7.2.23 Setup of the Campaign Builder

We are looking forward to your feedback as well as enhancement ideas. Please contact our Customer Success Management team or support@advendio.com to share feedback with us.

Please make sure to read through the following page for the transition from Media Configuration to the Campaign Builder to ensure the consistency of your data and processes: https://advendio.atlassian.net/wiki/spaces/SO/pages/3171188737

Accessing the Campaign Builder

The Campaign Builder can be accessed in two different ways:

via Media Search
via Campaign Item Related List.

The two options can be set up without a major effort by an admin. Please follow the steps below.

Via Media Search

To navigate to the Campaign Builder from the Media Search, please go to the Administration settings and enable in the section “Media Search” the checkbox Redirect to Campaign Builder.

Please take note that the Campaign Builder currently needs to be opened via the ADvendio Campaign item Related List and not via the standard Salesforce Related List due to technical restrictions.

Existing Campaign Items can be opened and edited via the Campaign Item Related List. To show the Action Button that allows editing items in the Campaign Builder, the following feature settings have to be edited:

Feature Setting Name: ActionButtons
Feature Name: CampaignItemRelatedList

Please include in the Value field of the Feature Setting the following record inside of the json structure. You can define the label of the button however you like.

Depending on where you would like to show it you can also move it around in the value list:

{
    "title":"Change Items",
    "label":"Change Items",
    "componentDefinition":{
      "componentDef":"ADvendio:campaignBuilderWrapper",
      "attributes":{
          "mode":"edititems",
          "recordId":"$mcId$",
          "campaignItemIds":"$recordIds$"
      }
    },
    "type":"lwc"
}

Here is the full example of the setting where the Campaign Builder button is second:

{
   "Buttons":[
   {
         "title":"Add Items",
         "label":"Add Items",
         "action":"/apex/ADvendio__SelectSearch?Id=$mcId$",
         "type":"vf"
      },
      {
         "title":"Change Items",
         "label":"Change Items",
         "componentDefinition":{
            "componentDef":"ADvendio:campaignBuilderWrapper",
            "attributes":{
               "mode":"edititems",
               "recordId":"$mcId$",
               "campaignItemIds":"$recordIds$"
            }
         },
         "type":"lwc"
      },
      {
         "title":"Edit Items",
         "label":"Edit Items",
         "action":"/apex/ADvendio__MediaConfiguration?id=$mcId$&selected=$recordIds$",
         "type":"vf"
      },
      {
         "title":"Optimize Items",
         "label":"Optimize Items",
         "action":"/apex/ADvendio__NavigateToOptimizer?id=$mcId$&selected=$recordIds$",
         "type":"vf"
      },
      {
         "title":"Delete Items",
         "label":"Delete Items",
         "action":"/apex/ADvendio__DeleteCampaignItems?id=$mcId$&selectedIds=$recordIds$",
         "type":"vf"
      },
      {
         "title":"Sort Items",
         "label":"Sort Items",
         "action":"/apex/ADvendio__SortCampaignItems?Id=$mcId$",
         "type":"vf"
      },
      {
         "title":"Show Recommendations",
         "label":"Show Recommendations",
         "action":"/apex/ADvendio__ProductRecomm?id=$mcId$",
         "type":"vf"
      },
      {
         "title":"Check Availability",
         "label":"Check Availability",
         "action":"/apex/ADvendio__CheckAvailabilityCi?id=$mcId$&selectedIds=$recordIds$",
         "type":"vf"
      },
      {
         "title":"Submit to AdServer",
         "label":"Submit to AdServer",
         "action":"/apex/ADvendio__SubmitToAdServer?id=$mcId$&selectedIds=$recordIds$",
         "type":"vf"
      },
      {
         "title":"Creative Upload",
         "label":"Creative Upload",
         "action":"/apex/ADvendio__CreativeUploadCi?id=$mcId$&selectedIds=$recordIds$",
         "type":"vf"
      },
      {
         "title":"Update Ad-Status in AdServer",
         "label":"Update Ad-Status in AdServer",
         "action":"/apex/ADvendio__UpdateAdServerAdStatus?id=$mcId$&selectedIds=$recordIds$",
         "type":"vf"
      },
      {
         "title":"Get Delivered Clicks/Impressions",
         "label":"Get Delivered Clicks/Impressions",
         "action":"/apex/ADvendio__DeliveredClicksAndImpressionsImport?id=$mcId$&selectedIds=$recordIds$",
         "type":"vf"
     }
   ]
}

As a result, one or many items can be edited via the Campaign item Related List and the Campaign Builder.

Please see other Campaign Builder pages for set-up and restrictions:

https://advendio.atlassian.net/wiki/spaces/SO/pages/3318087681

https://advendio.atlassian.net/wiki/spaces/SO/pages/2999713805

Accessing the Campaign Builder

Via Media Search

Via Campaign Item Related List