Integrations | SMART |
|---|---|
License | Connect |
Roles | Product Manager - Product Manager / Sales Support / Marketing ; Order Manager - Fulfilment |
Challenge
To streamline sales processes and allow Sales Reps and Order Managers to easily choose products for their Campaign Items which contain the right settings to send over to an external system like an AdServer, certain pre-configurations need to be done.
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How can these Ad Types be created? And which settings for SMART can and need to be done on an Ad Type in order to make it work?
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Solution
When creating Ad Types for Xandr make sure to fill the following fields and see the table below, which fields equals which settings in the AdServer.
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ADvendio Field | SMART Field | Instructions | |
|---|---|---|---|
| 1 | Name | N/A | Enter your Ad Type name |
| 2 | Record Type | N/A | SMART |
| 3 | Adtype | Type | Options to choose from:
|
| 4 | Product Type | Category | Options to choose from:
|
| 5 | Priority | Priority | Use this to define the priority for your SMART Insertion. The following values are possible
|
| 6 | Connection | N/A | You login record - read 7.3.1.1 Which Login User do I use to create your Login record. |
| 7 | Format ID | Format | Which format will be used for this Insertion. You can manually enter the ID of your desired format in this field or use other ways to assign formats to your Campaign Items or Ad Specs. If you want to target multiple formats, you need to enter the IDs separated by semicolon, like this: ‘1245;4532’ Please Note: That when using multiple formats, ADvendio will automatically create them as multiple Insertions in SMART with a shared goal, since otherwise it’s not possible by SMART to handle this constellation. |
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You can either use the Inventory and Rate Manager to create your Adtypes or create them directly in Salesforce.
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Setup:
The System Administrator might need to add certain fields to the page layout of the Ad Type to make sure they are available for the users. The Admin might also need to add new values to existing picklist fields in order to match the ones mentioned above if they are missing.
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