Available with Version: | 2.165 |
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Role | System Administrator |
ADvendio Edition
External Systems | Broadsign |
Challenge
To streamline sales processes and When using Broadsign, one of the main challenges is to properly set up pre-configurations that allow Sales Reps and Order Managers to easily choose products select the appropriate Ad Specs for their Campaign Items. Certain pre-configurations need to be done to contain the right settings to send over to an external system like an AdServer.Usually, those products are Ad Specs, it consists of Ad Specs typically include the medium/site where an ad is running the ad will be displayed and the specific format (ad type).The Ad Type will contain numerous Ad Type) that will be used. However, creating Ad Types that have all the necessary technical and format settings , which will be sent automatically to an external system together with the Campaign Item in Broadsign.
How can these Ad Types be created? And which settings for Broadsign need to be done on Ad Type to make it work?
Solution
When creating Ad Types for Broadsign make sure to fill in the information below, explaining which fields equal which settings in the AdServer.
To create a new Broadsign Ad you go to the main menu, access “Ad Types” in Advendio, select “New”, and under “New Ad Type “ select “Broadsign option and press “Next”. You will see for successful integration with an external system like an Ad Server can be challenging. It is important to understand how to create Ad Types and which settings need to be configured in Broadsign to ensure they work correctly.
Solution
To create Ad Types in Broadsign and integrate them with an external system, follow the instructions provided below. While creating Ad Types, make sure to fill in the required details that correspond to the settings in the Ad Server. This will ensure the successful configuration of the technical and format settings.
Create a new Broadsign Ad Type
Here are step-by-step instructions to create a new Broadsign Ad Type:
Open the main menu or app launcher
Look for "Ad Types" feature and select it
Within the Ad Types menu, locate and click on the "New" button.
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A list of options will appear for creating a new ad type. Choose the "Broadsign" option from the list.
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Click on the "Next" button to proceed.
Now, you will see a form with various fields to fill in. Make sure to provide all the required information.
Once you have filled in all the necessary fields, click on the "Save" button.
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You will see the fields below to be filled:
Which Broadsign Credentials are required?
In order to connect ADvendio to AdButler, the following credentials are required:
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ADvendio Field
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Broadsign
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Username
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Your Broadsign User in form of an email address
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Password
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The API Key to your Broadsign network
To get the API key for Broadsign, you will need to log into your Broadsign network (https://admin.adbutler.com/) and navigate to Settings → API
Simply copy the relevant API Key, if there is no Key existing, you will need to create a new one.
Check your connection is working
Once you’re done, you can check in ADvendio, if the entered credentials are working. To do so, simply click the button ‘Check Login’ on your connection record. A new window will open, showing you if the authentication was successful.
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If there are errors returned by the API, these will be shown to you in ADvendio.
Import Advertisers, Inventory and Targeting data.
3.5.3 How to import and sync targeting information and ids from connected systems with ADvendio?
Setup
There is no additional setup required.
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Broadsign Field | Field Possible Values | Additional Comments |
|---|---|---|
Ad Type Name | Enter a name for your Ad Type | |
Advertising Form Shortform | Enter a Shortform name | Note: this field intended for internal use only |
External name | - | “External name” will be externally displayed on the proposal |
Product search Name | - | Description for this Ad type as applied in the ad spec search |
Media Differenciation |
| - |
Target Group | Please select for which Target Group is this Ad Type relevant | |
“Active” checkbox option | In the Adspecs & Rates manager, Inventory & Rates Manager, Booking Calendar, Create & Update Rates Manager and AGOF Connect, only active marked records will be available | |
Priority | If the priority field is left empty, we use the value defined on the Ad Type. The platform has specified certain values that are allowed for priority. Therefore, you must select from those specific values when setting priorities in Broadsign. For example, if a priority in Broadsign is labelled as P1, you should also assign the same value in ADvendio. | |
Budget Type |
| Budget Type field sets what kind of goal your proposal has.
Depending on the goal, you need to set different additional fields like Secondary Goal Budget. |
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Setup
The page layout of the Ad Type might not have all the necessary fields for the users, so the System Administrator might need to add them. Additionally, new values may need to be added to existing picklist fields to match the required settings.
| Info |
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If these settings need to be changed for a specific Campaign Item, you can do so by overriding them at the Campaign Item level. You can override settings such as Ad Type, Goal Type, and Goal Percent/Quantity. Refer to the instructions provided here. |