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How can the import be started?
On a Connection > Record Type ADMANAGER
We can import via the ‘Transfer to Advendio’ button the RFP contracts that are currently available on the Admanagers platform
Go to the Connection
Click on ‘Transfer to Advendio’
Select: Inventory > Programmatic Direct Deal then import
Run import
Once the import is done, we are going to have a Custom Contract Object associated with a Connection ID
All the RFP Deals can be found this way:
In the App Launcher search for ‘Custom Contracts’
Select the one you like to see more information
Each Custom Contract (RFP Deals) is going to be associated with its unique Connection ID
You can also access to a Custom contract through the Connection ID
Enter the connection ID
Go to related
Under ‘Custom Contracts’ you would find the available RFP’s
...
If the fields arrive empty they can be edited later
Automatic creation of Media Campaigns for new deals
| Note |
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To automate the campaign creation from Programmatic Direct deals you can use a flow called “CreateMediaCampaignUponContractCreation” that we can create for you in ADvendio. Please reach out to our support team in case you would like us to add this. In version 2.173 and up we will provide this flow as a template in our package. |
Every time a new Custom Contract is imported and therefore created in ADvendio a Media Campaign will be created with the mappings as shown below.
Mapping table with template flow
Custom Contract field | Media Campaign field | |
|---|---|---|
Custom Contract name | Media Campaign Name | |
Start Date | Campaign Start Date | only takes the date, not the time |
End Date | Campaign End Date | only takes the date, not the time |
Record id | Custom Contract lookup | We recommend you to add the Custom Contract lookup field to the Media Campaign layout. If not done yet, please check with your Administrator. |
Advertiser Id | Programmatic Buyer | checks internally for External Account IDs and tries to match the id with the mapped Account |
Budget | Budget | |
Message | Internal Comment | |
Currency Code | Currency |
You can also do the following adjustments to automate and customize the experience further:
Create a new Media Campaign list view on the Home page which can show the recently created campaigns for Custom Contracts
You can adjust the flow above to do more mappings, set a specific stage, create reminders for the operations teams after a few days passed. For this please note that you have to clone the flow that we delivered.