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Available with Version

2.169 and up

ADvendio Edition

Campaigns

relevant links: (to be deleted later)

pre link https://advendio-prepkg-dev-ed.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJBRHZlbmRpbzpjYW1wYWlnbkJ1aWxkZXJXcmFwcGVyIiwiYXR0cmlidXRlcyI6eyJtb2RlIjoibWVkaWFzZWFyY2giLCJyZWNvcmRJZCI6ImExRTJLMDAwMDBXNDNBSlVBWiJ9LCJzdGF0ZSI6e319

3.6.4 Ad Hoc Packages

/wiki/spaces/AD/pages/3508830217

Jira Legacy
serverSystem JIRA
serverId7de39df8-478b-3c10-b7d8-602e934fddd3
keyAD-8349

Challenge

Users faced difficulty in adding their campaign items to Ad Hoc Packages directly from the Campaign Builder while configuring the Media Campaign, as the necessary field "Package" was not available in the Campaign Builder setup.

Solution

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Challenge

How can users achieve the ability to set up Ad Hoc packages in real time when configuring their Media Campaigns?

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Solution

We added the Ad Hoc Packages feature in to the Campaign Builder, providing allowing users with a solution to include campaign items in Ad Hoc Packages during the Media Campaign setupset-up.Now with the introduction of

Info

Customers using the new Setup UI for

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Campaign Builder should include the "Adhoc Packages" field

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in one of the tabs under "Tabs and Columns." This is a custom field specifically

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for Campaign Builder.

When a package field is set, a small package icon (in the form of shipment) is displayed in front of the corresponding package component row. This makes it easier to identify Ad Hoc Packages.

Note

Please be aware that there is another field named "Packages" that also utilizes uses a picklist but does not permit the addition of custom namesan own name; it only provides predefined options and only the pick list is available.

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How to Access Ad Hoc Packages in the Campaign Builder

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To access Ad Hoc Packages in the Campaign Builder, follow these steps:

  1. Go to the main menu and select Media Campaigns.

  2. Choose the campaign you want to work on.

  3. You can add Campaign Items

    1. to To the Media Basket by searching for them through Media Search and then clicking on the "Start Campaign Builder" button.

    2. Alternatively, you can click on the "Add Items" button in the Related List and then click on "Start Campaign Builder".

  4. Go to the Pricing tab in the Campaign Builder view. Under Availability and Quantity, select the Package tab. Choose your options from the drop-down menu and click Save.

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Enhanced User Interface

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Ad Hoc Setup

Adding the "Package" field to the Item Configuration

The configuration involves adding the "Package" field to Item Configuration. This will allow you to select values from the ADvendio Package picklist field or enter custom names. Once added, the field will be accessible in the Campaign Builder's Pricing tab. It will also enhance the user experience by displaying package icons, which will make it easier to identify Ad Hoc Packages.

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Suggestuion - where this should be accessed.

Enabling Ad Hoc Packages in Campaign Builder:

Ensure the administrator has added the "Package" field to the Campaign Builder setup.

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During media campaign configuration, populate the "Package" field.

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Select from predefined picklist options or enter custom package names.

Now with the introduction of the With the new Setup UI for campaign builderCampaign Builder, customers should locate the "Adhoc Packages" field and include it in one of the tabs under "Tabs and Columns." This is a A custom field specifically implemented for Campaign Builder. :

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For the rest remaining steps of the Campaign Builder set-up, please refer to the Campaign Builder Structure setup at 7.2.23.1 Setup of the Campaign Builder Structure. For Ad Hoc additional information, see section on 3.6.4 on Ad Hoc Packages.

Conclusion

This implementation enhances improves the Campaign Builder's capabilities and provides users with a more efficient way to manage for managing Ad Hoc Packages while when configuring Media Campaigns.

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