Go to the Settings page to update the journey name, time zone, advertiser details, journey information, and billing options before you build a campaign on the Canvas (new experience) or edit an existing one. You also use this workflow to set the content category and CPM values for open web and DOOH campaigns.
Steps to open the form
- Open an existing campaign on the Canvas (new experience) or create a new one.
- Switch on the New experience toggle at the top of the canvas.
- Click the Settings gear icon.
Steps to complete the General Settings fields
- Click the Advertiser field.
- Select the advertiser for this journey.
- Go to the Journey Name field.
- Enter a unique name.
- Enter a journey description. (optional)
- Change the time zone. (optional) The default setting is Eastern Time.
| 🟪 If you're editing an existing campaign, you can't change the information in the Advertiser or Journey Type fields.. |
Steps to complete the Open Web & DOOH Details fields
- Scroll down to the Open Web & DOOH Details form.
- Go to the Category field and select an option that best describes the content of your journey.
- Enter the brand's website domain.
For the Enable Cross Device field, Enable is recommended. If enabled, the platform can track view or click conversions across multiple devices (where technically practicable).
Journey CPM
Go to the CPM fields and enter your values.
Margin
Leave the Enable Margin toggle on (recommended). The margin tool is primarily designed for agencies that manage client projects. Learn more about the margin feature here.
FAQs
What does the General Settings page control on the Canvas?
The General Settings page defines core journey metadata and billing logic. It controls the advertiser, journey name, time zone, content category, CPM values, and margin behavior. These settings influence spend eligibility, reporting accuracy, and compliance before any media activates.
When can marketers edit advertiser or journey type fields?
Marketers can edit advertiser and journey type fields only during initial journey creation. After activation, the platform locks these fields to preserve billing integrity and reporting consistency. Existing journeys allow updates only to eligible metadata and pricing fields.
How does cross device tracking affect conversion measurement?
Cross device tracking expands conversion visibility across multiple devices where technically practicable. When enabled, the platform links exposures and actions that occur on different devices. This setting improves attribution accuracy for open web and DOOH journeys.
What is the purpose of the margin setting in General Settings?
The margin setting applies agency margin logic to CPM values. It supports agencies that manage client billing and revenue separation. When enabled, the platform calculates media cost and margin automatically without altering delivery mechanics.