Product templates

Generate products with the product template

Learn how to create and manage products using a product template

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A product contains details that become a line item in Ad Manager. These details include line item type (for example, standard or sponsorship line item), inventory sizes, targeting, and a starting price at which that product can be sold. Products are what salespeople sell. When sales representatives add the product to a proposal, the product becomes a proposal line item, and eventually this proposal line item becomes a delivery line item under the "Orders" tab of Ad Manager.

Product templates allow you to generate and manage many similar kinds of products from a single place in Ad Manager. Instead of creating or editing each individual product, you can create or edit the product template, which generates products or updates existing products based on your edits. This is key advantage of using a product template over creating products individually.

How you set up product templates and generate products depends on how you manage sales and inventory in Ad Manager. Products generated are ultimately associated with at least one rate card. Rate cards determine the starting price for the product. A rate card is similarly associated with at least one team. Teams in turn determine who has access to the rate card and the products associated with that rate card.

Optionally, you can add business rules to a rate card. Business rules are stored in a workflow in Ad Manager. Sales representatives selecting the rate card to access products then have to follow the rules defined in the workflow.

You can get a better sense of how these objects work together in Rate cards, products, teams, and workflows. There is also an illustration of how these objects work together in Sales Management and teams.

We should note that products are always generated from a product template. Products are not directly or individually created or edited. If you need a single product, you would still begin by defining that product from the product template.

This article will cover the following topics:

Create a product template

Below, we provide you with a step-by-step procedure on how to create a product template and generate products based on that template. A number of steps link to more detailed articles about a given configuration. You'll want to look at these additional details to ensure that you understand how that aspect of the product template behaves.

Note that template type, type (line item type), and rate type are not modifiable after saving.

To create a product template:

  1. Click Product templates on the left navigation under the Sales tab.
  2. Click New product template to start a new product template.
  3. Enter a name and description for the product template.

    The product template name can be (but doesn't necessarily need to be) used as part of the name for each product that is generated by the product template. You'll be able to configure each product name below in the "Product names" field.

  4. From the Template type menu, select the type of products that will be generated by this product template. Not modifiable after saving.

    The Ad Manager ads type is for line items that will be booked and managed in Ad Manager. Non-Ad Manager ads is for campaigns that are booked and managed by a third party outside of Ad Manager. Offline charges indicate services you render for a client which are also outside of the Ad Manager system, such as consulting, creative services, or email campaigns. Select click-tracking only to generate products for the purposes of click tracking.

    Both the template type and the line item type determine the rate type you can select later. Learn more in Rate type matrix.

  5. Specify the line item type from the Type menu. This line item type and priority is used for every products generated by this product template. The line item type is fixed and can't be changed after saving. Every proposal line items resulting from these products also use this line item type and can't be changed by the sales representative.

    Both the template type and the line item type determine the rate type you can select later. Learn more in Rate type matrix.

  6. Select the inventory sizes you want included in each product generated.

    Inventory sizes can be designated as customizable by sales representatives in the "Customizable" section of a product template. If you designated them as customizable, sales representatives can remove ad sizes but must include at least one in their proposal line item. Customizing ad sizes does not incur a premium charge.

  7. Add optional custom fields.

    Custom fields provide additional information but don’t affect ad serving or delivery. Product template custom fields don’t carry over into the template’s products. Learn more.

  8. Specify the rate type. The rate type available is determined by the template type and line item type selected earlier. Not modifiable after saving. Learn more in Rate type matrix.

    All products generated use this rate type.

  9. Add rate cards and enter a value.

    The rate card determines the initial price at which each product generated can be sold. This value is referred to as the product rate in proposal line items. Learn more in Rate cards and product templates.

    You can save and activate a product template without adding a rate card. This will generate products. However, sales representatives will not be able to access the products generated until you add a rate card. If you are not sure which rate card to add, you can save and activate a product template now and later associate product templates (or individual products) with a rate card under the Rates page. See Create rate cards for details.

  10. Add product segmentation.

    The Product segmentation section allows you to indicate targeting values that will be used to create a unique product targeting to only one of those values. Product segmentation allows you to generate many similar products with unique targeting. The number of products generated depends on values you add. Learn more in How to use product segments.

  11. Indicate how you want product names to be generated.

    This field allows to configure how product names will display once they've been generated. Learn more in Configure product names.

  12. Configure delivery options. The options you specify here are included in every product generated. Options include:

    You can optionally allow sales representatives to modify these settings. Learn more in Targeting, delivery settings, and premium charges.

  13. Configure targeting. When you add targeting to a product template, you need to consider three things:
    • If you need the targeting to be included in every product generated.
    • If any of the targeting will need to be customized by the sales representative in their proposals.
    • If there will be a premium charge if the sales representative customizes targeting in a proposal.

    Learn more about these considerations in Customizable targeting and premium charges. If you need to add postal code targeting, you can follow the instructions in Target line items to geographic areas.

  14. Under the Customizable section, select whether sales representatives will be allowed to modify targeting or frequency capping in their proposals. Learn more in Targeting, delivery settings, and premium charges.
  15. Click Save.

Click-tracking only products

Best practices suggests that products set to click-tracking only target an ad unit that set to a 1x1 size. Ensure that sales representatives that will need to create proposal line items based on click-tracking only products belong to a team that has access to this ad unit. Targeting a specific ad unit will allow you to better report on the click events surrounding specific campaigns.

Note that while it is possible to create click-tracking only run-of-network (RON) products, the inventory against which a sales representative can book campaigns is based on teams, and unless a sales representative has permission to book run-of-network campaigns, the sales representative will encounter errors when trying to create proposal line items based on these products.

Learn more about Ad Manager click tracking in Create click tracking line items.

Generate and activate products

When you click Save in a product template, Ad Manager automatically generates products in an inactive state. If you later edit the product template and save again, products generated will be updated to reflect your changes. Products will not be available in the catalog for sales representatives until you activate them and until they have been associated with a rate card. The number of products generated depends on the segments and values you added. Learn more in How to use product segments.

You can activate products either of the following ways:

  • From the product template details screen by clicking Save and activate.
  • From the list of product templates, select the product templates you want to activate and click Activate.

If you didn't add a rate card, you'll need to associate one with the products generated. You can do so from here and save and activate the product template again. Alternatively, you can also do so under the Rates page, which also allows you to configure premium charges. See Create rate cards for details.

Once activated and associated with a rate card, products are available in the catalog and sales representatives can create proposal line items based on them. Note that when sales representatives create a proposal line item based on one of the products generated by a product template, some aspects of the product template are no longer available for editing. Learn more in Uneditable fields on a product template.

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