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)

  • 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 fields should be present:

3. Buying Item

After creating a Buying Order, you can configure individual Buying Items, which will represent The Trade Desk Adgroups+Flights. 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.

⚠️ Limitation

Each Buying Item is AdGroup + Flight.
Multiple Flights can not overlap; this means right now you can create either multiple Buying Items into one Buying Order, with exactly the same time frame OR you need to make sure the dates of all Buying Items are not overlapping