7.2.23.1 Setup of the Campaign Builder Structure

1 Campaign Builder Item Configuration Setting
- 1.1 Campaign Builder User Interface Video
- 1.2 Campaign Builder User Interface Steps
- 1.3 Campaign Builder Setup Tabs
  - 1.3.1 1 - General Settings
  - 1.3.2 2 - Tabs and Columns
    - 1.3.2.1 2a. Enabling Availability Check in the Campaign Builder
  - 1.3.3 3 - Tab Rules
  - 1.3.4 4 - Targeting Settings
  - 1.3.5 5 - Actions Tab
  - 1.3.6 6 - Static Columns Tab
  - 1.3.7 7 - Logic Fields

Campaign Builder Item Configuration Setting

Starting from the 2.169 release, the setup process for Campaign Builder has become more user-friendly. This is due to the addition of a dedicated user interface. All the necessary configurations required to run the Campaign Builder are now grouped under "Item Configuration Settings". This wizard provides easy configuration of the Campaign Builder's settings and also enables you to specify particular fields and their display conditions based on specific criteria.

Campaign Builder User Interface Video

Campaign Builder User Interface Steps

Here are the steps to follow to use the Campaign Builder User Interface:

To access it, you need to go to the App Launcher and search for "Item Configuration Settings".
Search for an existing record in the list and click on “Edit” or hit the “New” button to configure your Campaign Builder UI settings.

You will see the Campaign Builder Setup interface with tabs.

Campaign Builder Setup Tabs

In the Campaign Builder Setup, there are several tabs where you can configure different settings for your Campaign Builder view.

1 - General Settings

This tab allows you to set general configurations for the Campaign Builder, including general settings like Page Size, Price Rules buttons and Enable Summary.

Page Size: Specifies the number of records to display per page. A package item is considered one record, regardless of its components.
Display Apply Price Rules button: Enables the Apply Price Rule action in the Campaign Builders upper right corner to let users start the application process.
Hide Apply Price Rules modal: Enables the hiding of the Price Rules option.
Enable Summary: Enables a summary box above the Campaign Builder table which summarizes the budget, budget reached as well and the current open budget. For more information please check this page out: 4.20.4 Campaign Summary for Campaign Builder
Enable Availability Mode Calendar: Enables the Publication Date selection calendar to show Availabilities. Otherwise, only publication dates are shown without checking their availability. For more information please check this page out: 4.20.2 How to select Publication dates in the Campaign Builder

2 - Tabs and Columns

Here, you can tailor the fields and column settings to suit your requirements. The Tabs and Columns tab provides the following functionalities:

Display of an existing tabs table with their names.
Creation, modification and deletion of field and column settings.

2a. Enabling Availability Check in the Campaign Builder

By default you might not see the “Check Availability” button in the Campaign Builder. To add it just add the custom field called “Availability” to one of your tabs. After that the button will be shown and you can perform your availability checks.

3 - Tab Rules

With Tab Rules you can set rules to control the visibility and accessibility of fields under certain conditions, such as making them hidden, read-only or required. If you hide all fields of a column, it will disappear from your view.

The Rules tab and Actions button allow you to add, edit and delete Tab Rules columns.

To change Tab Rules data, use the actions buttons from the drop-down menu on your right:

Change or set information needed, give the rule a name
Define conditions of the rule

A few hints for the setup of Tab rules:

If you need to have a condition always true you can user User > IsActive > equals > True
If you need to compare something with a blank value use Field X > equals > NULL
Please note that the starting object “User” requires at least the permission “View Setup and Configuration“ for your users, otherwise it won’t be applied.

Define the consequences that should be applied when conditions are met.
After that press Confirm Changes and press Save and Back.

Please note that while adding custom fields as required fields, the "from_until" column is the only one that can be marked as required. Any other custom column marked as required will be ignored.

The following fields are impacted by this rule:

Adhoc Package
Availability
External System URL
Price Rule
Publication Dates
Targeting

Currently, we are working on making this possible for relevant fields in the future.

Please note you have to press the button Confirm Changes here before they can be saved. Otherwise, you will see a warning as per screenshot below:

4 - Targeting Settings

In Targeting Settings you can set up rules to hide or disable targeting categories based on specific conditions. This helps you manage your targeting rules more easily.

The Targeting Settings field allows you to hide specific targetings in the campaign builder based on the conditions you have defined, and logical connectors.

5 - Actions Tab

The Actions tab allows you to customize the settings for action buttons in Campaign items and Package components. These buttons can perform tasks such as Copy, Delete, Copy Value, and Split. You can also enable or disable these buttons as needed:

6 - Static Columns Tab

The Static Columns Tab allows you to define static fields that remain fixed at the start of each Campaign Builder tab.

7 - Logic Fields

The Logic Fields tab can define logic fields in this tab that will be available in the background without being displayed. This is especially useful for custom logic applications and allows adding and removing rows, selecting fields, and custom fields for specific configurations.

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