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3.5.8 Create and Manage Targeting Sets

3.5.8 Create and Manage Targeting Sets

Owned by Pascal Clausen
Last updated: 2024-02-08 by Former user (Deleted)
5 min read

Supported Connections

Google Ad Manager, Xandr, 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, 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 add Sub Targeting to your Targeting sets in your Campaign Builder, please check the page 4.20.1.5 How to set Sub Targeting in the Campaign Builder (Creative Targeting, Programmable Splits) | Sub Targeting before Campaign setup as predefined Targeting Sets

To create and manage Targeting Sets, we provide a wizard, that lets you select all the necessary criteria for a Targeting Set. Open 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 to make changes with the Edit button

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

 

  1. Enter a Name for your Targeting Set.

  2. Please choose, for which of your Connection the Targeting Set is used, you are required to select a Connection to continue. You can change the Connection for an existing set, but all selected criteria will be emptied.

  3. Select the tabs on the left side, to switch between the different Targeting Criteria.

  4. Select