Version | 2.130 and higher |
Integrations | Google Ad Manager, Adswizz, Freewheel, Google Display&Video 360, Equativ, Xandr, Triton |
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Challenge
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Lifetime Delivery Report: Updates the overall Impressions, Clicks and Status of your Campaign Items, and can be used to synch your items' performance, to see if they deliver according to the Campaign Item goals.
Monthly / Daily delivery Delivery Report: Updates your Campaign Items with detailed delivery information, either on a monthly or daily basis. This will also be needed, in order to invoice your items based on actuals.
Programmatic Revenue Import: The import of programmatic revenue data from a DSP / SSP / Exchange as used in our programmatic reporting features
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Which Salesforce User is used to actually import the data?
Generally, ADvendio is using uses the Salesforce User, who is planning the delivery reports as also the user who will then be used to import and update the actual delivery information into Salesforce. This is mainly relevant, and you will need to make sure that the user planning the reports has access to all needed objects and records. We generally recommend using a System Administrator profile for this. If you want to use a specific user for the import, for example to better track which data has been updated by the delivery reports, you will need to log into the Salesforce UI with that specific user and plan the delivery reports.
If you're updating from an existing version to 2.130 it depends on your current configuration and what step you will need to take. We're switching from the user that is entered in the settings, to the one who has planned the configuration as the user we take to perform the import actions. It is important, that the user which who performs the import, has authorized ADvendio to use OAuth to manage the data and that the user has enough access rights to all relevant ADvendio objects and records. We recommend using a System Administrator profile for this.
You used your System Administrator User to plan the delivery report settings and have also entered his login credentials in the login settings section. Then everything is working like before for you.
You entered a different user into the login settings section of your Delivery Reports. In this case, you will need to follow these steps:
Log into Salesforce as this specific user, you want to use for your Delivery Imports
go to the Delivery Report Settings / Delivery Report Center, click edit and save the settings again without changing anything
Make sure the user has authorized ADvendio to use OAuth. If not, you can do this by performing any ADvendio Connect-related action, like going to a connection record and clicking the check login button.
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Attention: With the new configuration, it will currently not be possible to use an API only Salesforce user for the delivery imports. If you currently have such a configuration, please contact your Technical Account Manager or support@advendio.com before updating to 2.130, so we can work on a solution. |
Lifetime Delivery Reports
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Select the starting time. You can only select a single timeslot here, due to the amount of data that could be imported during this process. Attention: You can only plan one import/delivery job for each time slot. This applies to all different types of imports. E.g. you can't plan a lifetime delivery report and a programmatic import to both start at 12:00
Select on which days of the month these imports will be running. If you are using them only for invoicing purposes, it might make sense to plan imports on towards the end of a month/beginning of the next month.
Daily delivery reports can be additionally activated in your Administration Settings (see also setup section below). These will then be automatically planned with your monthly imports (starting 30 minutes after your monthly import)
The setting Site-Based Delivery Data, shows if your import delivery information is grouped by Top Level Domains or Sites. This is a general setting for your ADvendio Org and can be changed in the Administration Settings (see setup section below). The Checkbox here only shows you if this setting is activated or not
Enhanced Delivery Data: Once activated you can import enhanced delivery data for your Campaign Items, which are used for a more detailed breakdown of your delivery information (e.g. Impressions per Device or Audience Targeting). These will require setting an additional breakdown and filter. You can see our wiki on Enhanced Delivery Data for more information.
You can also set one or more recipients for results emails. Please be aware that you are required to set at least a Failure Note Recipient in order to save these delivery settings.
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System-specific settings and features
Moat - Delivery Report Settings
Once you have configured your Moat AdServer connection in ADvendio (see: 7.7.6 Setup Moat (Media Analytics)), the third-party data will be transferred automatically with the monthly delivery reports for the connected 'main' AdServer Login. There is no separate report to schedule.
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After you've created your Moat AdServer login, we recommend to reschedule your delivery reports to prevent problems. to do so:
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Triton - Delivery Report Settings
Please see Triton Delivery Reports Settings details: 7.3.11.6 Configuring Delivery Reports in TRITON
Freewheel Delivery Data
The ADvendio Freewheel integration requires some additional set-up steps. Please see the following article for the required settings:
7.3.7.2 How to configure Delivery Data Imports from FreeWheel to ADvendio
Xandr time zone settings
For Xandr reporting, it is required to set a specific time zone, you can change which time zone is used for reporting in the ADvendio user settings:
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