Programmatic Advertisers

Once your Import of Programmatic Data is finished, you're eager to work with the new information. But before we can start to generate Media Campaigns, we will need to configure, which Accounts and Products from ADvendio shall be used.

You may have noticed, that with the PA-Delivery Reports, not only Programmatic Data are imported into your Org, but also two other objects:

• Programmatic Advertisers &
• Programmatic Prices

These are our connections between the Big Object and your ADvendio Data. You can imagine these as a kind of rule in the background, so that the system knows, which Accounts and which Products (Ad Prices) will be connected to which Programmatic Data.

As you are importing auction data from an external system, the data might differ from the one you have in ADvendio:

• Your existing clients might be listed under a different name
• The naming might even differ for each Exchange you have connected
• The same client has multiple entries, but for reporting you want to list them all as one Account

To enable this, you will need to connect these Programmatic Advertisers to your existing ADvendio Accounts. We created a handy Wizard to support you with that task. 

How to connect your data - Programmatic Advertiser Wizard

Open the App Launcher and search for the Programmatic Advertiser Wizard. The following window will open for you:

First you will need to select the AdServer Login which you want to use. The List offers you a selection of all AdServer Logins that are existing in your Org.

You can either enter a search term (1), or click directly on Filter (2) to view all Programmatic Advertisers. Once you start typing into the search field, a list of suggestion will appear.

(3) You see a list containing the Name of the Advertiser / Buyer, the ID from the AdServer and if there is already an Account from ADvendio connected (4). The Icons on the right will allow you to select and ADvendio Account to connect (5) or view more details about the Programmatic Advertiser Record (6)

The result list shows you up to 50 records, if you scroll down to the bottom an additional 50 records will be loaded and shown.

To Search for an Advertiser or a Buyer, you can use the filter field. You can either click on one of the suggestions you get while typing.

Or type something in and directly click the filter button. This way you search for all Advertisers, which contain the term you typed in:

To connect one or more Advertisers to your Accounts in Salesforce, simply mark the checkbox on the left side and then click the button "Assign Account to selected Programmatic Advertisers".

A window opens, where you can search for an account. Once you click the save button, your account is successfully assigned. The Revenue reported from this Advertiser / Buyer will then be put into Media Campaigns, with the selected Account.

Additionally, you can set "Enable Account Auto-Matching" next to the filter button. Once you click Filter, ADvendio will automatically connect Programmatic Advertisers to Accounts in your system, which have the same name. When this is done, the automatically assigned Advertisers will be highlighted in the list:

How to connect your data - Manual Data Import

Additionally, you can also use the export and import functions of Salesforce or tools like https://dataloader.io/ to connect your Programmatic Advertisers. Simply export the Programmatic Advertisers from your org. Make sure to include the record ID and the Name.

The exported csv. can look like this:

Once all IDs are entered, simply do an update import into Salesforce, and make sure to use the Record ID column to map which Records need to be updated.