3.5.5.3.3 KeyValue/Segment Preset Wizard
Version | Version 2.105 and up |
---|---|
Supported AdServers | Google Ad Manager, Xandr, Freewheel |
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.
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 media configuration. Here's how to do it:
How to Create and Modify Presets
Open the KeyValue/Segment Presets Wizard by searching for KeyValue/Segment in the App Launcher (also listed on the Overview Page)
NOTE:
The KeyValue/Segment Presets Wizard is a Lightning Component, this means the tab will only be available if you have:
Activated Lightning and
Configured My Domain for your Org.
To use this feature in Salesforce Classic, please use the link in the Overview or have your administrator create a custom Visualforce Tab for the KeyValue/Segment Presets Wizard in Setup.
This will open a new page :
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
Record Type: Choose between AudienceSegments or KeyValues options (if using Freewheel and Xandr)
NOTE: In the setup section at the bottom please ensure this Record Type to be activated and assigned. Otherwise, it won’t be shown.
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 Targeting Sets which can't be selected based on their validity. Only valid sets are shown in the UI.
Active: Check this box to activate
Google Ad Manager (GAM) steps for KeyValue/Segment Preset Wizard
After opening the KeyValue/Segment Presets Wizard from the App Launcher:
Provide KeyValue/Segment Preset Name
Choose Google Ad Manager Connection
Select Valid From and Valid Until dates
Tick Active checkbox
Select Key Values/Audience Segments for GAM
How you can add your Key Values / Audience Segments:
Option A: On the left side menu under the drop-down select Add KeyValue or Add Audience segment, in the search bars select your Segment and your Value. Use the Add Group button if more options are needed
Option B: On the right side menu select from the Keys or AudienceSegments tree option and select your Segment and Value or your Keys and Value
Option C: On the right side menu use the Search option, select the drop-down menu between Key Values or Audience Segments and type your keyword and search for it
On the left-hand side you will have the following options: Edit and Delete Group as well as you can Add Key value and Add Audience Segment.
Xandr, Freewheel Steps for KeyValue/Segment Preset Wizard
After opening the KeyValue/Segment Presets Wizard from the App Launcher:
Provide KeyValue/Segment Preset Name
Choose Freewheel or Xandr Connection type
Select Valid From and Valid Until dates
Select Record Type AudienceSegments or KeyValues
Tick Active checkbox
Select Audience Segments
How you can add your Audience Segments:
Option A: On the left side menu under the drop-down select Add Audience segment, in the search bars select your Segment and your Value. Use the Add Group button if more options are needed
Option B: On the right side menu from AudienceSegments tree option select your Segment and Value
Option C: On the right side menu use the Search option and type your keyword
On the left-hand side you will have the following options: Edit and Delete Group.
Select KeyValues
How you can add your Key Values:
Option A: On the left side menu under the drop-down select Add Key Value, in the search bars select your Key and your Value. Use the Add Group button if more options are needed.
Option B: On the right side menu from the Key tree option select your Key and Value
Option C: On the right side menu use the Search option and type your keyword
On the left-hand side, you will have the following options: Edit and Delete Group.