Available with Version | 2.168 and up |
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Role | Order Manager - Fulfilment; System Administrator |
External Systems | The Trade Desk |
Challenge
You plan to use the ADvendio platform features to purchase media via The Trade Desk. This article will provide an overview of the fields and configurations needed to set up Buying Items with The Trade Desk Integration.
Solution
First, some options need to be configured in Sales Force in order to access all of the Picklist options that we need in our future setups
Access Setup
Go to Object Manager
In the search box type “Buying order”
Click on “buying order”
Go to “Record Type”
Select “THETRADEDESK”
Here we need to set up a couple of fields (If they have already been updated please ignore them)
Order Goal > Add the following values > Save
Consideration
Conversion
Brand Awareness
Channel > Add the following values > Save
ATV/CTV
DooH
Programmatic Cinema
Order Type > Add the following values > Save
Standard
1. Buying Configuration
The first step is to configure the necessary fields needed by the Trade Desk in order to successfully push Buying Orders/Items
In the App Launcher search for “Buying Configuration”
Once in that section press “New” to start
General Information
Select “The Trade Desk” connection and select the “active” checkbox
Ad Price
Select the right one
Buying Order Fields, select:
Channel (Required)
Advertiser (Required)
Insertion Order ID (Required)
Start Date (Required)
End Date (Required)
Order Type (Required)
Order Goal (Required)
Budget Amount (Required)
Budget Amount Daily
Selected Targeting
Buying Item Order Campaign Status (Required)
Budget impressions
Budget Impressions Daily
Buying Items Fields, select:
Line Item ID (Required)
Buying Item Status (Required)
Selected Targeting
Bid Amount (Required)
Max Bid (Required)
Budget Amount (Required)
Start Date (Required)
End Date (Required)
2. Buying Order
To start buying media via The Trade Desk you will need to define a Campaign, which you can do via the ADvendio Buying Order.
Buying Orders in ADvendio is used to configure your Orders for The Trade Desk.
In the App Launcher search for “Buying Orders”
Once in that section press “New” to start
Choose Source
Record Type “THETRADEDESK”
Connection (the one previously created)
Press “Save”
Add a name
Complete all the necessary fields to decide your The Trade Desk Campaign objective.
When creating a new Buying Order the following section will appear:
Buying Order Field | Description | Comments |
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3. Buying Item
After creating a Buying Order, you can configure individual Buying Items, which will represent The Trade Desk. These help to control your programmatic media spend, by setting up details like the bidding strategy, goals, and automatic optimizations. You can create as many items as you like for your Buying Order.
Buying Item Field | Description | Additional information |
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