...

How to simplify Audience Targeting for sales reps representatives to enhance the efficiency of setting up parameters for their campaigns to achieve their campaign goals?

Solution

Audience Targeting tends to can be complex, offering a huge variety a complex process as it offers a wide range of different options. Sometimes there are There can be hundreds or even more Audience Segmentsaudience segments, which can be quite intimidating, especially for Sales Reps, particularly for sales representatives who are trying to configure set up the right item parameters to meet achieve their campaign goals. With However, with ADvendio's streamlined approach to structuring your data, sales reps can efficiently configure audience targeting more efficiently, leading to more successful campaigns.

Configure

...

Targeting Options for Specific Products with AdServer ID Ad Price Assignments

By configuring which targeting options are selectable for specific products through AdServer ID Ad Price Assignments, users can prevent errors and gain a better overview of available options.

Why

...

Configure Targeting Selection?

When setting up Audience Targeting for a Campaign Item in the Media Configuration, you can use assignments to configure which Segments, Keys, or Values are visible to the user. This has two positive effects : you can prevent those wrong configurations can be selected and you limit to gain a better overview by:

1. Preventing incorrect configurations from being selected.

2. Limiting the overall number of options

...

1. for a clearer view.

How to Configure?

You can use our AdServer ID Ad Price Assignment feature for this. Once an assignment Record is created, for the product and 3.5.7 Create Ad Price Connection ID Assignments for Blacklisting/Whitelisting of Targeting Criteria and Key Values for Products

...

Why Structure?

For Regarding Key Value Targeting you already have a clear structure in the sense that where each Key has only a limited section.

For Audience Segments, the situation can be a bit different . Depending depending on your AdServer all . All items are in a big list or only some separation between first and third-party data. ADvendio offers multiple ways to manually enhance improve this structure, so your Audience Targeting Selection in the Media Configuration is more comfortablebecomes much easier and more efficient.

How to Structure?

Right now, there are no ADvendio Wizards to manage the Audience Targeting Structure, so you will have to mass edit Salesforce Records, for example via export and then import again.

There are two things you can change.

1. Create new ‘parent’ Segments.

The import automatically creates a general AdServer ID called AudienceSegment, under which all Audience Segments are grouped as children.

• You can manually create additional parent AdServer IDs manually with the following configuration and name them according to your needs.:

...

• Afterwards, you need to should go into the AdServer IDs of type “Audience Segment Value” that you like want to group and change the field Parent AdServer ID field to your newly created parent segment.

When doing the Audience Targeting for Campaign Items, the structure will look like this:

...

2. Prevent ADvendio Imports from overwriting your structure

Now that the new parent structure has been enabledTo prevent ADvendio Imports from overwriting your structure, you will need to add a validation , to make sure it to ensure that the new parent structure remains enabled and will not be reverted by the ADvendio Import features. This is especially required particularly important if you have scheduled a reoccurring recurring Audience Import , to get the newest to keep your Audience Segments up-to-date Audience Segments to in ADvendio.

To do soachieve this, you can follow two these steps:

1. Is It is necessary to create a custom Checkbox field, which indicates, that this Connection ID has a custom parent. Then on all your Audience Segments with a custom parent, you can set the Checkbox to true.

...

2. The next step is to create a validation rule on the Connection ID object, this . This will prevent an edit any changes to the parent of the connection ID record, to change its parent. You can paste for example use the following Error Condition Formula:

   Code Block
   API_NAME_OF_YOUR_CUSTOM_FIELD__c == True && ISCHANGED( ADvendio__Parent_AdServer_ID__c )

...

3. Once you save and activate After saving and activating the validation rule, the transfer to ADvendio will not overwrite your custom structure will remain unchanged when transferring to ADvendio.