4.20 How to configure my Campaign Items? (Campaign Builder)

Challenge

Planning and operating at scale by creating small or large campaigns for your customers can be a real challenge in your daily business with all the actions that need to be performed as well as all the configuration options you can set per inventory item.

Solution

Please take note that this feature needs to be set up by your Administrator. Please find the steps for doing so on this page: 7.2.23 Setup of the Campaign Builder Our Campaign Builder helps you to overcome this challenge by offering you a reworked, modern user interface, with a number of performance enhancements and added features capabilities. Please read more about our Campaign Builder further below:

Types of distribution packages supported in Campaign Builder

Campaign Builder currently supports three types of packages:

• Linear

• Prorated

• Individual

An example of Linear distribution is below:

You can find more detailed information about Linear, Prorated and Individual package distribution types, distribution combinations and billing categories in 3.6.3 Package Distribution Types.

Access to the Campaign Builder

You can access the Campaign Builder currently in two ways. The first option is the way for creating new items and the second option is the way for editing existing items.

Adding new items

In order to create new items, you need to create a new Media Campaign first to which you can add the items. Please follow an explanation for Media Campaigns on this page if you need more information about them: 4.1.1 What are Media Campaigns?

To add items to the newly created campaign you will use our Media Search to search through your inventory and add the relevant items to your basket.

After hitting the “Start Media Configuration“ button the Campaign Builder will open and show you your basket items ready to be configured.

Editing existing items

To edit items from an existing campaign you will use our Campaign Item Related List to select the items to be configured.

After hitting the “Change items“ button the Campaign Builder will open and show your items ready to be edited.

Working with the Campaign Builder Action Features:

In the Campaign Item Creation view, you will see buttons: Copy, Delete, Copy Value, Split and Add Slot Size.

Copy

The ‘Copy’ feature allows you to duplicate or copy the Campaign item itself in Campaign Builder.

Delete

The ‘Delete’ feature will delete an item action from the Campaign Builder per item or even per row. When selecting the Delete option you will see a modal pop-up to confirm the deletion process.

Copy Value

The ‘Copy Value’ feature allows customers to select from which field they would like to copy the value to other Campaign Items.

• Create a new Media Campaign and add Campaign items using Media Search.

• Start Media Configuration. Select ‘Copy Value’ feature. Once done, you will see the same options activated on other pages (Period, Pricing, Surcharges, Discounts). You can copy the value of dates/ line description, quantity, frequency, etc. Copy Value saves time while setting up Media Campaigns.

  • Other actions associated with Copy Value actions:

    • Clear button

    • Edit button

Split

Will split Campaign Item information by field data

Add Slot Size

will help you to add Targeting Name, Slot Size and Count information

Amount calculation and formula field support

While editing pricing relevant information of your items you might notice that the amount fields change shortly after you did the change. This is the amount calculation we included in the Campaign Builder component. If you have custom formula fields you created, the Campaign Builder is also able to update them based on the information you entered in your items.

Packages

In the first version, we support only linear packages. To learn more about the distribution types we support please check this page.

Targeting

The current version supports limited targeting/delivery options:

• Frequency Capping

• Daytime Targeting

• Exclusions (Labels)

• Geography, Device, Inventory targeting

The targeting selection was moved into its own targeting component. You can find this on the relevant tab and add your settings as needed.

Overview

We know that many of you were looking forward to the release of this component. Please take note that we are still constantly working on enhancements for this component as well as the support of more features which you are used to know from our Media Configuration.

Please take a look at the following list to see what we already support:

• Basic Campaign Builder component with Media Search connection

• Support of linear and individual packages

• Amount calculation API & formula fields

• Copy and delete items as simple actions

• Messaging of errors (before) saving

• Tab and column setup

• Condition setup (former Tab rules)

• Support of basic custom javascript logic  

•  Definition of Targeting / Delivery options

  • Geography, Device, Inventory targeting

  • Define Frequency Capping

  • Daytime Targeting

  • Content selection

• Availability Check

• Dynamic Pricing support (Apply Price Rules)

Please find a list of features we are currently working on right here: Campaign Builder features we are working on.

Setup

Please take note that this feature needs to be set up by your Administrator. Please find the steps for doing so on this page: 7.2.23 Setup of the Campaign Builder

To configure custom javascript in the Campaign Builder please learn more on this page: 7.2.23.1 Setup of custom logic for the Campaign Builder (Custom javascript)