Platform 161, with its headquarters in Amsterdam, is a DSP for advertisers, agencies and publishers. 

In order to connect you have to install an extention to ADvendio. Please ask you ADvendio consultant for the sandbox and production links.

The following features are covered in this installation:

• You can push a Media Campaign with advertiser (account) into a Platform 161 Media Plan with Campaigns (Order incl. Line item)
• The interface then writes back the advertiser Id of Platform 161 to the account
• It also writes back the Media Plan Id and Campaign Ids to Campaign Items so that you can combine those with delivery reports.

Setting up Platform161 Connect

Install the package

Please take a look at this page to find our latest installation links for the extension: ADvendio Package Extensions.

Setup Custom setting with:

1. From Setup, enter ​Custom Settings​ in the ​Quick Find​ box, then select ​Custom Settings​,
2. Then click ​Manage​ next to “P161 Configuration” custom setting. Or from the detail page for a custom setting, click ​Manage​.
3. Click ​New​ if there is no data set or ​Edit​ next to an existing data set.
   
4. Please enter the following information:
   1. Name: Use any name for the setting (example: P161 Settings)
   2. Username: Enter your Platform161 username (example john.doe@company.com)
   3. Password: Enter the password of your user
   4. Endpoint URL: either enter https://testing.platform161.com/api/v3/newui_wgn/ (for the test environment) or https://ui.platform161.com/api/v3/newui_wgn/ (for the production environment)
5. Save and view custom setting records.

Adjust Account layout

and show the field “P161 Id” 

Adjust Media Campaign page layout

and drag the Lightning action “Push to P161” to the section “Salesforce Mobile and Lightning Experience Actions”

Note: There are some mandatory fields in the Platform161 API, which should be made mandatory in ADvendio as well. The fields are:

When a push to Platform161 was successful the following fields are populated in ADvendio:

Configure Inventory Sources and Direct Deals 

With version 1.1 we now enable you to set Inventory Sources for your Campaigns and push them to Platform161. Please follow these steps, to configure your system:

1.) Go to Setup → Object Manager → AdServer IDs; For the field type, please add a new picklist value with the following API-Name: "inventory_source". Feel free to use any Label you like, the label is what will be shown to the user in the UI

2.) OPTIONAL: Create an AdServer Login for your Platform 161 data. This step is not required, but makes it easier to manage your data and will be necessary if you want to select Inventory Sources directly in the Media Configuration. 

• Create a new AdServer Login, use the Platform161 Record Type we provide with the extension, alternatively you can use any other record type, but the P161 record type makes it easier to distinguish.
• Make sure that all Ad Types for your Platform161 related products (Ad Specs) are connected to this AdServer Login.

3.) Import your Inventory Sources into ADvendio. You can for example create a csv with the required data, which you can then import into your Org, or if there are not many Inventory Sources needed, you could also create them manually. Please make sure to use the following mapping:

4.) Import your Direct Deals into ADvendio. You can for example create a csv with the required data, which you can then import into your Org, or if there are not many Inventory Sources needed, you could also create them manually. Please make sure to use the following mapping:

5.) If you want your users to directly select Inventory Sources or Direct Deals for Campaign Items in the Media Configuration, make sure the field Targetings → Inventory Targeting is part of your Tab Setup and visible in the Media Configuration. 

Configure Geo Targeting

Similar to the Inventory Source and Direct Deals, you are able to use AdServer IDs to handle geo targeting. At the moment it's possible to configure Country, Region and City Targeting and submit it to Platform161. In order to do so, you need the AdServer IDs. To be ready to use them you will need the names and the IDs from Platform161 for either your Countries, Regions or Cities you want to target. For additional support to access those information, please contact the support of Platform161. Ideal would be a list in csv format, as you can easily import it into Salesforce.

Country Targeting

For countries, please use the following field mapping:

Region Targeting

For regions, please use the following field mapping:

City Targeting

For cities, please use the following field mapping:

Manage your Platform 161 Inventory

To push Campaigns to Platform161 you will need to create Campaign Items. In the current version, all relevant information are directly set at the Campaign Item, thus you could in theory use every Ad Price in your Org (as long as it's CPM) to create these Platform161 Campaign Items. However we recommend that you create your own inventory for this and use the Platform161 Record Types we provide with our managed package extension. 

You will need:

• One Ad Type (there is no further configuration needed, just the name and the record type, and a connection to an AdServer Login, if you want to use Inventory Sources/Direct Deals)
• The AdServer Login (as described above)
• Any number of Sites and Placements to create your Ad Spec (can also be already existing ones if this fits)
• Any number of Ad Specs and Ad Prices needed. You can assign Inventory Sources and Direct Deals as AdServer Ids to your Ad Spec to preconfigure them for Campaign Items. This way you can provide your Sales Reps ready to use products, for which no further Ids need to be selected manually.