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  • To create new items, you need to create a new Media Campaign first to which you can add the items. Please follow the explanation for Media Campaigns on this page if you need more information: 4.1.1 What are Media Campaigns?

  • To add items to the newly created campaign you will use our Media Search to search through your inventory and add the relevant items to your basket.

  • After hitting the “Start Media Configuration“ button the Campaign Builder will open and show you your basket items ready to be configured.

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Make sure to fill all the required fields (marked red), as you will not be able to save otherwise. Be aware that hidden fields can also block your saving, if they are marked as required in the Tab Rules for the Campaign Builder.

StartCampaignBuilderFromMediaSearch.mov

Editing existing items

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Please take note that the Campaign Builder currently needs to be opened via the ADvendio Campaign item Related List and not via the standard Salesforce Related List due to technical restrictions.

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The targeting selection was moved into its own targeting component. You can find this on the relevant tab and add your settings as needed.

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Feature Overview

We know that many of you were looking forward to the release of the Campaign Builder. Please take note that we are constantly working on enhancements for this component as well as the support of more features which you are used to knowing from our Media Configuration.

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Refresh of settings needed

In case that settings were changed for the Campaign Builder it might be that you will see this message upon starting the feature.

The text says “There was an error while trying to read the item configuration settings. Do you want to try and reload the item configuration settings? In case you see this message again please contact the System Administrator.“

Please hit “Reload Item Configuration Settings” to apply the change in the background.

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Setup

Please take note that this feature needs to be set up by your Administrator. Please find the steps for doing so on this page: 7.2.23 Setup of the Campaign Builder

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