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The trader’s guide to efficient campaign management

Managing multiple campaigns simultaneously is no small feat, and yet many media buyers are excelling at doing so. The key to their success? Using the advanced tools and functionality within Kokai that can help them move faster, automate when possible, and get their work done with fewer clicks.


Media buyers know that time management is crucial. Whether managing a handful of campaigns or overseeing a portfolio of dozens, the most successful traders often use tools like Decision Power Score and campaign cloning to save time and streamline their workflows. They can tackle their to-do lists with ease, while focusing on what matters most: optimizing performance and driving results.

The good news is that you don’t need to manage hundreds of campaigns to benefit from these tools, which are available on our platform today. Explore the powerful features traders rely on in Kokai to help them save time, reduce repetitive tasks, and stay organized — so you can too.

Prepare campaigns faster

One of the easiest ways to save time is by setting up your campaigns quickly and consistently. Expert buyers often use two key tools for this: campaign templates and campaign cloning.

  • Campaign templates: Templates ensure that your new campaigns automatically include key settings like brand-safety preferences, publisher lists, geography targeting, and pacing rules. This can allow you to rapidly launch new campaigns without having to set these up manually each time, while also ensuring consistency across your portfolio.
  • Campaign cloning: Unlike templates, cloning gives you the ability to carry over your optimizations from a previous campaign. This feature gives you a head start on performance by building on a proven strategy.
Trader Tip followed by a profile picture of Cindy Gotama

"Kokai has enabled me to move faster overall. If I’ve had previous success with a specific campaign, I can easily clone it up to 50 times at once."

– Cindy Gotama, Trading Analyst, The Trade Desk


By using these tools, you can work toward streamlining campaign creation, enabling faster setup and greater consistency across all your campaigns.

Quickly fine-tune settings in bulk

Once you’ve created campaign templates or closed existing ones, you may want to adjust each one individually to test different strategies. Rather than manually updating each of your campaigns, you can make edits in bulk across all of your campaigns.

Bulk edit with spreadsheets: Export your campaigns into a spreadsheet where you can easily review and adjust your settings. From the spreadsheet, you can swap audiences, tweak pacing settings, and more. Once you’re done making updates, you can upload the spreadsheet back into the platform, and all changes will be applied at once. This feature is important for Kokai power users because it helps them save time and effort that would otherwise be spent manually locating and editing individual campaigns.

Upload creatives in a flash

Uploading and managing creatives can be time-consuming, especially when you’re dealing with dozens of them. While our platform has always enabled quick creative uploading, troubleshooting creative issues at the publisher level is a common challenge. Avoid campaign launch delay with the following in-platform tools:

  • Creative Library tile [CL]: Kokai's new creative insights and troubleshooting tools can help you simplify the creative approval process. By navigating to the Creative Library tile [CL], you'll experience a more intuitive interface that includes a clear summary of the steps that can help you get your creatives approved by sellers, along with tools that streamline and accelerate those steps.
  • Creative Selection tile [Cre]: Once your creatives are approved, you can easily apply them across all ad groups within a campaign or to individual ad groups. Our creative assignment feature can reduce the total number of clicks required to assign your creatives by 66% in the platform, saving you time and effort.
Trader Tip followed by a profile picture of Priit Kasemaa

"Being the platform where all the data is available, knowing exactly what's going on with your campaigns, rather than guessing. Just the ease of using it. That makes all the difference."

- Priit Kasemaa, Display and Programmatic Manager, Wise


With Kokai's enhanced tools, managing creatives is faster and more efficient, helping you avoid delays while reducing the time and effort needed to get your ads live.

Work toward maximizing your time with unique insights

When you’re managing a large portfolio of campaigns, knowing where to focus your attention is crucial. Kokai’s Portfolio View provides a comprehensive snapshot of your campaigns’ performance, making it easy to prioritize where to spend your time.

  • Filter and prioritize: You can quickly filter your campaigns by spend, pacing, and performance metrics to identify those that are at risk of underperforming or not meeting their spending goals. This can help you focus on the campaigns that need immediate attention.
  • Tap into unique health metrics: Kokai also offers unique insights with metrics like Decision Power and Relevance, which assess the overall health of your campaigns in real time. These insights can help you better understand the quality of your inventory and audience targeting and help ensure your campaigns are on track to succeed.
Trader Tip followed by a profile picture of Brecht Debels

"You can see straight away what's performing well, what's not performing well, and it helps us deliver best-in-practice campaigns."

- Brecht Debels, Programmatic AV Director, OMG


Kokai’s Portfolio View can help you prioritize your campaigns by providing clear performance insights and unique campaign performance metrics, allowing you to focus on the campaigns that need immediate attention for optimal results.

Achieve more with less

Managing many campaigns at once might seem overwhelming, but expert media buyers have found ways to overcome the challenge using Kokai’s efficiency tools. Kokai can help you:

  • Scale campaigns with templates and cloning.
  • Review and adjust targeting strategies in bulk using spreadsheets.
  • Seamlessly upload, troubleshoot, and assign creatives across channels.
  • Pinpoint where to focus your efforts with advanced insights.

By integrating these features into your daily workflow, you’ll not only save time when setting up your campaigns, but also set them up for lasting success.


“To me, the future of trading is a more efficient platform. The Trade Desk balances a robust platform with user experience.”

– Brecht Debels, Programmatic AV Director, OMG


Start using Kokai today and experience these time-saving benefits firsthand. Not yet a client of The Trade Desk? Contact us  today to step into the future of media buying.