Version | Version 2.105 and up |
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Supported AdServers | Google Ad Manager, Xandr, Freewheel |
Salesforce UI | Lightning |
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Important Upgrade Information: If you have used the former version of presets (4.3.4.4.1 Legacy Key Value / PreSet Targeting) and consider upgrading, please contact your ADvendio consultant. The two versions are not compatible, and your old records need to be migrated. |
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Challenge
If you have to add the same combination of key values to many of your line items, it can become a repetitive and time-consuming task.
Solution
To save time and effort, you can use the feature of creating your own presets for the key values and reuse them in the media configuration. Here's how to do it:
How to Create and Modify Presets
Open the KeyValue/Segment Presets Wizard by searching for KeyValue/Segment in the App Launcher (also listed on the Overview Page)
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Valid from / Valid Until: Enter the validity period. The Valid from and Valid until fields are taken into account during selection in the Campaign Builder and Media Configuration.
The logic evaluates the date of today and cleans the list of Targeting Sets which can't be selected based on their validity. Only valid sets are shown in the UI.
Active: Check this box to activate
Google Ad Manager (GAM) steps for KeyValue/Segment Preset Wizard
After opening the KeyValue/Segment Presets Wizard from the App Launcher:
Provide KeyValue/Segment Preset Name
Choose Google Ad Manager Connection
Select Valid From and Valid Until dates
Tick Active checkbox
Select Key Values/Audience Segments for GAM
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Audience Segments logic when several groups are selected has options “Equals” or “Not equals”. You can switch your logical operators between AND and OR if more than one group is selected. |
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On the left-hand side you will have the following options: Edit and Delete Group as well as you can Add Key value and Add Audience Segment.
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Xandr, Freewheel Steps for KeyValue/Segment Preset Wizard
After opening the KeyValue/Segment Presets Wizard from the App Launcher:
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NOTE: Depending on the Record Type selected either Audience Segments or Key Values can be added |
Tick Active checkbox
Select Audience Segments
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Audience Segments logic when several groups are selected has options “Equals” or “Not equals”. You can switch your logical operators between AND and OR if more than one group is selected. |
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On the left-hand side you will have the following options: Edit and Delete Group.
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Select KeyValues
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NOTE: Xandr Key Values logic can contain several groups of Key Values which can have options Equals, Not equals, Less than, Less than or equal, Greater than, Greater than or equal. You can switch your logical operators between AND and OR if more than one group is selected. FreeWheel Key Values logic can contain several groups of Key Values which can have options Equals, Not equals. |
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