8.13.4 Cross Platform Budget Optimizations

What is included?

 The Budget Optimizations contain an Analytics App as well as a dedicated Lightning Component to help you review your running Media Campaigns or Buying Orders and optimize them in the future!

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The Analytics App is called ADvendio Budget Optimization:

• Two Datasets

• Two Dashboards, which are used in our specific Dashboard Component, but can also be further customized

  • Budget Optimization Buying Order

  • Budget Optimization Media Campaign

To make these available for you, we provide a special Lightning Component, which can be dynamically embedded into Lightning Pages. It’s called ‘DashboardBudgetOptimization’

How to configure the feature:

To use the Budget Optimization Dashboards, you will need to drag the Lightning Component into a Lightning Record Page.

To enable the Dashboard for Media Campaigns / Selling, please edit the Media Campaign Lightning Record page.

Simply look on the left, in Custom-Managed components and drag ‘DashboardBudgetOptimization’ into the Page.

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After Saving and activating the page, you can view a Media Campaign or Buying Order and see the Dashboard.

How to get data into the Dashboard?

The Dashboards and features are not operating on Live Data sets, so if you change something and want to see the results, you need to trigger a data sync first.

The data can be scheduled, but also synced on demand. To do so, you need to go to the ‘Data Manager’ App.

First go to the ‘Connections’ and find you SFDC_LOCAL connection. This will bring the current Salesforce Records to Analytics. You can run it just for the objects you need, by selecting ‘Run Data Sync’ in the dropdown. Or run it for the whole Connection and all objects.

Similar, you will then need to open the Recipes section. For Budget Optimization, please select either the Campaign Item or Buying Item Budget Optimization Recipe and click ‘Run Now’ in the dropdown.

You can review the sync status any time in the Jobs Monitor section.

Schedule Data Syncs

To make sure the data used in Analytics is up to date, you will need to schedule data syncs manually. These make sure that your Salesforce Data in Analytics is updated and the predictions models and Dashboards can access the newest records.

To set this up, go to the Data Manager via App Launcher or from the Analytics Studio. You need to schedule two things.

1. The Salesforce data sync, via the Connections. Go to the Connections section and select the default SFDC_LOCAL, click the arrow symbol and select Schedule, now schedule according to your needs.

2. You need to schedule the recipes, which transform data to be used. For this go to the Recipes section. Select the Recipe, you need for your Budget optimizations, which is either: ‘Budget Optimization Campaign Items' for Selling / Media Campaigns OR 'Budget Optimization Buying Item’ for Media Buying.