1. The Programmatic Ecosystem: Players & Workflow
Key Components
Component |
Role in Ecosystem |
Publisher |
Owns digital content & sells ad inventory |
SSP (Supply Side Platform) |
Helps publishers list their inventory on exchanges |
Ad Exchange |
The marketplace where auctions happen |
DSP (Demand Side Platform) |
Where advertisers bid for impressions |
DMP (Data Management Platform) |
Gathers 3rd-party data to enhance targeting |
CDP (Customer Data Platform) |
Builds advertiser's first-party audience data |
Ecosystem Flowchart
Publisher + SSP → Ad Exchange ← DSP ← Advertiser
↑ ↓
DMP / CDP ← Data Enrichment ← User
Visual Placeholder Note:
You can add a professional infographic here later.
2. Programmatic Funnel Overview
Programmatic campaigns follow a funnel structure, guiding users from first interaction to conversion:
Funnel Stage |
Audience |
Goal |
Awareness |
Broad & New Users |
Build brand visibility |
Consideration |
Engaged visitors |
Drive interest |
Conversion |
Ready-to-buy users |
Get conversions (sales/leads) |
3. Detailed Funnel Stages, Strategies, KPIs & Optimization Tips
Stage 1: Awareness
- Goal: Introduce brand to a wide audience.
- Recommended Channels: Open web display, YouTube, OTT, Audio.
Strategies:
- Broad audience targeting
- Contextual targeting (site topics)
- Lookalike modeling
- High viewability inventory
Key KPIs:
- Impressions
- Reach
- Viewability rate
- CPM
Optimization Tips:
- Optimize for viewability (above the fold).
- Use brand-safe inventory via SSP filters.
- Exclude irrelevant geos & demographics.
Stage 2: Consideration
- Goal: Engage users who know your brand.
- Recommended Channels: Web display, Native, Short videos.
Strategies:
- Retarget website visitors
- Audience segments (interests, behaviors)
- Native ads for non-intrusive engagement
Key KPIs:
- CTR (Click Through Rate)
- Engagement Rate
- Time on Site
Optimization Tips:
- Test different creative formats (native, carousel).
- Apply frequency capping to avoid ad fatigue.
- Optimize bid strategy for CTR or engagement.
Stage 3: Conversion
- Goal: Drive purchases/leads.
- Recommended Channels: Display, Native, In-App, Remarketing.
Strategies:
- Dynamic retargeting
- Intent-based audience targeting
- Conversion-optimized bidding (CPA goal)
Key KPIs:
- CPA (Cost per Action)
- ROAS (Return on Ad Spend)
- Conversion Rate
Optimization Tips:
- Shift to automated bidding (CPA/ROAS).
- Narrow the audience scope to high-intent users.
- Use conversion data from CDP/DMP to refine targeting.
4. Funnel Flowchart
[ Awareness ]
↓
[ Consideration ]
↓
[ Conversion ]
Visual Placeholder Note:
Add a proper funnel infographic here later.
5. Campaign Goals Cheat Sheet
Funnel Stage |
Campaign Goal |
Example Ad Formats |
Awareness |
Brand Visibility |
Banner, Video, Audio |
Consideration |
Audience Engagement |
Native, Display |
Conversion |
Lead/Purchase Generation |
Remarketing, Display |
6. KPIs Cheat Sheet
Stage |
Primary KPIs |
Supporting Metrics |
Awareness |
Impressions, Reach, CPM |
Viewability, VTR |
Consideration |
CTR, Engagement Rate |
Site Visits, Bounce Rate |
Conversion |
CPA, ROAS, Conversion Rate |
Purchase Value |
7. Recommended Optimization Strategies Summary
Funnel Stage |
Recommended Optimization |
Awareness |
Viewability, Brand Safety, Broad Targeting |
Consideration |
Retargeting, Contextual, A/B Creative Tests |
Conversion |
Automated CPA Bidding, Audience Suppression, High Intent Targeting |
8. Example Funnel Application
Example: A Fitness App
- Awareness: Show video ads on health blogs and YouTube Fitness channels.
- Consideration: Retarget users who visited the app download page but didn't install.
- Conversion: Bid aggressively on users searching for "Best fitness app" who visited the website before.
9. Key Takeaways
- ✔ Programmatic media buying requires stage-specific strategies, not one-size-fits-all.
- ✔ Optimization goals change across the funnel — don't optimize for CTR at the awareness stage or for impressions at conversion.
- ✔ Align your KPIs and optimization tactics to the user's journey stage.