10.1 Media Buying Creation
Buying Configuration Steps
For instructions on how to configure Media Buying in your Salesforce Org, see Configuring Media Buying [Admin Instructions].
Media Buying Object Relationships and Creation Flow
Object Relationships
Media Campaign → Campaign Item
Media Campaign → Buying Order
Buying Order → Buying Item
Campaign Item → Buying Item
The Buying Order is not directly attached to the Campaign Item. Instead, they are both children of the Media Campaign, and they "meet" at the Buying Item level.
Every Buying Order needs to have a linked Media Campaign and every Buying Item has to have a linked Campaign item. So we suggest the following flow:
Create a Media Campaign
Create a Buying Order
Create a Buying-type Campaign Item (see next paragraph)
Select the created Buying Order and create Buying Item/s
Set a Targeting
Submit Your Buying Order/s
Synchronize Buying Item Status
Sync delivery data from the AdServers
Creation Flow
Create Media Campaign
From the Media Campaign screen you can either:
Create a Campaign Item, or
Create a Buying Order immediately
Later, once you create one or more Campaign Items, you can:
Go to a Campaign Item → click “Add Buying Order” → either:
Link to an existing Buying Order (by creating new Buying Items under it), or
Create a new Buying Order (automatically tied to the same Media Campaign)
When adding Buying Items under a Campaign Item, those items inherit the Campaign Item link (and must match any existing “connection” on the Buying Order).
Create a Buying-type Campaign Item
A Buying-type Campaign Item is a specific type of Campaign Item created for the Media Buying solution. It can be imagined as a placeholder for Buying Items, as it allows their creation in a dedicated related list.
A Buying-type Campaign Item differs from a standard Campaign Item in two key ways: it uses an Ad Spec with a "Buying" record type rather than the standard type, and it has an Ad Price with the Billing Category set to "Budget."
Step 1: Create a Buying Ad Spec
To create a Buying Ad Spec:
Access the Ad Specs through the app launcher
Create a new Ad Spec and select Buying as the record type, as shown in the image below
Creating a new Ad Spec with the “Buying” record type.Fill in the mandatory fields and click Save.
Go to the app launcher search for Ad Price and click New
Link the Ad Spec, fill in the List Price, and make sure to select the Billing Category as "Budget” as shown in the image below. Then, click Save.
Setting the “Budget” category in the Billing Category field when creating an Ad Price to be linked to a Buying Ad Spec.
Important
If "Budget" is not available in the Billing Category menu, you'll need to add it manually in the setup.
Create a new Media Campaign
To Create a Media Campaign
Access the app launcher, type "Media Campaign" and fill out the necessary fields.
To add a Campaign Item, click the Media Search button.
Or go to the Campaign Item related list on the Media Campaign.
Click on Add Items.
Select the Buying-type Campaign Item, click Start Campaign Builder, fill out the necessary fields, and then click Save.
Deleting Buying-type Campaign Items
When deleting a Campaign Item that contains associated Buying Orders and Items, the system will perform checks to ensure data integrity.
If the Campaign Item is being deleted during its creation or while still open, and the associated Buying Orders have not been submitted to an external platform (i.e., they lack an external ID), both the Campaign Item and its related Buying Orders and Buying Items will be deleted.
However, if the associated Buying Orders have already been submitted and possess an external ID, the deletion of the Campaign Item will be prevented, and the user will receive an error message saying that the submitted Buying Orders cannot be deleted.
Adding a new Buying Order to the Media Campaign
Click on the Media Campaign related list.
Press the Add Buying Order button in the Buying Order related list.
Important
In earlier versions of ADvendio, Buying Orders were directly linked to Campaign Items and could be created via the Campaign Item related list.
As of version 2.177, this functionality will no longer be supported: Buying Orders can now only be created through the Buying Order related list on the Media Campaign.
Select the Record Type and Connection for your Buying Order
The layout will open with the fields that were previously configured in an active Buying Configuration for this connection
After selecting the Record Type and Connection of your Buying Order, Press Save
In case of a missing or inactive configuration, an error message will show up while creating a new Buying Order.
Budget Validation
When creating a Buying Order linked to a Campaign Item, the system validates the Buying Order’s Budget Amount against the Campaign Item's Sales Price.
If the Budget Amount exceeds or is lower than the Sales Price, a warning message will appear: "Warning: Budget Exceeds Sales Price" or "Warning: Budget Amount Lower than Sales Price."
If multiple Buying Orders are created for the same Campaign Item, the system will validate the total budget of all Buying Orders against the Campaign Item’s Sales Price.
You will have the option to "Confirm" or "Adjust Budget Amount" immediately after clicking the Save button in the Buying Order creation component.
Important
This applies only when a Buying Order is linked to a Media Campaign (via a Buying-type Campaign Item). All the rules should not be applied to “standalone“ Buying Orders.
Impressions Budget Validation
If "Impressions Budget" is selected for the Buying Order, the system also validates whether the Buying Item Impression Goal exceeds the Buying Order Impression Goal.
If the Buying Item Impression Goal is greater, a warning message will appear: "Impression amount of the Buying Items exceeds the impression amount of the Buying Order."
If no value is added in the Buying Order Impression Goal field, then each Buying Item can have any amount in its Impression Goal field.
Campaign Summary Enhancements
The "Show Campaign Summary" section now displays:
The Campaign Item Sales Price.
The Total Campaign Item Budget Amount (the sum of the Budget Amounts of all the Buying Orders associated with the Campaign Item).
The information is rearranged for better space utilization.
Budget Summary Display
The summary component will display the budget based on the selected Budget Type:
Revenue Budget: Number and currency.
Impression Budget: Number and "Impressions."
Select a Budget Type for the Buying Order
You can now select a Budget Type for your Xandr and DV360 Buying Orders and Items.
This feature has been introduced in version 2.170 and is only available for the Xandr and Google Display & Video 360 integrations.
When creating a new Buying Order:
Select Xandr or Google Display & Video 360.
Choose "Impression Budget" to create Buying Orders / Items with impressions as the budget type or “Revenue Budget” to use currency as the budget type.
Important
If the picklist menu doesn’t automatically show “Impression Budget,” the field should be:
First added to the Buying Order Budget Type picklist value list.
Then also added to the Xandr and DV360 Record types picklist value lists.
Finance-related Settings (Impression Budget)
When "Impression Budget" is selected:
"Linear distribution" is automatically set to FALSE on the Buying Order.
"Unlimited invoicing" is automatically set to TRUE on the Buying Order.
The Budget Amount (0) must be the same as the Campaign Item Sales Price (0).
Billing Category remains "Budget."
Budget Impressions are not mapped to any Campaign Item field. The Campaign Item Quantity remains 1.
Add a Buying Item to the Buying Order
There are two ways to add a Buying Item to the Buying Order:
Option 1: In the Buying Order creation component.
Click the Add Buying Item button at the bottom of the window.
You can add multiple Buying Items to one Buying Order.
Fill out the necessary fields for your Buying Item and press Save at the top right of the window.
Option 2: Through the Buying Order related list page.
Click the Add Buying Items action button in the Buying Items LWC that will the Buying Order creation component.
Note: The name field is editable even if the checkbox is set to “True” in the admin setting for generating the Buying Order and Buying Item name.
Add multiple Buying Orders
In the Buying Order creation component, you can add multiple Buying Orders on a single page.
Click the Add Buying Order button on the top right corner (in the header).Fill out the necessary fields for your Buying Order
Repeat the process until you have added all your desired Buying Orders and Items. Then, press Save at the top right.
Delete Buying Orders and Items
To delete a Buying Order or Buying Item:
Click the Delete button on the small drop-down menu at the right of the screen corresponding to the Buying Order or Buying Item you want to delete.
Note
Most third-party platforms don’t support order deletion, and thus deleting an order in ADvendio may not result in its deletion in the platform.
Therefore, as good practice, we don’t recommend deleting orders that have already been submitted to a platform.
Copy Buying Orders and Items
To copy a Buying Order or Item:
Click the Copy button on the small drop-down menu at the right of the screen corresponding to the Buying Order or Buying Item you want to copy
Define how many copies of order or item should be created.
Creating a Buying Item by creating a Buying Order
A Buying Item will be automatically created when you save a Buying Order that doesn't have an associated Buying Item
All data that is available for the Buying Order will be applied to the corresponding Buying Item fields
After confirming the creation you will be able to save the Buying Order.