Important migration step for Xandr users upgrading to 2.109 or higher
Supported Ad Servers | Xandr |
|---|
Attention:
If you like to update to the current release from a version lower than 2.109, please follow the below steps.
Else it can be that certain Line-Item will be pushed to Xandr with unexpected configuration.
We recommend that you test submitting to Xandr in your Sandbox and check if new Line-Items match the desired impression goal settings.
What do I need to do after the installation?
The fields Goal Type and Secondary Goal Type were not in use for Xandr before, hence you need to follow these guidelines to enable them. Also when these fields are not set at the Ad Type, we set a custom lifetime budget and an unlimited daily budget as default. The changes only affect Line Items of the type: Standard Line Item. Guaranteed and Augmented Items should work as usual.
1. Create new picklist values
Go to Setup → Object Manager and open the object Ad Type.
For the Field Goal Type create the following picklist values:
Unlimited
Custom Budget (Api Name: CustomBudget)
For the Field Secondary Goal Type, create the following picklist values:
Unlimited
Pace Lifetime Budget (API Name: PaceLifetimeBudget)
Custom Budget (Api Name: CustomBudget)
2. Set Field Dependency
Remain in the object manager and edit the field Ad type. There you need to enhance the field dependency:
For both fields Goal Type and Secondary Goal Type, you need to click the edit button. Then look for the picklist values created in step 1. and enable them for the Ad type Standard:
3. Add fields to the Page Layout
If needed add the new fields Goal Type and Secondary Goal Type to the page layout for Xandr.
Campaign Items
Also, configure the following fields on the object. Some of these fields were not in use by the Xandr integration before, so you might have to change your Salesforce configuration accordingly, see below the table:
ADvendio Object | ADvendio Field | Xandr Setting | Additional Information |
|---|---|---|---|
Campaign Item | Quantity | Will be used as the lifetime custom budget |
|
Campaign Item | Secondary | Will be used ad the daily custom budget | This field is required, when you want to use a daily custom budget |
Make sure to add Secondary to the Campaign Item and Tab Setup.
4. Update your Standard Xandr Ad Types
Now you need to update your Ad Type records for Standard Xandr Line Items. Even if you don't want to use the new daily budget settings, you will need to update the Ad Types at least once, or else they might be submitted to Xandr with an unlimited budget instead of an impressions goal.
To use the same settings as before, you need to set the field Goal Type to "Custom Budget".