Define Matching Criteria

Defining Matching Criteria

When setting up Price Rules make sure that you restrict the matching as much as needed/possible in order to avoid applying Price Rules to the "wrong" Campaign Items.

For example, the Price Rule below would be applied to Campaign items which are in a Media Campaign with business Type Rebate in Kind, based on the Ad Spec news.com_Homepage_Banner and capped at 100 Clicks per 1 hour.

Predefined Matching Criteria

You can create your price rules to be as specific or as broad as you want using the relevant matching criteria.

Matching CriteriaSource / Additional Information
Advertising MediumSource: Ad Spec
PlacementSource: Ad Spec
Ad SpecSource: Campaign Item
Ad TypeSource: Ad Spec
Ad PriceSource: Campaign Item
Business TypeSource: Media Campaign
Media TypeSource: Site
Media DifferentiationSource: Ad Type
Media SegmentSource: Placement
Days Until Start Date

Applies the Price Rule to Campaign Items which are starting within x amount of days. 

For example, you enter a value of 20, the Price Rule applies to Campaign Items where the From (Date) is in 20 days or less (counting from the current day)

Legal EntitySource: Media Campaign
ContentSource: Campaign Item
AdServer ID CategorySource: AdServer ID / Connection Id
AdServer ID / Connection Id

Source: Selected AdServer ID / Selected Connection Id

If you would like to define a list of Connection Ids as matching criteria for your Price Rule please take a look in the row below.

List of AdServer IDs/Connection Ids

in the junction object called "Connection Id Price Rules Assignment"

Source: Selected AdServer ID / Selected Connection Id

As of version 2.147 a new object "Connection Id Price Rules Assignment" was created to link a list of Connection IDs to your Price Rules as matching criteria. Please take note that the logic to match the Campaign Item with the Price Rule is that all Connection Ids are handled with a logical "Or" statement so that at least one of the Connection IDs needs to be assigned to your Campaign Item in order to match the Price Rule to it. If the AdServer Id/Connection Id lookup mentioned above is filled, the list of Connection Ids will be ignored.

AdServer ID Type / Connection Id TypeSource: AdServer ID
Frequency Capping

Source: Campaign Item

If set to true, the Price Rule applies to Campaign Items which have Frequency Capping set using the Frequency Capping field on Campaign Item. 

FC QuantitySource: Campaign Item
FC Every

Source: Campaign Item (FC Ad served every)

FC UnitSource: Campaign Item (FC Period)
Day & Time Targeting

Source: Campaign Item

If set to true, the Price Rule applies to Campaign Items which have day & time targeting set using the Day & Time Targeting field on Campaign Item. 

Custom Matching Criteria

Version 2.119

It is now possible to create your own custom matching criteria for your Price Rules. In order to do this, your Salesforce Administrator will need to set up the relevant matching criteria. For more information, see 8.4.6 Setup Price Rules/Dynamic Pricing (Feature Setting).

Matching for Packages

Version 2.119

As of version 2.119, the package header is leading in the matching of Price Rules. This means that when creating Price Rules, it is possible to configure whether these rules are package relevant and you can treat your inventory different whether it is part of a package or not.

Insert screenshot. 

Once a rule is matched to a Package Header, all components in the Package will also have the price rule applied. No non-package relevant Price Rules will be applied 

For example

  • I have Price Rule A which is matching  the Ad Spec for Package Header A (marked as Package Header relevant) (Applied)
  • I have Price Rule A.2 which is matching the Placement for Package Component A.2 (Not Applied)
  • I have Price Rule B.2 which is matching the Ad Price for Package Component B.2 (Applied)
  • I have no valid Price Rule which is matching for Package Header B

Below you can see an example of how the above price rules are applied to Packages A & B.