Important migration step for Xandr users upgrading to 2.109 or higher

Owned by Pascal Clausen
Last updated: 2023-07-07 by Former user (Deleted)
3 min read

 

Supported Ad Servers

Xandr

Attention:

If you like to update to the current release from a version lower than 2.109, please follow the below steps.

Else it can be that certain Line-Item will be pushed to Xandr with unexpected configuration.

We recommend that you test submitting to Xandr in your Sandbox and check if new Line-Items match the desired impression goal settings.

What do I need to do after the installation?

The fields Goal Type and Secondary Goal Type were not in use for Xandr before, hence you need to follow these guidelines to enable them. Also when these fields are not set at the Ad Type, we set a custom lifetime budget and an unlimited daily budget as default. The changes only affect Line Items of the type: Standard Line Item. Guaranteed and Augmented Items should work as usual.

1. Create new picklist values

Go to Setup → Object Manager and open the object Ad Type.

For the Field Goal Type create the following picklist values:

  • Unlimited

  • Custom Budget (Api Name: CustomBudget)

For the Field Secondary Goal Type, create the following picklist values:

  • Unlimited 

  • Pace Lifetime Budget (API Name: PaceLifetimeBudget)

  • Custom Budget (Api Name: CustomBudget)

2. Set Field Dependency

Remain in the object manager and edit the field Ad type. There you need to enhance the field dependency:



For both fields Goal Type and Secondary Goal Type, you need to click the edit button. Then look for the picklist values created in step 1. and enable them for the Ad type Standard:

 

3. Add fields to the Page Layout

If needed add the new fields Goal Type and Secondary Goal Type to the page layout for Xandr. 

Campaign Items

Also, configure the following fields on the object. Some of these fields were not in use by the Xandr integration before, so you might have to change your Salesforce configuration accordingly, see below the table:

ADvendio Object

ADvendio Field

Xandr Setting

Additional Information

ADvendio Object

ADvendio Field

Xandr Setting

Additional Information

Campaign Item

Quantity

Will be used as the lifetime custom budget

 

Campaign Item

Secondary 

Will be used ad the daily custom budget

This field is required, when you want to use a daily custom budget

Make sure to add Secondary to the Campaign Item and Tab Setup. 

4. Update your Standard Xandr Ad Types

Now you need to update your Ad Type records for Standard Xandr Line Items. Even if you don't want to use the new daily budget settings, you will need to update the Ad Types at least once, or else they might be submitted to Xandr with an unlimited budget instead of an impressions goal.

To use the same settings as before, you need to set the field Goal Type to "Custom Budget".Â