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How to link Basis to Fluency

Link Basis to Fluency to launch and manage programmatic campaigns efficiently.

Updated over 2 weeks ago

Programmatic Display campaigns in Fluency leverage Basis Technologies, an industry-leading DSP platform that enables seamless management and optimization of digital advertising. By linking Basis to Fluency, you can efficiently create and launch campaigns while benefiting from advanced audience targeting and analytics tools.


Existing Basis customers

If you currently have accounts set up with Basis:

  1. Contact your Basis representative to move your accounts to the Basis Multi-Tenant Portal for Fluency.

  2. Basis will provide you a new URL to the Basis Multi-Tenant Portal.

  3. Basis will contact Fluency to inform us of the new portal and our team will make the connection.

Note: Fluency can only launch net new campaigns and cannot pull in campaigns from an existing Basis portal. Contact your Advertising Engineer for more information.


Non-Basis customers

If you do not currently have accounts set up with Basis:

  1. Log in to Fluency and go to the setup page.

  2. Select Basis DSP under Ad Network Partners.

  3. Click Connect for the Basis integration.

  4. Log in to Basis, if prompted.

  5. Grant Fluency permission to manage your advertising, and accept the Basis terms and conditions.

    Note: If you do not have an existing service account for authentication purposes, create one (e.g., [email protected]) and give your Basis environment access to the service account. Do not use an email address for a specific user in the company.

  6. Complete the credit application, when prompted.


The credit application process

As part of the credit application, you should apply for a line of credit on behalf of your business in the amount that covers what you anticipate spending on the platform. It’s recommended to request 3x the amount you anticipate spending monthly across all accounts. While this amount can be increased in the future, requesting more initially provides flexibility and helps ensure your campaigns won’t be interrupted if you come close to or exceed the limit.

Basis requires three references, and you’ll need to provide the email addresses for each. Fluency can be one of the references if desired.

Once you submit the credit application, you can start building a Blueprint. However, certain functionality will not be available until you receive an approval, including the ability to launch your Blueprint.

You'll receive a credit pre-approval email from Basis within 48-72 hours, notifying you if your credit application has been approved. Note that this is the minimum time frame; processing depends on how quickly your references and the bank complete their parts. Basis will send three automated reminders to references if responses are delayed. Once approved, this email is your green light to launch campaigns in Fluency.

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