What is a set-up module?
In order to explain, we must take a step back to understand the make-up of campaign set-up at Sojern.
A Portal campaign set-up is defined by the following groups of data:
Contractual settings (usually set in SFDC)
Client operational settings (input by CSM to Portal)
Sojern operational settings (defined by analysts)
Sojern operational settings are a complex series of settings that analysts will define in order to set-up campaigns with optimal performance in mind from the start.
These settings are held in two ways:
closed off in back-end logic
exposed in set-up modules
The closed off logic is managed by engineering teams in Sojern and is not possible to change without engineering support.
Logic exposed in 'set-up modules' is available to be changed by an analyst (mostly) without engineering support.
The benefit of having logic exposed is simply to allow analysts to have more control around what they can change and when, and empowering them to own the make-up of campaigns set from Portal. while reducing the reliance on eng to make business changes to logic.
There is no need to expose all logic as there can be hundreds of fields, most of which do not need operational flexibility.
What does a set-up module look like?
Set-up modules house the logic for a unique combination of
Platform
Billing type
Vertical
For example, Commission MSFT Invest set-ups have different logic to CPM MSFT Invest set-ups, so they have separate set-up modules.
There is a example list below:
Within a set-up module, we house
logic which is set at the IO level in the DSP
rule groups, which equate to targeting tactics and house ‘rules’ which define each LI setting. These rule groups are unique to each product type and goal.
For example, within the CPM MSFT set-up modules, you can see ‘Display Action Competitive Conquesting’ below houses the three Travel Intent LI rules:
Within a rule, we house the settings for each individual LI. Each setting/code input refers to a field in the API for that particular DSP. So in the below example, you can see how the LI status, supply strategies, budget intervals, and even the LI name will be coded out when the line is created in the DSP.
FAQ
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Do changes to set-up modules affect campaigns that are already set up?
No, changes to set-up modules will only affect any new campaigns set-up after saving
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Which contract/account variables are available to be coded in set-up modules?
It differs per set-up module type. You can use this document to see what is available: Setup module variables available for coding
Examples of previous set-up module logic requirements:
MSFT CPM: Analyst Copy - Xandr Tourism/Attractions Setup Module Logic
Meta Percent Fee: Facebook Standard Setup Needed Inputs (Analyst doc)
TTD Commission: The Trade Desk Campaign setup/Setup modules
Multiple POTS: Setup Module Definitions