Version | 2.118 and up |
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Supported Adservers | Google AdManager, Appnexus, Freewheel, Adswizz |
Before starting to use Targeting Set, you might need to configure a few things in the setup.
Please make sure that your users have access/edit permission to the following objects and all fields:
Make also sure to provide at least access to the Targeting Sets Tab.
Depending on what you are willing to use, you might need to modify the page layouts from the following objects, in order to show Targeting Set Related Lists:
To select Targeting Sets in your Media Configuration, you will have to add the selected targeting sets column. You can find it in the field list: Targetings → Selected Targeting Sets
To create and manage Targeting Sets, we provide a wizard, that let's you select all the necessary criteria for a Targeting Set. First open then App Launcher and search for Targeting Sets. You will open a new Tab showing all Targeting Sets existing in your Org:
Once you open the Targeting Sets Wizard, you reach a page with some general configurations.
When you open a tab on the left side, you can directly modify the Targeting Criteria. Once you are done simply switch to the next tab. No need to save inbetween, all changes will be applied automatically, but will only be saved to the Targeting Set, when you click the save button.
Valid From and Valid Until are currently not used by this feature. |
Please take note that this feature works with real inheritance. For those who do not understand this term please talk to your Technical Account Manager. |
Besides Campaign Items, you can also assign Targeting Sets either to Ad Specs, Ad Types or Accounts. This way you can connect certain criteria to Inventory or Accounts.
Currently, you need to assign the Targeting Sets manually, by going to the related lists and looking for the Targeting Set XYZ Assignment list. If you can find the list, your administrator might need to add it to the page layouts first.
Click the new button and search for a Targeting Set your would like to connect with your Ad Type, Ad Spec or Account.
Assigned Targeting Sets will be pushed automatically to the AdServer if:
Attention: Please be aware that these criteria will then always be used and are currently not displayed in the Media Configuration or on the PDF documents. |
The Targeting Sets Wizard currently offers to modify:
However you are also able to save a preconfiguration of any Campaign Item Field. This will be already used in our AdServer Gateway and submitted to the AdServer. You can manually enter the according information into fields of the Targeting Set by using the following steps. Attention: We highly recommend to test all manually created Targeting Set thoroughly. |
To be able to set the Preconfiguration you first need to go to Setup → Object Manager → Targeting Sets
There select the Buttons, Links and Action tab and edit the override of the "edit" button
The default setting here is "Use the package default override", this needs to be set to Standard Page:
Now when you open a Targeting Set directly, you can click the edit button and modify the fields. AdServer Targeting is used for all general Targeting Criteria (Geo, Inventory, Device Targeting ect.) all other fields are named after the targeting they define.
To manually enter a Preconfiguration, the following format needs to be used:
Field | Format | Example | Comment |
---|---|---|---|
Preconfiguration | {"FieldName":"Value","FieldName":"Value"...} | {"advendio__priority__c":"high"} | These field values will be transported directly to the AdServer and not set at the Campaign Item, thus only AdServer related fields |