10.1.8 How to select your Media Buying Targeting on Campaign Items?

What’s New?

You can now define targeting criteria directly within the Campaign Builder for your Media Buying Campaign Items in ADvendio. This enhancement makes it easier to set up your campaign strategy in one place — helping you move faster, reduce manual steps, and improve targeting accuracy when pushing campaigns to platforms like DV360, Xandr, or Facebook

Use Case

ADvendio customers can plan and execute media buying campaigns end to end. This enhancement helps automate and unify how audience, geo, and device targeting is applied within Campaign Items – reducing manual effort and increasing data consistency when pushing to platforms like DV360, Xandr, or Facebook.

When defining a Media Buying Campaign Item in ADvendio, you can now add targeting directly within the Campaign Builder. These targeting selections will then be automatically copied to all Buying Items created for that Campaign Item.

How It Works

1. Go to your Campaign Builder and create or edit a Media Buying Campaign Item.

2. In the Targeting section, select the desired criteria (e.g., geo, audience segments, devices, frequency capping)

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3. Save your Campaign Item.

4. When you create your Buying Items, the targeting selections from the Campaign Item will automatically carry over.

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This keeps your campaign setup unified and ready for automated delivery to your media buying platforms.

Which targeting is available?

Starting with ADvendio 2.176 all targeting options supported by the individual integrations will be shown in Campaign Builder. This includes:

• Targeting Criteria such as: Geography, Inventory, Devices

• Postal Code Targeting via our selector (Google DV360)

• Audience Targeting via Audience Segments

• Frequency Capping

• Supported Integrations: Facebook, Google DV360, Pinterest, Google Campaign Manager 360, Xandr Invest, TikTok

Show Targeting on Invoice and Quote PDFs

Campaign Item Targeting Criteria, are per default, also shown on your Quote and Invoice PDFs, you will see them split by the different types (e.g. Device or Audience) under your Line Item row.

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You are able to additionally modify certain information or hide selected targeting criteria alltogether. For these settings use the following Campaign Item fields:

• Line Description: Use this to add a custom description, shown on the PDFs

• AdKeyValues: Summarizes Key / Value and Audience Targeting. If you modify this field. it will be shown on the PDF. Note: changing Targeting in Campaign Builder will overwrite any custom values in this field with the new Audience Targeting.

• Hide FC on Quote: Use this to hide Frequency Capping Targeting

• Hide Geo/Device Targeting on PDF: Use this to hide the Geo, Inventory & Device Targeting criteria

• Hide Key Value Targeting on Quote: Use this to hide the Key Value & Audience Targeting

• Hide Time Targeting on Quote: Use this to hide Day&Time targeting

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Set up and limitations

Set up Campaign Builder Targeting

In order to use the new capabilities, follow these steps:

1. Import Targeting Criteria: Make sure to import targeting IDs via Transfer to ADvendio Feature

2. Set up Media Buying Ad Specs per Platform: Ad Specs, used for your Campaign Item, need to target one dedicated Media Buying Platform, Please make sure Ad Types are linked to the relevant Connection of the target platform

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3. Configure Campaign Builder: You can further set up your Campaign Builder to show and hide certain targeting options.

Technical Details:

Targeting information are used from dedicated fields on the Campaign Item object. See here how the individual information are used:

*for Keywords and AdPostalCodes, Advendio uses clear text, comma separated lists. So you could also set up any custom field of type long-text or use other sources for the targeting criteria. There is no dedicated UI required.

Automation Guidelines:

In order to automate your processes around Media Buying Targeting, you can take different factors into consideration:

• Use Targeting for automated creation of Buying Items: If you are using custom Flows to create Buying Orders and Buying Items, outside of ADvendio UIs, you can still use the Campaign Item Targeting! You just need to copy the value from the Campaign Item: ADvendio__AdServerTargeting__c field into the Buying Item: ADvendio__SelectedTargeting__c Field.

• Split Targeting Criteria: The targeting information from the Campaign Item can also be split into multiple valid targeting strings, to be used on different Buying Items, we provide a solution for flows with our new Targeting split method: https://advendio.atlassian.net/wiki/spaces/SO/pages/4459659294/10.1.9+Automate+your+Media+Buying+Trafficking+with+our+new+Targeting+Split+function+for+Flows?atlOrigin=eyJpIjoiZDBkYzM5NTYyN2JjNDFmMjg2MjRkYTUyYWNlOWIwYzEiLCJwIjoiYyJ9

• Set up Targeting Defaults: There are different ways to set up default targeting to always include, we recommend using our flexible targeting sets: https://advendio.atlassian.net/wiki/spaces/SO/pages/4459659294/10.1.9+Automate+your+Media+Buying+Trafficking+with+our+new+Targeting+Split+function+for+Flows?atlOrigin=eyJpIjoiZDBkYzM5NTYyN2JjNDFmMjg2MjRkYTUyYWNlOWIwYzEiLCJwIjoiYyJ9

• Custom Flow for Targeting Optimizations: Want to change Targeting on your Campaign Item and apply this automatically to Buying Items? You can set up a Record-Triggered Flow, which starts if ADvendio__AdServerTargeting__c is changed on a Campaign Item and copies down the new string to Buying Items.

Limitations

The following logic fill not apply to all targeting options and inventory set ups in ADvendio, please consider the following limitations:

• You can only set Targeting Criteria dedicated for Buying Items, Buying Order Targeting is not covered on the Campaign Item

• It will be required, that Campaign Items target one specific Media Buying Platform at a time. For this the related Ad Type needs to have the Connection you want to use linked → else no targeting is shown in Campaign Builder

• Targeting is saved in the AdServerTargeting field on the Campaign Item, there it will be automatically passed down to Buying Items, if you create them via our UI Process.

• Optimizations and changes are currently NOT automatically applied from Campaign Items to linked Buying Items → Any change of selected Targeting on Campaign Item, will only affect newly created Buying Items

• Users are still able to change targeting on individual Buying Items if they have access to the ADvendio Buying Components

Additional Information

• Explore the full Media Buying Creation process

• Learn how to configure Campaign Items in the Campaign Builder