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4.19.1 🛠️ How to Configure Buying Campaigns, Orders, and Items

4.19.1 🛠️ How to Configure Buying Campaigns, Orders, and 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.

Learn how to configure ADvendio to create buying campaigns, orders, and items that can be sent to DSPs and social media platforms.
This guide walks you through the necessary settings and steps to ensure seamless media buying across external platforms.

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 data 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 buying 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.

Buying Campaigns are linked to the submission of Buying Orders and can only be submitted or updated in conjunction with the assigned Buying Orders using the Submit Buying Orders action.

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 “Add Buying Order” action on your Media Campaign.

Please follow the steps below to create your Buying Order:

  1. Hit the “Add Buying Order” action on the Media Campaign related list Buying Orders section.

  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 data can be configured:

    • Advertiser: This will be pre-filled from the Media Campaign's advertiser.

    • Start and End Date: Leave the end date empty for an unlimited order.

    • Budget: Define either an amount or a number of impressions. (Only one type of budget can be used at a time).

    • Overall Goal KPI: For example, an average CPM of $12.50.

    • Targeting Options: These will be copied from the Campaign Item targeting. For more information visit https://advendio.atlassian.net/wiki/x/E4B_CAE

    • Pacing: Set pacing at both Buying Order and Buying Item levels.

    • Order and Line Item Billing Settings

    • Status

On the left side of the Buying Order creation screen, you will find information regarding the Source, Budget Type, Connection Number, Buying Campaign, and Media Campaign. This information is readily accessible as you configure your Buying Order.

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 “Add Buying New Item” action on your Campaign Item related list section.

Please follow the steps below to create your Buying Items:

  1. Hit the “Add Buying New Item” action in Campaign Item related list.

  2. Select the desired Buying Order when prompted

  3. 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.

  4. The following things can be configured:

    • Start and End Date

    • Budget: Define either an amount or a number of impressions. Note: Only one type of budget can be used, and it must align with the budget type configured for the associated order.

    • Bid Amount: The fixed CPM (or any) amount used for bidding.

    • Media Format: Specify the format (Display, Audio, Video).

    • Status

  5. 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.

After the campaign is submitted to an external system using the Submit Buying Orders action in the Media Campaign, its ID will be automatically recorded in the Insertion Order ID and Line Item ID fields, respectively.

The Technical Information section in the Buying Items layout provides information about the operations status of the Line Items:

  • Last Submit Date: timestamp data obtained from the last submission including the Date and Time of execution.

  • Last Submit Status: stores additional information on whether the buying item was successfully created, updated, a detailed error message being displayed otherwise.

  • External Item Status: text field utilized to fetch the current status of the Line Item from the external system through the Status Import action within the Buying Order.

  • Last Status Update: timestamp data obtained from the last status update including the Date and Time of execution.

Next Steps After Configuration

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