> For the complete documentation index, see [llms.txt](https://support.gamoshi.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.gamoshi.com/gamoshi-wiki/quick-start/getting-started-with-a-pe-account.md).

# Getting Started with a PE account

*Availability: PE accounts*

## Overview

This guide explains the essential steps to set up your PE account and launch your first Campaign.

You can view details on your [account entity hierarchy here](/gamoshi-wiki/general-information/gamoshi-dsp-entity-structure-and-campaign-strategy-guide.md).

Campaign-level is available only in the PE Enterprise tier.

Complete the setup in the following order:

{% stepper %}
{% step %}

### Configure the account’s General Settings

{% endstep %}

{% step %}

### Create Business Partners when required

{% endstep %}

{% step %}

### Review or configure Inventory sources

{% endstep %}

{% step %}

### Create an Advertiser

{% endstep %}

{% step %}

### Create and configure a Campaign

{% endstep %}

{% step %}

### Add and associate creatives

{% endstep %}

{% step %}

### Activate the Campaign

{% endstep %}

{% step %}

### Monitor delivery in the Analytics Module

{% endstep %}
{% endstepper %}

***

## Step 1: Configure General Settings

Navigate to **Settings** from the side menu and configure the account-level preferences.

### Date and Time Settings

Select the account’s:

* Date format.
* Time zone.
* Week start day

### Pricing

Set the default [pricing](/gamoshi-wiki/general-information/programmatic-exchange-pe-inventory-campaign-pricing.md) defined for your inventory partners.

### Post Bid

Define Post Bid partners such as fraud detection tools that should be integrated to your account.

{% hint style="info" %}

### Default Tech Fee

You can enter a default Tech Fee percentage when a universal fee should apply to Advertiser bids.

Account-level settings provide defaults that can later be overridden at the applicable Advertiser or Inventory level.

### Understanding the Tech Fee

**What it is:** A tech fee is a percentage deducted from an advertiser's bids. It's typically used when:

* The advertiser sends gross bid prices to you, or
* You wish to apply a universal fee across all bids.

#### How to configure it

{% stepper %}
{% step %}

#### Enter the Tech Fee

Enter the percentage in the **Tech Fee** field (default is 0%).
{% endstep %}

{% step %}

#### Apply the fee

The fee is automatically deducted from all of the advertiser's bids.
{% endstep %}
{% endstepper %}

#### Use cases

* Your agency deducts a fee from an advertiser's or buyer's gross spend. Set a default **Tech Fee** percentage in your account's **General** settings. It applies to each new advertiser.
* An advertiser or buyer deducts a percentage from gross spend. Set their **Tech Fee** percentage in that advertiser's **General** settings.
* A PE account receives gross bids from an SSP through an S2S buyer. Enter the SSP's margin as the advertiser's **Tech Fee**. Reporting then reflects the difference between gross and net bids.

#### How it appears in reporting

* **Spend** – the net amount after tech fee deduction.
* **Gross Spend** – the original amount before deduction.
  {% endhint %}

***

## Step 2: Create business partners

A business partner is your account's parent entity. It groups advertisers and grants partners access to Analytics.

Business partners in PE accounts can also:

* Group inventory sources. The business partner ID (can be overridden by a legacy value) will be used as the publisher ID and the Seller ID for Ads.txt and SCHAIN information.
* Manage `ads.txt` records for inventory sources.
* Manage SCHAIN information.

Create a Business Partner when:

* A client or partner needs Analytics access.
* You manage an external inventory source's `ads.txt` records.
* You need to group multiple advertisers or inventory entities.

Creating a business partner is optional. Use one to organize related entities.

For instructions, see the [Business Partners](/gamoshi-wiki/core-entities/business-partners.md).

***

## Step 3: Set up inventory sources

### GamoshiX Marketplace

GamoshiX Marketplace inventory is preconfigured and provides access to available marketplace traffic, if relevant.

New campaigns use the **All Traffic** virtual audience by default. It includes every inventory source in your account, including GamoshiX Marketplace.

On the campaign's [**Filtering and Targeting**](/gamoshi-wiki/general-information/advertiser-and-campaign-filters.md) and [**Lists**](/gamoshi-wiki/general-information/lists-types.md) tabs, refine eligible traffic.

### External Inventory

{% hint style="info" %}
**Availability:** PE accounts and DSP PRO and higher accounts.
{% endhint %}

Use external inventory for direct publishers, SSPs, or custom integrations.

{% stepper %}
{% step %}

### Create the inventory entity

{% endstep %}

{% step %}

### Configure its integration type

{% endstep %}

{% step %}

### Configure its pricing and targeting

{% endstep %}

{% step %}

### Generate integration components for the partner

{% endstep %}
{% endstepper %}

External inventory becomes available through the **All Traffic** virtual audience.

For instructions, see the [Inventory](/gamoshi-wiki/core-entities/inventory.md).

***

## Step 4: Create an Advertiser

Advertisers represent the clients or buyer entities that run Campaigns.

### Create the Advertiser

{% stepper %}
{% step %}

### Navigate to **Advertisers Module > Advertisers List**

{% endstep %}

{% step %}

### Click the **+** button in the top-right corner of the table

{% endstep %}

{% step %}

### Complete the Advertiser’s **General** tab

{% endstep %}

{% step %}

### Click **Save**

{% endstep %}
{% endstepper %}

{% hint style="warning" %}
**Important:** Complete and save the General tab before the remaining configuration tabs become available.
{% endhint %}

### Configure Additional Settings

After saving the General tab, configure the applicable:

* [Filtering and Targeting.](/gamoshi-wiki/general-information/advertiser-and-campaign-filters.md)
* [Capping](/gamoshi-wiki/general-information/capping-metrics.md).
* [Lists](/gamoshi-wiki/general-information/lists-types.md).
* [Creatives](/gamoshi-wiki/how-to-guides/how-to-create-a-creative.md) for Advertisers with Internal Integration type for DSP activity.
* [Mapping rules](/gamoshi-wiki/general-information/mapping-rules.md)

For complete instructions, refer to [**How to Create an Advertiser**](/gamoshi-wiki/how-to-guides/how-to-create-an-advertiser.md).

***

## Step 5: Create and configure a campaign

Campaigns define where and how your ads run.

### Create the campaign

{% stepper %}
{% step %}

### Open the advertiser

{% endstep %}

{% step %}

### Navigate to its **Campaigns** tab

{% endstep %}

{% step %}

### Create a new campaign

{% endstep %}

{% step %}

### Complete the required campaign settings

{% endstep %}
{% endstepper %}

### Campaign settings

* Inventory source
* Schedule
* [Campaign Pricing](/gamoshi-wiki/general-information/programmatic-exchange-pe-inventory-campaign-pricing.md)
* [Campaign Labels](/gamoshi-wiki/how-to-guides/how-to-create-and-use-campaign-labels.md)

### Configure additional settings

After you save the **General** tab, configure the settings you need:

* [Advertiser & Campaign Filters](/gamoshi-wiki/general-information/advertiser-and-campaign-filters.md)
* [Capping metrics](/gamoshi-wiki/general-information/capping-metrics.md)
* [Lists Types](/gamoshi-wiki/general-information/lists-types.md)

For instructions, see [How to create a PE campaign](/gamoshi-wiki/how-to-guides/how-to-create-a-pe-campaign.md).

***

## Step 6: Add creatives

This step applies only to advertisers using the Internal integration type for DSP activity.

Creatives are the ads displayed to users, including banners, videos, and native ads.

Each creative belongs to a specific advertiser and can be associated with one or more of that advertiser’s campaigns. A creative can serve only when it is associated with an active and running campaign.

### Supported formats

This guide covers these creative formats:

* **Banner:** Image or HTML. Use [How to Use Gamoshi Creative Studio](/gamoshi-wiki/how-to-guides/how-to-use-gamoshi-creative-studio.md) to create banners.
* **Video:** Video file or VAST.
* **Native:** HTML. Use [How to Create Native Banner Creatives](/gamoshi-wiki/how-to-guides/how-to-create-native-banner-creatives.md) to create native creatives.

### Create and associate a creative

{% stepper %}
{% step %}

### Open the advertiser’s **Creatives** tab

{% endstep %}

{% step %}

### Create a new creative

{% endstep %}

{% step %}

### Add the required ad content

{% endstep %}

{% step %}

### Associate the creative with the relevant campaign

{% endstep %}

{% step %}

### Set the creative’s status to **Active**

{% endstep %}

{% step %}

### Save the creative

{% endstep %}
{% endstepper %}

For instructions, see [How to create a Creative](/gamoshi-wiki/how-to-guides/how-to-create-a-creative.md).

***

## Step 7: Monitor Performance

After the Campaign begins receiving traffic, use the [**Analytics Module** ](/gamoshi-wiki/analytics.md)to monitor its activity.

### Today Screen

Use the **Today** screen to review current trends and hourly run rates.

### BI Screen

Use the **BI** screen to build reports with the required filters, dimensions, and metrics.

### QPS Screen

Use the Queries Per Second screen to review incoming and outgoing request volumes per partner.

***

## Create Analytics Users

Creating Analytics Users is optional.

Analytics Users receive limited Analytics access to the data associated with a specific Business Partner.

To create an Analytics User:

{% stepper %}
{% step %}

### Navigate to the **Users Module > Analytics Users**

{% endstep %}

{% step %}

### Click the **+** button

{% endstep %}

{% step %}

### Enter the user’s information

{% endstep %}

{% step %}

### Associate the user with the required Business Partner

{% endstep %}

{% step %}

### Send the invitation

{% endstep %}
{% endstepper %}

For complete instructions, refer to the [**Analytics Users Guide**](/gamoshi-wiki/core-entities/users.md).

***

## Launch Checklist

Before activating the first Campaign, confirm that:

* The account’s General Settings are configured.
* At least one Advertiser has been created.
* At least one Campaign has been created.
* The required Inventory source is associated and sending traffic.
* The Campaign status is **Active**.

***

## Next Steps

### Optimize Campaign Delivery

Use Analytics data to:

* Identify performance trends.
* Review Bids and Fill Rate.
* Adjust pricing.
* Refine Filtering and Targeting settings.

### Expand Account Activity

As required:

* Create Business Partners to organize associated entities.
* Add more Advertisers and inventories.

### Configure Additional Tracking and Controls

As required:

* [Set up Conversion tracking](/gamoshi-wiki/how-to-guides/how-to-implement-conversion-tracking.md) for DSP activity.
* Associate [Lists](/gamoshi-wiki/general-information/lists-types.md) for targeting, brand safety, and optimization.

***

## Troubleshooting

<details>

<summary>Additional Advertiser Tabs Are Not Available</summary>

Confirm that the Advertiser’s **General** tab has been completed and saved.

</details>

<details>

<summary>The Campaign Is Not Receiving Traffic</summary>

Confirm that:

* The Campaign is active.
* The current date is within its configured date range.
* The Campaign has not reached its budget.
* An Inventory source is associated.
* At least one active creative is associated.
* The Campaign’s Filters and Lists do not exclude the available traffic.

</details>

<details>

<summary>The Campaign Cannot Serve a Creative</summary>

Confirm that:

* The creative is active.
* The creative is associated with the Campaign.
* The creative format matches the eligible Inventory.

</details>

<details>

<summary>External Inventory Cannot Be Created</summary>

External Inventory is available at the DSP Pro level. Confirm that the account supports external Inventory sources.

</details>

<details>

<summary>An Analytics User Cannot See Data</summary>

Confirm that:

* The Analytics User is associated with the correct Business Partner.
* The required Advertisers or Inventory entities are associated with that Business Partner.

</details>

***

## Related articles

* [Gamoshi DSP Entity Structure & Campaign Strategy Guide](/gamoshi-wiki/general-information/gamoshi-dsp-entity-structure-and-campaign-strategy-guide.md)
* [Business Partners](/gamoshi-wiki/core-entities/business-partners.md)
* [Inventory](/gamoshi-wiki/core-entities/inventory.md)
* [How to Create an Advertiser](/gamoshi-wiki/how-to-guides/how-to-create-an-advertiser.md)
* [How to create a PE Campaign](/gamoshi-wiki/how-to-guides/how-to-create-a-pe-campaign.md)
* [How to create a DSP Campaign](/gamoshi-wiki/how-to-guides/how-to-create-a-dsp-campaign.md)
* [Analytics](/gamoshi-wiki/analytics.md)
* [Users](/gamoshi-wiki/core-entities/users.md)