For our Self Service, we delivered multiple components which can be reused in Flows in order to customize your Self Service as desired.
Below we explain to you how your inventory can be configured.
We started delivering the components in our release version 2.135.
Version | 2.135 and up |
|---|---|
License | Self Service |
Campaign Creation
This component will be the first screen component the clients see. They will be asked for general campaign information such as campaign name, campaign goal, campaign runtime and budget.
All those details will later be saved in the Media Campaign created through the process.
You can take care to define user-friendly values in your setup of the flow for the budget range. For this, you are able to set the minimum and maximum budget value as well as Campaign Budget Cap, and Budget type (Slider and Input) in the budget selection. See more on 9.4 How to set up the Self-service components?
For the definition of the Campaign Goal, you will need to define appropriate values for your customers. Take care to set the values up in the Self Service flow as well as in your Campaign Goal picklist in the Media Campaign.
Ad Price Validity
The validity dates from the Ad Price are now considered when loading the ad prices in the result list. This means that the ad prices with valid dates (not in the past or future) will be shown.
Audience
This component for audience selection is based on the Targeting Groups object. If you do not know this object yet please take a look at it in our Wiki: 3.9 How to target my ads to Target Groups/Audiences (Targeting Groups)
In order to be able to match the audience selections of your clients to the inventory, you will need to create the relevant Targeting Groups. Depending on your ideas of the setup you might need to enhance the view in the flow setup: 9.4 How to set up the Self-service components?
It might be interesting for you to connect your Targeting Groups for digital Inventory with Targeting Sets in order to ensure the right mapping between a Targeting Group and the corresponding targeting values. If you don’t know Targeting Sets yet please take a look at this Wiki page: 3.5.8 Create and Manage Targeting Sets
Result List
This component is the main component of the Self Service as all the entered requirements from your clients will be matched to the inventory you set up before.
In order to do this there are a few details that need to be taken into account. They are explained in the table below.
Object | Field | Comment |
|---|---|---|
Ad Price | Self Service Relevant | Needs to be checked to be shown in the Self Service. |
Ad Price | Valid from | Only valid Ad Prices will be shown in the results. If the Valid from and Valid Until fields are empty they will count as valid. |
Ad Price | Valid until | |
Ad Spec | Ad Spec Preview | You can enter a URL here that will show a preview of your Ad Spec to your clients. |
Ad Spec | External name | You can enter an External name if your internal name might cause confusions for your customers. |
Ad Spec | Goal Relevance | You need to set this in order to match your inventory to the Campaign Goal your client selected. |
Ad Spec | Long description | This will give the client an explanation what he can expect from this Ad Spec. |
Site | Media Type | This field makes the Self Service a lot more usable as your users can filter for their preferred Media Types (TV, Radio, Print,…). |
So in conclusion what does your price/ad spec need to have in order to be displayed in the Self Service?
Self Service relevant checkbox on Ad Price needs to be checked as well as validity needs to be applied
The budget set in the campaign creation parameters needs to be higher than the price
The Goal relevance needs to match the Campaign Goal selected in the Campaign creation screen
At least one Targeting Group Ad Price Assignment needs to match the selected audiences
When you use the Ad Spec Preview feature you will need to define a “CSP Trusted Site” for the relevant source in the Setup of your Org due to security reasons , otherwise the picture won’t be shown and an error will be logged to the browser console saying:
Refused to load the image 'https://www.placeholder.com/12345.png' because it violates the following Content Security Policy directive..
Availability Check
Depending on your setup explained in 9.4 How to set up the Self-service components? it might be that you enabled the availability check for your result list. The check will be performed while loading the results based on how you set up your inventory.
Please take note that depending on the system you are using the process might take longer.
Shopping Cart
The Shopping cart component simply shows an overview of your basket items and calculates the sum of the items.
For this component the VAT setup is relevant which is explained here: https://advendio.atlassian.net/wiki/spaces/SO/pages/1772748801#Shopping-cart
Payment
To use the Payment component for invoicing you will need to set up the user accounts correctly as the Billing address and the Invoice Email address will be reused for these processes.
After the confirmation to start the Billing Run, the user will receive an email with the invoice document.