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Executing these steps by hand will quickly become tedious and redundant. Relationship Automation provides a versatile tool for these purposes.
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Before you start
Get familiar with relationships/ and its mechanisms.
How to use relationship automation
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Advertiser selection
Relationships connect advertisers, partners, and ad spaces. Choose an advertiser first.
Time context selection
Minimum age: The automation should consider subjects at least X days old. In this context, subjects refer to ad spaces or relationship applications.
Consider currently existing ad spaces: For automation of type “CREATE”, the user may choose to consider existing ad spaces, or only those created after the automation has been set up.
(Again, for automations of type “ACCEPT” or “REJECT”, relationship applications will be inspected instead.)
Definition of rules
Rules are inclusion filters defining what type of relationship will be created upon applicability.
Rules are applied in order of priority, in ascending order (i.e.: a rule with priority 1 will be considered before a rule with priority 2).
Rules consist of two main sections
Selection Criteria
Define partners, ad space categories, and ad space sub-categories.
Financial Agreement
Define the characteristics (commission model, commission rule, fee model) of the relationship that will be created as a result of this automation.
The user has the designated option to choose dynamic values for the fee model and the commission model. This can be done by selecting “using future default” (for commission model, fee model). If the default should change in the future, the system will know to choose the fresh values. (In contrast, a static option can be selected; this option will never change unless edited by hand.)
The priority system enables the user to define conditional logic describing the resulting relationships for different cases of selection criteria.
E.g.: Suppose that relationships should be created if Partner XYZ creates ad spaces. Now the user wants to assign a different commission model to relationships that are created as a result of a rule specifying the inclusion of “Fashion Blogger” ad spaces. The user may define two rules to implement this behavior: One includes “Fashion Blogger” ad spaces for this partner and one includes any other type of ad space. The rules will be checked from top to bottom: the first applicable rule will lead to the creation of the relationship, given the financial data supplied in this rule.
Example
Let’s take a look at an example of creating an individual rule by clicking the “add rule” button:
Assume we need a rule to include ad spaces to which the following criteria apply:
They belong to the partner Jay.
Their category is “Fashion Blogger”.
Their subcategory is “Fitness Blogger”.
The system will check all valid ad spaces and filter them accordingly. Further rules may be defined, too: If the first rule doesn’t allow ad space XYZ to be considered, another rule with a lower priority may. Depending on whether the user wants to consider existing ad spaces, these will be considered valid candidates.
Any number of rules may be defined, but at least one has to exist to proceed.
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