Challenge

You If you plan to use the ADvendio platform features to purchase buy media via The Trade Desk . This using ADvendio, this article will provide an overview of the guide you through the necessary fields and configurations needed to set up your Buying Items with The Trade Desk Integration.

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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 setupsInitially, certain configurations must be set up in Salesforce to enable access to all required Picklist options for future setups:

1. Access Setup

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1. Navigate to Object Manager

2. In the search box

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1. find "Buying Order."

2. Click on

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1. "Buying Order" to proceed.
   

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Go to “Record Type”

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Select “THETRADEDESK”

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

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1. Proceed to the "Record Type" section and choose "THETRADEDESK."

2. If the following fields have not been created yet, set them up with the specified values and Save:

   • Order Goal -> Add the following values -> Save

     • Consideration

     • Conversion

     • Brand Awareness
       

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   • Channel -> Add the following values -> Save

     • ATV/CTV

     • DooH

     • Programmatic Cinema
       

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   • Order Type -> Add the following values -> Save

     • Standard
       

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1. Buying Configuration

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To begin the buying configuration process for successfully pushing Buying Orders/Items

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to the Trade Desk, follow these steps:

1. Access the App Launcher and search for

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1. "Buying Configuration

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1. ."

2. Once in

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1. the "Buying Configuration" section, click on "New" to start

• General Information

  • Select “The “The Trade Desk” Desk” connection and select the “active” “Active” checkbox
    
    

• Ad Price

  • Select the right one
    
    

• Buying Order Fields, select the following:

  • Channel (Required)

  • Advertiser (Required)

  • Insertion Order ID (Required)

  • Start Date (Required)

  • End Date (Required)

  • Order Type (Required)

  • Order Goal (Required)

  • Budget Amount (Required)

  • Budget Amount Daily

  • Selected Targeting

  • Buying Item Order Campaign Status (Required)

  • Budget Impressions

  • Budget Impressions Daily
    
    

• Buying Items Fields, select the following:

  • Line Item ID (Required)

  • Status (Required)

  • Selected Targeting

  • Bid Amount (Required)

  • Max Bid (Required)

  • Budget Amount (Required)

  • Start Date (Required)

  • End Date (Required)
    
    

2. Buying Order

To start initiate the process of buying media via through The Trade Desk, you will need to define a Campaign , which you can do via using the ADvendio Buying Order.
Buying Orders in ADvendio is used to configure your Orders for The Trade Desk.

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Here are the steps:

1. Access the App Launcher and search for

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1. "Buying Orders"

2. Once in

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Choose Source

• Record Type “THETRADEDESK”

• Connection (the one previously created)

• Press “Save”

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Add a name

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1. the "Buying Orders" section, click on "New" to begin

2. Choose the appropriate Source

   1. Select the Record Type as "THETRADEDESK"

   2. Choose the previously created Connection

   3. Click on "Save”

3. Add a name for the Buying Order

4. Complete all the required fields to determine your TTD Campaign objective

When creating a new Buying Order, ensure the presence of the following fields

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:

3. Buying Item

After creating Once you have created a Buying Order, you can proceed to configure individual Buying Items, which will represent correspond to The Trade Desk AdgroupsAdGroups+Flights. These help to control Buying Items allow you to manage your programmatic media spend , by setting up details like the such as bidding strategy, goals, and automatic optimizations. You can have the flexibility to create as many items Buying Items as you like needed for your Buying Order.

⚠️ Limitation

However, it's essential to be aware of the following limitation:

1. Each Buying Item

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1. represents an AdGroup + Flight

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1. combination

2. Multiple Flights

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1. within a Buying Item cannot overlap with each other. This means you have two options:

   1. Create multiple Buying Items

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1. 1. within one Buying Order,

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1. 1. all having the same time frame OR

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1. 2. You need to

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1. 1. ensure that the dates of all Buying Items

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1. 1. in the Buying Order do not overlap with each other

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