Overview

The Quick Campaign Assistant is a campaign management tool that can be powered by predictive AI to help you create and configure your campaigns.

You can start creating your campaigns directly on the Quick Campaign Assistant or load an already created campaign and use the assistant to upload it.

1 Overview
2 Flow creation
- 2.1 Campaign Creator
  - 2.1.1 Available Result List filters
  - 2.1.2 Media Campaign Fields
- 2.2 Campaign Creator Overview
- 2.3 Campaign Creator Payment
3 Additional logics

Flow creation

To set this feature up you will need to create a flow or you can choose to edit our flow template. You can do this by entering the Setup of your Salesforce org.

When you enter “Flows” in the Quick Search Bar you will be able to open that point under the section Process Automation.

If you do not know Flows well we recommend doing the following trailhead from Salesforce: https://trailhead.salesforce.com/content/learn/modules/flow-basics

Either create a new flow and select the type screen flow. You can also select a layout type. Choose whatever you prefer.

Or you can select the existing package flow called “Quick Campaign Assistant ADvendio Package Flow Version 1”.

Campaign Creator

The first step is to add a new screen component to the flow.

On the left side under the section “Custom” you will find the component “Campaign Creator - Landing Page”. Add it to the screen.

There are three groups of settings: Campaign settings, Audience settings and Result List settings. Campaign settings correspond to the first fields of the screen, Audience settings to the second part of fields on screen and Result List settings to the last part of the first screen.

Input/Output	Required?	Parameter	Meaning	Value format	Default value

Input/Output	Required?	Parameter	Meaning	Value format	Default value
Input	no	Audience - Filters	Configuration for audience filtering options passed to the audience component.	JSON string	empty
Input	no	Audience - Targetings	Enter a custom setup of the Audience selection to customize it for your needs.	JSON string	please see below
Input	no	Campaign - Budget Selection	Please select the budget selection mode that should be used in the campaign creation. Possible values are: Input Slider This will result in showing either a sliding bar or a text input field for you to specify your budget amount/impressions.	string	input
Input	no	Campaign - Budget Type	Please select the budget type that should be used in the campaign. You can take the decision for the user already or leave the choice to him. Possible values are: Impression Revenue Impression & Revenue	string	Impression & Revenue
Input	no	Campaign - budgetMax	Set the maximum number of revenue budget that should be selectable.	Integer	empty
Input	no	Campaign - budgetMin	Set the minimum number of revenue budget that should be selectable.	Integer	empty
Input	no	Campaign - budgetStep	Set the step value for revenue budget that should be applied while using the slider.	Integer	empty
Input	no	Campaign - goals	Enter a custom setup of the Campaign Goals to customize them for your needs.	JSON string	please see below the table
Input	no	Campaign - Hide Advertiser	Toggle visibility of Advertiser in the campaign creation form.	Boolean	false
Input	no	Campaign - Hide Agency	Toggle visibility of Agency in the campaign creation form.	Boolean	false
Input	no	Campaign - Hide Budget	Toggle visibility of Budget in the campaign creation form.	Boolean	false
Input	no	Campaign - Hide Media Type	Toggle visibility of Media Type in the campaign creation form.	Boolean	false
Input	no	Campaign - impressionsBudgetMax	Set the maximum number of impression budget that should be selectable.	Integer	empty
Input	no	Campaign - impressionsBudgetMin	Set the minimum number of impression budget that should be selectable.	Integer	empty
Input	no	Campaign - impressionsBudgetStep	Set the step value for impression budget that should be applied while using the slider.	Integer	empty
Input	no	Campaign - Info Text	Enter an info text that will be shown below the budget in order to give a hint to the user.	String	empty
Input	yes	Campaign - Legal Entity	Select the Legal Entity for the campaign.	String	empty
Input	no	Campaign Items	Array of campaign items that can be passed in and modified through the result list component.	collection (Allow multiple values) variable of data type Campaign Item	empty
Input	no	Preloaded Account Id	Account ID used to preload and identify the advertiser for the campaign creation.	string	empty
Input	no	Preloaded Media Campaign	If you are working with already saved campaigns please set the Media Campaign id here.	collection (Allow multiple values) variable of data type Campaign Item	empty
Input	no	Result List - Auto Add AI Recommendations	Enable this setting if you have integrated the predictive AI recommendations component into the flow and you would like to add AI results automatically to the basket without selecting them.	Boolean	false
Input	yes	Result List - Check Availability Enabled	Use to check the availability of the items you added to your campaign.	Boolean	false
Input	no	Result List - Filters	Manage the filters that will show in the result list component.	JSON string	empty
Input	no	Result List - Items per Check Availability Job	Defines how many items are processed per availability check job.	Integer	10
Input	no	Result List - Linear Split Enabled	Enables linear split functionality in the result list.	Boolean	false
Input	no	Result List - Only Self Service Relevant Items	Filters the result list to show only self-service relevant items.	Boolean	false
Input	no	Result List - Prevent adding unavailable Items	Prevents adding unavailable items to the campaign when true.	Boolean	false
Input	no	Result List - Show Availability Info	If you want to see the items availability on the result list.	Boolean	false
Input	no	Result List - Modal Stepper Rules	Define the steps shown when adding items to the basket , it override Advendio default	JSON	Empty
Output	yes	Campaign - Budget Selection	Stores the selected budget input after modifications.	string	empty
Output	yes	Campaign Item Related List	Stores the related list information for campaign items after modifications.	JSON string	empty
Output	yes	Campaign Items	Array of campaign items that can be passed in and modified through the result list component.	record variable of data type Campaign items	empty
Output	no	Media Campaign	The resulting media campaign object after creation/modification.	record variable of data type Media Campaign	empty
Output	yes	Result List - Filters	Manages which Filters are shown in the result list. You can choose if the filters for Ad Type, Price, Media Type, Formats & Impressions will be visible or not. As of right now, you will not be able to add new filters to the list.	Comma separated list of the filters you want to show, e.g. `PRICE, AD_TYPE, MEDIA_TYPE, FORMATS, IMPRESSIONS`	empty
Output	yes	Targeting Group Ids	Array of targeting groups selected through the audience component	collection (Allow multiple values) variable of data type	empty
Input	no	Result List - Targeting Rules	define the targeting options shown when adding items to the basket	JSON string	empty
Input	yes	Campaign - Enable Currency Selection	Allow to currency selection	Boolean	False

This Campaign Creation component uses input for goals in order to be more dynamic. This is the default configuration if no other input is provided in the setup of the component:

{
    "label": "Brand Awareness",
    "description": "Increase visibility and recognition of your brand",
    "iconName": "standard:catalog",
    "picklistValue": "Brand Awareness"
  },
  {
    "label": "Conversion",
    "description": "Drive specific actions like sales or sign-ups",
    "iconName": "custom:custom26",
    "picklistValue": "Conversion"
  },
  {
    "label": "Reach",
    "description": "Maximize the number of unique users who see your campaign",
    "iconName": "standard:customers",
    "picklistValue": "Reach"
  }
]

The format can be built like this:

label : Define how the goal name should be displayed.
description : Enter a description to let the users understand what this goal means.
iconName : Enter a name for the icon that fits to your goal. You can use all icons from this library: https://www.lightningdesignsystem.com/icons/
Please keep in mind to add “standard:” or “custom:” in front of the icon name as you can see in the example above.
picklistValue : Enter the API name of the goal value in your Media Campaigns Campaign Goal field in order to match it later to the results.
translations : You can add translations for other languages to your setup. Please find below an example for a German translation. If you want to translate this for another language please replace “de” with the language code from this list: https://help.salesforce.com/articleView?id=faq_getstart_what_languages_does.htm&type=5

"translations": {
            "de": {
                "label": "Markenbekanntheit",
                "description": "Ziel ist es die Bekanntheit je Zielgruppe zu erhöhen."
            }
        }

This Audience component uses an input for targetings in order to be more dynamic. This is the default configuration if no other input is provided in the setup of the component:

[{
    "categories": "Geography - Country;Geography - City;Geography - Region",
    "header": "Where do your potential customers live?",
    "categoryText": "Geography",
    "type": "lookup"
  },
  {
    "categories": "Age",
    "header": "What are the age cohorts you wish to target?",
    "categoryText": "Age",
    "type": "picker"
  },
  {
    "categories": "Gender",
    "header": "What genders do you wish to target?",
    "categoryText": "Gender",
    "type": "picker"
  },
  {
    "categories": "Interest",
    "header": "Do your potential customers have any of these interests?",
    "categoryText": "Interest",
    "type": "picker"
  }
]

Available Result List filters

There is a total of 5 available filters for your Ad Spec Result List. Available filters are Media Type, Formats, Ad Type, Impressions and Price.

With the Parameter Result List - Filters, you can add which filters are visible.

PRICE, AD_TYPE, MEDIA_TYPE, FORMATS, IMPRESSIONS

Bildschirmfoto 2025-11-25 um 16.55.02.png

The filters for Billing Category, Packages and Order By, will always be visible.

The Result List- Modal Stepper Rules uses the following JSON

[
   {
      "Field":"ADvendio__Ad_Price__r.ADvendio__Billing_Category__c",
      "value":"Fixed Price",
      "orderOfScreens":"PublicationDates, Quantity"
   },
   {
      "Field":"ADvendio__Ad_Price__r.ADvendio__Billing_Category__c",
      "value":"CPM",
      "orderOfScreens":"Targeting, Quantity"
   }
]

Same rule in String format (for usage in the flow)

[{"logicalConnector":"AND","conditions":[{"fieldpath":"ADvendio__Ad_Price__r.ADvendio__Billing_Category__c","operator":"==","value":"CPC"}],"orderOfScreens":["PubDates","Targeting","Availability"]}]

The Result List- Targeting Rules uses the following JSON , only == operator is currently supported

Same rule in String format (for usage in the flow)

[{"logicalConnector":"AND","conditions":[{"fieldpath":"ADvendio__Ad_Price__r.ADvendio__Billing_Category__c","operator": "==","value":"vCPM"}],"targetings":["Content"]}]

Media Campaign Fields

Field configuration through MediaCampaignFields Feature Setting can allow the users to have a custom form in the UI, if a Preloaded Media Campaign its being used the values will be reflected in the form too.

Feature Setting Details
- Setting Name: MediaCampaignFields
- Feature Name: CampAIgner
- Value Format: Comma-separated list of Media Campaign fields

Example

Campaign Creator Overview

The parameters on the right-hand side of the component are explained below. The output parameters need to be defined by setting the checkbox “Manually assign variables (advanced)” to true in the Advanced section for the component. You should also set the radio button in the “Revisit Screen Values” section to true saying “Refresh inputs to incorporate changes elsewhere in the flow”.

Input/Output	Required?	Parameter	Meaning	Value format	Default value

Input/Output	Required?	Parameter	Meaning	Value format	Default value
Input	yes	Campaign Item Related List	The variable to hold all the information about Campaign items with related records, e.g. applied Commitment Conditions, Contents or Targeting Groups.	text variable	empty
Input	yes	Campaign Items	Enter the variable from the third screen to load the basket items into this component.	collection (Allow multiple values) variable of data type Campaign Item	empty
Input	yes	Last Screen in Flow	Indicates if this is the last screen in the flow, passed to this component to adjust behavior/display.	Boolean	false
Input	yes	Media Campaign	Enter the variable of the Media Campaign from the first component to take over the Media Campaign parameters.	record variable of data type Media Campaign	empty
Input	no	Media Campaign Id