Available with Version | 2.169 and up |
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ADvendio Edition | Campaigns |
relevant links: (to be deleted later)
pre link
/wiki/spaces/AD/pages/3508830217
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Challenge
Users faced difficulty 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 to the Campaign Builder, allowing users to include campaign items during the Media Campaign setupset-up.
| Info |
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Customers using the new Setup UI for Campaign Builder should include the "Adhoc Packages" field in one of the tabs under "Tabs and Columns." This is a custom field specifically for Campaign Builder. |
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| Note |
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Please be aware that there is another field named "Packages" that also uses a picklist but does not permit the addition of an 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:
Go to the main menu and select Media Campaigns.
Choose the campaign you want to work on.
You can add Campaign Items
to To the Media Basket by searching for them through Media Search and then clicking on the "Start Campaign Builder" button.
Alternatively, you can click on the "Add Items" button in the Related List and then click on "Start Campaign Builder".
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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Setup
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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 Pricing tab. It will also enhance the user experience by displaying package icons, which will make it easier to identify Ad Hoc Packages.
Enabling Ad Hoc Packages in Campaign Builder:
Ensure the administrator has added the "Package" field to the Campaign Builder setup
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Select from predefined picklist options or enter custom package names.
With the new Setup UI for Campaign Builder, locate the "Adhoc Packages" field and include it in one of the tabs under "Tabs and Columns." A custom field specifically implemented for Campaign Builder:https://advendio-prepkg-dev-ed.lightning.force.com/lightning/r/ADvendio__ItemConfigurationSetting__c/a382K000006KoulQAC/edit?inContextOfRef=1.eyJ0eXBlIjoic3RhbmRhcmRfX3JlY29yZFBhZ2UiLCJhdHRyaWJ1dGVzIjp7InJlY29yZElkIjoiYTM4MkswMDAwMDZLb3VsUUFDIiwiYWN0aW9uTmFtZSI6InZpZXciLCJvYmplY3RBcGlOYW1lIjoiQUR2ZW5kaW9fX0l0ZW1Db25maWd1cmF0aW9uU2V0dGluZ19fYyJ9LCJzdGF0ZSI6e319&count=1
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For the remaining steps of Campaign Builder set-up, refer to the Campaign Builder Structure setup at 7.2.23.1. For Ad Hoc additional information, see section on 3.6.4 on Ad Hoc Packages.
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