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Data Loading Updates to Products & Packages

!   Today’s Goals !   Presenter Introductions !   Product/Package Overview !   Corey Frickel – Steps to Load Products and Packages !   Brian Ferrantino – Demonstrations !   Q & A

Agenda

!   Subject Matter Experts: ! Brian Ferrantino

! Implementation Engineer on Implementation Team (since March 2012) ! Technical configurations, including third party integrations

! Corey Frickel ! Configuration Specialist on Implementation Team (since January 2013) ! Conducts data loads ALL DAY LONG

!   Organizer & Facilitator: Janet Loder, Sr. Training Manager, Operative

Webinar Presenters

!   Following this webinar, you will be able to: ! More deeply understand the data loading functionality available in

Operative.One ! Perform updates to large sets of product and/or package contents ! Confidently manage your product/package taxonomy to ensure

that your business and software are in synch

Webinar Goals

Key Business Benefits: Decrease the manual effort required to update product/package information & free up resource time as a result

!   During implementation, Operative Consultants help add product/package data into the system

!   As your business changes over time, you need to keep the data current in Operative.One

!   Create and edit standard products and package products ! Via the User Interface (UI) ! Data loading

Product/Package Management Overview

!   Demo – Manage Products/Packages in the User Interface

Product/Package Management – UI

!   What? Data loading is a way to get information into Operative.One

!   When? Use data loading when many items must be created or edited, and the loader would be faster than the user interface

!   Who? Operative.One users with the role AD_MASTER can load data !   Where? Ad Slots, Targets, Product Rate Card Property, Product Cost

Method Pricing, Products, Package Products, Accounts/Contacts can all be loaded

!   How? Complete templates then load in Administration > System > Object Import/Export ! Help found in Operative.One online help topic

Data Loading – Some Basics

!   Help found online in Operative.One §  Inline help text on

Bulk Data Loaders §  Bulk Data Loaders

User’s Guide

Online Help for Data Loading

1.  Log a case with support.operative.com to request a product or package export of the desired tenant, and receive the file

2.  Locate desired products/packages; copy into new XLS workbook 3.  Make updates/additions to the products/packages and save file 4.  Load the saved loader in Administration > System tab > Object

Import/Export 5.  Validate changes/additions in the UI by searching for items in

Administration > Ad Master Model > Products

Basic Steps to Load Products/Packages

!   Log a case with support.operative.com !   Request product or package export of the desired tenant !   Have a list of items to edit, and the edits you want to make !   Support will send the requested export to you !   Make no changes to column order or headers ! Note: Operative encourages you to perform the initial upload into a

staging/sandbox tenant; Please contact your Client Partner if you do not have a sandbox tenant.

Step 1a: Open a Support Case

!   Make no changes to column order or column headers !   Each product has one UPDATE row for its details (targets, tags,

creative specs) !   A product will have a MAP row for each Ad Slot to which it is mapped

Step 1b: Receive the Export

!   Make no changes to column order or headers !   Use filters or other search methods to identify the subset of products

you intend to edit !   Copy and paste the subset, including the column headers, into a new

XLS 97-2003 workbook !   This becomes the file you will load into Operative.One

Step 2: Locate Desired Products, Copy to New XLS

!   In the new workbook, make the desired edits/additions !   Save the file

Step 3: Make Edits/Additions to Data

!   Operative.One user with AD_MASTER role can load the modified template

!   Administration > System > Tools > Object Import/Export

!   Select the object to load !   Select the file !   Validation !   Import Queue

Step 4: Load the Modified Template

Step 5: Verify the Imported Data !   Administration > Ad Master Model > Products !   Search for products/packages created or edited using the

loader

!   Product Update – Add 2 Embedded Targets to 300x250 products §  Ad Type=Sponsorship §  Gender=Male

Demonstration #1

!   Product Update – Adding 2 Tags to 160x600 products §  hockey §  male

Demonstration #2 – Planted errors

!   Updating creative specs, targeting templates, or home catalog location? §  Must match system exactly

!   Updating additional catalog locations or tags? §  Must match system exactly §  Multiple values separated by semicolons (;) with no spaces

(e.g. hockey;men)

!   Updating embedded targets? §  <Target Name>=<Option> (e.g. Ad Type=Sponsorship|Gender=Male) §  Multiple values separated by pipe (|) with no spaces

Important Product/Package Rules

!   Help found online in Operative.One §  Inline help text on

Bulk Data Loaders §  Bulk Data Loaders

User’s Guide

Online Help for Data Loading

!   5 Steps to load updates to products and packages in Operative.One 1.  Open Support case requesting latest Product/Package export

2.  Locate products to edit, copy those into new XLS workbook

3.  Make updates/additions and save the file

4.  Load the saved file in the Object Import/Export tool

5.  Validate changes were made within the user interface (UI)

!   Demos !   Recording and presentation will be available soon

Recap