Available with Version:
2.135
External Systems | Xandr |
Roles | Order Manager - Fulfilment System Administrator |
Challenge:
For Media Campaigns or Campaign Items submitted to Xandr from ADvendio, custom reporting labels (like Line Item Type) should be set with a specific value, to help identify the items from ADvendio better in the Xandr environment.
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Solution:
It’s already possible to automatically transfer the SalesRep or Trafficker from ADvendio to Xandr. However, if other labels should also be set, or if the ADvendio default logic should be overridden, this can be done with the External Custom Fields feature.
This way any ADvendio field or Custom Field can be used as Reporting Label for Xandr. They will be automatically included in the submit submission process.
| Info |
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As a Sales Rep or Ad Ops team member, if you want to know which fields are used in your environment, please ask your administrator. |
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| Note |
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You can only use Campaign Item fields for the Line Item Labels |
Hints on using Salesforce Fields and related objects
As explained above, you can map the custom fields to any of your Media Campaign or Campaign Item fields via the datapath setting
ADvendio__OBJECTNAME__c.FIELDNAME__c
This does include all fields on the Media Campaign or Campaign Item object, but comes with the limitation, that you can not use information from related objects (like the Account of a Media Campaign or the Ad Spec of a Campaign Item)
Let’s take the following example. You set up your datapath to use the
ADvendio__MediaCampaign__c.ADvendio__Account__c
field. This will be ‘Media Inc’ in our example.
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But in the AdServer, we will not see the Account Name ‘Media Inc’ or similar. Instead it will receive the Salesforce Record ID.
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This is due to the Account field on Media Campaign, being a Lookup field. On a technical level it stores only the Salesforce Record ID. If you are planning to use related information and send it to the external platform as custom field, you will need to create an own field on the Media Campaign or Campaign Item object for this purpose.
You can then use Flows, to automatically set the required value or set the field up as a formula field.
In our example, you need to explicitly refer to the related Account Name of the lookup field. Example:
ADvendio__Account__r.Name
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Setup:
Make sure that the related list for External Custom Fields is added to the page layout of your Xandr Connections.
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