In order to apply the commitment conditions to your campaigns you have to fill the Commitment fields on the media campaign:
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If you have only one matching commitment for your Media Campaign the Commitment will automatically be linked (Version 2.91 and up) when you create the campaign. If this Campaign is an exception, you can remove the lookup manually, otherwise you don't have to do anything.
Automated Mapping
Here is how it works: The system then looks up all active Commitments.
First it is matching the record types
- Advertiser / Agency Discount or no record type will be mapped to the "standard" commitment field.
- Agency Earnings Commitments will be mapped to the AE commitment field.
- Third Party Commission Commitments are mapped to the TPC commitment field.
If an advertiser is set - the same account must be linked in the Media Campaign. This is working in the same manner for agencies. If the Media Campaign has a different advertiser or different agency as the Commitment - nothing happens.
- ADvendio only connects commitments automatically if only one Commitment matching
- If there are multiple matching Commitments available for a Media Campaign none will be selected
- An empty advertiser, agency or advertiser/agency relation in your Commitments will result in matching this to all Media Campaigns no matter if that field is filled or not.
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Media Campaign Example 2:
Advertiser = Advertiser A
Agency = Agency A
Matching Commitment: Commitment A & Commitment B, as we have multiple matching results no Commitment will be connected automatically. Please use the Commitment Selector
Using 4.16.4 Participating Accounts weakens this rule. As soon as you enter a Participating Account as advertiser or agency the system is trying to also match those to a Media Campaign which otherwise would not fit.
Option 2: Multiple possible Commitments
2.1 Commitment Selector Component
If you are using Lighting Lightning Layout and your administrator has enabled the Commitment Selector Component (Version 2.94 and up), you can easily pick the correct Commitment right from your Media Campaign page layout: Select the correct commitment and click on the Save button.
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You can assign Commitments manually or alternatively use the Commitment Selector Button for your "standard" commitment field, which commitment fields. The selector will filter for only valid and matching Commitments (Version 2.92 and up). Open your Media Campaign and click on the Commitment Selector button. This button has to be enabled by your administrator.
The next window will offer you a list of Commitments. From version 2.101 and up we offer the possibility to select commitments in the selector according to the active record types in your Org. The different sections are only shown if there are record types which have matching commitments according to the criteria of the Media Campaign.
Pick the correct commitments and hit Save.
Result:
save.
The result in your Media Campaign will look like this then:
If your chosen commitment does not match the criteria anymore when opening the commitment selector you will see a message like this:
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