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Every Buying order has to have a linked Campaign item. So we suggest the following flow:
Create a Media Campaign and a Buying Campaign item as a placeholder
Add a Buying order/s and Buying Item/s
Set a Targeting
Submit Your Buying order/s
Synchronize Buying Item Status
Sync delivery data from the AdServers
REVIEW ALL BELOW!!!
Create a new Media Campaign
To Create a Media Campaign
Access the App launcher, type Media Campaign, press New and Fill out the necessary fieldsfields
Click the Add a Buying Order button from the action buttons list
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Campaign item and a add Buying Order
Buying Order creation component
Select the Record Type and Connection for your Buying Order
The layout will open with the fields that were configured in the Buying Configuration for this connection
Fill out the necessary fields of your Buying Order
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After Selecting the Record Type and Connection of your Buying Order, Press Save
Add a Buying Item to Buying Order
Click the Add Buying Item button at the bottom. You can add multiple Buying Items in one Buying Order
Fill out the necessary fields for your Buying Item and press Save at the top right
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Add multiple buying orders
In the Buying Order creation component you can add multiple Buying Orders in a single page. Click the Add Buying Order button on the top right corner (in the header)
Fill out the necessary fields for your Buying Order
Repeat the process until you have added all your desired Buying Orders and Items, Press Save at the top right
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Delete orders and items
Click the Delete button on the small drop-down menu on your right for the Buying order or Buying item you want to delete
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Copy orders and items
Click the Copy button on the small drop-down menu on your right for the Buying order or Buying item you want to copy
Define how many copies of orders or items should be created
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Buying Item creation when buying order is created and saved
A buying Item will be created automatically when you save your Buying Order which doesn't include any Buying Item
All data that is available for buying orders will be copied and filled into the according Buying item fields
After confirming the creation you will be able to save the Buying Order
Campaign Item creation when buying order is created and saved
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Submit Buying Order
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Campaign Items that are related to the buying order have a different layout than the selling Campaign Item with the fewer only relevant for the buying order fields. Campaign Item is restricted to be modified or configured.
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Campaign Items that are related to the buying order are limited to appear in the Media Search.
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Campaign Items are saved in Campaign Item Related list component together with the selling campaign items and also in the campaign item list.
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Important Note: In Media Buying Beta (version 2.167), certain fields (From Date, Until Date, Sales Price) of a Campaign Item linked to a Buying Order are protected from direct changes. Please use the Buying Order Component for updates to maintain synchronization and prevent discrepancies. |
Validations
Validate and ensure that all the required fields are filled out before submitting your Buying Order
Submit Buying Order
Go to the Buying Order object in order to Submit an order to the AdServer
Click the Submit button for the Buying Order you want to submit
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Submit button should be added manually to the layout |
Multiple Buying orders can be submitted from Campaign item Buying order component which is on the layout by pressing Submit an order to the AdServer
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Once you click on the "Submit Buying Orders to AdServer" button, you will be redirected to a new page.
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The following steps are similar to the process for submitting a single buying order.
Or on single the Buying order object by submitting Submit an order to the AdServer
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Submit Buying Order User Interface steps
Choose items From the Buying Order that you want to submit, press the button Submit all selected
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You will find the last submission date and status in buying item object
Submit Multiple Buying Orders
Go to the Media Campaign related Page
Select Buying Orders that you would like to submit
Click the Submit Buying Order to the AdServer
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Once you click on the "Submit Buying Orders to AdServer" button, you will be redirected to a new page.
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The following steps are similar to the process for submitting a single buying order.
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Sync delivery data from the AdServers
Delivery data can be synced back to the Buying orders by pressing the Sync Deliery information on the Campaign item
Schedule the AdServer to Sync Delivery Information for your Buying Orders and Buying Items
The sync may take some time, depending on the AdServers and the volume of data
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Check delivery data
Check delivery data in Buying Item
Navigate to the Buying Item object.
Check the delivery data for your Buying Orders and Buying Items.
Ensure that the delivery data matches your expectations.
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Buying data roll up
Total Delivery data on the Buying Item is rolled up to the field displayed on the Buying Item object
Total Delivery data for an Buying object is displayed on the Buiyn object Actual media spend and epresent total actual spend of all periods for all Byuing items
On the Campaign item revenue shedule the Total of all related buiyng order delivery data ir rolled up
Schedule delivery data
From the App launcher access Delivery Report Center
Press Plan Delivery report and in Report Type drop-down menu
Select Lifetime Buying Report, press Next
Choose the desired schedule by Select Starting Time
Type the email of the Recipient to schedule delivery data for your Buying Order
Save your schedule
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Add manual Buy Data on Buying Item
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Buy Data in Buying Item related page:
Navigate to the Buying Item-related page
On the Buy Data button click New
Enter the necessary information for your data purchase
Type = Monthly
Date = first day of period
Press Save
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Multiple options can be selected
Sync Buying Item Status from the AdServers
There are two options to obtain the latest status of buying items from Adservers
Schedule the AdServer to Sync Status Information for your Buying Items
Open the Buying Order Record and start the Status Import
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Check status data
Check status data in the Buying Item
Navigate to the Buying Item object.
Check the Status data for your Buying Item.
Ensure that the Status data matches your expectations.
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Buying Order Targeting component
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