HootVid Source Sheets is a powerful, dynamic ,and versatile spreadsheet tool that is seamlessly integrated in the platform. Much like Google Sheets, our spreadsheet functionality empowers you to organize, analyze, and collaborate on data with ease- Making it the perfect solution for users who need precise control over their data and want a reliable image host.
Use Source Sheets to:
Create and manage data sheets manually for your dynamic video ads
Import Sheets into HootVid for manual edits or versioning
Utilize Hoots image hosting for dynamic content
Share HootVid sheets for collaboration, including those without HootVid access
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Adding a Source Sheet
Navigate to the Data Sources menu.
On the right-hand side, you will see an option to “Create New”.
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Data Builder
This sub-menu will guide you with building the new data source. You can contact support in this menu for additional guidance as well. Here, we will select our data source, attach data, and add filters.
Select “Custom” for your data source option and then the “Next Step ” button.
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We can now proceed with creating the sheet. First, designate a name. If importing an existing sheet to use as a base, select that option. If not, build from scratch, starting with “Add Column”.
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Creating Sheets
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Navigate to the “Data Sources” section of the desired advertiser.
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Select “Add Source Sheet” to create a new sheet, or select “Data” to make adjustments to an existing sheet.
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Use the “Add Column” button to define the column headers for the sheet. Each column will need to have an input type assigned to define the type of data within.
Input types include:
Text
Number
Image File
4.
Once the column headers have been defined, users can begin inputting the data by clicking the “Add Row” button. Once finished, click save.
Image Hosting
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Importing an existing sheet will automatically import the data into the blank sheet to be edited Keep in mind that importing a sheet into HootVid doesn’t establish a link to the existing Google/Excel sheet. Additionally, changes made in HootVid sheets will not automatically make changes to the original imported sheet. |
Each column is defined by a type. Select the type based on the type of field you will be adding, and designate a column name.
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The “Number” column type should only be used if the inputs are ONLY numerical. Example: Entering prices such as “$50,000” should actually be under the “Text” type, due to the special characters mixed in. |
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Unlike a static video, dynamic video ads require hosted images from the data source |
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These images will remain remotely hosted as long as the sheet remains within HootVid. |
Importing Sheets
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Users have the ability to easily import data from existing Google/Excel sheets. When creating a fresh sheet, select “Import Sheet” and choose your spreadsheet file.
2.
Selecting a file will automatically import the data into the blank sheet. Once imported, users can add additional columns and rows to the existing data. Data can also be manually adjusted within the sheet.
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Keep in mind that importing a sheet into HootVid doesn’t establish a link to the existing Google/Excel sheet. Changes made in HootVid sheets will not automatically make changes to the original imported sheet. |
Sharing Sheets
Once a Sheet is created, users can collaboratively work on the sheet within the Hootvid platform. Any user with access will see all sheets within their sheets tab. For collaborators without HootVid access, provide the “Share URL” with them to allow access to the specific sheet. This link will provide direct access to the specific sheet only, no other features or access will be provided via this link.
Sheet Settings
Once a Sheet is created, users can adjust the “Sheet Settings” via the cog wheel icon.
Sheet Settings allows users to:
Change Sheet Name
Access the Feed URL
Refetch Feed Data
Advanced Settings
Randomize data
xPATH element adjustments
Apply feed URL credentials if needed
View a list of video ads that are currently utilizing the source
Clicking link will take the user directly to editing that ad
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Once the column headers have been defined, begin inputting the data by clicking the “Add Row” button. Populate the new cells, and hit “Next Step” when finished.
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Apply any needed Filter Presets to your data source. Hit “Save & Finish”.
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See Filter Presets for more thorough documentation on filtering. These presets are optional. Filtering can be set at the ad level as well. |
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Now that your data source has been added, you can either directly move into Creating an Ad, or return to the Advertisers menu.
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