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Version | 2.120 and up |
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Supported AdServers | Xandr (SSP) Google Ad Exchange |
Programmatic Advertisers
Once your Import of Programmatic Data is finished, you're eager to work with the new information. But before we can start to generate Media Campaigns, we will need to configure, which Accounts and Products from ADvendio shall be used.
You may have noticed, that with the PA-Delivery Reports, not only Programmatic Data are is imported into your Org, but also two other objects:
Programmatic Advertisers &
Programmatic Prices
These are our connections between the Big Object and your ADvendio Data. You can imagine these as a kind of rule in the background, so that the system knows, which Accounts and which Products (Ad Prices) will be connected to which Programmatic Data.
As you are importing auction data from an external system, the data might differ from the one you have in ADvendio:
Your existing clients might be listed under a different name
The naming might even differ for each Exchange you have connected
The same client has multiple entries, but for reporting you want to list them all as one Account
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To enable this, you will need to connect these Programmatic Advertisers to your existing ADvendio AccountsAdvendio accounts. We created a handy Wizard to support you with that task.
How to connect your data - Programmatic Advertiser Wizard
Open the App Launcher and search for the Programmatic Advertiser Wizard. The following window will open for you:
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First, you will need to select the AdServer Login which you want to use. The List offers you a selection of all AdServer Logins that are existing in your Org.
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Additionally, you can set "Enable Account Auto-Matching" next to the filter button. Once you click Filter, ADvendio will automatically connect Programmatic Advertisers to Accounts in your system, which have the same name. When this is done, the automatically assigned Advertisers will be highlighted in the list:
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How to connect your data - Manual Data Import
Additionally, you can also use the export and import functions of Salesforce or tools like https://dataloader.io/ to connect your Programmatic Advertisers. Simply export the Programmatic Advertisers from your org. Make sure to include the record ID and the Name.
The exported csv. can look like this:
Column on spreadsheet | Value |
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Record ID | Contains the Salesforce Record ID of the Programmatic Advertiser |
Programmatic Advertiser Name | Contains the Name of the Programmatic Advertiser |
Account | (Enter the Record ID of the Account you like to connect ) |
Once all IDs are entered, simply do an update import into Salesforce, and make sure to use the Record ID column to map which Records need to be updated.