Basis Quick Start Guide

Send advertising events directly to Basis Technologies

This is a guide to help you get started on sending your conversion events to Basis via Freshpaint. If you've already completed set up and are looking for more information, see Basis Reference.

Destination Info

• Supports Track calls

• Supports HIPAA mode

• Supports Freshpaint Impression Pixel

• Supports forwarding from the Google Tag Manager Integration

• Refer to this destination as Basis in the Integrations object

  • If you've configured multiple Pixel IDs, you can choose a specific one by suffixing the Pixel ID, such as: Basis::123456. You can retrieve this value from Basis configuration page for the Pixel ID of interest.

• Connection Modes:

	Client-side	Server-side
Web
Mobile
Server

Getting Started

What you'll need

1. Your Universal Pixel ID from Basis

   1. Select the appropriate Brand

   2. Navigate to the Universal Pixel screen

   3. Either create a new pixel, or if one already exists, click on Action > Get Tags

   4. Ensure that the Enable cookieless conversion checkbox is checked.

   5. Copy your Universal Pixel ID from the line cntrUpTag.track('cntrData', '<universal-pixel-id>');

2. Universal ID configured in Freshpaint

3. [If in HIPAA mode] Allowlist setup to forward the $cntr_auctionId prop to Basis

4. Freshpaint Impression Pixel enabled

5. Conversion tracking enabled in Basis

   1. Add (or identify an existing) relevant conversion under the appropriate Brand in Basis

   2. Ensure this conversion is added to the appropriate Universal Pixel as a rule set in Basis

   3. On the campaign, ensure conversion tracking is set to ON and the conversion is being Tracked

6. Freshpaint Impression Pixel URL added to your creatives in Basis

To set up Basis with Freshpaint, follow these steps:

1. Make sure you have the appropriate access in both Freshpaint and Basis:

   1. Contact your Freshpaint Account Manager to request access to this destination. Once you have that, we will help you step by step through the configuration process

2. Set up your Universal Pixel, and copy your Universal Pixel ID

Select your Brand

Get Tags for the relevant Universal Pixel associated to the Brand

Ensure cookieless conversion is enabled, and copy your Universal Pixel ID

1. Configure the Universal Pixel ID you copied in step 1 in Freshpaint

Set your Universal Pixel ID in Freshpaint

1. Allowlist the $cntr_auctionId property. This property is required to support conversion reporting to Basis.

Basis Allowlist set up in Freshpaint

1. Enable the Freshpaint Impression Pixel. This enables Freshpaint to do view through attribution within Freshpaint and report the conversion event to Basis. We recommend enabling both IP matching and Cookie matching, and setting the Conversion Window to 30 days for the best results. Then copy the Pixel Configuration URL for step 8. Click Save once you have set your preferred configuration options and copied the url.

Impression Pixel set up in Freshpaint

Configuring the impression pixel does not require sharing an IP address or Cookie with Basis. Freshpaint will do the attribution by matching either the IP address or Cookie to an impression that is seen by the Freshpaint Impression Pixel, and if a match is found, will send the impression id to Basis.

1. Enable Conversion Tracking in Basis

Create or validate conversion in Basis

Add Conversion to the Universal Pixel as a rule set

Enable Track Conversions for Campaign in Basis

1. Add Freshpaint Impression Pixel URL to your ads. This is required for view through conversion tracking via Freshpaint. The URL that you paste in should look like https://freshpaint-impression.com/pixel.png?env_id=<your-env-id>&dest_id=<your-dest-id>&cke=1&$cntr_auctionId={auctionId}

Set Impression Pixel URL on the relevant ads in Basis

To send an event to Basis, you'll need to enable the destination for the event:

If you'd like to send an autotrack event from your event library to Basis, navigate to your Freshpaint event definition and toggle the destination on to enable the event to be sent to Basis.

If you've configured multiple Pixel IDs, you'll need to toggle each pixel individually for each Freshpaint event.

If you're using Google Tag Manager to send data to Basis, you'd simply create a tag with the Freshpaint tag template in Google Tag Manager and select the tag type "Basis". If you have multiple Pixel IDs enabled for Basis, you'll need to specify which ID(s) you'd like to enable the event for in the event tag.

Set up a test campaign in Basis

1. Set up a test campaign that targets a small audiences and set a low budget ($10-50)

2. Attach a creative that has the Frespaint Impression Pixel

3. Verify impressions and clicks are flowing into Freshpaint correctly by working with your Customer Success Engineer

4. Verify in Freshpaint that the events triggering and flowing through to successfully to Basis by using Freshpaint's Liveview and Event Verification tools

Confirm and Validate Conversions in Basis

Congratulations! Once you have confirmed conversions in Basis, you have finished setting up this integration.

Looking for more information? See Basis Reference