Page Comparison

...

Depending on how the recommendations are set up in your org, you can either access the planning recommendations as part of a custom flow, that guides you through the campaign planning process OR directly embed it into your Media Campaign Record Page, to use recommendations for the current Campaign you’re viewing.

...

Generate Recommendations:

• Access the Salesforce Flow where the component is embedded.

• View dynamic product recommendations tailored to your media campaigns.

...

Select and Plan:

• Choose products from the recommendations to include in your campaign setup.

• Use recommendations to ensure alignment with your advertiser’s goals and campaign requirements.

Refine Planning:

...

1. Generate Media Campaign information:

   • Show key information about your current Media Campaign

2. Product Filters:

   • You can use these to further filter your recommendations for more specific criteria, like Billing Category, the Media Type, Master size or for which goals they are set up as relevant for (See also goal relevance in 9.5 How to set up the inventory for the Self Service )

3. Search and Reset

   • If you click Search: a list of recommendations is generated for your current Media Campaign

   • Clicking Reset will reset your view and remove any filters

4. Recommendation List and Selected Products

   • Below you can see the individual product recommendations, based on different criteria. Each row is connected to an Ad Price and shows additional information, such as Ad Spec Name or List Price

   • Recommendations are generated by: Products that have been commonly used in similar campaigns; Products that have been often combined in a Campaign and Product

   • Clicking the plus symbol, selects a product for planning. You can view your selection in ‘My selected products’

Once done, you can view your selected products and click the next button to proceed to the follow up steps. What comes next, might depend on your individual flow.

...

Requirements

...