Integrations | Equativ (SMART) |
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License | Connect |
Roles | Product Manager - Product Manager / Sales Support / Marketing Marketing; Order Manager - Fulfilment |
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To streamline sales processes and allow Sales Reps and Order Managers to easily choose products for their Campaign Items which contain the right settings to send over to an external system like an AdServer, certain pre-configurations need to be done. Usually, those products are Ad Specs, which consist of the medium/site where an ad runs in the specific format (ad typeAd Type).
The Ad Type will contain numerous technical and format settings, which will be sent automatically to an external system together with the Campaign Item.
How can these Ad Types be created? What settings are required and can be configured on an Ad Type to make it work?
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When creating Ad Types for XandrEquativ, please make sure to fill in the following fields and see the table below, which fields equal which settings in the AdServer:
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Important: Some of the settings below, can later be overwritten for single Campaign Items by the Sales or Fulfilment Team, if the situation requires thisrequired. Here is a list of all the settings which can be overwritten: 4.2.5.6 How to overwrite Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity) |
ADvendio Field | Equativ Field | Instructions | |
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| 1 | Name | N/A | Enter your Ad Type name |
| 2 | Record Type | N/A | Equativ |
| 3 | Adtype | Type | Options to choose from:
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| 4 | Product Type | Category | Options to choose from:
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| 5 | Priority | Priority | Use this to define the priority for your Equativ Insertion. The following values are possible
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| 6 | Connection | N/A | You Your login record - , read 7.3.1.1 Which Login User do I use to create your Login record. |
| 7 | Format ID | Format | Which format will be used for this Insertion. You can manually enter the ID of your desired format in this field or use other ways to assign formats to your Campaign Items or Ad Specs. If you want to target multiple formats, you need to enter the IDs separated by semicolon, like this: ‘1245;4532’ For more information see also: 7.3.57.1 How to Target target Equativ Items' multiple formats for your Equativ Items in ADvendio |
You can either use the Inventory and Rate Manager to create your Adtypes or create them directly in Salesforce.
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