Challenge

You plan to use the ADvendio platform features to purchase media via The Trade Desk. This article will provide an overview of the fields and configurations needed to set up Buying Items with The Trade Desk Integration.

...

Solution

First, some options need to be configured in Sales Force in order to access all of the Picklist options that we need in our future setups

• Access Setup

• Go to Object Manager

• In the search box type “Buying order”

• Click on “buying order”
  

  Image RemovedImage Added

• Go to “Record Type”

• Select “THETRADEDESK”

• Here we need to set up a couple of fields (If they have already been updated please ignore them)

  • Order Goal > Add the following values > Save

    • Consideration

    • Conversion

    • Brand Awareness
      

      Image RemovedImage Added

  • Channel > Add the following values > Save

    • ATV/CTV

    • DooH

    • Programmatic Cinema
      

      Image RemovedImage Added

  • Order Type > Add the following values > Save

    • Standard
      

      Image RemovedImage Added

1. Buying Configuration

• Add “Status” to Buying Item

2. Buying Order

To start buying media via The Trade Desk you will need to define a Campaign, which you can do via the ADvendio Buying Order.
Buying Orders in ADvendio is used to configure your Orders for The Trade Desk.
Please select a name, and a time frame and set an Order Goal to decide your The Trade Desk Campaign objective.

When creating a new Buying Order the following section will appear:

3. Buying Item

After creating a Buying Order, you can configure individual Buying Items, which will represent The Trade Desk. These help to control your programmatic media spend, by setting up details like the bidding strategy, goals, and automatic optimizations. You can create as many items as you like for your Buying Order.

...