Kochava for Agencies

Kochava for Agencies provides an effective means to manage the workflow between marketers, ad networks & publishers, and agencies. Marketers can easily work with a single agency or multiple agencies to run across campaigns for a marketer’s app(s). When a marketer utilizes a multiple-agency solution, each agency will only have access to campaigns they have created or those that the marketer created and assigned to them. Various levels of agency integration are available for marketers to select, providing robust permissions to allow agencies to create campaigns with any integrated media partner or have view-only access to specific campaigns created by the marketer.

Below are the three levels of agency integration available:

 

 

NOTE: Google configuration management for and by agencies is not available at this time. In the interim, please work with the Advertiser/Marketer for the proper configuration and placement of your agency-specific Conversion ID(s) and Label(s). If you have any questions please contact your dedicated Kochava Client Success Managers.

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Agency Account Approval/Creation Process

In order for a marketer to select an agency to work with, the agency must have a valid account within Kochava with the Agency setting turned ON. In order to turn on the Agency setting, contact your Client Success Managers. After this is done, follow the steps below to create your Media Partner Profile.

In order for a marketer to select an agency to work with, it is necessary for the agency to have a valid agency account within the UI (User Interface). To request a new Kochava account for your agency, please ensure that the request comes from an advertiser who is already integrated and utilizing Kochava as their Mobile Measurement Partner (MMP). The advertiser should reach out to Support@Kochava.com to confirm the request, including your agency contacts in the CC field. Our Support Team will then begin the agency account creation process and follow up with the necessary access credentials.

 

Media Partner Profile Configuration (Steps for Agency):

 

4. Click Add a Media Partner Profile.
5. Enter a Media Partner Title.

 

BEST PRACTICES: Enter a valid profile name for your agency. When marketers search for an agency, the Media Partner Title will be the displayed title.

 

6. Select Profile Type > Public Agency.
7. Click Save.

 



 

NOTE: Once the Media Partner Profile has been submitted, the account information will be reviewed. This review process may take up to one business day. Your Client Success Manager (CSM) will create the account/agency and provide the credentials when ready.

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Creating a Controlled Agency Configuration

When a marketer chooses ‘Controlled Agency Access”, the marketer will need to create Kochava Trackers and select the Agency Partner they’re for. Once the tracker is created, the marketer will need to provide the impression and/or click URL to the agency for trafficking. Any activity on such trackers will be tagged as belonging to the agency.

 

IMPORTANT NOTE: If the marketer has campaigns of their own with the same ad networks & publishers their agency is using, the marketer should have their own Kochava Trackers for those campaigns where the agency is NOT selected. For self-attributing network (SAN) partners, please see the related section.

 

Create a Tracker (Steps for Marketer Admin):

1. Log in to Kochava.
2. Select the desired Account and App
3. Locate the desired campaign and Select Segment Tools (⋮) > Add a Tracker.

 



 

4. Enter a Unique Tracker Name.
5. Select the Agency Partner.
6. Select additional tracker options.
7. Click Save.

 


A. If not already created, a campaign and segment may be created using this section.

 

Accessing Campaign Manager (Steps for Agency):

 

4. Locate the desired Campaign and Tracker. Expand to view data.

 



 

Setting up a Postback Configuration (Steps for Marketer Admin):

IMPORTANT NOTE: Agencies with Limited Access may create postback configurations for the ad networks and publishers they run campaigns with. However, postback configurations created by an agency will ONLY be able to send postbacks for the traffic attributed to the agency directly. No option will exist to send postbacks for unattributed installs or installs that were attributed to another media partner. If ALL installs need to be syndicated for the purpose of suppression and/or retargeting, the marketer admin should create the postback from their login account.

 

 

4. Click Add a Configuration.
5. Check the Create For Agency box.
6. Select the Media Partner Profile.
7. Select the Media Partner.

 



 

In order to send a real-time feed of installs and in-app events to an endpoint or to a Kochava-Certified partner, a partner configuration will need to be setup by the marketer in this case.

For more information on how to create a Custom Postback or a Kochava-Certified Postback, refer to our support documentation.

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Creating a Limited Agency Configuration

Partner Configuration (Steps for Marketer Admin)

 

4. Click Add a Configuration.
5. Select Media Partner > Select the Agency.
6. Click Save.

NOTE: By saving the Agency Partner configuration, the agency partner will be granted permission to create trackers and view performance for the trackers that the agency creates for the associated app. By default, this configuration will be active. If at any time the Active toggle is set to OFF, the agency will have access to the previously associated trackers but will not be able to create trackers moving forward for that app.

 

 

Create New Trackers (Steps for Agency):

1. Log in to Kochava.
2. Select the desired Account and App
3. Select Apps & Assets > Campaign Manager.

 



 

NOTE: If a campaign and a segment have not been created, each may be created in conjunction with the tracker creation.

4. Click Add a Tracker.
5. Enter a Tracker Name.
6. Select a Media Partner.
7. Select your Agency under Agency Partner.
8. Enter a Deep Link. (optional)
9. Click Save

 


A. If not already created, a campaign and segment may be created using this section.

 

Setting up a Postback Configuration (Steps for Marketer Admin or Agency):

In order to send a real-time feed of installs and in-app events to an endpoint or to a Kochava-Certified partner, the marketer must setup a postback configuration. For more information about a Custom Postback or a Kochava-Certified Postback, refer to our support documentation.

 

Configuring SAN Campaigns with Kochava for Agencies:

In order for Kochava to properly associate installs to their respective campaigns/segments/trackers in the Kochava dashboard, the Tracker ID must be appended to the campaign name within the associated SAN (e.g., Facebook, Google). To setup Twitter campaigns, refer to the steps outlined in the Create Kochava Twitter Campaign support document(attribution windows will not be available to agencies).

 

BEST PRACTICES: It is recommended that marketers create trackers for each SAN that agencies will be running with (do not assign an agency to this tracker). This tracker will act as a catch-all in the case that any agency you are working with neglected to place their Tracker ID in the SAN dashboard.

 

NOTE: The Facebook Use Terms for Mobile App Measurement must be accepted when the configuration is being created. If the Terms are not accepted, you will not see your granular campaign detail in Kochava Reporting. The terms must be accepted from the Facebook Ad account which is running campaigns.

 

4. Locate the desired Campaign, and Tracker. Expand to locate the Tracker ID.

 



 

5. Copy and add the Tracker ID to the campaign name within the SAN UI.

NOTE: If agencies have been given access to or created a tracker for a SAN network the above steps need to be taken in order for data to flow to the correct accounts.

NOTE: Agencies should not setup postbacks for SAN networks within their accounts. The parent accounts should be creating these (if they are not already created) for the agency.

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SAN Nuances for Agencies

Event Postbacks:

For Event Postback configuration, please refer to our Kochava for Agencies SAN Campaign Postback Setup support documentation.

 

FMPs:

1. Agencies will need to include the tracker IDs from Kochava in the FMP campaigns to track to the proper campaigns.
2. Agencies need to setup FMP specific postbacks within their agency account if they are running with an FMP.

NOTE: Ensure that you have named the FMP correctly in the Facebook dashboard. For a list of the naming conventions click here.

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Full Agency Profile

The Full Agency configuration provides unlimited access for agencies to create apps, campaigns, trackers, as well as have access to the advanced tool set within Kochava. For further information contact your Client Success Managers.

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Technical Support for Agencies

If you require technical support in using the platform, please contact Support@Kochava.com or send an email to the dedicated client account alias (e.g., ClientName@kochava.com) if your client has provided you with one.

Be sure to include the client’s account name and the name of the app(s) you are working with, along with the specifics of your inquiry.

 

IMPORTANT NOTE: Please note that the Kochava support team may be limited in its ability to directly assist you depending on the level of access the marketer admin has granted you within the platform. Based on your questions or support needs, Kochava may request the marketer admin be present on a scheduled call, or be looped into a support thread to provide written authorization to discuss certain details or provide certain data.