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Every Buying order Order has to have a linked Campaign item. So we suggest the following flow:
Create a Media Campaign
Create a Buying Campaign itemItem (see next paragraph)
Add a Buying orderOrder/s and Buying Item/s
Set a Targeting
Submit Your Buying orderOrder/s
Synchronize Buying Item Status
Sync delivery data from the AdServers
REVIEW ALL BELOW!!!
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Buying Order creation component
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Add a Buying Item to Buying Order
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Buying Item creation when buying order is created and saved
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Campaign Item creation when buying order is created and saved
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Create a Buying Campaign Item
A Buying Campaign Item is a specific type of Campaign Item created for the Media Buying solution.
It can be imagined as a placeholder for Buying Orders, as it allows their creation in a dedicated related list.
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A Buying Campaign Item differs from a standard Campaign Item in two key ways: it uses an Ad Spec with a "Buying" record type rather than the standard type, and it has an Ad Price with the Billing Category set to "Budget." |
To create a Buying Campaign Item we suggest the easiest steps:
Access the Ad Specs through the app launcher
Create a new Ad Spec and select Buying as the record type, as shown in the image below
Fill in the mandatory fields and click Save.
Go to the app launcher search for Ad Price and click New
Link the Ad Spec, fill in the List Price, and make sure to select the Billing Category as "Budget” as shown in the image below.
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Click Save.
Create a new Media Campaign
To Create a Media Campaign
Access the App app launcher, type "Media Campaign" and fill out the necessary fields.
Add a Campaign Item through “Media Search.”
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Or go to the media campaign's related page.
Click on "Add Items."
Select the buying campaign item, click "Start Campaign , press New and Fill Builder," fill out the necessary fields, and then click "Save."
Click on the campaign item that has been added to the related page.
Add a Buying Order by using the action button from the action buttons list
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in the new Buying Order-related list on the Campaign Item.
Buying Order creation component
Select the Record Type and Connection for your Buying Order
The layout will open with the fields that were previously configured in the an active Buying Configuration for this connection
Fill out the necessary fields After Selecting the Record Type and Connection of your Buying Order, Press Save
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Add a Buying Item to Buying Order
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Select a Budget Type for the Buying Order
You can now select a Budget Type for your Xandr and DV360 Buying Orders and Items.
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This feature has been introduced in version 2.170 and is only available for the Xandr and Google Display & Video 360 integrations. |
When creating a new Buying Order:
Select Xandr or Google Display & Video 360
Choose "Impressions Budget" to create Buying Orders / Items with budget type impressions or “Revenue Budget” to use currency as budget type
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Important If the picklist menu doesn’t automatically show “Impression Budget”, the field should be:
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Add a Buying Item to the Buying Order
Click the Add Buying Item button at the bottom. ℹ️ You can add multiple Buying Items in one Buying Order
Fill out the necessary fields for your Buying Item and press Save at the top right.
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Add multiple
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Buying Orders
In the Buying Order creation component, you can add multiple Buying Orders in on a single page.
Click the Add Buying Order button on the top right corner (in the header).Fill out the necessary fields for your Buying Order
Repeat the process until you have added all your desired Buying Orders and Items, Press Save at the top right.
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Delete orders and items
Click the Delete button on the small drop-down menu on your right for the Buying order or Buying item you want to delete.
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Copy orders and items
Click the Copy button on the small drop-down menu on your right for the Buying order or Buying item you want to copy
Define how many copies of orders or items should be created.
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Buying Item creation when a buying order is created and saved
A buying Buying Item will be created automatically when you save your Buying Order which doesn't include any Buying Item
All data that is available for buying orders Buying Orders will be copied and filled into the according Buying item fields
After confirming the creation you will be able to save the Buying Order
Campaign Item creation when buying order is created and saved
The Campaign Item will be created automatically when you save your Buying Order.
Campaign Items that are related to the buying order have a different layout than the selling Campaign Item with the fewer only relevant for the buying order fields. Campaign Item is restricted to be modified or configured.
Campaign Items that are related to the buying order are limited to appear in the Media Search.
Campaign Items are saved in Campaign Item Related list component together with the selling campaign items and also in the campaign item list.
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the Buying Order
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Validations
Validate and ensure that all the required fields are filled out before submitting your Buying Order
Submit Buying Order
Go to the Buying Order object in order to Submit an order to the AdServer
Click the Submit button for the Buying Order you want to submit
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Submit button should be added manually to the layout |
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Submit Buying Order User Interface steps
Choose items From the Buying Order that you want to submit, press the button Submit all selected
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You will get the result if submit was successful or an error occurred
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You will find the last submission date and status in buying item object
Submit Multiple Buying Orders
Go to the Media Campaign related Page
Select Buying Orders that you would like to submit
Click the Submit Buying Order to the AdServer
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Once you click on the "Submit Buying Orders to AdServer" button, you will be redirected to a new page.
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The following steps are similar to the process for submitting a single buying order.
Sync delivery data from the AdServers
Schedule the AdServer to Sync Delivery Information for your Buying Orders and Buying Items
The sync may take some time, depending on the AdServers and the volume of data
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Check delivery data
Check delivery data in Buying Item
Navigate to the Buying Item object.
Check the delivery data for your Buying Orders and Buying Items.
Ensure that the delivery data matches your expectations.
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Schedule delivery data
From the App launcher access Delivery Report Center
Press Plan Delivery report and in Report Type drop-down menu
Select Lifetime Buying Report, press Next
Choose the desired schedule by Select Starting Time
Type the email of the Recipient to schedule delivery data for your Buying Order
Save your schedule
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Buy Data on Buying Item-related page
Buy Data in Buying Item related page:
Navigate to the Buying Item-related page
On the Buy Data button click New
Enter the necessary information for your data purchase
Press Save
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