3.13 How to create and manage my advertising inventory? (Inventory Setup Assistant)

Challenge

This feature is aim to solve complexity of inventory creation and management.

Solution

Advendio introduces the Inventory Setup Assistant, a comprehensive tool designed to simplify the creation and management of inventory. This new feature includes various wizards into one cohesive product, aiming to streamline the inventory creation process for our customers. The Inventory Setup Assistant merges functionalities from Ad Specs & Rates Manager and Inventory & Rates Manager, offering both single and bulk creation options.

How to open the new assistant:

Navigate to the App Launcher and open the Inventory Setup Assistant

1. Go to the App Launcher.

2. Look for the Inventory Setup Assistant

Open

Capabilities

The Inventory & Rates Manager guides you through five different capabilities

1. Create all necessary components in bulk like Medium/Sites, Placements, Ad Types 

2. Create Ad Specs based on your created and already existing inventory.

3. Create Ad Prices for your Ad Specs as well as graduated prices.

4. Connect your Ad Specs with your Ad Server IDs.

Each step can be completed independently by simply clicking on the tab corresponding to the task you wish to perform.

Component Creation

Every ad spec consists of the three parameters: site, placement, and ad type. In this tab, users can create sites, placements, and ad types in bulk. These created records serve as inputs for the Creation tab and supplement existing inventory items.

Steps for creating site/placement/ad types;

• By clicking the gear icon next to the create sites, create placements and create ad types header you can configure which fields you need for bulk component creation.

• After adding all necessary fields you can fill them

• If you want to create more than 1 object simply click +Add More rows button and fill all required and needed fields.

• Click Save Sites/Placements/Ad Types button

Open

Ad Spec Creation

Within this section, you have the ability to generate Ad Specs by combining Sites with Placements and Ad Types. The page is divided into two segments:

• Ad Spec Creation: Begin by selecting a site, which will dynamically load the available placements and ad types. After selecting placements and ad types, simply click the "Create Ad Specs" button to generate multiple ad specs simultaneously.

• Created Ad Specs Table: In this table, you'll find a comprehensive list of the ad specs created through your actions. By clicking on the provided links, you can easily access and further edit your ad specs.

Ad spec creation steps;

Assign Placements and Ad Types to Medium/Sites to create your Ad Specs:

1. Select a Site to assign all corresponding Ad Types.

2. Select all Placements as well as Ad Types that belongs to this Medium/Site.

3. Click the button Create ad specs to create the assignment.

4. Check the Created ad specs list below

5. Repeat step 1 to 3 to assign other Placements and Ad Types that belongs to a Medium/Site.

6. Click the button Next to go on to the next step.

Ad Price Creation Tab

The Ad Price Creation Tab facilitates the setup of ad prices, covering all necessary fields visible on the right side of the table. Additionally, users can define rate steps per price by clicking on the icon provided. The table's fields are configurable, enabling users to select preferred fields using the gear icon next to the table header.

Ad price creation steps:

1. Select an Ad Spec (or multiple Ad Specs) to create and assign an Ad Price.

2. Enter mandatory fields like Billing Category, Currency, List Price and the checkbox Active

3. Enter other fields, if needed and visible in the page layout by clicking gear icon on the header.

4. Click the button Save all changes to create the assignment.

5. Repeat step 1 to 4 to create other Ad Prices

6. Click the button Next to go on to the next step.

You are also able to create Graduated Prices for your Ad Specs. Click the small Graduated Prices icon next to the field List Price and enter your ranges (From, Up to, Rate).

Link to Ad Server Tab

In this tab, users establish connections between ad specs and connection IDs from the ad server. Initially, the table is empty, and upon selecting a connection, ad specs and corresponding connection IDs populate the table based on the selection.

Assign Ad Server IDs to your existing Ad Specs:

1. Select a Connection

2. Select all corresponding Ad Server IDs.

3. Click the button Save to create the assignment.

4. Repeat step 1 to 3 to assign other combinations.

5. Click the button Finish to go on to the next step.

You can skip this step and click the button Finish if you do not use an ad server integration.

Coming soon..

We are planning to add publication dates wizard, package manager and content wizard to the inventory setup assistant as other tabs.