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Campaigns Module Limitations

Table of Contents

Buying Configuration based on Record Types

Customization of fields beyond the provided options is not possible, and a trigger prevents storing records with the same Record Type and Active True selected.

New Component to Separate Buying Orders Lists from Campaign Items

A new component has been introduced for Buying Order-related lists. It provides details such as Buying Order Name, Start Date, End Date, Budget Amount, and Record Type. Also, Action buttons for adding or editing orders are available. View All mode shows all orders on a separate page.

Finance Module Limitations

Monthly Buy Data Summed Up into Revenue Schedules

Monthly Buy Data from Buying Items are summed up in Campaign Item's revenue schedules to create invoices based on the Actual Media Spend.

Improved budget invoicing based on Actual Spend with limitations

We've made improvements to budget invoicing based on Actual Spend, which means you can now invoice budget campaign items according to the actual amount spent without going over the item's budget. You can also store monthly actual spend amounts in the revenue schedule records. Just keep

Info

Keep in mind that there are some conditions that need to be met, like selecting the budget billing category.

General Limitations

Note

  • The name field in the system has a maximum limit of 80 characters.

  • Currently, in the Buying Order and Buying Item components, we support only the Budget Type - budget amount. But we are planning to introduce Budget Impression which will allow us to set a budget based on impressions per buying order and items

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  • Mass creation or mass editing of Buying Orders and Items is not currently supported. However, we are planning to improve this process in the future.

  • Optimizer is not supported for Buying orders

  • Certain fields in Buying Order and Buying Item can be pre-filled, as enabled from the Administration Settings. Efforts are being made to enhance automation in the future.

  • The reconciliation feature is coming soon

  • Packages are currently being worked on to enable support of the budget billing category