Say hello to CAASie.co.
CAASie lets you plan, build, and execute end-to-end digital out-of-home (dOOH) campaigns. By that, I mean you can see what boards are available on the platform, add them to a campaign of your choice, upload creatives, delete creatives, change the dates, change the budget, collaborate with team members and so much more.
In this tutorial, you’ll learn how to access the CAASie UI, understand the structure of the app, and get a general idea of how you can use CAASie to promote your business or personal messages.
Accessing the UI
There are a couple of ways to access the CAASie.co UI. The easiest way is to navigate to the website (https://caasie.co/), find the log in button both in the header menu bar, and just below the title text.
Lastly, if you want a roundabout way of setting up an account, visit the map (https://ui.caasie.co/map) and click the “Register” button at the bottom right corner.
Are you in the UI? Great! Now I can explain to you how CAASie is structured.
The general structure of CAASie works a bit like this: Organisations are the core entity within the platform. All users on CAASie exist within an Organisation, much like you exist within a workspace on Slack. When you create an account on CAASie, an organisation will be created for you with the name you’ve provided. All of your activity on CAASie - e.g. your campaigns, the credits you purchase, the artworks you upload, will from now on be associated with your Organisation.
If we think of Organisations as the ‘parent’ entity that everything is associated with, you visualise everything else as a child to your organisation. Including yourself. You’re a child to your Organisation. Crazy, huh?
Organisations are parents to users, as before - and users can also be grouped into ‘Teams’. Teams aren’t helpful to everyone (you’ll be placed in a default team to begin with), but are potentially useful if you have several users that need to manage multiple campaigns in different regions. For example, a company with branches in different states (or countries) will have a single Organisation, but divide multiple users into teams for each jurisdiction.
The flow works as such: You buy credits to add to your Organisation’s ‘wallet’. You then create campaigns within your organisation. These campaigns deduct credits against your organisation’s wallet as your ads are served. Seems simple enough? Yes, that’s because it is.
A Note for Agencies
If you’re an agency account holder, you get a few goodies. You see how I said that credits are stored within your Organisation? Well, the glaring question for agencies is “how do I keep my client’s credits separate from mine (and each other)?”
Well, the answer to this is Client Organisations. As an agency, you’ll create an Organisation for yourself, of course. However, you’ll also create Client Organisations within your agency. This means that when you’re creating a campaign, you can choose to associate it with a client of your choice. Then, as these campaigns run, they’ll deduct from the appropriate client’s wallet.
Anatomy of the UI
The Left Toolbar
The left-hand toolbar lets you quickly access all the pages within the app. Under ‘Your CAASie’, you see the home page link and profile. Below that, you’ll find the management section, consisting of your Campaigns, Teams, and (if you’re an agency), Clients. Next up is the Gallery, which lets you access all the artworks within your organisation.
Below this is a collapsible menu - Your Organisation. This is the organisation you’re currently signed into. You can quickly see the available funds in the wallet, and, if you want to change any settings, there’s a ‘Manage’ button there as well.
The navbar consists of three buttons. On the left hand side (the 3-bars button) allows you to collapse your left toolbar. The second button from the left (‘View Board Map’) lets you launch a map of all the boards in a new tab. Lastly, you’ll see an avatar of yourself. You can click this to quickly access your profile or log out.
The main view of the app is, as the name suggests, where you do basically everything you need to! All the links on the app will affect the content within the main view. Try clicking on any of the links on the left toolbar and watch the content change. Pretty self-explanatory.
Beyond just looking pretty, there is a functional colour scheme that is applied over the entire platform. This is to help you both navigate and understand what CAASie is trying to tell you. But basically, we’ve modeled it on traffic lights. Green is go, yellow is slow (warning), and red is stop (or error).
With this information in place, you now understand how CAASie looks and feels. Once you get the hang of the UI shown here, you should be at home navigating between each of the screens and generally get an understanding of where everything is. If you don’t yet understand how everything works then that’s...probably because I haven’t shown you just yet.
Over the next few tutorials, we will show you how to use her to create cost-effective dOOH campaigns, collaborate with team members, and optimise your spend so that you have a fantastic experience in your time here.