Challenge

When using the Media Campaign generation from your Programmatic Revenue Data, you might come across a few things you want to change in the configuration:

You want to change how certain fields are set in the Media Campaigns and Campaign Items which are generated (For Example, you want your Media Campaigns created with a certain Record Type, to differentiate them from your regular Media Campaigns)
You want to know which fields are required for the Media Campaign Generation and are always set by ADvendio
You might want to change the service used to test some beta-related changes or to handle problems.

Solutions

Please keep in mind, that if you select any date before the 10th of a month, the logic will be applied to the past month, to ensure no data from just finished months will be lost in the process.

1. Schedule automatic Media Campaign Generation

Instead of manually clicking the media campaign button in each SSP or Exchanges, and clicking the Media Campaign Button to gather all your data, you can schedule the process to run at your desired intervals.

To do so, you will need to go to setup → apex classes

Click the button Schedule Apex:

Enter a name of your choice as the job name, and select the following Apex Class:

ProgrammaticDataProcessController

Select a day and a time when the process should be done and click save to confirm your settings:

Now your Media Campaign generation will run automatically at your configured schedule. It will always generate Media Campaigns for the current month or until the 10th of a month for the past month.

2. Set your own custom values on fields

During the process, ADvendio sets some fixed values for the generated Media Campaigns (see mapping list below). Besides these, you have the possibility to define how fields will be set. You can do this, to support the usage of other features or set your own criteria, to differentiate the programmatic revenue Campaigns from others.

There are two feature settings you can configure

One to define the Media Campaign Fields
One for Campaign Item Fields.

Configure Media Campaign Fields

To configure which fields are predefined for Programmatic Revenue Media Campaigns go to:

App Launcher → Feature Settings
Create a new record with the following settings:

Field	Value	Comment

Field	Value	Comment
Feature Setting Name	Value Map
Feature Name	Programmatic Data Media Campaign Creation
Template Name	Media Campaign
Values	[{ "name": "ADvendio__Description__c", "value": "Programmatic Revenue for advertiser per month"},{"name": "ADvendio__Stage__c", "value": "Booked" }]	Enter the following information as comma separated list, make sure to also add {} around each field: {"name": "API Name of the Field", "value": "The value you want to set"}, You can set any field on the Media Campaign object, including your own custom fields.

Configure Campaign Item Fields

To configure which fields are predefined for Programmatic Revenue Media Campaigns go to

App Launcher → Feature Settings

If not already exist, please create a new record with the following settings:

Field	Value	Comment

Field	Value	Comment
Feature Setting Name	Value Map
Feature Name	Programmatic Data Media Campaign Creation
Template Name	Campaign Item
Values	[{ "name": "ADvendio__Channel__c", "value": "Auction"},{"name": "ADvendio__BillMe__c", "value": "True" }]	Enter the following information as comma separated list, make sure to also add {} around each field: {"name": "API Name of the Field", "value": "The value you want to set"}, You can set any field on the Campaign Item object, including your own custom fields.

Field Mapping Media Campaign / Campaign Item

The following fields are set by the ADvendio Programmatic Media Campaign generation per default.

You can’t change these settings:

Object	Field	What is set	Example

Object	Field	What is set	Example
Media Campaign	Name	The Media Campaign name is automatically generated from: Year-Month “Programmatic Revenue” System Name - Advertiser/Buyer	2020-01 Programmatic Revenue ADMANAGER - Mitsubishi Motors Corp.
Media Campaign	Account	The Salesforce Account linked to your programmatic advertiser	Mitsubishi Motors Corp
Campaign Item	Name	Name is taken from Ad Spec of the connected Ad Price	News.com_Private Auction_Display Formats
Campaign Item	Ad Price	The Ad Price linked to your programmatic prices
Campaign Item	From Date	1st day of month	01-01-2020
Campaign Item	Until Date	last day of the month	01-31-2020
Campaign Item	Quantity	Number of Impressions sold for that month for the combination of Advertiser and Product	1,000,000.00
Campaign Item	Amount net/net	the total revenue for that month for the combination of Advertiser and Product	1,000.00$
Campaign Item	Record Type	Online
Campaign Item	Submit to AdServer	False
Campaign Item	Query Inventory	False
Campaign Item	Linear Distribution	True
Campaign Item	Special Discount (Rate Discount 4)	Will be set according to your initial Sales Price, so that the Amount net/net will be the actual revenue. You can compare the Special Discount to see how much % loss/win you have compared to a base price

How to change which version of the Media Campaign Generation is used

Attention: Manually changing this information will not automatically update, once there is a new service available.

Normally if ADvendio releases a new service for the Media Campaign Generation, it will automatically be used once you install the newest ADvendio Release. If you have overwritten this information however, your configuration remains. You will need to remove your override in order to use the default service again!

Please use this only when instructed by your Technical Account Manager or the ADvendio Development Team. We can’t guarantee the feature will be working properly, if you change this information by yourself.

You can for example go back to a previous version, which was running stable, to ensure your production processes are not blocked. Or you can access a specific beta version to pre-test a new feature.

To do this you will need to change a custom label.

Go to setup
Enter the “custom label” in the search box to open the custom labels screen
Search for a label name: “ServiceVersionProgrammaticMCGeneration”
Open the translations and override the translation for the language you are using (for example if you use English, override the English translation) with the new version number you want to use.

3. Allow Configuration of Media Campaign Names for Programmatic Media Campaign Generations

The Programmatic Media Campaign Generation relies on certain fields to fill in automatically the Media Campaign name field.

The default will be named according to the following pattern.

“2022-04 Programmatic Revenue TestAdvertiser - TestPartner”

If you are looking for a different naming convention or you experience problems with the generation of Media Campaigns, because the names will be too long, the following setting helps you to have a custom name for your Programmatic Media Campaigns.

CampaignNameMask Feature on Salesforce

You should create a new feature setting that allows you to customize the title format using tokens for non-static values. Here are the steps to follow:

To configure the Name, you will need to create a feature-setting record.
The values of each field should be set according to the values of the corresponding screenshot. (Feature Setting Name etc.)
In the Value field, please specify the format of the Media Campaign Names. if they use the token values, it will be replaced by the relevant information as shown below:

Value field	Field description

Value field	Field description
`%MC_CONNECTION%`	Name of the Connection
`%MC_ACCOUNT%`	The name of the Advertiser Account
`%MC_PARTNER%`	The name of Programmatic Partner. This is only displayed when is available.
`%MC_YEAR%`	Year in 4-digit format
`%MC_MONTH%`	Month in 2-digit format

An example of how to use the feature setting record:

“%MC_YEAR%-%MC_MONTH% Programmatic Revenue %MC_ACCOUNT% - %MC_PARTNER%”

So this will produce the following result: