Available with Version | 2.173 and up |
|---|---|
Role | System Administrator |
External Systems | Criteo Commerce Max |
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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...
On a Connection > Record Type CRITEODSP
We can import via the ‘Transfer to Advendio’ button some of the necessary features needed for targeting and configuration.
Go to the Connection
Click on ‘Transfer to Advendio’
Select one of the available ones :
Account → Advertiser
Account → Retailer
Inventory → Balance
inventory → Product
defined in the table
Run import
Schedule transfer can also be used
Once the import is done, we are going to have Connection ID’s IDs for each import
Import supported
Category | Type | Comments |
|---|---|---|
Account | Advertiser | |
Account | Retailer | |
Inventory | Balance | |
Inventory | Products |
...
What we import for the ‘Advertiser’
⚠️ We need to map the Advertiser to an account before using it properly
First, we create an Account for the Advertiser. ADvendio uses Salesforce Accounts as Advertisers
Open your new Advertisers Account and go to the related list, search for ‘External Account IDs’. Click the new button, to create a new relation. (Your Admin might need to set this up in your Salesforce Account Page Layout)
Select the Advertiser Connection ID that you want to connect to your Advertiser in the lookup field.
Add the ID of the connection in the ID field
Select the ‘Active’ checkbox
Repeat this step for each desired assignment.
Criteo Field | Advendio Field | Advendio Name |
|---|---|---|
| ADvendio__Id__c | ID |
| Name | Name |
| ADvendio__PartnerId__c | Partner/Buyer Id |
| ADvendio__AdServer_Name__c | Technical Name |
...
What we import for ‘Product’
Criteo Field | Advendio Field | Advendio Name | Comments |
|---|---|---|---|
| ADvendio__Id__c | ID | |
| ADvendio__ExtendedId__c | Extended ID | |
| Name | Name | |
| ADvendio__AdServer_Name__c | Technical Name |
|
| Advendio__Parent_AdServer_ID__c | Parent ID |
|
- | ADvendio__UniqueKey__c | UniqueKey |
|
| ADvendio__Active__c | Active | |
| ADvendio__PartnerId__c | Partner/Buyer Id |
|
| ADvendio__Url__c | URL*** |
|
Targeting Product
only available at a Buying Item Level
Will display only products associated with the Retailer of the Buying Item
One or more can be selected
On the search bar, you can search multiple UPC codes separated by ', '
What we import for ‘Balance’
Criteo Field | Advendio Field | Advendio Name | Comments |
|---|---|---|---|
| ADvendio__Id__c | ID | |
| Name | Name | |
| ADvendio__PartnerId__c | Partner/Buyer Id | |
| ADvendio__AdServer_Name__c | Technical Name | |
| ADvendio__SpendType__c | Spend Type |
|
| ADvendio__BalanceType__c | Balance Type |
|
| ADvendio__TotalBudget__c | Total Budget |
|
| ADvendio__StartDate__c | Start Date |
|
| ADvendio__EndDate__c | End Date |
|
| ADvendio__Description__c | Description | |
| ADvendio__Parent_AdServer_ID__c | Parent ID | |
| ADvendio__Status__c | Status |
|
All the imports can be found this way:
In the App Launcher search for ‘Connection ID’
In the list, they can be filtered by type for easy access
Additional mapping required
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
What fields of Advertiser we import
...
Imported from GAM
...
Name in GAM
...
Name in Advendio
...
Object in Advendio
...
SF Object Field
...
Description
...
SF Field Type
...
-
...
-
...
-
...
Connection
...
Record Type ID
...
Recordtype
...
...
Name
...
Name
...
Custom Contract
...
Name
...
String (80)
...
-
...
-
...
-
...
Custom Contract
...
Connection ID
...
...
Deal ID
...
Deal ID
...
Custom Contract
...
DealId__c
...
text
...
...
Advertiser ID
...
Advertiser ID
...
Custom Contract
...
AdvertiserId__c
...
text
...
...
Budget
...
Custom Contract
...
Budget__c
...
currency
...
...
Type
...
Type
...
Connection
...
DealType__c
...
text
...
...
Inventory Type
...
Inventory Type
...
Custom Contract
...
InventoryType__c
...
text
...
...
CPM
...
CPM
...
Custom Contract
...
GoalBudget__c
...
currency
...
...
Impressions
...
Budget Type
...
Custom Contract
...
Total_Impressions__c
...
picklist (255), restricted
...
...
RFP Start Date
...
Start Date
...
Custom Contract
...
StartDate__c
...
DateTime
...
...
RFP End Date (If no end date is specified, is open-ended???)
...
End Date
...
Custom Contract
...
EndDate__c
...
DateTime
...
-
...
Audience
...
Audience
...
Custom Contract
...
Audience__c
...
text
...
...
Country
...
Country
...
Custom Contract
...
BuyerCountry__c
...
text
...
Additional Terms
...
Additional Terms
...
Custom Contract
...
Creative Size
...
CreativePlaceholders
...
Custom Contract
...
CreativeSize__c
...
-
...
Buyer contacts
...
Buyer Contacts
...
Custom Contract
...
BuyerContacts__c
...
text
...
-
...
Seller contacts
...
Seller contacts
...
Custom Contract
...
BuyerContacts__c
...
-
...
Salesperson
...
Custom Contract
...
-
...
Trafficker
...
Trafficker
...
Custom Contract
...
-
...
Sales planners
...
Custom Contract
...
SalesplannersContacts__c
...
-
...
Teams
...
Custom Contract
...
TeamsoContacts__c
...
...
Currency
...
-
...
Custom Contract
...
Currency ISO Code
...
...
Message
...
Message
...
Custom Contract
...
Description__c
If the fields arrive empty they can be edited later
Automatic creation of Media Campaigns for new deals
| Note |
|---|
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
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Custom Contract field
...
Media Campaign field
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Custom Contract name
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Media Campaign Name
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Start Date
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Campaign Start Date
...
only takes the date, not the time
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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
2.1.4.2 External Account IDs
...
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
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Targeting Balance
only available at a Buying Order level
One or more are accepted
Only Active/valid ones can be selected
Mapping required
⚠️ We need to map the certain connection ID to an account before using it properly
These are the ones that need mapping:
Advertisers
Retailers
First, we create an Account.
Open your new Advertisers Account and go to the related list, search for ‘External Account IDs’. Click the new button, to create a new relation. (Your Admin might need to set this up in your Salesforce Account Page Layout)
Select the Connection ID that you want to connect to your Account in the lookup field.
Add the ID of the connection in the ID field
Select the ‘Active’ checkbox
Repeat this step for each desired assignment.