10.1 Overview of Media Buying Creation
- Liga Bandere
- Keti Katsitadze
- Former user (Deleted)
- 1 Buying Configuration Steps
- 2 Create a Buying Campaign Item
- 3 Create a new Media Campaign
Every Buying Order has to have a linked Campaign item. So we suggest the following flow:
Create a Media Campaign
Create a Buying Campaign Item (see next paragraph)
Add a Buying Order/s and Buying Item/s
Set a Targeting
Submit Your Buying Order/s
Synchronize Buying Item Status
Sync delivery data from the AdServers
Buying Configuration Steps
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.
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 Orders, 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."
To create a Buying Campaign Item we suggest the easiest steps:
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."
Click on the campaign item that has been added to the related page.
Add a Buying Order by using the action button in the new Buying Order-related list on the Campaign Item.
Buying Order creation component
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 missing or inactive configuration, an error message will show up while creating a new order.
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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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
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.
Link existing Buying Orders to Buying Campaign Item
To improve efficiency, users can link existing stand-alone Buying Orders to a Buying Campaign Item, similar to the Media Search functionality.
Click the "Add Existing Buying Orders” button.
Select one or multiple Buying Orders and link them to a Campaign Item by clicking "Link to Campaign Item”.
Linked Buying Orders appear in the Campaign Item’s related list.