Integrations:
Integrations: | Broadsign |
|---|---|
License | Connect |
Role | Product Manager - Product Manager / Sales Support / Marketing Order Manager - Fulfilment |
Challenge
To streamline sales processes and allow Sales Reps and Order Managers to easily choose products for their Campaign Items. Certain pre-configurations need to be done to contain the right settings to send over to an external system like an AdServer.
Usually, those products are Ad Specs, it consists of the medium/site where an ad is running and the specific format (ad type).
The Ad Type will contain numerous technical and format settings, which will be sent automatically to an external system together with the Campaign Item in AdButler.
How can these Ad Types be created? And which settings for AdButler need to be done on Ad Type to make it work?
Solution
When creating Ad Types for AdButler make sure to fill in the information below, explaining which fields equal which settings in the AdServer.
To create a new AdButler Ad you go to the main menu, access “Ad Types” in Advendio, select “New”, and under “New Ad Type “ select “ADBUTLER” option and press “Next”. You will see fields below to be filled:
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Table with fields to create AdButler Ad:
When creating Ad Types for AdButler make sure to use the following fields mentioned in the table below. See which fields equal which settings in the AdServer.
AdButler Field
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Field Options / Possible Values
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Instructions and Info
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Information
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| Info |
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Data provided in “Information” section is helping to find Ad in Media Search |
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Ad Type Name
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Note: this field intended for internal use only
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Advertising Form Shortform
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Note: this field intended for internal use only
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External name
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“External name” will be externally displayed on the proposal
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Product search Name
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Description for this ad type as applied in the ad spec search
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Media differenciation
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None
Instream
Inpage
BlackandWhite
Colour
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CreativeType
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None
Image
Flash
Rich media
HTML
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Target Group
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25-44 Women/ Men
45+
Burst / Product launch
Capital Area Residents
Female
Follow up
Male
Product Push
Recency
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“Active” checkbox option
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| Info |
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In the Adspecs & Rates manager, Inventory & Rates Manager, Booking Calendar, Create & Update Rates Manager and AGOF Connect, only active marked records will be available |
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Adserver information
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| Info |
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Data provided in “Adserver information” section is changing Ad configuration in AdButler |
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Connection
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Enter the Ad server login to be used with this Ad type
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Ad Type
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standard
VAST
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“Standard” ad type is used for images and text
“VAST” type is used for video
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Priority
None
1
2
3
4
5
House
Sponsorship
Bulk
Standard
Network
Numbers and words represent same values:
1 - “House”
2 - “Sponsorship”
3 - “Bulk”
4 - “Standard”
5 -”Network”
| Info |
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Priority “4” is by selected by default for AdButler, while in Advendio you can select between“ Standard” or value “4” |
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Delivery Type
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Aucton
FixedDelivery
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Auction - Ad is served based on the highest price. When decision engine have considered quotas, scedule, targets and rules.
or
FixedDelivery - Ad is served based on weight, quotas, scedule, targets and other rules without considering price.
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Delivery Rate Type
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None
Evenly
As fast as possible
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Evenly - smooth impressions deivery over the time period
or
As fast as possible - deliver impressions as quickly as possible
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Slots
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| Info |
|---|
Data provided in “Slot” section is changing Ad configuration in AdButler |
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Master slots for the Ad
Number of Ad formats under “Available” and “Chosen” options
Select the image size you will be using
| Info |
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Admin can create any Ad format needed (If numbered format is used, for example 123x234) during the set up stage |
When you have selected the necessary fields for AdButler Ad, don't forget to press Save.
Ad Types: Leaderboard
Ad Types: PreRoll
Setup
The System Administrator might need to add certain fields to the page layout of the Ad Type to make sure they are available for the users. The Admin might also need to add new values to existing picklist fields in order to match the ones mentioned above if they are missing.
You can override these settings on Campaign Item level (2.119 and up): 4.2.5.6 How to override Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity).When booking for Broadsign, it is required to select at least one Audience or Geo-Targeting criteria, before successfully booking your Campaigns and AdSets. How can you set these up in ADvendio? And is there a way to set defaults or modify these criteria later directly on Broadsign?
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Solution
To support you with setting up a basic targeting for your Broadsign booking, we added some simple possibilities.
For a start you are able to set in ADvendio:
Audiences, Custom Audiences and Lookalike Audiences to target
Geo-Targeting (Countries, Regions or Cities)
Pages (required for certain bookings and goals, such as Brand Awareness Campaigns)
The easiest way to set this up is to use some specific fields we have provided in our Media Buying Extension, which are called Target Page, Target Custom Audience and Target Location
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These can help your users quickly select a single Page, Custom Audience or Country to target for your Broadsign booking. Using the lookup fields, your users will get a filtered list of options to select from.
Your Admin is also able to further define default selections (for example with Salesforce Flows).
| Info |
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Please be aware that the example fields we provide only work with a single selection (you can not for example select two countries to target) and for Geo only provides a list of countries. More detailed option can be customized. You can contact your Technical Account Manager if you’d like an offer on how we can further support you! |
Are you able to modify these settings on Broadsign and what do you need to keep in mind?
Yes, you are able, even after booking on Broadsign, to modify the audience targeting of your Ad Set. This way your users are able to define a more sophisticated targeting and also directly check the impact on your potential reach.
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| Info |
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Please be aware that selected Pages for your Ad Set can not be changed once they have been pushed! |
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Setup
To use these fields from our Media Buying Extension, you will need to make sure that your users have read and edit permissions for the following fields, as well as add targeting fields (Target Page, Target Location, Target Custom Audience) to any page layouts:
BuysideAdv__TargetCustomAudience__c
BuysideAdv__TargetLocation__c
BuysideAdv__TargetPage__c
BuysideAdv__ConnectionHelper__c
ADvendio__SelectedTargeting__c
These are all located on the ADvendio__BuyingItem__c object.
Your users will also require permission to run flows, as the Buying Extension uses a flow to run its logic in the background:
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To check if everything is working fine, after selecting and saving a record, our logic will write a technical string into the Selected Targeting field on your Buying Item. This represents the targeting information to be sent to Broadsign and looks similar to this:
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The use of these Targeting features, requires to import of the relevant IDs from Broadsign which can be done with our Transfer to ADvendio feature: 3.5.3 How to import and sync targeting information and ids from connected systems with ADvendio?