7.2.23.3 How can I transition to the Campaign Builder and which restrictions apply?

Challenge

How can an org transition from using the Media Configuration to using the Campaign Builder?

Solution

Steps to be taken 

For taking the Campaign Builder live for the users there are some considerations and restrictions to take into account. Please read them below carefully:

• We recommend you testing your user flows and use cases while creating campaigns first. Although we already moved many features to the Campaign Builder it might be that some features you like to use or some solutions you customized do not work (yet). Please give us feedback if there are features you are missing.

• Campaign Builder and Commercial Optimizer

  • We are planning the transition to Lightning for the Commercial Optimizer at the moment. With the September 2022 release (version 2.159 and higher), you can use the Campaign Builder and the Commercial Optimizer at the same time. Please read more in the section at the bottom of the page.

• Custom Javascript: We know that this feature is used by many customers to give your custom workflows the last tweaks to fit. At the moment we offer limited possibilities to work with custom javascript: You can check them on this wiki page: 7.2.23.2 Setup of custom logic for the Campaign Builder (Custom javascript). Please let us know when you are missing certain options. Please take note that the custom javascript for the Media Configuration can not be reused for the Campaign Builder.

Features we are working on

• Optimizer as a Lightning Web Component (2024)

Features which are already supported

• Basic Campaign Builder component with Media Search connection

• supports Lookups/URLs/Hyperlink fields

• Amount calculation API & formula fields

• Messaging of errors (before) saving

• Tab and column setup 

• Condition setup (former Tab rules)

• Support of basic custom javascript logic (in a new format) → old can not be reused

• Enhanced custom javascript logics

• Targetings/Delivery options

  • Frequency Capping and Daytime Targeting

  • Geography, Device, Connection targeting, Inventory targeting 

  • Content selection

  • Key-Value/Audience Segment targeting

  • Creative targeting

  • Targeting Sets/Groups

  • Flexible Targeting Sets

  • Postal code targeting

• Advanced Action options

  • Copy value

  • Split item

  • Delete item

  • Copy item

• adding selected brands and products 

• Support of predefined packages

• Price Rules support 

• Commitments application

• Availability Check

• Targeting conversion for the new technical format (see more in the section below, delivered in the September release)

• Simple Publication Dates selection (without availabilities)

• Enhanced Publication Dates selection (with availabilities and contending items) with Manual date ranges

• Smaller features:

  • Frequency calculation with admin setting

  • setting decimals for fields

  • setting agency commissions by default when an agency was set

  • rate steps and rate calculation quantity

  • validate months/weeks etc. for time unit-based prices

• Setup UI

Details on the new targeting format and conversion feature

• The Campaign Builder works with a new targeting format for Geo, Inventory, Device targeting, etc.

• The Campaign Builder can now convert old targeting formats for old campaign items created by the Media Configuration as well as be used together with the Optimizer.

• The optimizer is currently not transitioned to Lightning but we are working on making this feature available in 2024. Please take note that you can now use our Campaign Builder in combination with the Optimizer.