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  Please find the installation links for this version below:

Please ensure that you are not logged into a salesforce org where you don't wish to install ADvendio! We recommend that you either use an incognito window of your browser or use a different browser altogether to install new versions.

If you need help during the installation, please see our upgrade tips.

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Module

Components

Issue Type

Description

CAMPAIGNS

Booking Calendar LWC

New Feature

We have introduced major upgrades to our Booking Calendar Lightning feature, including a new setup wizard. Please check Booking Calendar wizard video.

Info

NOTE: Upon launching for the first time, you will be prompted to convert settings from the old to the new format.

In addition, we have added Content filters based on custom Content fields as well as a mixed Content mode which allows you to view inventory with and without content in the same booking calendar view.

Improvements

We have added a "Media Search" button to the Booking Calendar, streamlining the process for cross-media clients to create and manage Media Campaigns with ease.

Changes and optimisations

Resolved an issue with Media Campaign stage translations in Booking Calendar Lightning.

Campaign Builder

New Features

We have added new features and improvements to the Campaign Builder:

  1. We are excited to announce the launch of the Setup Wizard for the Campaign Builder. This user interface allows administrators to customize which tabs and fields are displayed, as well as to set specific rules for certain fields. Please check Campaign Builder wizard video.

  2. We made improvements to the logic, which now hides irrelevant fields in the Campaign Builder when Rate Steps don't apply.

  3. We have included Ad Hoc packages for Campaign Builder.

We have added new features to the Availability Checks when the Inventory forecast is enabled for your convenience, now you are able to:

  1. See the available and unavailable Contents in the Campaign Builder (if applicable).

  2. See the available and unavailable Contents in the Campaign Item Related List (if applicable).

  3. Take over applicable publication dates into basket items when availability was requested in the media search.

  4. Take over applicable publication dates into basket items when availability was requested in self service.

Performance improvements

Improvements

We prioritize the performance of our Campaign Builder and have been actively seeking ways to improve its loading time.

Note

Please note that after installing version 2.169, you will need to refresh the Campaign Builder settings once. To do so, simply open the Campaign Builder and follow the prompts.

Improvements

We have made the following improvements for Campaign Builder:

  • We have added Targeting to the Copy Value action.

  • Enhanced Copy Value action by adding calendar ranges including publication dates and from/until dates.

  • We fixed our automatic calculation of Frequency and Requested Content in Campaign Builder.

  • We added open budget information to the campaign summary. This will give you a better overview of how much budget is still open to be spent for the relevant client.

  • We adjusted the sales price for individual packages to be writable now in the Campaign Builder.

  • We included the sticky columns for our static columns in Campaign Builder, they will stay as fixed when scrolling horizontally.

  • We improved the UI of Campaign Builder by enhancing spaces and adding some separators.

  • We have enabled the configuration for the availability mode of the Publication Date selection in the Campaign Builder.

    • You can now adjust the relevant columns shown for the Contending items.

  • We have implement messaging for Campaign Builder validations and error messages.

  • We have included messaging features that provide Campaign Builder with validations and error messages.

    • It can notify you if there is an issue with your date selection.

  • We added a filter to hide inactive contacts in the Contact Wizard.

KeyValue Lightning UI Improvement

We added multiple enhancements to our KeyValue Lightning UI:

  1. We now support audience segment presets selection.

  2. We have implemented support for selecting CMS Keys and Values within the Key Value UI in Campaign Builder, allowing users to seamlessly incorporate these Key Value types for Google AdManager items and enhance their targeting capabilities.

  3. We have added support of connection ID ad price assignments to hide specific connection IDs or types per product, enhancing the Campaign Builder Targeting UI by providing more focused and streamlined targeting options.

  4. We have implemented operator logic enhancements in the new KeyValue Targeting UI for Xandr, including support for additional operators as well as the ability for administrators to configure default operators between groups for improved Key Value Targeting management.

Changes and optimisations

We have fixed the following issues for Campaign Builder:

  • Budget calculations of Individual Packages

  • The problem was that the Campaign Builder Check Availability process returned incorrect results in the first run.

  • The issue where the Campaign Builder failed with multiple Contents per item.

  • The error when after copying an item in the Campaign builder prevented proper editing of certain value changes.

  • A currency error in Campaign builder check availability requests.

  • The issue where duplicated values where shown in Campaign Builder picklist fields.

  • An error after editing tabs or labels in the targeting page of the Campaign Builder.

  • The issue where it was not possible to save in the Campaign Builder without publication dates field in the setup.

  • The error in the Copy/Split item action in the Campaign Builder for related lists.

  • Incorrect Discount Calculation on Packages for Campaign Builder.

  • Picklist Fields Cut in Campaign Builder.

  • A few Tab Rules Bugs/Style issues in Campaign Builder.

  • The issue when entered sales price appears wrong in the sales price field.

  • Copy Item: Values were not copied for some fields.

  • An issue with Copy Value issues for Individual and linear packages.

  • Enabled Split item action in Campaign Builder for all related lists.

  • The issue in Runtime for Split Items in Campaign Builder

  • Fixed Copy value action when copying values to multiple items.

  • An UI issue with static columns and using the copy value action.

  • An UI issue in Campaign Builder where picklist fields were cut.

  • The issue where invoice items where copied during the copy action in the Campaign Builder.

  • An error in the Campaign Builder which happened when trying to delete optional package components.

  • An issue in the Campaign Builder where packages were not correctly loaded with preselected dates.

  • Latency issue in Campaign Builder for check availability Impressions imported from AdServer.

  • The issue where the validity of Targeting Sets was not checked for Targeting Sets without assigned Connection.

Campaign Item Custom Related List

Changes and optimisations

We fixed the following issues for the Campaign Item Custom Related List:

  1. A bug with the check availability feature started from the Campaign Item related list to include package items in the availability check when nothing was selected before.

  2. An issue where the Campaign Item Related List did not display the defined table fields, such as Ad Price for package components as expected.

Check Availability Media Configuration

Improvements

Note

In this release, we have implemented the following improvements related to taking delivered impressions/units into account while checking availability:

  1. Delivery is now considered during availability checks.

  2. The total quantity of delivered units is deducted from the requested quantity when the Campaign Item is already running and connected to an AdServer.

Check Availability

Changes and optimisations

We have resolved the following issues in Check Availability:

  1. A problem where Contending Ads displayed incorrect headings, with Line Item ID and Contending impressions data appearing in the wrong columns during Google Ad Manager forecasting in Check Availability.

  2. We fixed the error that the page was frozen after pressing “Save and Back” while checking the availability.

  3. We corrected an issue where the Broadsign availability check displayed incorrect results.

Commitments Media Search

Changes and optimisations

We resolved a problem in Media Search where the "Rebate In Kind Condition" and "Content Information" were not immediately visible in the Media Basket when adding a matching Ad Spec.

Creative Upload

New Feature

In this release, we have implemented our first beta version to allow clients to upload creatives to our external AWS storage to be able to work with larger files and better file storage handling.

Improvements

We have enhanced the automatic selection of Sub Targeting in Creative creation, ensuring that it is preselected based on the Creative Targeting from the Campaign Item, streamlining the creative creation process for users.

Dynamic Pricing and Price Rules

Improvement, Changes and optimisations

We provided the following improvements for Dynamic Pricing and Price Rules:

  1. We enhanced Price Rules to be applied in a better way to multi-select picklists.

  2. We fixed the issue about reset Price Rule % not being applied when competing with absolute Price Rules.

Enhanced Delivery Data

Improvements

We improved UI for Enhanced Delivery Data Import on demand.

Key Values Media Configuration

Changes and optimisations

We fixed the following issues about Key Values:

  1. The error message when using inherited Key Values/Audience segments in Media configuration

  2. Removed Salesforce limitation which causes an error when using Key Values / Audience Segments in Media Configuration

  3. An issue where values were being removed from the key values section after clicking save

Lightning Flow

Improvements

We added a content availability screen to the check availability flow component that users can add their flow.

Media Configuration

Changes and optimisations

We have addressed the following Media Configuration issues:

  1. A problem where the Lightning Key Value selection in Media Configuration did not include the major functionality of selecting free key values, as originally intended, ensuring it aligns with client promises and expectations.

  2. We have resolved the issue where package components' From/Until dates were not updating correctly after selecting a quantity, ensuring that changes made to the Until date are now accurately reflected in the components, even when a quantity is specified.

Media Search

Changes and optimisations

We fixed issues in the Media Search availability check process with many items.

Optimizer Media Configuration

Changes and optimisations

We resolved the issue where the Frequency calculation from the runtime of the new Campaign Item was not saved.

Security issues

Improvements

We have addressed the following Security issues:

  1. We have enhanced the internal security scanner by analyzing missing PMD security rules and assessing their impact on existing code before incorporating them into the ruleset used during Pull Requests for ADvendio releases.

  2. We have implementing Salesforce OAuth flow authentication for the Invoice PDF e-mail service with versioning to avoid affecting older ADvendio versions.

Submit to AdServer

Improvements

We added handling for the information message when ADvendio creates a new advertiser/agency/buyer in an external system after the submit process.

Update Rates Manager

Improvements

We fixed the issue in "Create & Updates Rates" where users couldn't open it due to a collection size limit error set at a maximum size of 1,000.

Targeting Sets

Improvement, Changes and optimisations

We have done following improvements and Changes on Targeting Sets:

  • Contents has been added to the summary of Targeting Sets.

  • We enhanced the Targeting Sets search by including contents in the description field.

  • We have fixed an error when opening Sub targeting on Targeting Sets.

Programmatic Generic CSV Import

Changes and optimisations

We fixed a system error to upload file via CSV file uploader.

Self Service of Sales Assistant

Changes and optimisations

We fixed the following issues with Self Service component:

  • The issue where Self Service components did not take over the exclusive checkbox while creating a campaign item.

  • A problem with price rule application based on certain custom matching criteria in the Self Service.

  • A bug in Self service where Check Availability returned an error when the filters were changed in the result list.

Deprecations

Improvements, Changes and optimisations

We have deprecated our code related to Adtech connections and AGOF Connect.

MEDIA BUYING

Media Buying New Flow

New features and Improvements

We introduced a series of optimisations to the Buying Order creation process:

In this new flow, we have refined the roll-up process for revenue schedules in order to be able to link multiple Buying Orders to a single Campaign item and ensure accurate updates for different Buying Orders and Campaign items.

To simplify the workflow, we've relocated the Buying Order Related List from Media Campaign to Campaign Item, enabling users to create Buying Orders directly from the Campaign Item record. Additionally, we have deprecated the 'Add Buying Order' button from the Quick Action list on the Media Campaign level, restoring the logic to create Buying Orders from the Campaign Item record.

Managing Buying Orders is now more convenient with the updated Campaign Items Related List, allowing the users to effortlessly create and view the Buyin Orders associated with Campaign Items.

Targeting Component

Improvements

  • We enhanced our Xandr Media Buying capabilities by introducing support for Geo, Country, Region, City, DMARegion as Targeting options.

  • The Google DV360 integration is now supported in the Targeting Component. In particular, it will be possible to set a targeting for the following categories: Devices, Inventory, and Geo.

Buying Configuration

Improvements

We introduced an improvement in the creation of new Buying Configurations: the Active button is now automatically checked by default when a record type is created for the first time. This will help to ensure that the configuration is saved without accidentally missing the step of making it active.

Delivery Report Center

Improvements

We introduced the possibility of scheduling the status synchronization for various media buying platforms, including the "Update Ad Status" option for Lifetime, Monthly, and Daily buying reports in the Delivery Report Center.

Submit Component

Improvements

We introduced a few improvements to the UI of the Buying Order Submit Component: now the information is shown in a clearer way, offering the possibility of expanding or collapsing longer messages.

Fiscal Year solution

Fiscal Year solution

New Features

We have enhanced our Fiscal Year Solution by the following features:

  1. Importing the Delivery Reports based on custom fiscal periods for Buying Delivery Reports, Base feature and Monthly and Sitebased Delivery Reports, Enhanced Delivery Reports

  2. Enabled invoicing based on delivery data.

  3. To reflect all Timesheet Activities for Campaign Items in the corresponding Revenue Schedules. A calculation is based on the Gregorian Calendar month.

  4. Implemented custom fiscal calendar-based revenue schedule calculations for linearly distributed campaigns, ensuring correct days and proper site-based delivery data assignment.

  5. Accounting Records are generated based on custom Fiscal Periods.

FINANCE

Pre-Invoice generation

New Feature

We have created a Preinvoice Generation LWC (lightweight) button.

Budget Billing category

Improvements

We have enhanced the code for you to be able to create accounting records for new Budget billing category.

Invoice item cancelation

Improvements

We have made the following improvements for Invoice item cancelation:

  1. Fixed a permission check issue related to the invoice items cancellation, ensuring that users with insufficient permissions will receive an appropriate error message.

  2. Implemented a workaround to ensure that, when cancelling invoices or invoice items from closed periods, the credit note will take the next available open accounting period instead of showing an error.

Billing Run Invoicing

Improvement, Changes and optimisations

We have performed the improvement and optimisation for Billing Run Invoicing:

  1. We described in detail for our customers how to call billing run on the PreInvoice object.

  2. We fixed an issue in the Invoice Wizard (Lightning) that caused errors for non-Admin users with the AdvendioSuperUser Permission Set assigned by granting them the necessary Class access.

Invoice PDF, Landscape PDF and Quote PDF

Improvements, Changes and optimisations

We made the following Improvements and Changes for PDF purposes in ADvendio:

  1. We have implemented to display Total Calculations for Landscape PDFs, including gross amounts, discounts per type, amount after discounts, taxes, and the total gross amount of the quote/invoice, even when the Ad Hoc package component details are hidden.

  2. We have implemented a change involving adding fields on the landscape PDF, which allow users to show or hide campaign start and end dates and invoice item start and end dates for taxation purposes.

Campaign Builder Commitments

Changes and optimisations

We have fixed the following financial related issue for the the Campaign Builder

  1. The problem where Copy feature was not working correctly for Rebate in Kind.

  2. Addressed the issue where the Commitment logic wasn't recognising deleted content in the Campaign Builder.

  3. We have fixed the problem where the "Don't apply Commitment Conditions" checkbox was not working for the Campaign Builder.

  4. We have fixed the issue with Rebate in Kind Validation when applying other Commitments in the Campaign Builder.

Merge All cancelation type Publisher Payout

Changes and optimisations

We have addressed an issue where after canceling and recreating a Campaign Item in the Campaign Builder, the Publisher Payout process failed to generate prorated records for Publisher Payout Connection IDs Assignments.

Optimizer

Changes and optimisations

We have addressed the problem in Optimizing Changes where it was incorrectly displaying GMT date and time instead of local date and time (AEST), and have now ensured that timezone settings are correctly displayed.

Optimizing version activation

Changes and optimisations

We have resolved the problem in which Optimizer Activation triggered the ProcessCompleteEvent twice when future calls were enabled, and it now functions correctly by creating a single ProcessCompleteEvent as expected.

Taxes (GST, HST, VAT)

Changes and optimisations

We have addressed the issue where Credit Notes created from the Optimizer didn't show VAT and ensured that VAT is now correctly displayed on Credit Notes.

CONNECTIONS

AdServer Gateway Media Integration API

New Feature

The new Media Integration API feature allows customers to use custom integration logic instead of our standard ADvendio Integrations for our prebuild integrations like Google Ad Manager and Xandr.

Gateway Microservice Architecture

New Feature

We have implemented an automated deployment process for new microservices in GMS.

Buying Update Status (import)

New Feature

We introduced a new feature that allows the user to retrieve the updated status of a buying item after it has been submitted to a third-party platform. This feature is compatible with the following Media Buying integrations: Facebook, Xandr, Google Campaign Manager 360, Google DV360, Pinterest, and The Trade Desk.

Multiple Buying Items in Buying Orders

New Feature

We have implemented an enhancement to associate errors or warnings with specific Buying Items when submitting multiple items in a Buying Order, preventing issues from affecting all items collectively.

Media Integration API

New Feature

We have implemented the feature to add support for the Buying Ad Status Pull job in Hybrid integrations.

Media Buying AdServer Gateway Email Notification

Improvements

We made an improvement to notify Customers when ADvendio creates new advertisers, agencies, or buyers in an external system during the Gateway Submit process. A new info message is shown in the Email Notification.

Check Availability Media Configuration

Improvements

We have made Getaway Adjustments to ensure that the automatic "Check Availability" email correctly displays available impressions and incorporates a new column with information about previously delivered impressions for Campaign Items that are already running.

Delivery Data

Improvements

We have updated the delivery report process by splitting ad data into batches to improve performance for legacy implementations across various AdServers: Adswizz, Freewheel, and Equativ (ex-Smart).

Media Integration API

Improvements

We have enhanced the Media Buying Data model to support more generic integrations and made modifications to the GMS Buying Submit Service and Media Integration API.

Creative Upload

Changes and optimisations

We improved our Creative Upload for Google Ad Manager to prevent API errors during the update of creatives.

Integrations

Amazon DSP Pilot Integration

New Feature

With ADvendio Release 2.169, we introduce our newest Media Buying Integration: Amazon DSP.

Our new integration allows you to automatically receive reporting data from your Amazon Advertising Campaigns into ADvendio, to track your budget spend as well as use this in our invoicing module. The Amazon Integration is currently in a pilot stage with some limitations, if you are interested in trying the new features, please reach out to our product team, so we can arrange the next steps.

Google Ads Integration

New Feature

With the ADvendio Release of the 2.169 version, we are supporting the integration of Google Ads.

Google Ads is Google's online advertising platform that lets you create and manage ads to target potential customers interested in your offerings. It's a tool for promoting your business, selling products, building awareness, and driving website traffic. You have full control over your ad campaign, including budget, settings, and content. There is no minimum spending requirement, and you can assess your ad's performance with ease.

TikTok Integration

New Feature

We have introduced TikTok as a Light integration into ADvendio to enhance Media Buying campaign planning. Our focus was on a lightweight integration approach that makes it easy for customers to connect to TikTok, configure buying orders, set up flights, and access data reports conveniently.

Adswizz Integration

New Feature

ADvendio has upgraded its Check Availability feature for Adswizz, now supporting Audience Segments targeting and migrating to Adswizz Forecast API v2.

Adswizz and Xandr Integrations

Improvements

We have improved the batch handling process for writing back to Salesforce in Buying Delivery Reports, optimizing memory consumption and exploring multi-threading options to enhance performance during Bulk Job execution for Adswizz and Xandr Integrations.

Adswizz Integration

Improvements

The improvements made for Adswizz include:

  1. Enhancing the batch-handling process for writing back to Salesforce in the context of Delivery Reports

  2. Addressing an issue where an infinite loop occurred during the booking of Media Campaigns and Campaign Items with a ZoneId that was inactivated on Adswizz.

DV360 Buying Delivery Data

Improvements

We have addressed an issue in the DV360 report service, resolving an error that occurred when requesting data from more than two years in the past.

Google Ad Manager Creative Upload

Improvements

We have made improvements where ADvendio allows to set an individual runtime for Creatives, when uploaded to Google Ad Manager.

Google Ad Manager Integration

Improvements

We have made following improvements for Google Ad Manger (GAM):

  1. Updated Google Ad Manger API to version v202308.

  2. We have fixed the 'NullPointer (a value is missing)' error message occurring in Google Ad Manager.

Freewheel Integration

Improvements

We have updated FreeWheel API to version 6.58.

Facebook Integration

Improvements

We have updated the Facebook Marketing API to version v17 in our Facebook Integration.

Triton Integration

Improvements

We introduced support for setting trafficker and account executive during the Submit process to Triton AdServer.

Xandr Integration

Improvements

We have addressed an issue in Xandr, documented in our Wiki, where changing the dates of a campaign item during runtime while still in draft resulted in an error related to changing start dates on intervals.

Xandr Integration

Improvements

We implemented following Xandr improvements:

  1. We support "Content Categories" as a valid targeting in Xandr Programmable Splits, expanding the available targeting options.

  2. We allow to configure the required time format when pushing advertisers into Xandr.

AdButler Integration

Changes and optimisations

We have resolved the issue where Monthly Site-Based Delivery Data reports from AdButler were not imported.

Xandr Buying Delivery Data for Monthly Delivery Report

Changes and optimisations

We have fixed an issue in the Xandr report service where requesting an invalid Ad ID caused an following error: ”Invalid filter value passed in, must match data type”.

Google Ad Manager Delivery Data

Changes and Optimisations

We fixed the issue where scheduled daily imports from the Delivery Report Centre were inconsistent and customers were encountering the error. "INVALID_FIELD:Foreign key external ID.

Freewheel Enhanced Delivery Data

Changes and Optimisations

We have resolved an issue with missing enhanced delivery data for a specific campaign item, addressing errors related to "INVALID_FIELD: Foreign key external ID" and advising the customer to import data via 'Transfer to ADvendio' on the connection object.

Geo-Targeting Sets

Changes and optimisations

We enhanced the targeting for Triton by supporting the exclusion of targeting criteria with customers able to remove/exclude values in the targeting section.

Google Ad Manager Integration

Changes and optimisations

We have made improvements to the Team assignment feature in our Google Ad Manager integration to prevent errors when used in combination with Agencies.

BURT Programmatic Media Campaign Generation

Changes and optimisations

We have fixed the issue with the Programmatic Media Campaign Generation for BURT when process failed when not all programmatic partners were mapped.

Triton Integration Transfer to ADvendio

Changes and optimisations

We fixed the timeout error in the Import feature cause by an unexpected value.

Xandr Integration

Changes and optimisations

We have addresses the following issues for Xandr Inegration:

  1. Fixed a Null error that occurred during item booking to Xandr, caused by non-existent connection IDs in Ad type targeting.

  2. Resolved the issue where users encountered an error while attempting to submit a campaign item with a future start date to Xandr AdServer.

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