[Creative Upload] How to setup the features for Xandr
- 1 Challenge
- 2 Solution
- 2.1 Here is an overview of the data model and what it means:
- 2.2 Configure Your Org for Xandr Creative Upload
- 2.3 Features and Creative formats supported for Xandr
- 2.4 Import Templates from Xandr Network to ADvendio
- 2.5 Problems during the import
- 2.6 Manual Creation of Ad Creative Templates in ADvendio
- 2.7 Configuring Ad Creative Template Variables
- 2.8 Mapping ADvendio Variables to Xandr Ad Creative Template Fields
- 2.9 Xandr Creative Template Example in ADvendio
- 2.10 Connecting Your Template to Ad Types in ADvendio
- 2.11 Setting Up Native Formats in ADvendio for Xandr
- 2.11.1 The Basic Setup
- 2.11.2 Composition / Data Assets
- 2.11.3 Image Assets & Attachments
- 2.12 Xandr Creative Upload: Support for Third Party Tag and Code Creatives
- 2.13 Creative Assignment Dates for GAM and Xandr
Challenge
You are planning to use the ADvendio Creative Upload features to manage your creatives in ADvendio and upload them directly to your Xandr network. Now you are wondering:
Which creative types and features are already supported?
Which steps are needed to set up and configure the creative upload feature for Xandr
Can ADvendio handle custom templates and custom macros? And how to configure this?
Solution
To set up the Creative Upload in ADvendio, there are so-called Ad Creative Templates required. Those templates control, which fields and settings will be available in the Creative Upload UI and thus which information your Sales Reps will be able to see. Additionally, you can determine which Campaign Items, and which Creative Template are available. This helps you for example to make sure to only use video creatives for your video Campaign Items and similar.
Also, the templates will help to define which information is sent to which fields in Xandr. Each template in ADvendio will refer to a Creative Template in Xandr.
Underneath each Ad Creative Template in ADvendio, there are Template Variables, which can configure which fields are visible in the Creative Upload Screen, but also which settings or custom macros to use in Xandr.
Here is an overview of the data model and what it means:
ADvendio Object | Xandr |
---|---|
Ad Creative | The actual creative that will be uploaded to an advertiser in Xandr and will later be assigned to a line item |
Campaign Item | represents the Line Item in Xandr |
Creative Assignments | ADvendio assigns Creatives to Line Items in Xandr based on the Creative Assignment object in ADvendio. |
Ad Creative Template | The Xandr Creative Template to use |
Ad Creative Template Variable | The fixed settings and fields required for Xandr Creatives, more information can be found in 7.2.21.1 Creation of Ad Creative Templates and Variables |
Ad Creative Template Variable | Xandr Custom Macros from your template |
Configure Your Org for Xandr Creative Upload
To start configuring your ADvendio Org for the creative upload to Xandr, you need to follow these steps:
Import Creative Template directly from Xandr (Available with Version 2.158)
Or manually Create Ad Creative Templates in ADvendio
Configure your Ad Creative Template Variables for each template based on your Xandr Settings
Connect Ad Creative Templates to Ad Types in ADvendio, to make them available to your Users
Features and Creative formats supported for Xandr
The following Creative formats are currently supported by ADvendio:
Banners
Image format (directly uploaded image file & URL to an image)
Flash format (Only URL to a flash file)
HTML format (Only URL to an HTML file)
raw HTML (directly submitted HTML code)
iframe HTML (directly submitted HTML code)
raw JS (directly submitted JS code)
Javascript format (Only URL to a JS file)
Interstitials
Image format (directly uploaded image file & URL to an image)
Flash format (Only URL to a flash file)
HTML format (Only URL to an HTML file)
Javascript format (Only URL to a JS file)
raw HTML (directly submitted HTML code)
raw JS (directly submitted JS code)
High Impact
Image format (directly uploaded image file & URL to an image)
Flash format (Only URL to a flash file)
HTML format (Only URL to an HTML file)
Javascript format (Only URL to a JS file)
raw HTML (directly submitted HTML code)
iframe HTML (directly submitted HTML code)
raw JS (directly submitted JS code)
Expendable
Image format (directly uploaded image file & URL to an image)
Flash format (Only URL to a flash file)
HTML format (Only URL to an HTML file)
Javascript format (Only URL to a JS file)
raw HTML (directly submitted HTML code)
iframe HTML (directly submitted HTML code)
raw JS (directly submitted JS code)
Natives (With version 2.149)
For the first version ADvendio only supports uploading actual image files to Xandr, the support of URLs to externally stored images as well as other formats will be supported soon.
The following features are currently supported:
Custom Creative Templates (as long as they are using the supported formats)
Custom Macros
Import Templates from Xandr Network to ADvendio
With version 2.158, a BETA release of Import Templates from Xandr Network to ADvendio is now available. We will be adding more features in future releases.
You can now import templates from your Xandr network into ADvendio. With this enhancement, you have ready-to-use templates already created at the click of a button!
To access this feature, you will need to go to your Xandr Connection record in ADvendio and select ‘transfer to ADvendio’
Within the window that opens, you will need to select Creative Templates and decide which templates you’d like to import.
Creative Standard Templates → This includes the required templates for the default Google Creatives, such as images, image URLs and similar)
Once the import is done, you receive ready-to-use templates, which contain all the required technical information for ADvendio. You can then proceed to customize them to your needs further, for example by adding additional help texts to the variables (see mapping section below).
Attention:
All templates imported by ADvendio, receive a Unique Key in the field Unique Key External. If you want to modify a template for your own needs, please empty this Unique Key or set an own one. Otherwise if you start the import process a second time, we might overwrite your changes!
Problems during the import
After the import process from the AdServer finished, you will receive a result email. This will also provide you an overview of problems during the import process. Some of the more common issues can be:
Non working / invalid credentials for your connection
Missing Permissions on your Third Party Platform User
Salesforce Problems, when uploading data, such as no editing permissions on the required fields and objects, storage limitations or custom validations
If a Creative Template can not be created by the ADvendio import process, all related variables will also fail, with an error message that ‘ADvendio__UniqueKeyExt__c was not specified’
Manual Creation of Ad Creative Templates in ADvendio
In ADvendio, you can create ad creative templates manually, this will help you to configure the types of creatives you want to manage from ADvendio.
To use this for Xandr, you need to know the Xandr template IDs, so you can enter this information in ADvendio. To view the templates in Xandr, go to network → tools → Creative Templates
You see a list of all default templates from Xandr and your own custom templates. Relevant for ADvendio is the first column ID.
Let’s say we want to use the Standard Banner image template, which is the default from Xandr. So we take the ID 4. Now we proceed to create an Ad Creative Template record in ADvendio, which could look like this:
Creative Template Name: You can pick any name that you like. This name will be shown to the user when uploading a new creative to ADvendio, so we recommend using something which is relatable to your users
Connection: Please link to the connection record, which represents your Xandr network
Creative Type: You can use this field to further classify
Template ID: Please enter the Creative Template ID from Xandr, which you are planning to use. In our example, it is '4'
External Status: Currently not used
Active: Please set your template to active, otherwise it will not be available during the creative upload process
Configuring Ad Creative Template Variables
Once the template is there, you will need to define which fields you want or need to use. In our example, there are a few fixed variables we always need for the Xandr banner. Additionally, you can add Custom Macros as Variables to ADvendio, so that they will be used during the Creative Upload.
To manage the variables of a template, you need to switch to the related tab in your Ad Creative Template record and view the related list ‘Ad Creative Template Variables’
Click the button New to create a new Variable. Depending on your creative format there are certain Variables which are always required. See also the section on the mapping below. Also, you will need a Variable record for each Custom Macro of your template. Each Variable record you create will then be your own field in the Creative Upload window your user sees, so they can fill in the required information.
The fields mean the following:
Name: A general name for your variable. This will also be shown as Field Name to the user during the creative upload process, so we recommend picking something your users can recognize.
Variable Type: Which data type is this variable? The selection will also reflect how your field will be shown to the users. Possible types are:
attachment: This type should be used for files.
boolean: This type represents a checkbox with true or false.
date: This type represents a date with a calendar selection.
integer: This type represents a whole number.
picklist: This type represents a list of multiple values.
string: This type represents a text.
textarea: This type represents a longer text.
attachmentURL: This type should be used for URLs to externally stored images.
ExternalAttachment: This is used for file attachments, which are supposed to be stored in an external storage solution, instead of Salesforce file storage.
Required: Check this if the field is required for the user.
Possible Values: Only applicable for picklist Variable Types to enter the possible values to be selected separated by a semicolon.
Variable ID: The Id to target the value to the external system (case-sensitive). Please check the table below for more information.
Default: A possible default value to support the user in the selection.
Help Text: A possible help text which will soon be shown in the UI.
Mapping ADvendio Variables to Xandr Ad Creative Template Fields
ADvendio Variable ID | Field to target | Relevant Variable Type | Possible Values | Required | Relevant for Creative Formats |
---|---|---|---|---|---|
File | The actual image file to upload | attachment OR ExternalAttachment |
| | Images |
MediaURLSecure | The URL to an externally stored file | attachmentURL |
| | All formats *not required for code based formats |
MediaURL | If required, you can set a different, ‘non-secure’ URL to the externally stored file. | attachmentURL |
| All formats *not required for code based formats | |
IframeHTMLContent | Stores the HTML code for iframe HTML type creatives | string |
| Iframe HTML formats | |
RawHTMLContent |
| string |
| HTML Code related formats | |
RawJSContent |
| string |
| JS related formats | |
DestinationURL | Click URL where the ad leads | string |
| All formats *not required for code based formats | |
Width | the creative width | integer |
| All formats | |
Height | the creative height | integer |
| All formats | |
API Name of a Custom Macro | The Custom Macro |
| depending on the macro | Depends on the macro | All formats |
AllowAudit | If | string |
If nothing is selected is set to “false” by default. | Banner - Image | |
AuditStatus | The audit status of the creative. | string |
If nothing is selected is set to “no_audit” by default. | Banner - Image | |
Status | The status of the creative describing if the creative is ready to serve. | boolean |
If nothing is selected is set to “false” by default. | Banner - Image |
Xandr Creative Template Example in ADvendio
Using the Xandr Creative Upload is simple. An example template:
AdCreative Template Field | Value |
---|---|
Name | Standard Banner Image (File Upload) |
Creative Type | Banner |
Template ID | 4 |
Connection | The connection record of your Xandr network |
Active | True |
Underneath this AdCreative template, the following AdCreative Template Variables are created:
Ad Creative Template Variable Name | Variable Type | Variable ID | Possible Values | Required | Help Text | Default Value |
---|---|---|---|---|---|---|
Image File | attachment OR ExternalAttachment | File |
| True | Upload the image file you want to use for your ad |
|
Goal URL | string | DestinationURL |
| True | Enter which URL a user should reach, once the ad is clicked. Please use ‘http://example.com’ | http://www.example.com |
Image Width | integer | Width |
| True | Please enter the height of your ad. |
|
Image Height | integer | Height |
| True | Please enter the width of your ad. |
|
Connecting Your Template to Ad Types in ADvendio
Once the template is created with all its Ad Creative variables, you will need to define which Ad Types you would like to assign this template. Without assigning the Templates to Ad Types you won’t be able to create new Creatives in the UI as described in: 4.12.2 How to upload Ad Materials (Creatives) to ADvendio?
To connect the template to one or multiple Ad Types please go to the related lists of the Ad Creative Template record. For the related list “Assigned Ad Types“ you just need to hit the new button in order to select the relevant Ad Type for which this template and its variables should be usable. After you select the Ad Type you can either hit the save button if you just want to assign one Ad Type. If you would like to assign multiple Ad Types you can also hit the Save & New button.
Setting Up Native Formats in ADvendio for Xandr
Natives in Xandr can contain a huge variety of different fields and settings. To prepare those from ADvendio, you will first need to create specific Ad Creative Templates.
The template ID for this one always needs to be ‘39461’ since this is the ID Xandr uses for Natives. In ADvendio you are of course free to create multiple
To set up the Variables in ADvendio, there is a big list of options you could use which represent the different settings of the natives.
Roughly you could separate those into three different types:
The Basic settings like the name and the URL of the landing page
The actual elements of the native, like a title, body text, buttons and similar. They are also referred to as data assets
The image assets will be used within the native, for example as the main image or icon. In the current release, ADvendio does not support video files, only images.
Most of these settings are optional, so you are free to only create those Ad Creative Template Variables in ADvendio, which you are planning to actually use.
The Basic Setup
For the basic settings, you will only need a variable, which represents the landing page URL, as the Creative Name is a default field in ADvendio.
ADvendio Variable ID | Field to target | Relevant Variable Type | Possible Values | Required |
|
---|---|---|---|---|---|
URLLinkAttribute | The landing page URL for the native | string |
|
|
|
FallbackURLLinkAttribute |
| string |
|
| |
AllowAudit | If | string |
If nothing is selected is set to “false” by default. | Banner - Image | |
AuditStatus | The audit status of the creative. | string |
If nothing is selected is set to “no_audit” by default. | Banner - Image | |
Status | The status of the creative describing if the creative is ready to serve. | boolean |
If nothing is selected is set to “false” by default. | Banner - Image |