Forecasting Filters

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Filters narrow the report to only show forecasting data for the items that you select. Note that Position and Bulk/Filter Flights are mandatory for impressions forecasting, and Station is mandatory for spots forecasting.

  1. To modify a mandatory filter, select the item in Filters to open the filter editor at the right side of the screen. Make your selections and select Save.

  2. To add a new filter, select Add new to open the filter editor. Make your selections and click Save.

  3. To edit an existing filter, select it to open the filter editor. Make the changes and click Save.

  4. To remove a selected non-mandatory filter, click the X next to the filter.

Filters

Level 1

Level 2+ (if applicable)

Notes

Publisher

If you manage only one publisher in TAP, that publisher is selected automatically, However, if you manage two or more publishers, you must begin by selecting one publisher from the drop-down list.

Mandatory.

Date Range

Select the date range for your Forecasting report by clicking the Date Range field. This opens the date range selector at the right side of the screen. You can choose from several Presets (Tomorrow, Next 7 Days, etc.), or you can enter a custom date range. (Click Date range (UTC) to open a calendar and select a custom range.) The “End of Month” preset selects “tomorrow until the last day of the month.” Click Save to save your selection.

Note: You can forecast up to 12 months into the future using the custom date range. However, the farther ahead in the future you go, the less reliable the forecast becomes.

Mandatory.

Position

  • Pre-roll

  • Mid-Roll

  • Post-Roll

Mandatory for Impressions.

Bulk/Filler Flights

  • Exclude

  • Include

Mandatory for Impressions.

Only applies to impressions reports.

Default selection is Exclude, which excludes Bulk and Filler flights (with or without goals) from avails calculations and contending list. If you wish to include those flights in your calculations and contending list, select Include.

Station

Choose between Market, Format, and Station.


Mandatory for Spots only.

  • Impressions: Station includes stations and/or podcasts.

  • Spots: Station only includes stations.

The Market, Group, Genre, and Station/Podcast selectors work independently. Selecting one item does not act as a filter for other selections. For example, if you select a market and then switch to the Station/Podcast tab, you are starting over; you are not seeing stations/podcasts filtered by that market.

Depending on your publisher setup, you might not see "Market" or "Group."

Genre must be defined in your Triton Digital publisher configuration ("AdminZone") for them to appear in Format-based forecasting reports. If you're not sure what your defined genres are, or to change them, contact Customer Support.

Note: use caution if using both Station and Station Tag filters in the same query. See Station Tag for details.

Ad Duration

  • Duration presets (in seconds).

See Ad Duration Usage Notes.

Advertiser

  • List of available advertisers. (You can select only one.)

When you select the Advertiser filter, the IAB Category for that advertiser is automatically selected for that advertiser.

Also see Ad Separation Notes.

Audience Targeting

Impressions only.

Combination of OR and AND segments is possible.

Audience Segment forecasting is included in this report, but Audience Segment targeting is an optional feature. For more information, or to enable the targeting feature, speak with your Triton Digital Client Success Manager.

See Understanding Impression Inventory with DMP Audience Segments.

Brand Safety

Select Set all categories or Customize each category.

If Set all categories:

  • Use the slider to select a single Brand Safety level that applies to all categories.

If Customize each category:

  • Use the sliders to select Brand Safety levels for each category.

This item only appears if you have Brand Safety enabled.

Tip: To re-use queries with complex Brand safety category settings, Save the query with a filename that indicates the category settings. For example, if a particular advertiser always uses the same combination of settings, include that advertiser's name in the saved query, along with a hint such as "BS" for "Brand safety."

Contextual Tag

Enter Contextual targeting tags to include or exclude.

Impressions only. Podcast content type only.

Requires at least 28 days of impressions on the contextual tag to be accurate. If you remove the contextual tag from Sounder, it will remain in Forecasting for 28 days.

Contract Name

Name of the Reach Extension contract created by the Reseller.

Only available for the optional Reach Extension feature in TAP.

CSegID

N/A

Impressions only.

A custom segment ID is a numeric code to identify a specific segment, group, or type of users. They can be used for ad targeting and to set custom frequency caps, as well as other targeting functions. Custom segment IDs are set up in collaboration with Triton Digital and are used with Triton Digital’s players and/or streaming services.

If your player declares custom segment IDs when it connects to the stream, you can use those IDs for targeting and forecasting.

Daypart

  • Daypart presets.

You can select only one daypart per report. You can also create custom dayparts. Some restrictions apply. Daypart is based on station timezone.

Delivery Method

  • Live

  • On-Demand

  • Podcast

Impressions only.

Delivery Method in TAP Forecasting actually filters the Content type in TAP flights. For details, see Changes to Delivery Method for On-Demand Publishers

Demographic

  • Gender (All, Men, Women)

  • Age (Various presets, plus "Custom")

Impressions only.

This option only works if the player provides this info from the listener's user profile when the player connects to the stream.

Devices

  • Device

  • Device Form Factor

  • Operating System

  • User Agent Name

  • User Agent Type

Impressions only.

Each Level 2 selection can be drilled down to refine the filter. For example, Device contains an extensive list of devices, Device Form Factor includes Car Entertainment System, Desktop or Laptop, Mobile Device, Smart Speaker, and more.

Distributor

  • Free-form field where you enter the name of the distributors you would like to filter.

Impressions only.

You can include or exclude the selected distributors.

Enter each distributor individually and click Add to Selected Distributors to add it to the list of distributors to filter. Click Save to save the list.

Episode Published Age

  • Include/exclude

  • Rule selector

  • Date selectors

Rules include Is, On or before, On or after, and Between (inclusive).

Note that you can stack your selections, such as On or before 20 day(s) ago + On or after 5 day(s) ago.


Podcasts only.

  1. Choose INCLUDE or EXCLUDE.

  2. Select a rule.

  3. Enter a published days value (number of days).

  4. Click Add to add the filter to the stack.

  5. Click Save.

Watch: published age "between" filter (click to see larger):

Watch: published age stacked filters (click to see larger):

Episode Published Date

  • Include/exclude

  • Rule selector

  • Date selectors

Rules include Is, On or before, On or after, and Between (inclusive).

Note that you can stack your selections, such as Is April 10 + On or before March 31.

Podcasts only.

  1. Choose INCLUDE or EXCLUDE.

  2. Select a rule.

  3. Enter a published days value.

  4. Click Add to add the filter to the stack.

  5. Click Save.

Flight Priority

Enter a flight priority value between 1 - 16. (See Priority Value under "How Ad Selection Works.")

This filter adds a column to the report called Accessible Inventory that ignores contending flights of higher priority than the flight priority value you enter. It only shows inventory with a priority at, or lower than, the value you enter in the Flight Priority filter, plus inventory not yet booked. For example, if you enter Flight Priority = 10, the column shows inventory with priority values from 10-16 as well as inventory which is not yet booked.

Remember that a low priority number means a high priority value, 1 is the lowest number but the highest priority.

Frequency Capping

Enter the capping level: impressions per Break or Download.

Impressions per Download is for podcast only. When Download is selected, the Delivery Method (Podcast) filter is also added.

When using the frequency capping filter, you may see contending flights appear even when the Available Inventory is equal to the Total Inventory figure. This is expected and is due to the way in which frequency capping reduces the total and available inventory but still leaves space for other flights to deliver. For more information, see Frequency Capping Usage Notes.

Geo

  • Location: Choose from a list of countries. You can expand each country for states/provinces, regions, and cities.

  • Lat / Long: Specify a zone, which is a circle defined by its latitude and longitude in decimal degrees and a radius in kilometers or miles. You can enter or edit the coordinates directly or point to them on the map. A green zone is an include rule, an orange zone is an exclude rule, and a blue zone is the zone you’re currently specifying.

    ZIP/Postal Codes: Enter a comma-separated list of ZIP codes. Do not end the list with a comma. For a contiguous range, enter <first zip code>-<last zip code> (e.g. 10001-10048). You can enter up to 500 ZIP/Postal Codes.

Impressions only.

You can combine Location, Lat/Long, and ZIP/Postal Codes areas to include and exclude.

Do not create overlapping include and exclude rules. Results for the overlapped rules are unpredictable.

IAB Category

List of IAB Categories.

See Forecasting for a Specific Flight. Also see Ad Separation Notes.

In-Market

Filters impressions according to "in-market" status. Possible values:

True (impressions are in-market).

False (impressions are out-of-market).

Market targeting and measurement (In- and out-of-market) only work if your podcasts/stations have a defined geographical coverage area. This is an optional setting within your Triton Digital broadcaster configuration that specifies your market coverage area based on country, DMA or MSA (U.S. only) or a latitude/longitude with a defined radius.

To verify if your stations have a defined geographical coverage area, or to set it up if they don't, contact Customer Support.

Inventory Owner

Name of the Inventory Owner in a Reach Extension contract.

Only available for the optional Reach Extension feature in TAP.

Position in Break

  • First

  • Last

Live stream forecasting only supports one pre-roll (“First”). When “Last” is selected, forecasting excludes Live stream inventory.

Station Tag

Enter Station tags to include or exclude.

Impressions only.

Requires at least 28 days of impressions on the station tag.

Note: When using both Station and Station Tag filters together, they operate with AND logic, not OR logic. Therefore, if the station is not assigned to the station tag, you will get no results. For this reason, combining both in the same query is not recommended.

TTag

Enter TTags to include or exclude.

Impressions only.

Custom Targeting Tags (TTags) in TAP work in conjunction with custom tags that are declared by your player. When there is a match, targeting is achieved and the campaign can deliver to that player.

Note: Forecasting of TTags requires at least 28 days of impressions for the TTag. If the TTag has been in use for less than 28 days the forecast will underestimate the avails.

Some items in the Filters and Dimensions lists include a search tool, such as the search tool found in the Audience Targeting filter. For better results, use search terms that are not too wide in scope. For example, if you want to find the "females: 25-49" audience targeting segment, don't just enter "25." That will return too many unrelated items. Instead enter "females."

Filter Logic

Unless otherwise indicated, filtering logic is as follows:

  • Between filters: TAP Forecasting applies AND logic. Example: Publisher AND Date Range AND Position.

  • In filters: TAP Forecasting applies OR logic. Example: IAB 10: Magazines OR IAB-11: Books & Literature.

Set up a Filter

When editing or adding a new filter, the filter editor opens on the right.

The behavior within the filter editor depends on the selected filter. In most cases you first select the filter then click Next to refine it. Some filter go several layers deep.

  1. Select the Devices filter.

  2. Click Next.

  3. The panel shows the Devices filter panel, where you can refine your devices filter.

  4. Select the items you want to filter on.

  5. When finished, click Save.

Include or Exclude Filter Options

Select an item once to include it, select twice to exclude it. Not all  items offer an exclude option.

Generally speaking, when you include a selected item in a filter definition, you are excluding any other items in that filter that are not selected to be included. For example, if you include Android in an operating system filter, you are excluding all other operating systems.

Conversely, if you exclude Android in this filter, you are including all others that are not selected. Excluded items are shown in red in the selected items list.

You can select multiple items to include or exclude. However, there are no validations in place to ensure you don't create a filter that makes no sense or is redundant. For example, if you include Android and exclude Apple iOS in the same filter, the resulting report is the same as if you had only included Android. (The exclusion of iOS is implicit.)

Some filters use buttons to include or exclude (as shown above) and some use a drop-down menu (shown below).