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 Criteria||Source / Additional Information|
|Advertising Medium||Source: Ad Spec|
|Placement||Source: Ad Spec|
|Ad Spec||Source: Campaign Item|
|Ad Type||Source: Ad Spec|
|Ad Price||Source: Campaign Item|
|Business Type||Source: Media Campaign|
|Media Type||Source: Site|
|Media Differentiation||Source: Ad Type|
|Media Segment||Source: 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 Entity||Source: Media Campaign|
|Content||Source: Campaign Item|
|AdServer ID Category||Source: AdServer ID|
|AdServer ID||Source: AdServer Login → Ad Type|
|AdServer ID Type||Source: AdServer ID|
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 Quantity||Source: Campaign Item|
Source: Campaign Item (FC Ad served every)
|FC Unit||Source: 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
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 Set up Price Rules/Dynamic Pricing.
Matching for Packages
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.
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
- 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.