs, clicks, impressions
into Windsor.ai. Customer journeys will be modelled using Windsor.ai’s data driven attribution. There are a few steps involved to get it up and running.
Table of contents
- Creating a Windsor.ai account
- Granting access rights
- Setting up path to conversion report
- Setting up media report
- Adding the reports to Windsor.ai
First you need to set up a Windsor.ai account in case you don’t have one.
Creating a Windsor.ai account
Click on the button below to create a new account if you don’t have one yet.
Once this is done, proceed with the steps below. Make sure to keep this window open as you’ll need it in a later step.
Granting access rights
In order for Windsor.ai to be able to retrieve Google Campaign Manager data through an API integration a user role needs to be created.
A general overview of user roles from Google can be found here
Prerequisites
- Admin Access to Google Campaign Manager (DCM)
-
Create User Role
Log on to Google Campaign Manager and create a user role with the following rights
User Role / Setting Setting Identification User role name Windsor.ai MTA User Trafficking Account management read-only access Ads read-only access Advertiser groups read-only access Advertiser management read-only access Billing Information No access Campaigns No access Content categories full access Creatives read-only access Floodlight read-only access Path to conversion in Floodlight configuration read-only access Placement costs read-only access Placement strategies No access Placements read-only access Remarketing lists read-only access Sites read-only access Subaccounts read-only access Tags Yes User profiles No User roles No Reporting DDM reporting UI access Yes Delete all generated files No Delete all saved reports No Edit Verification profiles No Enable Verification Yes Insert offline conversions No Modify all saved reports No Update offline conversions No View all generated files No View all saved reports No View audience report Yes View click-through conversions Yes View cost Yes View cross-device conversions Yes View cross-dimension reach report Yes View custom Floodlight variables data Yes View DoubleClick Search data Yes View Floodlight impressions and unattributed conversions Yes View path to conversion reports Yes View revenue data Yes View time lag to conversion report Yes View view-through conversions Yes Planning All No Orders: can approve No Terms and conditions: full access No - Planning
-
Create new user
Create a new user with the email address admin@windsor.ai and assign the role Windsor.ai MTA User to this user
Setting up path to conversion report
Go to report builder in Google Campaign Manager and create a new Path To Conversion report
In here you select the same settings as in the screenshot below and click SAVE AND RUN
Setting up media report
Go to report builder in Google Campaign Manager and create a new Standard report
In here you select the same settings as in the screenshot below and click SAVE AND RUN
Adding the reports to Windsor.ai
Now, add the reports you have set up to your account which you have created in Step 1.
- Get the Report ID’s
- Get the Account ID
- Add the Account ID and Report IDs
Congratulations. Now Google Campaign Manager is connected.
