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7.2.29 Set up the Wallet functionality in ADvendio

7.2.29 Set up the Wallet functionality in ADvendio

Overview

The Wallet Object is a new budgeting concept introduced in ADvendio (available from version 2.178). Wallets help to streamline and centralize budget management for media campaigns, giving users more control, visibility, and flexibility when managing campaign budgets across integrated ad platforms (e.g., CitrusAd, Criteo).

They can be created, updated, and synchronized with external platforms - either manually or automatically. This functionality supports better tracking, control, and reporting for campaign spend.

What Is a Wallet?

A Wallet is a virtual financial container representing a specific set budget, assigned to an advertiser, retailer, or campaign. It acts as a centralized fund pool from which multiple Campaigns can draw money as impressions or clicks are delivered. Wallets are used to pre-fund campaigns, monitor spending, and ensure alignment with external budget limits.

Key characteristics:

  • Each Wallet is tied to a single Connection (e.g., Criteo SSP)

  • Assigned to an Account and Advertiser

  • Can be used for campaign-level budget assignment across multiple campaigns

  • Managed in one currency only

  • Budget is deducted automatically as campaigns are served

Why Use Wallets?

  • Budget Transparency: Monitor spending across campaigns from a single source.

  • Modular Setup: Apply Wallets to Campaign Items, or Media Campaigns depending on your integration.

  • Control: Limit overspending by enforcing hard budget caps.

Creating and Managing Wallets

How to Create a Wallet

  1. Go to the Wallet tab in ADvendio.

  2. Click New and choose one of the available record types:

    • CRITEOSSP (for Criteo Retail Media use)

    • CITRUS ADS (for CitrusAd use)

    • TOPSORT (for Topsort use)

    • CUSTOM (for generic internal usage)

    • Custom Media Integration(for custom media integrations and third-party system integrations)

  3. Enter required fields:

    • Name

    • Currency

    • Total Budget

    • Account

    • Advertiser

    • Connection

  4. Save the Wallet record.

Key Fields

Field Label

API Name

Description

Field Label

API Name

Description

Wallet ID

ADvendio__WalletId__c

Identifier from external system (e.g. Criteo)

Total Budget

ADvendio__TotalBudget__c

Budgeted amount

Available Budget

ADvendio__AvailableBudget__c

Remaining funds (auto-calculated)

Spent Budget

ADvendio__SpentBudget__c

Amount already used (imported)

Overspend Limit

ADvendio__OverspendLimit__c

Allowed excess spending

Budget Type

ADvendio__BudgetType__c

E.g. Daily, Monthly

Balance Type

ADvendio__BalanceType__c

Capped or Uncapped

Submit Status

ADvendio__StatusSubmittedToAdServer__c

Last push result to ad server

Submit Message

ADvendio__StatusMessageSubmittedToAdServer__c

Last result details

Last Submit Date

ADvendio__LastSubmitDate__c

Last push timestamp

Wallet and Campaign Association

ADvendio automatically tracks which Wallets are assigned to which Media Campaigns (imported from Criteo).

Intermediary Object

  • MediaCampaignWalletAssignment__c stores the associations.

  • Appears as related lists on both:

    • Media Campaign records (Wallets assigned)

    • Wallet records (Campaigns funded)

When a wallet without connection is used it can manually be assigned to the associated Media Campaigns

6. Use Cases

  • Retailer budgets: Assign and enforce retailer-specific campaign budgets via Wallets.

  • Advertiser prepayment: Pre-fund digital campaigns using Wallets.

  • Budget syncing: Keep Wallet and Campaign spend in sync with the connected external platform (e.g., Criteo).

  • Multi-team visibility: View budget usage across Campaigns and Accounts in one place.

7. Permissions & Setup

  • The Wallet tab is included in the ADvendio Super User permission set.

  • Make sure relevant fields are visible on layouts.

  • Quick Actions ("Submit Wallet" and "Import Wallet") are added to all Wallet page layouts.