4.20 How to configure my Campaign Items? (Campaign Builder)

Challenge

Planning and operating at scale by creating small or large campaigns for your customers can be a real challenge in your daily business with all the actions that need to be performed as well as all the configuration options you can set per inventory item.

Solution

Please take note that this feature needs to be set up by your Administrator. Please find the steps for doing so on this page: 7.2.23 Setup of the Campaign BuilderPreview Our Campaign Builder helps you to overcome this challenge by offering you a reworked, modern user interface, with a number of performance enhancements and added features capabilities. Please read more about our Campaign Builder further below:

Types of distribution packages supported in Campaign Builder

Campaign Builder currently supports three types of packages:

• Linear

• Prorated

• Individual

An example of Linear distribution is below:

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You can find more detailed information about Linear, Prorated and Individual package distribution types, distribution combinations and billing categories in 3.6.3 Package Distribution Types.

Access to the Campaign Builder

You can access the Campaign Builder currently in two ways. The first option is the way for creating new items and the second option is the way for editing existing items.

Adding new items

• To create new items, you need to create a new Media Campaign first to which you can add the items. Please follow the explanation for Media Campaigns on this page if you need more information: 4.1.1 What are Media Campaigns?

• To add items to the newly created campaign you will use our Media Search to search through your inventory and add the relevant items to your basket.

• After hitting the “Start Media Configuration“ button the Campaign Builder will open and show you your basket items ready to be configured.

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Editing existing items

• To edit items from an existing campaign you will use our Campaign Item Related List to select the items to be configured.

• After hitting the “Change items“ button the Campaign Builder will open and show your items ready to be edited.

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Save and Continue Button:

With version 2.182 and above campaign builder allows you to save your configuration but also continue editing without closing and saving the campaign items completely

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Sort Item:
You can change the order of Campaign Items directly in the Campaign Builder using a simple drag-and-drop interface. This allows you to control the sequence of your campaign elements and ensure they appear in the desired order. This sort functionality only works with virtual items i.e. the campaign items not created/ saved.

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Working with the Campaign Builder Action Features:

In the Campaign Builder view, on the right-hand side under the “Actions” drop-down menu you will access buttons: Copy, Delete, Copy Value:

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Copy

The ‘Copy’ option allows you to duplicate or copy the Campaign item itself in Campaign Builder.

With Version 2.181 and onwards, you can now do the selective copy of the campaign items by enabling the Campaign item selection in the Item configuration setting 7.2.23.1 Setup of the Campaign Builder Structure | Campaign Builder Setup TabsPreview . This will allow you to select and copy respective campaign items altogether in bulk instead of executing the copy action one by one on an individual campaign item

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Delete

The ‘Delete’ option will remove an item action from the Campaign Builder per item or even per row. When selecting the Delete option, you will see a modal pop-up to confirm the deletion process.

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With Version 2.181 and onwards, you can now do the selective deletion of the campaign items by enabling the Campaign item selection in the Item configuration setting 7.2.23.1 Setup of the Campaign Builder Structure | Campaign Builder Setup TabsPreview . This will allow you to select and delete respective campaign items altogether in bulk instead of executing delete action one by one on an individual campaign item

Copy Value

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The ‘Copy Value’ feature enables you to duplicate values across different Campaign Items by selecting a field.

Copy Value Options

Please check out the special rules applied below for certain fields to be copied.

Copy value step-by-step instruction:

The ‘Copy Value’ feature allows customers to select from which field they would like to copy the value to other Campaign Items.

• Create a new Media Campaign and add Campaign items using Media Search.

• In the Campaign Builder view under “Actions” in the drop-down menu select the “Copy Value” feature. By selecting this value, you will activate its functionality. You can copy the value of dates/ line description, quantity, frequency, etc. Copy Value saves time while setting up Media Campaigns.

• Press “Done” to activate and save your edits.

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Note: The video is from earlier version than 2.182. With version 2.182 there has been no change in the copy value functionality except the regular input not being possible in copy value mode.

• Other actions associated with Copy Value actions:

  • Red Revert button - deactivates copy value function and cancels all the copied values for all Campaign Items

  • White Revert button - cancels last data entered just for certain Campaign Item

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Split Item

The Split Item option allows you to split your Campaign items by certain categories to quickly set up your Campaign Items.

Steps to access the Split option:

• Access your Media Campaign through the Campaign Builder view

• Opposite your Campaign Item from the drop-down menu on the left select Split

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• A new window will pop up called Split Campaign Item

• In Split by field select the Time Frame Campaign Items option

• You will see two options below in the drop-down menu:

  • Monthly Breakdown (split campaign items into months)

  • Quarterly Breakdown (split campaign items into quarters)

• In Fields to Share (optional) you might see the following options:

  • None

  • Quantity (if there is a quantity of 3, the system will split these items equally as 1,1,1)

  • Guaranteed AI

  • Sales Price

• Click Save to confirm your choices

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Following TimeFrames are possible depending on your settings:

• Calendar Weekly Sharing (split campaign items into weeks)

• Calendar 2 Weekly sharing (split campaign items into 14 days periods)

• Monthly Breakdown (split campaign items into months)

• Quarterly Breakdown (split campaign items into quarters)

Amount calculation and formula field support

While editing pricing relevant information of your items you might notice that the amount fields change shortly after you did the change. This is the amount calculation we included in the Campaign Builder component. If you have custom formula fields you created, the Campaign Builder is also able to update them based on the information you entered in your items.

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Targeting

The current version supports limited targeting/delivery options:

• Frequency Capping

• Daytime Targeting

• Exclusions (Labels)

• Geography, Device, Inventory targeting

The targeting selection was moved into its own targeting component. You can find this on the relevant tab and add your settings as needed.

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Refresh of settings needed

In case that settings were changed for the Campaign Builder it might be that you will see this message upon starting the feature.

The text says “There was an error while trying to read the item configuration settings. Do you want to try and reload the item configuration settings? In case you see this message again please contact the System Administrator.“

Please hit “Reload Item Configuration Settings” to apply the change in the background.

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Setup

Please take note that this feature needs to be set up by your Administrator. Please find the steps for doing so on this page: 7.2.23 Setup of the Campaign BuilderPreview

To configure custom javascript in the Campaign Builder please learn more on this page: 7.2.23.2 Setup of custom logic for the Campaign Builder (Custom javascript)Preview