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Version
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2.117 and up
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Supported Adservers
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Supported AdServers | Google Ad Manager, Xandr, Freewheel, AdsWizz |
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Challenge
How to simplify Audience Targeting tends to be complex, offering a huge variety for sales representatives to enhance the efficiency of setting up parameters for their campaigns to achieve their campaign goals?
Solution
Audience Targeting can be a complex process as it offers a wide range of different options. Sometimes there are There can be hundreds or even more Audience Segmentsaudience segments, which can be quite intimidating, especially for Sales Reps, particularly for sales representatives who are trying to configure set up the right item parameters to meet achieve their campaign goals.
Luckily ADvendio offers a variety of ways you can structure your data, in order to make life simpler.
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However, with ADvendio's streamlined approach to structuring your data, sales reps can configure audience targeting more efficiently, leading to more successful campaigns.
Configure Targeting Options for Specific Products with AdServer ID Ad Price Assignments
By configuring which targeting options are selectable for specific products through AdServer ID Ad Price Assignments, users can prevent errors and gain a better overview of available options.
Why
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Configure Targeting Selection?
When setting up Audience Targeting for a Campaign Item in the Media Configuration, you can use assignments to configure which Segments, Keys, or Values are visible to the user. This has two positive effects : you can prevent that wrong configurations can be selected and you limit to gain a better overview by:
Preventing incorrect configurations from being selected.
Limiting the overall number of options
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for a clearer view.
How to Configure?
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You can use our AdServer Id ID Ad Price Assignment feature for this. Once an assignment Record is created, for the product and 3.5.11 7 Create Ad Price AdServer Connection ID Assignments -> Blackfor Blacklisting/Whitelisting of Targeting Criteria and Key Values for Products
Structure your Audience Segment Tree
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This customization might not work with all ADvendio Integrations. A fully supported package feature is planned for 2024. However, solution is currently available for Google Ad Manager and Xandr integrations. |
Why Structure?: For
Regarding Key Value Targeting you already have a clear structure in the sense that where each Key has only a limited section.
For Audience Segments, the situation can be a bit different . Depending depending on your AdServer all . All items are in a big list or only some separation between first and third-party data. ADvendio offers multiple ways to manually enhance improve this structure, so your Audience Targeting Selection in the Media Configuration is more comfortablebecomes much easier and more efficient.
How to Structure?:
Right now, there are no ADvendio Wizards to manage the Audience Targeting Structure, so you will have to mass edit Salesforce Records, for example via export and then import again.
There are two things you can change.
1. Create new ‘parent’ Segments.
The import automatically creates a general AdServer ID called AudienceSegment, under which all Audience Segments are grouped as children.
You can
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create additional parent AdServer IDs manually with the following configuration and name them according to your needs
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:
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Afterwards, you
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should go into the AdServer IDs of type “Audience Segment Value” that you
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want to group and change the field Parent AdServer ID field to your newly created parent segment.
When doing the Audience Targeting for Campaign Items, the structure will look like this:
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2.
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In the Audience Targeting interface, the tree displaying Audience Segments, always offers two levels of grouping, first would be the parent AdServer ID, second will be the Type. As default, all segments receive the type “Audience Segment Value” or “Audience Segment Value (THIRD_PARTY)”. You can manually create new types, to further group your selection:
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To do so, you will first need to go to Setup → Object Manager → AdServer ID and edit the field ADvendio__Type__c. There you will need to add new picklist values, and make sure to assign them to the AdServer you are using.
Afterwards you can edit the existing Audience Segments and change the type. Make sure to leave the category to Audience Segments, else it won’t appear in Media Configuration.
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Prevent ADvendio Imports from overwriting your structure
To prevent ADvendio Imports from overwriting your structure, you will need to add a validation to ensure that the new parent structure remains enabled and will not be reverted by the ADvendio Import features. This is particularly important if you have scheduled a recurring Audience Import to keep your Audience Segments up-to-date in ADvendio.
To achieve this, you can follow these steps:
It is necessary to create a custom Checkbox field, which indicates, that this Connection ID has a custom parent. Then on all your Audience Segments with a custom parent, you can set the Checkbox to true.
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The next step is to create a validation rule on the Connection ID object. This will prevent any changes to the parent of the connection ID record. You can use the following Error Condition Formula:
Code Block API_NAME_OF_YOUR_CUSTOM_FIELD__c == True && ISCHANGED( ADvendio__Parent_AdServer_ID__c )
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After saving and activating the validation rule, your custom structure will remain unchanged when transferring to ADvendio.
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Please note, if the validation rule is activated, Transfer to ADvendio will show the Audience Connection IDs with a custom parent as failed uploads. This is because we block updating these records. This could also mean: All new Audiences will be imported underneath the ‘standard’ parent. |