You can configure the 4.11 Optimizer by following the following by navigating navigation to the respective Feature Setting record. Go to the App Launcher und and search for Feature Settings.
...
Feature Name = Optimizer
Feature Setting Name = ConfigurableDisplayFieldsOfOptimizedItem
TemplateName: leave empty
Value: Semicolon separated list of field names (with ADvendio Prefix)
...
Change the Required Fields
Navigate to Feature Settings and create records to customize the Optimizer:
Feature Setting Name: RequiredOptimizingVersionFields
Feature Name: Optimizer
Template Name: <leave blank>
Value: Semicolon separated list of field names lower-case only; depending on your needs
i.e. "Name; ADvendio__amount_net__c; ADvendio__amount_net_net__c; ADvendio__Amount_net3__c; ADvendio__Ad_Price__r.ADvendio__Ad_spec__r.ADvendio__Placement__r.ADvendio__Site__r.Name; ADvendio__Sales_Price__c"
...
Info |
---|
Available with Version 2.111 and higher |
If you like, you can further configure which Items are available for optimization and which not. You can define, that if a Campaign Item matches certain criteria, it will not be usable in the Optimizer. Those Items will be shown as disabled. The Checkbox will not be selectable and a little icon is shown, with a short explanation, why this item is disabled.
...
To configure this, navigate to Feature Settings and create the following records:
Feature Setting Name: DoNotAllowOptimizationCriterion
Feature Name: Optimizer
Template Name: Reactive OR Proactive
Value: The name of the field you like to compare and the required value. Please use the full API name of the field (ADvendio__fieldname__c), for your own custom fields it would be (fieldname__c) . You can use either equals (=) or not equals (!=) to compare it to the desired value.
You can create one feature setting for reactive and one for proactive optimizations.
...
Info |
---|
Additional Hints for the filter criteriaPlease keep in mind, that it's currently only possible to use a single field and value as matching criteria. Also it's only possible to match on fields from the Object Campaign Item.
|
Change the information displayed to your users:
If you like to change the message displayed to you can do so by going to Setup → Custom Labels. Search for the following labels:
OptimizerProactiveFilterHelpText → For proactive Optimizations
OptimizerReactiveFilterHelpText → For reactive Optimizations
You can add a manual translation and if you do so, this text will be shown to your users instead of the ADvendio default text.
...
Examples, of how to use this:
Let's say once your sales process hits a certain stage, where your customer already agreed to the offer, and you want to prevent proactive Optimization.
To mark your Campaign Items, you will create a custom Formula Field with a Checkbox and the criteria: If Media Campaign Stage = "Booked", set this Checkbox true. Now we need to teach the optimizer to ignore all items where this Checkbox is true.
We create a new Feature Setting, as described above.
The Template Name for our Feature Setting will be "Proactive"
The Value will be: "YourCustomCheckbox__c=true"
Now, if a Campaign Item has this Checkbox set it will be disabled in the proactive Optimizer. If you do a reactive Optimization, it will, however, still be available.
As this is a very specific criterion, we want to inform our users properly, why their Items are not available in the Optimizer. To do so, we want to create a new translation for a custom Label.
Go to Setup → Custom Labels
Search for a label named:
Click on the new button in the translation section.
Select the language you are using and enter your custom text, like: "Once an Item reached the stage booked, it can't be optimized proactively, please use the reactive optimization mode."
...