Available with Version | 2.168 and up |
|---|---|
Role | Order Manager - Fulfilment; System Administrator |
External Systems | The Trade Desk |
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Challenge
If you plan to use the ADvendio platform features to buy media via The Trade Desk using ADvendio, this article will guide you through the necessary fields and configurations to set up your Buying Items with The Trade Desk Integration.
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Solution
Initially, certain configurations must be set up in Salesforce to enable access to all required Picklist options for future setups:
Access Setup
Navigate to Object Manager
In the search box find "Buying Order."
Click on "Buying Order" to proceed.
Proceed to the "Record Type" section and choose "THETRADEDESK."
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
Channel -> Add the following values -> Save
ATV/CTV
DooH
Programmatic Cinema
Order Type -> Add the following values -> Save
Standard
1. Buying Configuration
To begin the buying configuration process for successfully pushing Buying Orders/Items to the Trade Desk, follow these steps:
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General Information
Select “The Trade Desk” connection and select the “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 initiate the process of buying media through The Trade Desk, you need to define a Campaign using the ADvendio Buying Order. Here are the steps:
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When creating a new Buying Order, ensure the presence of the following fields:
Required | ADvendio Field | Additional information | ||
|---|---|---|---|---|
| Channel |
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| Advertiser | - | ||
| Name | - | ||
Auto | Insertion Order ID | It will be assigned after the Buying Order is submitted | ||
Auto | N/A | ADvendio currently uses ‘Available’ as the fixed default | ||
| Start Date | Gets the timezone from the item zone. | ||
| End Date | - | ||
| OrderType |
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| Order Goal | The campaign objective. To set it, you must also specify the Primary Channel
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| Budget Amount |
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| Budget Amount Daily | Only to be set if the flag is true, then no budget will be set on individual line item level | ||
- | N/A | ADvendio currently uses ‘Reach’ as the fixed default | ||
- | Budget Impressions |
| ||
- | Budget Impression Daily | can be selected at a Buying Item level | ||
Auto | N/A |
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3. Buying Item
Once you have created a Buying Order, you can proceed to configure individual Buying Items, which correspond to The Trade Desk AdGroups+Flights. These Buying Items allow you to manage your programmatic media spend by setting up details such as bidding strategy, goals, and automatic optimizations. You have the flexibility to create as many Buying Items as needed for your Buying Order.
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