Version 

Version 2.105 and up

Supported AdServers

Google Ad Manager, Xandr, Freewheel

Salesforce UI

Lightning

Important Upgrade Information:

If you have used the former version of presets (4.3.4.4.1 Legacy Key Value / PreSet Targeting) and consider upgrading, please contact your ADvendio consultant. The two versions are not compatible, and your old records need to be migrated. 

Challenge

If you have to add the same combination of key values to many of your line items, it can become a repetitive and time-consuming task.

Solution

To save time and effort, you can use the feature of creating your own presets for the key values and reuse them in the media configuration. Here's how to do it:

How to Create and Modify Presets

NOTE:

The KeyValue/Segment Presets Wizard is a Lightning Component, this means the tab will only be available if you have:

  1. Activated Lightning and

  2. Configured My Domain for your Org.

To use this feature in Salesforce Classic, please use the link in the Overview or have your administrator create a custom Visualforce Tab for the KeyValue/Segment Presets Wizard in Setup.

Data to use when filling in Key Value Segment Preset fields:

NOTE: In the setup section at the bottom please ensure this Record Type to be activated and assigned. Otherwise, it won’t be shown.


Google Ad Manager (GAM) steps for KeyValue/Segment Preset Wizard

After opening the KeyValue/Segment Presets Wizard from the App Launcher:

Select Key Values/Audience Segments for GAM

Audience Segments logic when several groups are selected has options “Equals” or “Not equals”. You can switch your logical operators between AND and OR if more than one group is selected.

How you can add your Key Values / Audience Segments:

Option A: On the left side menu under the drop-down select Add KeyValue or Add Audience segment, in the search bars select your Segment and your Value. Use the Add Group button if more options are needed

Option B: On the right side menu select from the Keys or AudienceSegments tree option and select your Segment and Value or your Keys and Value

Option C: On the right side menu use the Search option, select the drop-down menu between Key Values or Audience Segments and type your keyword and search for it

On the left-hand side you will have the following options: Edit and Delete Group as well as you can Add Key value and Add Audience Segment.


Xandr, Freewheel Steps for KeyValue/Segment Preset Wizard

After opening the KeyValue/Segment Presets Wizard from the App Launcher:

NOTE: Depending on the Record Type selected either Audience Segments or Key Values can be added

Select Audience Segments

Audience Segments logic when several groups are selected has options “Equals” or “Not equals”. You can switch your logical operators between AND and OR if more than one group is selected.

How you can add your Audience Segments:

Option A: On the left side menu under the drop-down select Add Audience segment, in the search bars select your Segment and your Value. Use the Add Group button if more options are needed

Option B: On the right side menu from AudienceSegments tree option select your Segment and Value

Option C: On the right side menu use the Search option and type your keyword

On the left-hand side you will have the following options: Edit and Delete Group.

Select KeyValues

NOTE:

Xandr Key Values logic can contain several groups of Key Values which can have options Equals, Not equals, Less than, Less than or equal, Greater than, Greater than or equal. You can switch your logical operators between AND and OR if more than one group is selected.

FreeWheel Key Values logic can contain several groups of Key Values which can have options Equals, Not equals.

How you can add your Key Values:

Option A: On the left side menu under the drop-down select Add Key Value, in the search bars select your Key and your Value. Use the Add Group button if more options are needed.

Option B: On the right side menu from the Key tree option select your Key and Value

Option C: On the right side menu use the Search option and type your keyword

On the left-hand side, you will have the following options: Edit and Delete Group.

NOTE:

  • Audience Segments and Key Values are available in Preset for Google Ad Manager, Xandr, Freewheel

  • Be careful if a preset you modify or delete is already in use

  • We advise to create new Presets and "deactivating" old Presets. If you need help with migration, contact your ADvendio consultant

  • Also, remember that the date of selecting the Presets needs to be within the validity period of the preset