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)

Integrations

Google Ad Manager, Adswizz, Freewheel, Equativ, Xandr, AdButler, Broadsign, Triton

License

Connect

Roles

Product Manager - Product Manager / Sales Support / Marketing ;

Order Manager  -  Fulfilment

Challenge

When submitting Campaign Items to the AdServer, lots of item fields need to be configured. Fields which set the item type, the goals, and the priority are pre-defined on Ad Type level for your products. For many of these, you can however override them on the Campaign Item level. Thus creating some exceptions to the default product configuration, while everything else remains the same.

Here is an overview of the different existing fields and how to use them.

 


Solution

Some of these settings change major parts of a line item configuration, which might lead to conflicts with the product definition and pricing defined in ADvendio. If you want to prevent your users from overwriting such fields, we recommend hiding the fields from the page layout and set the permission to read only in the relevant Sales and Order Management profiles.

Overview of Field Overwriting

When configuring Campaign Items in ADvendio, certain fields can be overwritten to customize the integration with external platforms. These fields are initially defined on the Ad Spec and Ad Type objects but can be adjusted at the Campaign Item level to accommodate specific integration needs. This capability allows exceptions to default product configurations while maintaining consistency for other attributes.


List of Overwritable Fields

Below are the fields that can be customized for individual Campaign Items:

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  • Ad Type

  • Product Type

  • Budget Type

  • Delivery Type

  • Delivery Rate Type

  • Goal Type

  • Goal Percent

  • Priority

  • Secondary Goal Type

  • Secondary Goal Quantity

  • Secondary Goal Percent

  • Secondary Goal Budget

  • Master

  • Forecast Slot

  • Companion Size

  • Companion Delivery Option

  • Roadblocking Type

  • Report Slots (AI)

  • Report Slots (Clicks)

  • Report Slots (Viewed AI)


AdServer/SSP Integration support

The table below provides an overview of which fields are utilized by each integration platform:

Field Name

Google Ad Manager

Xandr

Freewheel

Adswizz

Triton

AdButler

Equativ

Broadsign

Field Name

Google Ad Manager

Xandr

Freewheel

Adswizz

Triton

AdButler

Equativ

Broadsign

Ad Type

 

Product Type

 

 

 

 

 

 

Budget Type

 

 

 

 

 

 

 

Delivery Type

 

 

 

 

Delivery Rate Type

 

 

 

 

Priority

 

Goal Type

 

 

 

 

 

 

Goal Percent

 

 

 

 

 

Secondary Goal Type

 

 

 

 

 

 

Secondary Goal Quantity

 

 

 

 

 

 

Secondary Goal Percent

 

 

 

 

 

 

 

Secondary Goal Budget

 

 

 

 

 

 

 

Master

 

 

 

 

 

Forecast Slot

 

 

 

 

 

 

 

Companion Size

 

 

 

 

 

 

Companion Delivery Opt.

 

 

 

 

 

 

Roadblocking Type

 

 

 

 

 

 

Report Slots (AI)

 

 

 

 

 

 

Report Slots (Clicks)

 

 

 

 

 

 

Report Slots (Viewed AI)

 

 

 

 

 

 

For more information about the related features, see also the following articles:

3.1.5.1 Ad Type (Google Ad Manager)

3.1.5.5 Ad Type (FreeWheel)

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

https://advendio.atlassian.net/wiki/spaces/SO/embed/3890479159?atl_f=PAGETREE

[AdType Formats Configuration] for Triton-related products in ADvendio

[AdTypes] How to configure formats for AdButler-related products in ADvendio

3.1.5.2.3 Reporting Slots

3.1.5.2 Slot sizes

 


Configuration Recommendations

To ensure a smooth setup:

  • Field Permissions: Limit user permissions to overwrite critical fields if conflicts with product definitions or pricing may occur.

  • Page Layout Adjustments: Add only the relevant fields to your page layouts based on the integration platform in use.

  • Picklist Customization: Adjust picklist values for fields like Ad Type or Goal Type to reflect only the supported options for your selected platform.