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Work more efficiently in Kokai’s portfolio view

Yellow graphic to represent the new search capabilities in Kokai - The Trade Desk

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What it is

For media buyers managing dozens of campaigns, speed is power. Our latest updates to the portfolio view can help you move faster. Now, you can find campaigns by goal type, filter with ease, and make edits across ad groups — all from one place. 

What’s new

Three core updates to the portfolio view are designed to help improve the trading experience: 

  • Bulk edit across ad groups: Edit faster with the ability to adjust multiple ad groups at once without jumping from campaign to campaign. 

  • Filter by key performance indicator (KPI): Quickly find campaigns or ad groups tied to specific goals like cost per acquisition (CPA). 

  • Sort intelligently: Organize campaigns by what matters to you — time remaining, budget, forecasted underspend, dates, relevance, cost per mille (CPM), and more. 

Two ways to make bulk edits in Kokai:

From the portfolio view: In the advertiser level, navigate to the “All ad groups” tab, select the ad groups you’d like to edit, and click “Bulk Edit Ad Groups.”

From the Programmatic Table view: In the campaign level, simply click the tile you want to make edits on.

How to get access

This upgrade is now the default for Kokai users. Access these new capabilities directly from the platform’s portfolio view.