How to Use Bulk Edit Targeting

When viewing objects in list view in the UI, general settings can be bulk-edited across multiple items at once. To access and use bulk edit, follow the steps outlined below. For example, to apply the same geo-targeting update across several line items, bulk edit allows the change to be made once and applied to all selected items.

1. Access Bulk Edit Targeting:

   • From the Line Items list screen, select the line items to be edited.
   • Click Bulk Edit at the bottom of the screen to initiate the bulk edit workflow.
     
     

2. Choose Targeting Fields:

   • Targeting fields are organized by module (e.g., geo, device).
   • Search: A search bar can be used to locate specific targeting fields.
   • Show Favorites: Enabling the Show ★ only toggle will display only the favorite targeting fields.
   • Customize Favorites: Favorites can be added or removed, and changes will be applied across Buyer Cloud.
     
     

3. Enable OR Fields (Optional):

   • The OR Fields toggle can be enabled for targeting expressions with OR conditions.
   • Caution: Excessive use of OR fields may lead to targeting errors or failed edits.
     
     

4. Select Bulk Edit Operations:

   Five operations are available for bulk editing:

   • Add to Existing: Adds new values to the current targeting values (not available for range fields like IP or Time targeting).
   • Remove All Values: Clears all values in a targeting field (limited to one operation per field).
   • Find & Remove: Removes specific values from a field (only one operation per field; not for range fields).
   • Find & Replace: Replaces specific values with new ones (can be performed multiple times per field).
   • Replace All Values: Clears all current values and adds new ones (limited to one operation per field, cannot be combined with others).
     
     

5. Enter Targeting Values:

   • When using Add or Find & Replace, any value that already exists in the targeting field with the same operator will be skipped (duplicate values are not allowed).
     
     

6. Add More Bulk Edit Actions (Optional):

   • Additional actions can be added by clicking the + icon in the side navigation.
   • Each action will be grouped by targeting field in the side navigation.
   • An ! icon indicates a missing required field.
     
     

7. Order of Operations:

   • Bulk edit actions are processed in the order they are added.
   • Replace All Values cannot be combined with any other operation.
   • If an action results in an empty targeting expression, the bulk edit will fail (e.g., clearing all values).
     
     

8. Review Changes (Optional):

   • Clicking Review provides a summary of the bulk edit actions.
   • Each targeting field and associated actions will be listed, with clickable links to specific actions for review.
     
     

9. Execute Actions:

   • Once reviewed, the Execute Actions button will apply the changes.
   • A success screen will display a summary of the changes made.
   • If errors occur, an error message will be provided, detailing the invalid line items and the reasons for failure.
     
     

10. Fix Errors or Skip Invalid Items:

    • If errors are encountered, the option is available to either fix them or proceed with valid changes and skip invalid line items.
    • Invalid line items will be listed, with links to their targeting page for quick editing.

Validations and Restrictions

• Field Availability: Fields may be greyed out if they are unavailable for selection.
• Required Fields: Missing required fields will trigger an incomplete flag, preventing submission until corrected.
• Backend Validations: The system ensures that:
  • Targeting expressions cannot be left empty.
  • Conflicting AND/OR logic is not allowed.
  • Multiple operators (e.g., Include and Exclude) on the same targeting key are not permitted.

Segment Recency

For segment targeting:

• Find & Remove/Find & Replace: No recency values are required or accepted.
• Add/Replace with: Recency values can be defined when adding segments to targeting.