Welcome to BroadSign’s “Categories”
training video. “Categories” is the second video in our Content and Scheduling
tutorial playlist. In this video, we will: 1) Gain an overview of categories; 2) Add a folder; 3) Create categories; and, 4) Edit category properties. The BroadSign
platform uses a rules-based approach to allow players to generate their own
playlists. We enable rules-based playlists by assigning categories to
each campaign that we schedule. BroadSign provides several different category
types: separation, segmentation, exclusivity, triggers and inventory. By way of
introduction, in this video we will focus on separation categories. A separation
category allows the player to separate similar pieces of content from each
other for even and automatic distribution. For example, in a playlist that includes
restaurant, retail and travel content, the player can order the loop so that two
pieces of restaurant content avoid playing back-to-back. For more
information about the other category types, see “Categories and Triggers” in the
online documentation. Now that we’ve outlined segmentation categories, let’s
create a few in BroadSign Administrator. To keep things organized,
we’ll first create a folder. If you have an existing folder structure, you can skip
ahead to “Creating Categories”. From among the resource tabs on the left, select “Categories &
Triggers”. From any ribbon up top, click the folder icon. Go ahead and name your category’s folder.
We’ll call ours: “Separation”. And click Finish. The folder
will appear in the work area, in both the folder panel and the list panel. To create
a category, in the Schedules ribbon, click on the “Category or Trigger” icon. In
the “Select a folder” dialog box, select “Separation”, and click OK. The Add Category Wizard opens. On the
Welcome page, give the category a descriptive name. We’ll name ours: “Soft
Drinks”… and click Next. On the Category Type page, select
Separation, then deselect All. Then click Finish. Your new category will appear in the
work area, under the list panel. Let’s repeat the same process, creating categories
called “Car Companies” and “Restaurants”. Click the Categories icon. Select Separation. Click OK. Call this category: “Car Companies”. Click
Next. Select Separation, deselect All. Then click Finish. And again! Click the
Categories icon. Select Separation. Click OK. Call this category: “Restaurants”. Click Next. Select Separation, deselect All,
and click Finish. We now have our three categories: Soft Drinks, Car Companies and
Restaurants. Once created, to view the category properties, select one of
your new categories. Then select Edit from the view bar. If you watched the
last video in the “Content and Scheduling” playlist — Ad Copies — you’ll notice that
category properties are very similar to the General section of ad copy properties. Here, you can change the name, or make the
category active or inactive. Also, you can change the weight of the category. This
is an advanced feature beyond the scope of this video. Finally, you can change
the category type, if you want. If you made a change, click Apply. Or… just click OK. With these categories
in place, you can ensure that a loop avoids putting a video for a sedan after an image
for a minivan, for example.

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