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Many ad servers allow you to assign sales person, teams, and users to your campaigns. Advendio allows you to handle that in several ways and transfer this information to the adserver.  To create the record in the adserver ADvendio uses the login record you have set up. For DFP the person who authenticated and generated the OAuth token is used as the "creator" of the campaign and line items. 

1. User-AdServer Assignment

Supported AdserversGoogle AdManager, Appnexus Xandr (Version 2.118 and up) , Freewheel (2.141 and up) 

It is possible to define which person is referenced as a 

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  1. Select the User of your Salesforce environment.
  2. For Google AdManager: You can either enter the User ID of your Google User or just enter the User Name. Attention: if no ID is used, the name must exactly match the spelling in Google, else the system won't find the appropriate user to set as Trafficker or Salesperson 
  3. For Appnexus Xandr and Freewheel: Enter the Name you like to transfer into the AdServer User Name. As these are just labels in Appnexus the systems and no existing users will be referenced, ADvendio just submits the name as it is entered in the field.
  4. Click the button Save.

Repeat this step for all users who have to submit data to the AdServer as well as for all AdServer Logins.

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The interface will look up the owner of a media campaign and if an assignment exists, this person will be used to submit to the AdServer:

  • Google Ad Manger: The person will be set as Sales Person for the Insertion Order
  • AppnexusXandr: The person will be set in the reporting label Sales Rep for the Insertion Order and Line Item
  • Freewheel: Will be set as primary Sales Person in the insertion order

1.2. Trafficker

The interface will look up person that triggers the booking process (pressed the button) and if an assignment exists this person will be used as a trafficker for the campaign on the AdServer

  • Google Ad Manger: The person will be set as Trafficker for the Insertion Order
  • AppnexusXandr: The person will be set in the reporting label Trafficker for the Insertion Order and Line Item
  • Freewheel: Will be set as primary Trafficker in the insertion order


Info

Please consider that if no sales person or trafficker was found, the connection user (AdServer Login) is used.

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