7.2.21.2 How to setup the creative upload feature for non-digital products?
Challenge
You are planning to use the ADvendio Creative Upload features to manage your creatives in ADvendio for non-digital items.
Now you are wondering how you can set this feature up to support the user during the upload to receive all information relevant to your business process.
Solution
To set up the Creative Upload feature for non-digital products, please follow three steps to Create, Configure and Connect Ad Creative Template https://advendio.atlassian.net/wiki/spaces/SO/pages/3146416141. You will find product-specific screenshots for non-digital products below:
Example for a Print Creative Template in ADvendio
To upload a standard print creative a simple example for a template can look like this:
AdCreative Template Field | Value |
|---|---|
Name | Standard Print creative |
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 | Image File |
| True | Upload the image file you want to use for your ad. |
|
Additional information | string | Additional information |
| False | Enter any additional information you would like to add. |
|
Create an Ad Creative Template in ADvendio
You start by creating your Ad Creative Template in ADvendio, this will help you to configure the types of creatives you want to manage from ADvendio.
Let’s say we want to use a standard print template. 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 for your users
The fields Connection, Creative Type, Template ID, and External Status are not relevant when you are working with non-digital products. You can skip those.
Active: Please set your template to active, otherwise it will not be available during the creative upload process
Configure your Ad Creative Template Variables
Once the template is there, you will need to define which fields you want or need to use.
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 type there are certain variables which might be needed. Each Variable record you create will then be its own field in the Creative Upload window your user sees, so they can fill in the required information.
You will find more information on the meanings of the fields here 7.2.21 Creation of Ad Creative Templates and Variables
Connect your Template to Ad Types
Once the template is created with all its Ad Creative variables, you will need to define for 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: https://advendio.atlassian.net/wiki/spaces/SO/pages/2829713409
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 selected 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. Check “Self Service Relevant” if you want this template to be offered in your Self Service portal.