Use Shared Goals

Shared Goals

Guaranteed Campaigns

The Shared Goals feature allows Sales people to fulfill a campaign request from their clients that specifies blocks of time during the day where campaigns need to be active. They can then configure the right product with its associated overall goal and check its availability to fulfill their client’s request, without the need to specify how the goal is distributed throughout the different blocks of time.

When using a shared goal, the goal is distributed across all the line items that use it. The goal distribution follows the specific of each Type of Buy allocation strategy. For example:

• For Impression and Budget-based buys, the goal distribution is done by allocating impressions across the inventory selection proportionally based on availability.
• For Play Goal-based buys, the goal distribution is done by allocating plays across the inventory selection as evenly as possible.

Enable Shared Goals

Your Admin must enable the Shared Goal feature in the Guaranteed Settings. See Shared Goal.

Workflow

In general, the workflow to use shared goals is:

• Access the Campaign Builder.
• Create a shared goal.
• Create one or more line items that will use the shared goal.
• Associate the line items with the shared goal.

Notes

When configuring shared goals, consider the following:

• Shared goals apply only to digital screens.
• Multiple line items can share a single goal.
• A line item can be associated with only one shared goal.
• A campaign can include multiple goals and line items.
• Line items sharing the same goal cannot use the same screens simultaneously.
• If any element required for holding a line item with a shared goal is unavailable, the line item cannot be held.
• Line items sharing the same goal are prioritized equally for rebalancing and treated as a cohesive unit.
• A line item with a shared goal cannot be set at a preemptible rate.
• A line item with a shared goal cannot be amended.

Shared goals are created and managed in the Set Shared Goals section of the Campaign Builder.

When creating a campaign for a client, you can create a goal on your campaign that can be associated with several line items. The goal can be impression-based or repetition-based. For this example, we will create a goal to reach 30,000 Impressions.

You will be able to associate this goal when creating a campaign from the Campaign Builder.

The following procedure is summarized here:

Now that we have a shared goal, let's create a line item to which associate this goal.

This section details Step 4G – Use a Shared Goal (Optional) of the new digital line item creation process.

To create a line item:

1. Click the Select Screens Manually button.

This opens the Create Digital Line Item page.

If you have only one shared goal defined, the Use Shared Goal option is enabled and the goal is automatically selected.



2. If you have more than one shared goal, select the shared goals that you want to use.



Note: When multiple line items share the same shared goal and attempt to use the same screens simultaneously, an Overlap message is displayed at the top of the Create Digital Line Item window. An Overlap icon is also displayed in the Screen List window next to the screens that are used by more than one line item. In this situation, you cannot save the line item until the overlap issue is resolved. See Overlapping Line Items for more information.

3. Select the screens that you want in the Screen List section.
4. Click Create Line.

Notice that the shared goal lists the line item associated with it. In the Select Inventory section, the line item lists the shared goal to which it is associated.

Line items that use the same shared goal cannot use the same screens at the same time. That overlap can be total (sames screens at the exact same date and time), or partial (same screens at some of the same date and time).

Example 1:

Let’s assume two line items (LI_1 and LI_2), both with exactly the same inventory selected.

LI_1 has the following characteristics:

• Start Date: Jan 1st,
• End Date: Jan 31st,
• Days of week: Monday-Sunday
• Start Time: 9:00
• End Time: 17:00

LI_2 has the following characteristics:

• Start Date: Jan 1st,
• End Date: Jan 31st,
• Days of week: Monday-Sunday
• Start Time: 9:00
• End Time: 17:00

LI_1 and LI_2 cannot share the same goal, since both have the same inventory selected, with the same dates, hours, and days of the week.

Example 2:

Let’s assume two line items (LI_1 and LI_2), both with exactly the same inventory selected.

LI_1 has the following characteristics:

• Start Date: Jan 1st,
• End Date: Jan 31st,
• Days of the week: Monday-Saturday
• Start Time: 9:00
• End Time: 17:00

LI_2 has the following characteristics:

• Start Date: Jan 1st,
• End Date: Jan 31st,
• Days of the week: Saturday-Sunday
• Start Time: 9:00
• End Time: 17:00

LI_1 and LI_2 cannot share the same goal, since both have the same inventory selected, with the same dates, and both playing on Saturdays.

When line items overlap, an Overlap message is displayed at the top of the Create Digital Line Item window. An Overlap icon is also displayed in the Screen List window next to the screens that are used by more than one line item. Hover over the icon to get details about the overlap.

Line items that use the same shared goal cannot use the same screens at the same time. That overlap can be total (sames screens at the exact same date and time), or partial (same screens at some of the same date and time).

Creating a shared goal introduces a consolidated view of screen availability across multiple contributing line items. In this context, screen availability functions as an aggregate measure: it accumulates the availability status of all line items that are using that specific shared goal. This aggregation determines if the collective contributions of all these individual line items are sufficient to achieve the overall goal. Essentially, the shared goal provides a single benchmark against which the total, combined available resources of its assigned line items are measured.

You can modify an existing goal, but there are certain conditions to consider:

• If the goal is linked to line items, you can edit that goal only if all contributing line items are in the Saved status.
• If any associated line items are in the Booked status, you cannot edit the goal.
• If any linked line items are in the Hold Requested status, you cannot add or modify a shared goal

To edit a goal:

1. In the Set Shared Goals section of the Campaign Builder, click the button of the goal to edit.



2. The Update Goal window opens.



3. Modify the name for the Goal in the Goal Name field.
4. Change the goal that you want to achieve in the Type of Goal drop-down menu.

The goal can be impression-based or repetition-based.

5. Change the target for the goal in the Enter Goal Target field.

The target will differ depending on the Type of Goal that you have selected. For instance, if you have an impression-based goal, you will need to define the target amount of impressions for your goal.

6. Click Update.

The Goal is modified in the Set Shared Goals section of the Campaign Builder.

You can remove an existing goal, but there are certain conditions to consider:

• If the goal is linked to line items, removing the goal will also remove all associated line items.
• You can remove a goal associated with line items only if all contributing line items are in the Saved status. The line items are also removed.
• If any linked line items are in the Booked status, you cannot remove the goal.

To remove a goal:

1. In the Set Shared Goals section of the Campaign Builder, click the button of the goal to remove.



The Preparing to remove window is displayed.



2. Click Remove Shared Goal.

The Goal is removed from the Set Shared Goals section of the Campaign Builder. All associated line items are also removed.