Integrations | Xandr |
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Roles | Product Manager - Product Manager / Sales Support / Marketing ; Order Manager - Fulfilment |
Challenge
To streamline sales processes and allow Sales Reps and Order Managers to easily choose products for their Campaign Items which contain the right settings to send over to an external system like an AdServer, certain pre-configurations need to be done.
Usually, those products are Ad Specs, which consist of the medium/site where an ad runs and the specific format (ad type).
The Ad Type will contain numerous technical and format settings, which will be sent automatically to an external system together with the Campaign Item.
How can these Ad Types be created? And which settings for Xandr can and need to be done on an Ad Type in order to make it work?
Solution
When creating Ad Types for Xandr make sure to fill in the following fields and see the table below, which fields equal which settings in the AdServer.
Some of the settings below, can later be overwritten for single Campaign Items by the Sales or Fulfilment Team, if the situation requires this.
Here is a list of all the settings which can be overwritten: 4.2.5.6 How to overwrite Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity)
Important announcement:
Xandr Standard Line Items will be replaced by Augmented Line Items by January 31st, 2024.
ADvendio & Xandr fields, Campaign Items and Configuration
ADvendio Field | Xandr Field | Instructions | Standard Line Items | Guaranteed Line items | Guaranteed Augmented Line Items (BETA) | Augmented Line Items | |
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| 1 | Name | N/A | Enter your Ad Type name |
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| 2 | Record Type | N/A | XANDR |
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| 3 | Priority | Priority | (Default setting) When Delivery Type on your Campaign Item =
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| 4 | AdServer Login | N/A | Your login record - read 7.3.1.1 Which Login User do I use to create your Login record. |
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| 5 | AdType | Line Item Type | Options to choose from:
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| 6 | Goal Type | Lifetime Budget / Revenue or Impression Goal | The type of goal for a campaign item. It defines the Lifetime Budget setting for a campaign item. You can choose between
When you choose Custom Budget it will be set to the Goal Quantity of your Campaign Item. With 2.119, you can override these setting on the Campaign Item level With 2.151.1, you can submit Augmented Line Items using Budget Type: Flexible. If Flexible is chosen, then you cannot submit Augmented Line Items with Unlimited Lifetime Budget since Flexible Insertion Orders cannot have a defined budget. |
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| 7 | Secondary Goal Type | Daily Budget Goal | Used to set the Daily Budget of a Campaign Item. It can be set to:
The combination of
If you set a custom daily budget, we currently automatically set it to "Spent as fast as possible", if you prefer to pace evenly, this needs to be set manually in Xandr. These settings can be overwritten on the Campaign Item level: 4.2.5.6 How to override Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity) AttentionIn order to use this, it might be required to change the picklist configuration in your Salesforce Org, please view our Setup section below for more information. |
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| 8 | Secondary Goal Type | Flight Pacing Settings
| For Augmented and GDALI line items, it’s possible to set the pacing settings of your flight from ADvendio. To do this, set the Secondary Goal Type field in your Campaign Item to either:
If you set a Custom Budget, you can use the Secondary Goal Budget field on your Campaign Item to set the daily budget amount. If you use Custom Pacing, you can use the Secondary Goal Percent field to set a specific pacing percentage.
These settings can be overwritten on Campaign Item level: 4.2.5.6 How to override Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity) * AttentionIn order to use this, it might be required to change the picklist configuration in your Salesforce Org. Please view our Setup section below for more information. |
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| 9 | Goal Percent | Budget (exclusive) | Should be used for
Here you can enter the percentage of total impressions of your network which you use for the Exclusive. If the field is left empty ADvendio will push 100% if AdType is of type Exclusive (Share of Voice) . Attention The value on a Campaign Item Goal Percent overwrites the AdType settings. |
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| 10 | Delivery Type | Delivery Type | Picklist that steers the delivery type (Guaranteed Line Items)
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| 11 | Delivery Rate Type | Used to set the Daily Pacing Allocation of your Augmented Line Items, the picklist can either be:
if nothing is set in ADvendio, we will use the “evenly” pacing setting as default. |
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| 12 | Budget Type | Budget Type | Assigned at the IO (Media Campaign) level
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| 13 | Roadblocking Type | Roadblocking | For the legacy Line Item types in Xandr, the following Roadblocking settings will be supported. Used to configure the roadblocking settings for your item. If you leave this field empty, no roadblocking will be applied. Else the following values are available, which set up the related values in Xandr.
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| 14 | Roadblocking Type | Roadblocking | Starting Version 2.151.9 For Augmented Line Items and GDALI the following settings will be used:
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| 15 | Master | Ad Size | Only used for Items of the type = Guaranteed The selected slot sizes (e.g. 1x1, 728x90...) will be transferred as Ad Sizes. You can select one or more sizes. If nothing is set, "Any Size" will be set in Xandr. |
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| 16 | Forecasting Slot | N/A | Only used for Items of the type = Guaranteed or Guaranteed Augmented Use this to select a different Ad Size for the Forecasting. Attention when the Forecasting Slot is set, the master will be ignored during Check Availability. The Forecasting Slot will however not be used during "submit to Adserver" |
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| 17 | Report Slot (Impressions, Clicks & Viewed AI) For Roadblocking Items | Count Impressions on (Roadblocking) | The Report Slot can be used in combination with the Roadblocking. If nothing is set, Impressions from each creative will be counted (not available in GDALI). If you set a slot size, only Impressions from that size will be counted. Depending on whether your product is CPM, CPC or vCPM, either the Slots for Impressions, Clicks or Viewed AI will be used. If you want to use a specifc reporting slot and only count certain impressions, you can use the reporting slot picklists to enter a slot size.
Roadblocking in Xandr is used to determine if a Line item with multiple creatives can and will be displayed on a site with multiple slot sizes and to configure from which slot size the impressions will be counted if multiple creatives are used. Attention: It's possible to configure multiple Slot Sizes in ADvendio for this field, but for this feature, only the first size will be used. All others will be ignored. |
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| 18 | Report Slot (Impressions, Clicks & Viewed AI) For Regular Items | N/A | Available with Version 2.114 For all Items, which are not using the Roadblocking feature, you can use reporting slots to configure, which Slot Sizes will be counted as Delivery Data and then used a basis for Billing. Example: My Line Item serves Impressions on a 300x300 and a 250x300 slot. I want to declare 300x300 as my main slot. Now Advendio only collects Impressions in this slot and disregards what has been delivered at the 250x300 slot. |
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| 19 | Product Type | Ad Type | Use this to configure which type of media to use for Augmented Line Items. Possible picklist values:
if nothing is set in ADvendio, we will use Banner as default |
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| 20 | Supply Strategy | Supply Strategy | Use this to configure which supply sources to use for Augmented Line Items. Possible picklist values:
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You can either use the Inventory and Rate Manager to create your Ad Types or create them directly in Salesforce. Read more here about 7.3.12.8 [Integration Overview] of Xandr
Setup:
The System Administrator might need to add certain fields to the page layout of the Ad Type to make sure they are available for the users. The Admin might also need to add new values to existing picklist fields in order to match the ones mentioned above if they are missing.
To enable the modification of the Secondary Goal Type, you need to ensure the following configuration exists:
manually create the picklist values (CustomBudget, PaceLifetimeBudget, Unlimited and CustomPacing) in setup. Please make sure to use the exact spelling as listed here for the API value. You can later change the label of each individual picklist value.
modify the picklist restrictions under "Picklist Options" when editing the field Secondary Goal Type in Setup
The secondary goal types should be available for Standard, Guaranteed and Augmented Line Items.
These settings can be overridden on Campaign Item level (2.119 and up): 4.2.5.6 How to override Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity).