10.1 Overview of Media Buying Creation
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 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
Object Relationships
Media Campaign → Campaign Item
Media Campaign → Buying Order
Buying Order → Buying Item
Campaign Item → Buying Item
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).
Buying Configuration Steps
First things first, you
Navigate to the Buying Configuration setup page from the app launcher.
Pre-configure the layout of Buying Orders and Items per connection to show only relevant fields.
Click "New" to create a new configuration.
Choose the desired Buying Configuration Connection from the dropdown list.
Connections are selected per record type and filtered only by active connections.
If the record type has only one active selection, it will be preselected automatically.
If there are multiple active connections, choose from the dropdown list.
Choose the available Buying Order and Buying Item fields you want to include in your layout from the dropdown menu.
Rearrange fields using drag-and-drop or delete them as needed.
Some fields are required by default, such as Start Date, End Date, and Budget Amount.
Mark any other field as required if necessary—these will be mandatory for saving Buying Orders or Items.
After configuring the connection layout, set the configuration to Active.
Only one active configuration per connection is allowed; otherwise, an error will be thrown.
Save your configuration.
Here are the list of Record Types available for Buying Order creation:
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DV360 | Xandr | ||
GCM360 | Thetradedesk | Amazon DSP | |
Googleads | TikTok | Snapchat | Criteo DSP |
Custom |
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Create a Media Campaign
A Media Campaign can
Create a Buying Campaign Item
A Buying 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 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."
Creating 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 record type “Buying“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.
Important
If "Budget" is not available in the Billing Category menu, you'll need to add it manually in the setup.
Click Save.
Create a new Media Campaign
To Create a Media Campaign
Access the app launcher, type "Media Campaign" and fill out the necessary fields.
Add a Campaign Item through “Media Search.”
Or go to the media campaign's related page.
Click on "Add Items."
Select the buying campaign item, click "Start Campaign Builder," fill out the necessary fields, and then click "Save."
Deletion Behavior
When deleting a Campaign Item that contains associated Buying Orders and Items, the system will now 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 Items will be deleted.
However, if the Buying Orders have already been submitted and possess an external ID, the deletion of the Campaign Item will be prevented, and an error message will inform the user that 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 to add a Buying Order.
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 Media Campaign Buying Order related list.
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
Note
In case of a missing or inactive configuration, an error message will show up while creating a new order.
Budget Validation
When creating a Buying Order linked to a Buying Campaign Item, the system now validates the Budget Amount against the Campaign Item's Sales Price.
If the Buying Order 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 now validate the total budget of all buying orders against the sales price.
You will have the option to "Confirm" or "Adjust Budget Amount."
Important
This applies only when a Buying Order is linked to a Media Campaign (Buying Campaign Item). All the rules should not be applied to “standalone“ Buying Orders
Impressions Budget Validation
If "Impressions Budget" is selected, the system also validates that the Buying Item Impression Goal does not exceed 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 there is no value added in the B.O. Impression Goal field then each Buying Item can have any amount in the Impression Goal field.
Campaign Summary Enhancements
The "Show Campaign Summary" section now displays:
"Campaign Item Sales Price"
"Total Campaign Item Budget Amount" (sum of all Buying Order Budget Amounts for 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.
"Impressions 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 "Impressions Budget" to create Buying Orders / Items with budget type impressions or “Revenue Budget” to use currency as budget type
Important
If the picklist menu doesn’t automatically show “Impression Budget”, the field should be:
firstly added to the Buying Order Budget Type picklist value list
then also added to the Xandr and DV360 Record types picklist values
Finance-Related Settings (Impressions Budget)
When "Impressions 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 in sync with the Campaign Item Sales Price (0).
Billing Category remains "Budget."
Budget Impressions are not mapped to any Campaign Item field. * 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.
In the Buying Order Creation Component.
Click the Add Buying Item button at the bottom. You can add multiple Buying Items in one Buying Order
Fill out the necessary fields for your Buying Item and press Save at the top right.
Through Buying Order related list page.
Click "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, Press Save at the top right.
Delete orders and items
Click the Delete button on the small drop-down menu on your right for the Buying order or Buying item you want to delete.
Note
Most third-party platforms don’t support order deletion, thus deleting an order in Advendio may not result in its deletion in the platform.
We don’t recommend deleting orders already submitted to platforms as a good practice.
Copy orders and items
Click the Copy button on the small drop-down menu on your right for the Buying order or Buying item you want to copy
Define how many copies of orders or items should be created.
Buying Item creation when a buying order is created and saved
A Buying Item will be created automatically when you save your Buying Order which doesn't include any Buying Item
All data that is available for Buying Orders will be copied and filled into the according Buying item fields
After confirming the creation you will be able to save the Buying Order.