3.1.5.4 How to configure formats for your Xandr related products (Ad Type)

 

Integrations

Xandr

License

Connect

Roles

Product Manager - Product Manager / Sales Support / Marketing ;

Order Manager  -  Fulfilment

Challenge


To streamline sales processes and allow Sales Reps and Order Managers to simply pick products for their Campaign Items which contain the right settings to send over to an external system like an Adserver, there needs to be a certain preconfiguration done.

Usually those products are Ad Specs which consist of the medium / site where an ad runs and the specific format (ad type).

The Ad Type will contain numerous technical and format settings, which will be send automatically to an external system, together with the Campaign Item.


How can these Ad Types be created? And which settings for Xandr can and need to be done on an Ad Type in order to make it work?


Solution

 

When creating Ad Types for Xandr make sure to fill the following fields and see the table below, which fields equals which settings in the AdServer.

 

Some of the settings below, can later be overwritten for single Campaign Items by the Sales or Fulfilment Team, if the situation requires this.

Here is a list of all the settings which can be overwritten: https://advendio.atlassian.net/wiki/spaces/SO/pages/887062541

ADvendio Field

Xandr Field

Instructions

Standard Line Items

Guaranteed Line items

Augmented Line Items

ADvendio Field

Xandr Field

Instructions

Standard Line Items

Guaranteed Line items

Augmented Line Items

1

Name

N/A

Enter your Ad Type name

2

Record Type

N/A

XANDR (APPNEXUS)

3

Priority  

Priority

(Default setting) When Delivery Type on your Campaign Item =

  • Exclusive: 19

  • Impressions: 14


  • Otherwise set your priority which gets pushed to  Xandr (AppNexus).

4

AdServer Login

N/A

You login record - read 7.3.1.1 Which Login User do I use to create your Login record.

5

Adtype

Line Item Type

Options to choose from:

  • Standard - if you like to buy on a CPM basis (managed and third-party)

  • Guaranteed - Guaranteed Delivery if you like to buy on a CPM or Fixed Cost basis, with a guaranteed delivery goal

  • Augmented - Augmented Line Items for use with Seamless Insertion Orders. For more information about seamless insertion orders and augmented line items take a look at this article: 7.3.8.3 Seamless Insertion Orders and Augmented Line Items.

6

Goal Type

Lifetime Budget / Revenue or Impression Goal

The type of the goal for a campaign item. It defines the Lifetime Budget setting for a campaign item. You can choose between

  • Unlimited and

  • Custom Budget

When you choose Custom Budget it will be set to the quantity of your Campaign Item.





7

Secondary Goal Type

 

Daily Budget Goal

Used to set the Daily Budget of a Campaign Item. It can be set to:

  • Custom Budget

  • Pace Lifetime Budget

  • Unlimited

When you choose Custom Budget make sure to use it together with the Secondary Goal Quantity in the Campaign_Item (The quantity of the secondary goal for a campaign item. It defines the goal number of impressions for the campaign item to be reached).

Be aware that the combination of Goal Type = Unlimited and Secondary Goal Type = Pace Lifetime Budget is not possible. If you choose this combination the item will be pushed with Budget = Unlimited.

If you set a custom daily budget, we currently automatically set it to "Spent as fast as possible", if you prefer to pace evenly, this needs to be set manually in Xandr.

These settings can be overwritten on Campaign Item level: 4.2.5.6 How to overriding Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity)

Attention

In order to use this, it might be required to change the picklist configuration in your Salesforce Org, please view our Setup section below for more information.

8

Secondary Goal Type

Flight Pacing Settings (Daily Budget or Pacing Percent)

For Augmented Line Items, it’s possible to set the pacing settings of your flight from ADvendio.

To do this set the Secondary Goal Type field to either:

  • Custom Budget

  • Custom Pacing

If you set a Custom Budget, you can use the Secondary Goal Budget field on your Campaign Item to set the daily budget amount.

If you use Custom Pacing, you can use the Secondary Goal Percent field to set a specific pacing percentage. Our default is 100%, if nothing else is set.

These settings can be overwritten on Campaign Item level: 4.2.5.6 How to overriding Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity)

Attention

In order to use this, it might be required to change the picklist configuration in your Salesforce Org, please view our Setup section below for more information.

9

Goal Percent

Budget (exclusive)

Should be used for

  • Budget of Exclusive ( Delivery Type = Exclusive) Items only. 

Here you can enter the percentage of total impressions of your network which you use for the Exclusive. If the field is left empty ADvendio will push 100% if AdType is of type Exclusive (Share of Voice) . The value on Campaign Item is overwriting AdType settings.

10

Delivery Type

Delivery Type

Picklist that steers the delivery type (Guaranteed Line Items)

  • Exclusive 

  • Impressions

11

Delivery Rate Type

 

Used to set the Daily Pacing Allocation of your Augmented Line Items, the picklist can either be:

  • Evenly

  • ASAP

if nothing is set in ADvendio, we will use the evenly pacing setting as default.

12

Roadblocking Type

Roadblocking

Used to configure the roadblocking settings for your item. If you leave this field empty, no roadblocking will be applied. Else the following values are available, which set up the related values in Xandr.

  • Normal

  • Partial

  • ExactMatch

13

Master

Ad Size

Only used for Items of the type = Guaranteed

The selected slot sizes (e.g. 1x1, 728x90...) will be transferred as Ad Sizes. You can select one or more sizes. If nothing is set, "Any Size" will be set in Xandr (Appnexus).

14

Forecasting Slot

N/A

Only used for Items of the type = Guaranteed

Use this to select a different Ad Size for the Forecasting. Attention when the Forecasting Slot is set, the master will be ignored during Check Availability. The Forecasting Slot will however not be used during "submit to Adserver"

15

Report Slot (Impressions, Clicks & Viewed AI)

For Roadblocking Items

Count Impressions on (Roadblocking)

The Report Slot can be used in combination with the Roadblocking. If nothing is set, Impressions from each creative will be counted. If you set a slot size, only Impressions from that size will be counted. Depending on whether your product is CPM, CPC or vCPM, either the Slots for Impressions, Clicks or Viewed AI will be used.

If you want to use a specifc reporting slot and only count certain impressions, you can use the reporting slot picklists to enter a slot size.

  • Reporting Slot(Ad Impressions) is for CPM products

  • Reporting Slot(Viewed Impressions) is for vCPM products

  • If nothing is entered, Each creative will be used

Roadblocking in Xandr (AppNexus) is used to determine if a Line item with multiple creatives can and will be displayed on a site with multiple slot sizes and to configure from which slot size the impressions will be counted if multiple creatives are used.

Attention: It's possible to configure multiple Slot Sizes in ADvendio for this field, but for this feature, only the first size will be used. All others will be ignored

16

Report Slot (Impressions, Clicks & Viewed AI)

For Regular Items

N/A

Available with Version 2.114

For all Items, which are not using the Roadblocking feature, you can use reporting slots to configure, which Slot Sizes will be counted as Delivery Data and then used a basis for Billing.

Example: My Line Item serves Impressions on a 300x300 and a 250x300 slot. I want to declare 300x300 as my main slot. Now Advendio only collects Impressions in this slot and disregards what has been delivered at the 250x300 slot.

17

Product Type

Ad Type

Use this to configure which type of media to use for Augmented Line Items.

Possible picklist values:

  • Banner

  • Audio

  • Video

  • Native

if nothing is set in ADvendio, we will use Banner as default

18

Supply Strategy

Supply Strategy

Use this to configure which supply sources to use for Augmented Line Items.

Possible picklist values:

  • Managed

  • Open Exchange

  • Deals



You can either use the Inventory and Rate Manager to create your Adtypes or create them directly in Salesforce.

 

Currently we don't support Pacing of GuaranteedRoadblock is disabled by default. 

Also read more here: 7.3.8 Xandr (AppNexus) Features




Setup:

The System Administrator might need to add certain fields to the page layout of the Ad Type to make sure they are available for the users and might need to add new values to existing picklist fields in order to match the ones mentioned above, if they are missing.

 

To enable the modification of the secondary goal type, you might need to ensure the following configuration:

  • manually create the picklist values (CustomBudget, PaceLifetimeBudget, Unlimited and CustomPacing) in setup. Please make sure to use the exact spelling as listed here for the API value, you can later change the label of the individual picklist values to your needs).

  • modify the picklist restrictions under "Picklist Options" when editing the field Secondary Goal Type in Setup.

  • The secondary goal types should be available for Standard, Guaranteed and Augmented Line Items.

With 2.119, you can override these setting on Campaign Item level

4.2.5.6 How to overriding Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity)