4.19.1 How to configure Buying Campaigns, Buying Orders and Buying Items?

Challenge:

To buy media programmatically via a DSP or Social Media platform from ADvendio, certain configurations need to be done. For example:

  • the time frame

  • the overall goal and KPI

  • Impression or cost budgets

There is also the option to group a number of buying line items in an order or under a campaign to follow a shared goal or share a budget.

How can these settings be configured in ADvendio and campaigns, orders and line items be created to be sent to a DSP or a Social Media Platform?


Solution:

Configuring Buying Campaigns

Buying Campaigns will be fully supported with Version 2.135

Buying Campaigns can be used to configure long term goals like a yearly budget or some shared KPI.

The following things can be configured:

  • Who the advertiser is

  • The start and end date (just leave the end date empty for an unlimited campaign)

  • Overall Goal KPI (for example an average CPM of 12.50$)

  • Status

Once the campaign has been pushed to an external system, the ID will be automatically saved in the Campaign ID field.

A related list shows all Buying Orders belonging to this Campaign:

Buying Campaigns are optional to use, you can also work with only Buying Orders and Buying Items.

If the external system (DSP, Social Media etc.) requires the creation of a campaign and there is no Buying Campaign present in ADvendio, all relevant information (like name, dates, goals) will be copied from the Buying Order.

Configuring Buying Orders

Buying Orders are used for a more detailed planning. Precise goals or budgets can be defined, as well as a shared budget for multiple Buying Items. For example, you can have two line items and define that it’s not important which one spends, as long as both don’t surpass total costs of 5.000$.

Each order will be assigned to a single external system. In this way you are able to configure system specific goal- and budget-related settings.

To create Buying Orders please use our Buying Order creation component (released in version 2.146) which can be opened via the “Buying Order” action on your Campaign Item.

Please follow the steps below to create your Buying Order:

  1. Hit the Add Buying Order action in the upper right corner to create a new Buying Order.

  2. Choose the Connection in ADvendio to use.

  3. Click the edit icon on the left to give your order a name.
    Giving your orders a name is required to be able to save your Buying Orders.

  4. The following things can be configured:

    • Who the advertiser is (will be prefilled by the Media Campaigns advertiser).

    • The start and end date (just leave the end date empty for an unlimited order)

    • A budget of either an amount or a number of impressions (It’s only possible to use one at a time)

    • Overall Goal KPI (for example an average CPM of 12.50$)

    • Status

Once the campaign has been pushed to an external system, the ID will be saved automatically in the Insertion Order ID field. Also, if you didn’t use a Buying Campaign, the Campaign ID needs to be saved on the Buying Order object, for ADvendio to be able to properly identify the campaign in the external system.

A related list shows all Buying Items belonging to this Buying Order:

Configuring Buying Items

Buying Items will represent the individual Line Items of an order.

To create Buying Items please use our Buying Order creation component (released in version 2.146) which can be opened via the “Buying Order” action on your Campaign Item.

Please follow the steps below to create your Buying Items:

  1. Hit the Add Buying Item action in the action menu of your Buying Order.

  2. Click the edit icon on the left to give your item a name.
    Giving your items a name is required to be able to save your Buying Items.

  3. The following things can be configured:

    • The start and end date

    • A budget of either an amount or a number of impressions (It’s only possible to use one at a time, please make sure that you are using the same as configured for the order)

    • Bid Amount (the CPM amount used as fix bidding amount)

    • Media Format (which format to use, Display, Audio, Video)

    • Status

  4. Hit the Save button to save your Buying Orders and Buying Items or continue adding more.

To add Frequency Capping to your Buying Items please go to the record page after saving your items and enter the Frequency capping in the following format: X per Y unit; the following units are possible: minutes, hours, days, weeks, months, campaigns

Once the campaign has been pushed to an external system, its ID will automatically be saved in the Line Item ID field.

The last submit data shows information about when the last submit was started, if it was successful or if there was an error. The last submit status stores additional information on whether the buying item was successfully created, updated, a detailed error message being displayed otherwise.

What can be done, once the configuration is finished?

For configured Campaigns, Orders and Items there are multiple next steps possible:

  • Submit them to the DSP / Social Media Platform

  • Get delivery and performance data

  • Use them for reselling activities


Setup:

Enable a connection to a DSP

To use these features, a working connection to a DSP (Google DV360) is required. Learn more about how to configure this connection in ADvendio.

Configure the Mapping of the Advertisers

In order to make sure the correct advertisers are referred from ADvendio, you need to make sure your Accounts in ADvendio map to the advertisers in your DSP or Social Media System.

There are two ways to ensure this.

1. Is by using Accounts that have the exact same name as the advertisers in your connected system. ADvendio will use the name to match the Accounts to the right IDs. Attention: Please make sure the spelling and special characters are exactly matching, else ADvendio may have trouble finding the right data to connect.

The automatic synch of Accounts based on the name is supported for version 2.142 and higher.

All prior releases will need to follow the second step, in order to make sure your Buying Orders are sent to the right Advertiser.

2. Possibility is to manually create the mapping. This way, you can choose a different naming for your Account in ADvendio, than in the connected system. To do this, go to the 'External Account IDs' list on your Account.

Before creating the External Account ID, make sure to sync the advertiser IDs to ADvendio from your connected system. See also https://advendio.atlassian.net/wiki/spaces/SO/pages/1609170978 for more information.

Click the new button on the related list and provide the following information:

External System = Adserver

ID = the ID of the Advertiser in the external system

Connection ID: Link to the synced Connection ID from the external system, which represents the advertiser in that system.

Active = True

Update Layout

  • If the Buying Order action is not shown in your Campaign Item layout please add it to the layout.