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Managing Creatives

Everything you need to know about how to upload, manage, and work with creatives on Squaredance.

Start Here: Box Integration on Squaredance

How To Organize Creatives in Box

During the initial setup of your campaign, a box folder will automatically be created and shared with all members of your organization for you to upload content into.

It’s important to understand that partners are looking to find the best visual content for specific use-cases as efficiently as possible. After years of optimizing programs, we have developed an ideal way to structure content that our partners now rely on to find what they need. Six top-level folders are defined for you when campaign setup initiates on the platform:

1. Creative Styles (Ready-to-Go Ads)
2. Top Performing Ads
3. Supporting Documents
4. Working Files (Raw Assets)
5. Timebound Creatives
6. Preview

How to Access and Create Subfolders in Box

While the pre-populated top-level folders are a good start, we strongly recommend you add subfolders to help your partners quickly locate the specific asset types they’re looking for and make the most out of the creative you provide.

There are two ways to approach this:

1. Upload all your assets into the top-level folders and finish setting up your campaign via the platform. When you’re finished, click on your campaign and select the Creatives tab to access your Box folder. Here, you can create subfolders and reallocate your already-uploaded assets accordingly.
2. Skip the step of uploading assets while you’re setting up your campaign. After your campaign has been set up, access your Box folder to set up the subfolders and then proceed with uploading assets into the appropriate folders.

Types of Creatives to Upload

It can be difficult to decide which assets should be uploaded when you’re looking at a blank page, which is why we’ve developed a checklist below with the recommended subfolders and assets that should be included in each top-level folder.

1. Creative Styles:

Ads that are pre-approved to be used by partners across all approved channels. If certain content is restricted to certain channels, please state this in the file or folder name.

• Product Unboxing: This is a popular creative style that has proven to be successful for partners on our platform, which is why we recommend creating a subfolder for this creative style if you have this type of content available.This could be in the form of a video where someone opens up their package and captures their initial reaction or an image of an already-opened package revealing all of the contents inside. If you have both formats available you can create two more subfolders.
• Images
• Videos
• Promotional Creatives: Do you have a promotion going on all-year-round, or a promotion that is specific to your Jumbleberry partners? These are creatives that were made to promote these offers (e.g. Buy-one-get-one deals or bundle offers).
• Images
• Videos
• User-Generated Content (UGC): Images, videos, or montages of user-generated content that have been edited to form a narrative. Examples of edits can include stitching clips together or adding text.
• Images
• Videos
• Email Creatives: Recommended file type HTML. HTML emails allow you to combine text with images, CTA button(s), and logos. These emails should be designed with mobile in mind to ensure the best reading experience on all devices.
• Ad Copy: Promotional text or captions written for paid ads.

2. Top-Performing Ads:

The ads that have performed the best for you internally.

3. Supporting Documents:

Additional resources that partners can use to understand your brand, product positioning, and constraints (if any).

• Brand Guidelines: Clearly defined rules that communicate how your brand should be represented to the world. These are common elements frequently included:
• Brand Mission and Values
• Style Guidelines (color palette, typography, logo usage)
• Voice and Tone
• Customer Personas
• Do’s and Don’ts
• Negative Keywords
• Compliance Documents
• Restricted Geos
⚡
Tip: Partners often write unique copy on ads or content sites to promote your product, so it’s crucial to provide a list of banned words that they cannot mention in their copy.
• Brand Assets: Elements that embody your brand’s identity. Examples include logos, font files, and music.
• Google Analytics Reports: Demographic and affinity reports, if available.

4. Working Files:

Raw assets that partners can use to build their own ads. These will not be used as-is unless they’ve been pre-approved to do so.

• Raw Image Files: Recommended file type PSD and AI.
• Raw Video Footage: Recommended file type MP4.
• User-Generated Content: UGC that has not been cut up or had any text added to it. Recommend file types MP4 for video and JPG or PNG for images.
• Influencer or Celebrity Endorsements: Assets including testimonials, videos or photos of celebrities and/or influencers.
• Presell HTML: If you have any presell pages made, consider uploading the HTML files here so your partners can run the pages via their own sites.
• Product Images: Attractive and accurate photos of your product in a variety of settings, including some options with a transparent background. Recommend file types: JPG and PNG.
• Lifestyle Images: Photos of real-life situations in which the product can be used. E.g. A water bottle being used during a yoga session.

5. Timebound Creatives:

Assets that are only supposed to be used for a specified period of time.

• Seasonal: Assets targeted to specific seasons.
• Promotional: Assets targeted to limited-time promotions.
• Contests & Sweepstakes: Assets encouraging customers to take an action (such as purchasing a product) for a chance to win a prize(s).

6. Preview:

Assets uploaded into this folder will serve as a preview to un-approved partners. Sell prospects on your campaign by showcasing a diverse range of content that they will get to work with.

Preview assets can be ordered based on the below rules. Note that funnel images may be shown in the preview section after your selected images and these cannot be ordered.

• Numbers come before letters
• The same numbers are secondarily sorted by any letters than follow
• Letters are sorted normally (and are not case sensitive)

Examples of ordering assets:

1. <Asset Name>

2. <Other Asset Name>

3. <Different Asset Name>

or

<Asset Name> - 1

<Asset Name> - 2

<Asset Name> - 3

or even

1. <Asset Name> - 1

1. <Asset Name> - 2

2. <Other Asset Name> - 1

2. <Other Asset Name> - 2

3. <Different Asset Name>

Adding Campaign Requirements

Before you start accepting creative requests from your partners, you'll want to define or update your brand guidelines and campaign requirements.

Below are the main types of guidelines we collect in the Approvals tab:

• Your Response Times
• Banned words for the campaign
• Your Dos and Donts (rules of conduct) on the campaign

Learn how to configure these guidelines in the information below.

The Campaign Settings Button

To configure or update your campaign requirements, go to your approvals tab and select VIEW GUIDELINES.

Click on this cog icon to configure your campaign requirements.

Response Times

The Response time is the approximate time in hours that you'll commit to reviewing requests submitted by the affiliates. This is a timeframe that is left to you to customize based on your organization's resources and ideal response times. We recommend that you try to at least commit to a 24 hour response time, or sooner. This allows ample time for affiliates to work quickly and efficiently to test new creatives and content. Response times can not exceed 48 hours.

You can click on the hour field and insert the timeframe you can commit to. It'll automatically save and will show the updated response time to the affiliates who use the ad approval feature.

Banned Words

Banned words are an exact word or phrase that you specify cannot be used. The platform will automatically prevent content containing these banned words from being submitted which will prevent requests from being submitted that contain your banned words. We highly recommend you update this area regularly to improve the quality of your submissions and to cut down on unwanted requests.

In order to edit your banned words, you'll need to click the edit icon (pencil) beside banned words. You'll be able to add new words and delete existing ones as well. Once done, you can hit save.

Dos and Donts

This section of the campaign requirements tab provides a much larger space to insert your rules of conduct on the types of submissions that cannot and can be submitted by the affiliates. Under the Don't section, you can add specific context or items that you absolutely cannot allow submissions to contain prohibited phrases, words, and claims. Under the Do section, you can add comments or links on specific phrases, words, or claims that affiliates can use to submit their requests through.

In order to edit your Dos & Donts, you'll need to click the edit icon (pencil) beside Dos & Donts. You'll be provided a content board where you can format your text to insert URLs, images, lists, etc. into your rules of conduct. Once finished, you can then hit save.

Find & Review Pending creative Requests

After you finalize your campaign guidelines, you'll start to receive creative requests from your partners. To view these pending requests, select your campaign and click on the Approvals tab.

Select the Pending tab to review ad content that your partners are requesting to run.

The requests are separated by three content types:

• Headline
• Body
• Image or Video

Each request will indicate the date of submission, the affiliate partner who submitted the request, and the type of content it is.

You can filter requests by date, campaign, and affiliate id. You can also search content with keywords, or search by content type (headline, copy, visual).

Approve or Reject Pending Creative Requests

In this article, you'll learn how to approve or reject creative requests from your partners. This provides you with the power to decide what content can and cannot be run on your campaign.

To begin, select your campaign and click on the

Approvals

tab. The

Pending

tab will you show content that your partners are requesting to run. 

Managing Approvals

You'll have the following options when presented with a request:

• Approve - Clicking on this button permits the affiliate to use the content going forward
• Reject - Clicking on this option presents you with the following choices

Reject with Notes

You can reject the request, however, you will need to provide feedback regarding the rejection. You can use the notes field to provide feedback on the content as shown below.

Approve with Edits (Only available for text-based items)

If there is only a slight error in the copy you can use this feature to make note that the content needs an adjustment, but is otherwise approved. Utilizing this method saves you and the affiliate time from going through another iteration of the approval process. You'll be provided a field called approved edited content where you can insert your suggested adjustment for the affiliate to apply to the content for approval.

Revision History

If you need to review your existing approvals, you can click the approved tab on your campaign. Then click on the chevron icon beside the request to see the revision history of an existing request. This provides a window in reviewing prior requests and the revisions submitted on the content.

Check and Revoke Approvals

In the event that your advertising and marketing policy changes, you can review your existing approvals and revoke them if the content is no longer permissible. Head over to your approved tab on the campaign and click on the x icon beside the request to revoke the approval. The affiliate will be notified that they have 24h to take down any Ads that make use of this content.

In order to complete the revoke request and to inform the affiliate on the decision made, you will be required to provide the reason the content is no longer permissible. It's important to provide a reason as this provides the affiliate the context and to help them abide by your guidelines.

Finally, once you've revoked the approval, we highly recommend you visit the Dos & Donts or Banned Words to update your requirements to reflect any changes made from the revocation.

On this page

• Managing Creatives
• Start Here: Box Integration on Squaredance
• How To Organize Creatives in Box
• How to Access and Create Subfolders in Box
• Types of Creatives to Upload
• 1. Creative Styles:
• 2. Top-Performing Ads:
• 3. Supporting Documents:
• 4. Working Files:
• 5. Timebound Creatives:
• 6. Preview:
• Adding Campaign Requirements
• The Campaign Settings Button
• Response Times
• Banned Words
• Dos and Donts
• Find & Review Pending creative Requests
• Approve or Reject Pending Creative Requests
• Managing Approvals
• Reject with Notes
• Approve with Edits (Only available for text-based items)
• Revision History
• Check and Revoke Approvals