‎How to Create & Manage Boards in Ads Manager

How to Create & Manage Boards in Ads Manager

Updated

3 months ago

Saved Boards in the Ads Manager allow you to save all the details of an Ads Manager view, including column configuration, column width, and applied filters. By saving a specific view, you will not need to configure a view multiple times manually. Your saved boards can be edited, deleted, or shared from Ads Manager at any time.

Use of this feature requires that Sprinklr Marketing (Ads) is enabled in your environment. To learn more about Sprinklr Marketing (Ads), please contact your Success Manager.

Use Cases of Ads Manager Boards

Manager	Media Practitioner
Suppose your media is running across different social media channels. In that case, you can navigate between ad accounts and social channels with a single click and keep track of all your promoted posts. If you have different KPIs across your full-funnel media strategy, you can save customized views for different campaign objectives and goals.	If you are making manual optimizations every day for campaigns, you can utilize specialized views to make quick optimizations or to pull performance insights. If your team member or a stakeholder needs visibility into all active campaigns, you can easily share access to campaign structure or status across users or user groups.

To Create or Update Boards

1. Click the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.

2. Configure your Ads Manager view as desired. You can apply filters (add link) and make changes to the column configuration (add link) to change the Ads Manager display as needed.

3. Once you have created a configuration that you would like to save as a board, click the Board Switcher drop-down icon alongside 'Ads Manager' or the current Board title and click Add Board in the bottom-right corner of the menu.

Save New Board in Ads Manager

4. On the Create New Board window, give your Ads Manager board a Name. Optionally, apply Tags and provide a Description for your board, if desired.

Note: The details for your new board, including the details of your column configurations and any applied filters, will display on the right side of the Create New Board window.

5. Click Save to save your new board.

Note: Your saved boards can be accessed by clicking the Board Switcher drop-down icon and selecting a saved board under My Boards or Recent Boards (for recently created boards).

To Create or Update Boards from Dashboard Header

Click the New Tab icon. Under the Sprinklr Marketing (Ads) tab, click Ads Manager within Analyze.
Configure your Ads Manager view as desired. You can apply filters, make changes to the column configuration, sort or change column widths to change the Ads Manager display as needed.
Click Save alongside the Board Switcher drop-down icon alongside 'Ads Manager' or the current Board title.
Note:
The Save option will be available in the default Ads Manager view as well.
You can revert the configuration changes by clicking the drop-down alongside Save and selecting Revert.
On the Create New Board window, give your Ads Manager board a Name. Optionally, apply Tags and provide a Description for your board, if desired.
Click Save to save your new board.
Note: Your saved boards can be accessed by clicking the Board Switcher drop-down icon and selecting a saved board under My Boards or Recent Boards (for recently created boards).
Once you have saved your board, any changes made to the current configuration will provide the following options in the header:
- Update - Update the existing board configurations.
- Save as New - Save the configuration changes as a new board.
- Revert - Revert the configuration changes.

Update Boards

To Manage Boards

To manage your saved boards, click the Board Switcher drop-down icon alongside 'Ads Manager' or the current Board title and click Manage Boards in the bottom-left corner of the menu.
Hover over the Options icon alongside the saved board to see the actions available. To learn more about the descriptions, please scroll down to the bottom of the article.

Manage Boards — Action Descriptions

Action	Description
Apply	Apply the selected board to your current Ads Manager view.
Edit	Open the board editor to make changes to the name, tags, or description of your board.
Delete	Permanently remove the board from your saved Ads Manager Boards. This option is only available for the owner of the board.
Share	Make your board visible globally in all Workspaces in your environment, or share with specific Workspaces, Users, or User Groups.

FAQs

What is the difference between a Board and a Template?

A Board is a broader configuration option including column configuration (template) and filters whereas a Template is only a column configuration. A Template is primarily used to export data in the same format whereas a Board is used to share the same view across teams/regions to analyze data.