3.5.12 Create and Manage Targeting Sets

Version 2.118 and up
Supported AdserversGoogle AdManager, Appnexus, Freewheel, Adswizz

Required Fields and Objects

Before starting to use Targeting Set, you might need to configure a few things in the setup.

Please make sure that your users have access/edit permission to the following objects and all fields:

  • Targeting Sets
  • Targeting Groups
  • Selected Targeting Sets
  • Targeting Set Account Assignment
  • Targeting Set Ad Spec Assignment
  • Targeting Set Ad Type Assignment

Make also sure to provide at least access to the Targeting Sets Tab.

Depending on what you are willing to use, you might need to modify the page layouts from the following objects, in order to show Targeting Set Related Lists:

  • Campaign Item
  • Ad Type
  • Ad Spec
  • Account (only Advertisers)

Configure Tab Setup and Media Configuration

To select Targeting Sets in your Media Configuration, you will have to add the selected targeting sets column. You can find it in the field list: Targetings → Selected Targeting Sets

Create and Edit Targeting Sets

To create and manage Targeting Sets, we provide a wizard, that let's you select all the necessary criteria for a Targeting Set. First open then App Launcher and search for Targeting Sets. You will open a new Tab showing all Targeting Sets existing in your Org:

  1. Click the new button, to create a completely new Targeting Set
  2. You can click on the arrow symbol on the right side to edit an existing Targeting Set
  3. Or you can click on the name of a Targeting Set to open the detail view, and there also reach an edit button

Once you open the Targeting Sets Wizard, you reach a page with some general configurations.

  1. Enter a Name for your Targeting Set
  2. Please choose, for which of your AdServer Logins the Targeting Set is used, You are required to select an AdServer Login in order to continue. You can change the AdServer Login for an existing set, but then all selected criteria will be emptied
  3. Select the tabs on the left side, to switch between the different Targeting Criteria
  4. When you are done, click the save button and you will go back to an overview of the Targeting Sets.

When you open a tab on the left side, you can directly modify the Targeting Criteria. Once you are done simply switch to the next tab. No need to save inbetween, all changes will be applied automatically, but will only be saved to the Targeting Set, when you click the save button.

Assign Targeting Sets to Ad Specs, Ad Types and Accounts

Besides Campaign Items, you can also assign Targeting Sets either to Ad Specs, Ad Types or Accounts. This way you can connect certain criteria to Inventory or Accounts. 

Currently, you need to assign the Targeting Sets manually, by going to the related lists and looking for the Targeting Set XYZ Assignment list. If you can find the list, your administrator might need to add it to the page layouts first.

Click the new button and search for a Targeting Set your would like to connect with your Ad Type, Ad Spec or Account.

Manually edit Targeting Sets (Advanced Criteria Editing)

To be able to set Day & Tim Targeting, Frequency Capping and the Preconfiguration you first need to go to Setup → Object Manager → Targeting Sets

There select the Buttons, Links and Action tab and edit the override of the "edit" button

The default setting here is "Use the package default override", this needs to be set to Standard Page:

Now when you open a Targeting Set directly, you can click the edit button and modify the fields. AdServer Targeting is used for all general Targeting Criteria (Geo, Inventory, Device Targeting ect.) all other fields are named after the targeting they define.

To manually enter Targeting, the following format needs to be used:

Frequency CappingX per Y unit

2 per 1 hour

1 per 30 minutes

the possible combinations and units depend on the AdServer in use, we currently have no further validation here
Day Time Targeting{"Day":[{"hour":"StartingTime"},{"hour":"StartingTime"}],"Day":[{"hour":"StartingTime"}]}{"Monday":[{"hour":"1"},{"hour":"2"}]}


{"advendio__priority__c":"high"}These field values will be transported directly to the AdServer and not set at the Campaign Item, thus only AdServer related fields