Collaboration Tools: Use Cases

Below you can find the most common business use cases and how Collaboration Tools can be a solution to them. Click each use case to expand the description and find out more.

Use case 1: Categorizing elements into verticals

I run many campaigns of different verticals, each of them has its own offers. When I create a campaign of a certain vertical, I want to see only relevant offers to be on the list as it’s important to me to select a correct offer.

Separate your campaign's elements into Private Workspaces (for example, vertical per Workspace). By doing so, whenever you will be creating a campaign assigned to the Private Workspace that holds certain vertical, you will see only relevant (belonging to the same Workspace's vertical) campaign's elements. This solution can be applied even if you work on your account by yourself. And you can share your carefully tailored reports to people outside Voluum with the Shared Reports feature, regardless of a number of Workspaces you use.

Workspaces	Multi-User	Shared Reports
Required	Good to have	Good to have

Useful links:

Workspaces: Overview

Use case 2: Collaborating with a freelancer or agency

I want to hire a freelancer/agency/special affiliate to help me with one of my campaigns, but not let them see my other campaigns.

Invite your freelancer or agency company to Voluum as Workers and give them access to the Private Workspace with your campaign.

Workspaces	Multi-User	Shared Reports
Required	Required	Good to have

Useful links:

Use case 3: Write access for media buyers

Me and my partner work with media buyers, and in that model, I would require:

A write access for my media buyers to specific campaigns to let them see in real-time which campaigns are working and by how much.
A consolidated report for offers they promote.
Access for my partner to all the campaigns in an account, so we can manage the media buyers performance together.

The best solution is to use the Workspaces feature, combined smartly with the Multi-User feature. The below steps address your requirements:

Create an adequate number of Private Workspaces for your media buyers
Invite your media buyers to Voluum with the Worker role and give them access to those Private Workspaces.
Create offers that they both will promote in the Public Workspace. This way they can both use the offers in their campaigns, and you will see the overall/partial performance. No worries, when looking at public offers’ report, each media buyer will see only stats that are relevant to their campaigns.
Lastly, invite your partner to Voluum as an Admin - this person is gonna have the same access as you (the Account Owner), except of seeing your account/billing details and an option of inviting other Admins.

Workspaces	Multi-User	Shared Reports
Required	Required	Good to have

Useful links:

Use Case 4: Collaborating on private and shared campaign's elements

I have two media buyers, each of them works on their own campaigns, but there are few campaigns they run together. I want them to have write access only to the campaigns they manage, so they cannot see each other private campaigns.

This can be achieved by assigning both media buyers to two separate Private Workspaces and to one shared Private Workspace. Follow the guide below:

Create three Private Workspaces.
Invite your media buyers to Voluum as Workers and assign each of them to one Private Workspace exclusively.
Assign them both to the third Private Workspace.
Create the campaigns inside the Workspaces or let them to do that on their own. They will be able to cooperate on campaigns created in the shared Private Workspace, and work separately from each other on campaigns created in their separate Private Workspaces.

Workspaces	Multi-User	Shared Reports
Required	Required	Good to have

Useful links:

Use case 5: Creating an ad network in Voluum

I want to create an ad network with Voluum: give publishers access to the data without the ability to change anything in my current setup in Voluum and let in also some advertisers, but with access only to particular campaigns.

For advertisers: Invite your advertisers as users in Voluum, separate them by creating a Private Workspace per advertiser.
For publishers: Share reports with data relevant to your publishers, so they can watch the performance in real-time with the Shared Reports feature.

Workspaces	Multi-User	Shared Reports
Required	Required	Required

Useful links:

Use case 6: Creating an affiliate network in Voluum

I want to create an affiliate network with Voluum: give my Account Managers access to the campaigns they manage and my affiliates access to the report with offers' performance.

You can achieve that by using all that Collaboration Tools has to offer:

Create a Workspace per Account Manager or per team with the Workspaces feature.
Invite them as Workers in Voluum and assign them to different Workspaces with the Multi-User feature.
Provide them the shareable link to the shared report where they could watch the performance with the Shared Report feature, together with the links to your offers.

Workspaces	Multi-User	Shared Reports
Required	Required	Required

Useful links:

Use case 7: Reconciling the financial data

I want to share my data with my finance team, but I don't want them to change anything.

Create a shared report that will cover your financial stats for the last billing period (for example, Last moth) and provide the finance team the shareable link. They will have access to the selected statistics, which will change dynamically to cover the selected billing period.

Workspaces	Multi-User	Shared Reports
Good to have	Good to have	Required

Useful links:

Shared Reports: Overview

Use case 8: Performance overview

I want my media buyers to have access to some stats that I store in Voluum, so they can see which campaigns are performing well and by how much.

Use the Shared Reports feature to give access to your media buyers to dynamically updated shared reports:

Create a specific report in Voluum with outlined data that you want to share.
Start setting up the shared report. Provide the name of your shared report and choose the date range (either dynamic or fixed). Generate the shareable link to your report.
Give your media buyers the sharable link to the report and they will be able to see campaigns' performance.

Workspaces	Multi-User	Shared Reports
Good to have	Good to have	Required

Useful links

Shared Reports: Overview

Use case 9: Comparing the data

Our partners's tracking system shows different data than in our reports, so I want to compare my stats with the results they present.

Create the shared report with all the traffic statistics included and provide them the shareable link, so they will be able to identify the discrepancies between the data.

Workspaces	Multi-User	Shared Reports
Good to have	Good to have	Required

Useful links:

Shared Reports: Overview

Use case 10: Testing basic settings

My IT personnel uses Voluum API and they need a read-only access to the basic stats for testing purposes.

The Shared Reports feature enables to give a read-only access to basic or advanced statistics. Create the desired report and provide your IT personnel with a shareable link, so they can see any changes made through the Voluum API.

Workspaces	Multi-User	Shared Reports
Good to have	Good to have	Required

Useful links:

Shared Reports: Overview

Use case 11: Access for clients

We are buying traffic on behalf on our clients and we want to allow clients to view their campaign's performance data.

Create a shared report for each client and provide them with a specific link, so they will be able to see the statistics they are interested in.

Workspaces	Multi-User	Shared Reports
Good to have	Good to have	Required

Useful links:

Shared Reports: Overview

In this section:

Collaboration Tools: Use Cases

Use case 1: Categorizing elements into verticals

Use case 2: Collaborating with a freelancer or agency

Use case 3: Write access for media buyers

Use Case 4: Collaborating on private and shared campaign's elements

Use case 5: Creating an ad network in Voluum

Use case 6: Creating an affiliate network in Voluum

Use case 7: Reconciling the financial data

Use case 8: Performance overview

Use case 9: Comparing the data

Use case 10: Testing basic settings

Use case 11: Access for clients

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