3.3.5.2 Define Matching Criteria

1 Defining Matching Criteria
2 Predefined Matching Criteria
3 Custom Matching Criteria
4 Matching for Packages

Defining Matching Criteria

When setting up Price Rules make sure that you restrict the matching as much as needed/possible in order to avoid applying Price Rules to the "wrong" Campaign Items.

For example, the Price Rule below would be applied to Campaign items which are in a Media Campaign with business Type Rebate in Kind, based on the Ad Spec news.com_Homepage_Banner and capped at 100 Clicks per 1 hour.

Predefined Matching Criteria

You can create your price rules to be as specific or as broad as you want using the relevant matching criteria.

Matching Criteria	Source / Additional Information

Matching Criteria	Source / Additional Information
Advertising Medium	Source: Ad Spec
Placement	Source: Ad Spec
Ad Spec	Source: Campaign Item
Ad Type	Source: Ad Spec
Ad Price	Source: Campaign Item
Business Type	Source: Media Campaign
Media Type	Source: Site
Media Differentiation	Source: Ad Type
Media Segment	Source: Placement
Days Until Start Date	Applies the Price Rule to Campaign Items which are starting within x amount of days. For example, you enter a value of 20, the Price Rule applies to Campaign Items where the From (Date) is in 20 days or less (counting from the current day)
Legal Entity	Source: Media Campaign
Content	Source: Campaign Item
AdServer ID Category	Source: AdServer ID / Connection ID
AdServer ID / Connection ID	Source: Selected AdServer ID / Selected Connection ID If you would like to define a list of Connection Ids as matching criteria for your Price Rule please take a look in the row below.
List of AdServer IDs/Connection IDs in the junction object called "Connection ID Price Rules Assignment".	Source: Selected AdServer ID / Selected Connection ID As of version 2.147 a new object "Connection Id Price Rules Assignment" was created to link a list of Connection IDs to your Price Rules as matching criteria. Please take note that the logic to match the Campaign Item with the Price Rule is that all Connection IDs are handled with a logical "Or" statement so that at least one of the Connection IDs needs to be assigned to your Campaign Item in order to match the Price Rule to it. If the AdServer ID/Connection ID lookup mentioned above is filled, the list of Connection IDs will be ignored.
AdServer ID Type / Connection Id Type	Source: AdServer ID
Frequency Capping	Source: Campaign Item
FC Quantity	Source: Campaign Item
FC Every	Source: Campaign Item (FC Ad served every)
FC Unit	Source: Campaign Item (FC Period)
Day & Time Targeting	Source: Campaign Item

Custom Matching Criteria

^{Version 2.119}

You can create your own custom matching criteria for your Price Rules. In order to do this, your Salesforce Administrator will need to set up the relevant matching criteria. For more information, see 8.4.6 Setup Price Rules/Dynamic Pricing (Feature Setting).

Matching for Packages

^{Version 2.119}

As of version 2.119, the package header is leading in the matching of Price Rules. This means that when creating Price Rules, it is possible to configure whether these rules are package-relevant and you can treat your inventory differently whether it is part of a package or not.

Once a rule is matched to a Package Header, all components in the Package will also have the price rule applied. No non-package relevant Price Rules will be applied

For example:

I have Price Rule A which matches the Ad Spec for Package Header A (marked as Package Header relevant) (Applied)
I have Price Rule A.2 which matches the Placement for Package Component A.2 (Not Applied)
I have Price Rule B.2 which matches the Ad Price for Package Component B.2 (Applied)
I have no valid Price Rule which is matching for Package Header B

Below you can see an example of how the above price rules are applied to Packages A & B.