Challenge

Publishers often face challenges when creating media campaigns for their clients. The process can be complex including multiple steps and a deep understanding of the advertising system. Publishers require a tool that helps to simplify the campaign creation process.

Solution

To address this challenge, we have developed a Sales Assistant feature. It is a flow which was specifically designed for publishers to provide them with a simplified and client-oriented approach to creating media campaigns. The Sales Assistant Flow is similar to a Self-service platform but created to meet the needs of publishers and clients.

With the Sales Assistant Flow, the process of creating a media campaign becomes easy and straightforward. It guides publishers through each step of the campaign creation process, presenting the information in a user-friendly way that is easy to understand. This feature enables publishers to efficiently create media campaigns for their clients, even without extensive advertising knowledge or technical expertise.

How to Access Sales Assistant?

We recommend using the account quick action, please refer to these steps:

• Open App Launcher and navigate to "Accounts" and select desired account data.

• Look for the Sales Assistant button located at the top right corner of the page.

• Click the button to initiate access to the Sales Assistant flow.

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Campaign Creation in Sales Assistant

There are several Sales Assistant components which can be used by publishers to create their own media campaigns easily:

1 - General information

When booking a campaign in the Sales Assistant, you'll need to provide some general information. Here's what you need to fill in:

1. Campaign Name: Create a name that is easy to recognize and identify your campaign.

2. Campaign Goal: Choose the goal for your campaign from options like Brand Awareness, Conversion, or Reach. This choice will help refine the suggestions for available inventory later in the process.

3. Campaign Duration: Select the starting and finishing dates for your campaign.

4. Budget Type: Depending on how the flow is set up by the administrator, you may be able to choose the budget type. If you don't see this option on the first screen, the administrator has already made the choice for you. The available budget types are:

   • Revenue Budget: Specify how much money you would like to spend.

   • Impression Budget: Specify how many impressions you would like to book.

   IMPORTANT Note: When selecting an impression budget, please keep in mind that only CPM and vCPM products will be shown in the results.

5. Campaign Budget Cap: Set a financial limitation for your campaign by selecting a budget cap.

Open

2 - Define Your Audience

Once you have set the campaign parameters, the next step is to choose your target audience. Selecting the right audience will impact the results displayed later in the process.

Audiences are divided into different categories. By default, you will see categories like Geography, Age, Site, Gender, and Interest.

3 - Select Products or Inventory

After defining your audience, it's time to choose the products or inventory that best fit your needs. The Sales Assistant will display only the available inventory based on an availability check. If there are many results matching your audience, a progress indicator will let you know when all available inventory has been shown.

The filters outlined below are provided as optional and can be used based on your preferences.

If needed complete the following fields:

1. Media Type: Select the type of media you want to use.

2. Formats: Choose the formats that suit your campaign.

3. Price: Specify the price range you are willing to consider.

4. Impressions: Decide on the desired number of impressions.

5. Ad Type: Select the type of ad you want to display.

After adding products the summary field will automatically update to reflect the products and budget used.

You can sort the results by Relevance, Alphabetical order, or Availability. By default, the results are sorted by Relevance, which means the inventory that best matches your selected audiences, goal, runtime, and budget will be shown at the top. You can also choose to sort Alphabetically or by Item Availability.

4 -Summary

Once you have added all the relevant inventory to your basket, the Sales Assistant Summary will display the Products, Prices, Quantity, Discount and Payment Summary. If there are any price rules, commitments, or agency earnings/commissions applied, you will see the corresponding discounts in the "Discounts" column.

5 - Billing Details and Payment Method

On the billing page, you will need to provide the necessary details for invoicing and payment. Here's what you can expect:

1. Billing Address: Fill in the required billing address for the client invoice.

2. Email Address: Provide the email address where the client wants to receive the invoice.

3. Payment Total: The page will display the total amount the client will pay.

4. VAT: If applicable, any VAT amounts will be shown.

5. Payment Method: By default, the payment method is set as an Invoice.

Once you proceed with the payment, the system will start the invoicing process in the background. You will need to confirm the billing run process once more to complete the entire process. If you don't confirm, the campaign won't be billed, and you will not receive an invoice at that point.

After confirming, the client will receive an email containing the invoice document.

Additionally, you should see a success screen that provides you with the ID of the media campaign or invoice for reference.

You will be able to see your created campaign in your ADvendio account under Details.

Setup

Creating the Sales Assistant Flow Button

• Go to the "Set up" menu.

• Choose and select the "Object Manager" tab.

• Under "Label," select "Account."

• Under "Account," select "Buttons, Links, and Actions."

• Press the "New Action" button.

• In the new window, fill in the following data:

  • Action Type: Select "Flow."

  • Flow: Choose "Self Service Advendio Package Flow version 1."

  • Standard Label Type: Select "None."

  • Label: Enter "Sales Assistant."

  • Name: Enter "SalesAssistant."

• Save the changes.

Adding the Sales Assistant Flow Button to Your Page Layout

1. Go to "Set up."

2. Select "Object Manager," then choose "Account."

3. Under "Account," select "Page Layouts."

4. Choose the "Account - Client Layout" option.

5. Within the "Account - Client Layout," select "Mobile and Lightning Actions."

6. Locate the "Sales Assistant" button and drag the "Sales Assistant" tab under the "Salesforce Mobile and Lightning Experience Actions" section.

7. The system will refresh the data, and you will see the Sales Assistant button displayed in your ADvendio account.

To set up a flow, please proceed through the following pages:

https://advendio.atlassian.net/wiki/spaces/SO/pages/1772748801

https://advendio.atlassian.net/wiki/spaces/SO/pages/2213150768