7.7.8.3.3 How to quickly assign many Programmatic Advertisers & Prices to Salesforce

Owned by Pascal Clausen
Last updated: 2020-07-21
3 min read

Challenge:

You want to match your Programmatic Revenue streams to your Salesforce data, but the high amount of data makes this a tedious and repetitive task.

You want to for example assign everything running under a certain top level domain to a single ADvendio product, but there are several hundred combinations of format and placement connected to this, so you will need to assign them all to a single Ad Price.

You finished matching your Advertiser / Buyer data with your existing accounts, but due to the nature of Programmatic Transactions, there are still hundreds of Buyers in your data, which only bought a tiny part of your inventory and are not your regular business. You might want to assign all of them to a collection account, so that not every one will receive a separate Media Campaign.

 

Solution:

You’re lucky, our Programmatic Wizards contain some features to help you with those tasks. Let’s say you want to assign all ad units connected to a certain top level domain to a single ADvendio product.

  1. First of you open the Programmatic Advertiser or Programmatic Price Wizard and start to enter your filter criteria. In this example, we’re looking for everything that contains “news.com” in it’s name and was bought in an open auction on an Impression base (CPM).

     

  2. Once you click filter, the wizard starts to show you matching results. What is shown, is limited to 40 results at a time, scroll down to load further. You can now manually assign single entries, but that’s not what were looking for.

     

  3. On the top left of the result list, there is a checkbox. If you click this checkbox, the wizard starts to load as many results matching your filter criteria as possible, indicated by an animation in the middle of the table:

     

  4. Once this is done, up to 1.000 results are select. If you now click the “Assign XXX to YYY” button, you will immediately edit all 1.000 records at the same time.

     

  5. You can select the “Exclude Prices already linked…” setting and filter again to see if there is additional data with the criteria that needs to be connected or continue with other filter criteria.

 

 

 

Setup:

There is no specific setup required to access this part of the feature.