4.8.1 How to submit Media Campaign and Campaign Items into external systems (AdServers, SSPs, Exchanges)

Challenge:

Once a proposal has been accepted by the customer and the configuration of Campaign Items is finalized, the Orders and items need to be submitted to external systems, like AdServers or SSPs. It needs to be ensured that the right configuration will be set up in that system and that any IDs returned will be matched to the right Campaign Items. For later stages, there needs to be a way to identify which ADvendio Campaign Item belongs to which Line Item in the external system. 

This can be a time-consuming process and can also be error-prone when the configurations have to be manually set in the external system. 

Solution:

1. Select Items and Submit

Navigate to the Campaign Item-related list of your Media Campaign and open View All to have the checkboxes available. Then select the items you like to submit.

Open

Click the "Submit to ADserver" Button. You can submit items separately to your connected system or you tick the checkbox next to Action and submit all items at once.

2. Result Page 

A new window will open, showing the progress and results of the submission.

Open

There are two sections shown, one for the Media Campaign information, which is used to create insertion orders and the second for the line items, created based on Campaign Items.

Each item is collapsed by default. The symbol on the right will show the result status. By clicking on the Name of a campaign or item, it can be expanded to show more details. In parallel, a result mail will also be sent to the user that started the process, showing the same information.

Looking closer at the Campaign Items, there is a number added at the end of the name:

ADvendio automatically adds the position number to the line item name, depending on whether you use packages or regular items this can look like '- 1' or '- 1.a'. This is done to ensure each item in a Media Campaign will have a unique name sent to the connected platform. Some AdServer requires each item in an order to have a unique name and we prevent errors this way from occurring.

When the submission process is completed, the display shows success and error message information on the submitted items. The status is automatically updated if configured.

3. Updates Information on your Campaign Items

Once the item has been submitted there are several pieces of information written back into the Campaign Item.

• Ad ID: contains the line item ID given by the connected system, this is later used to update the correct item from ADvendio and to get delivery data back into ADvendio

• AdServer ID Order ID: contains the ID of the order of the line item in the connected system

• Additional Ad IDs: Optional, contains additional line item IDs, if relevant for the connected system.

• AdServer Proposal ID / Proposal Line Item ID: When using Programmatic Guaranteed, for example, this stores the IDs of the programmatic proposal sent to the advertiser.

• Last Booking Process: Shows, when the last submission from ADvendio, took place

• Status submitted to AdServer: The status of the last submit process from ADvendio

• Status message submitted to AdServer: In case there was an error or warning in the last submit, this message is saved here
  
  

4. Can I change Advertisers mid campaign?

ADvendio does not automatically validate which advertiser / account you’ve chosen for your Media Campaign and allows you to change it, even if a Campaign has already started.

Please note that some Third Party Platforms do not allow to change the Advertiser of an already existing order. For systems, where such a change is allowed, we are updating the information via our submit, for Adswizz and Xandr, we’ve implemented a special exception that will not update the Advertiser, but push all other changes from ADvendio.

5. Most common issues and error messages

For the most common problems with submitting items, take a look at the following pages:

4.4.10 Why do I see this process is already running and what does this mean for my usage of external systems from ADvendio (Check Availability, Submit, Transfer)

4.4.7 Why do I see communication to gateway failed and does this affect my usage of external systems from ADvendio (Check Availability, Submit, Transfer)

For Integrations Error messages:

[Error messages] Google Ad Manager

[Error messages] Freewheel

[Error messages] for AdsWizz

[Error messages] Xandr

[Error messages] for Equativ

[Error messages] for Triton

Setup

Permission

To make sure users can access the submit feature, sufficient read and edit permissions are needed on the relevant objects and fields. More information can be found here: 7.3.1.2 Submit Prices to the AdServer

Also the button 'Submit to AdServer' needs to be included in the related list settings of the Campaign Item related list, within the Media Campaign page layouts. 

Re- Submitting to AdServer - or Update for Changes 

There is a checkbox on the Campaign Item record "Submit to adserver" which the interface sets to false after the initial submission to the adserver. This will prevent unwanted updates of line items in the adserver, which might happen unintended. If you want to update/submit an item in/to the adserver again, please check the field and click the button "Submit to adserver". 

In order to save manual work you can enable custom processes or lightning flows within your Salesforce environment, which will set the checkbox again after a Campaign Item has been submitted or if a certain optimization has been done, so the user does not have to manually change this.

This Media Campaign is being booked right now

Currently, a booking process for this Media Campaign to the AdServer is running. Wait some time and see if Booking works again. Sometimes, when you encounter an error during the booking process, the system fails to reset the status of the Media Campaign. To check this go to your Media Campaign and look for a Checkbox called "Booking in Processing". If it is still set, please uncheck it and try again.

Automatically updating the line item status with the submit

It's also possible to change the order and line item status from ADvendio with the submit process. This way line items can be set to active or delivering (the default setting is inactive or draft, depending on the connected system). In order to use these capabilities for your users, there is some configuration needed.

For Order / Campaign status:

4.8.5 How to update the status of my Insertions Orders / Campaigns in the AdServer/SSP and approve Orders in Google AdManager?

For Line Item status:

7.3.4 How to Configure "Update Ad-Status in AdServer" for Campaign Items