3.5.5.3.3 KeyValue/Segment Preset Wizard

3.5.5.3.3 KeyValue/Segment Preset Wizard

Supported AdServers

Google Ad Manager, Xandr, Freewheel, Adswizz

Salesforce UI

Lightning

Important Upgrade Information:

If you have used the former version of presets (4.3.4.4.1 Legacy Key Value / PreSet Targeting) and consider upgrading, please contact your ADvendio consultant. The two versions are not compatible, and your old records need to be migrated. 

Upgrade to real Lightning: With version 2.175 we have upgraded the Aura Lightning version to real Lightning and everything should behave as before. While the look and feel is slightly different everything else should behave as usual. Please note that the Aura version will therefore be deprecated soon. You can enable the lightning version by allowing the new tab and updating the edit/new actions for KeyValue/Segment Presets.

For comparison you can check this screenshot:

Aura version (to be deprecated):

AuraPresetWizard.png

Lightning version:

LightningPresetWizard.png



Challenge

If you have to add the same combination of key values to many of your line items, it can become a repetitive and time-consuming task.

Solution

To save time and effort, you can use the feature of creating your own presets for the key values and reuse them in the Campaign Builder. Here's how to do it:

How to Create and Modify Presets

  • Open the KeyValue/Segment Presets Wizard by searching for KeyValue/Segment Preset (Lightning) in the App Launcher (also listed on the Overview Page)

  • This will open a new page :

image-20250401-195946.png

Data to use when filling in Key Value Segment Preset fields:

  • KeyValue/Segment Preset Name: provide it with a good readable name, so that your customers can understand what you are targeting. This shows up on your PDF if you choose to list key values. Please do NOT use Brackets or other special characters in your naming

  • Connection: Select your Connect/ AdServer login 

  • Valid from / Valid Until: Enter the validity period. The Valid from and Valid until fields are taken into account during selection in the Campaign Builder and Media Configuration.

    The logic evaluates the date of today and cleans the list of Presets which can't be selected based on their validity. Only valid sets are shown in the UI.

  • Active: Check this box to activate

Based on connection selected, a bottom part will be loaded.

image-20250401-200736.png

Based on connection a record type selection might be offered:

  • GAM: no selection.

  • Xandr/FreeWheel: selection of keyvalue or audience segment.

  • Adswizz: no selection, audience segment default.

NOTE:

  • Audience Segments and Key Values are available in Preset for Google Ad Manager, Xandr, Freewheel

  • Be careful if a preset you modify or delete is already in use

  • We advise to create new Presets and "deactivating" old Presets. If you need help with migration, contact your ADvendio consultant

  • Also, remember that the date of selecting the Presets needs to be within the validity period of the preset


Setup

You can enable the lightning version by granting permissions for the KeyValue/Segment Presets Wizard (Lightning) tab and updating the edit/new actions for KeyValue/Segment Presets.