3.1.5.6 How to configure formats for your Equativ (SMART) AdServer related products (Ad Type)

Integrations	Equativ (SMART)
License	Connect
Roles	Product Manager - Product Manager / Sales Support / Marketing; Order Manager - Fulfilment

Challenge

To streamline sales processes and allow Sales Reps and Order Managers to easily choose products for their Campaign Items which contain the right settings to send over to an external system like an AdServer, certain pre-configurations need to be done. Usually, those products are Ad Specs, which consist of the medium/site where an ad runs in the specific format (Ad Type).

The Ad Type will contain numerous technical and format settings, which will be sent automatically to an external system together with the Campaign Item.

How can these Ad Types be created? What settings are required and can be configured on an Ad Type to make it work?

Solution

When creating Ad Types for Equativ, please make sure to fill in the following fields and see the table below, which fields equal which settings in the AdServer:

Important:

Some of the settings below, can later be overwritten for single Campaign Items by the Sales or Fulfilment Team, if required.

Here is a list of all the settings which can be overwritten: 4.2.5.6 How to overwrite Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity)

	ADvendio Field	Equativ Field	Instructions

	ADvendio Field	Equativ Field	Instructions
1	Name	N/A	Enter your Ad Type name
2	Record Type	N/A	Equativ
3	Adtype	Type	Options to choose from: Pay Ads Barter Ads Performance Ads Bonus / make-goods Ads Custom In-House Ads
4	Product Type	Category	Options to choose from: web mobile
5	Priority	Priority	Use this to define the priority for your Equativ Insertion. The following values are possible Exclu without Capping Exclu 2 Exclu 3 Exclu 4 High 1 High 2 High 3 High 4 Normal 1 Normal 2 Normal 3 Normal 4 Low 1 Low 2 Low 3 Low 4 Very Low (complement) 1 Very Low (complement) 2 Very Low (complement) 3 Very Low (complement) without Capping Ecpm Ecpm - non-guaranteed
6	Connection	N/A	Your login record, read 7.3.1.1 Which Login User do I use to create your Login record.
7	Format ID	Format	Which format will be used for this Insertion. You can manually enter the ID of your desired format in this field or use other ways to assign formats to your Campaign Items or Ad Specs. If you want to target multiple formats, you need to enter the IDs separated by semicolon, like this: ‘1245;4532’ For more information see also: How to target Equativ Items' multiple formats in ADvendio

You can either use the Inventory and Rate Manager to create your Adtypes or create them directly in Salesforce.

Setup:

The System Administrator might need to add certain fields to the page layout of the Ad Type to make sure they are available for the users. The Admin might also need to add new values to existing picklist fields to match the ones mentioned above if they are missing.

These settings can be overridden on Campaign Item level (2.119 and up): 4.2.5.6 How to override Item Type and Goal settings from your Ad Type on Campaign Items(Ad Type, Goal Type, Goal Percent / Quantity).