Table of contents
Step 1: Settings
After creating the line item, most of its settings can be adjusted.
To edit a line item:
Click Campaigns on the header of Commerce Yield to go to Campaign section
Find the desired campaign to edit a line item and click on its campaign name
The campaign page will open, and you will be able to see all line items Click on a line item to go to the first page of the line item settings (name, retailer, dates, budget, and pacing)
To edit:
Name, Dates, Budget, Pacing, Bid, or Optimization strategy:
Click on the edit icon in the line item table, next to the settings to change.
All settings above and/or the Products:
Click on the line item name in the table which redirects to the same workflow as the one used to create the line item. Here, most of its settings can be edited.
Line Item Budgets
Line item budgets help control advertising costs for specific products. In Commerce Yield, choose to either set a total budget for the line item or leave the line item uncapped. Edit a line item budget at any time, effective immediately.
On the Campaigns page, click the name of the campaign that contains the desired line item to edit.
On the Line Items page, click the name of the desired line item to edit.
Click the Edit icon in the Remaining Budget column.
If switching from uncapped to capped, select Capped and enter the amount to cap the budget at a set amount. Once the line item reaches the set budget amount, it will stop delivering ads.
If switching from capped to uncapped, select Uncapped to allow the line item to spend freely from the campaign's budget.
If editing your capped line item budget, choose Increase By or Decrease By and enter the amount to add to or remove from the line item's remaining budget. Mark the New Remaining Budget checkbox to make sure the budget corresponds to the desired amount for the line item to be able to spend.
Click Save.
Edit basic line item Settings: Name, retailer, dates
Click the edit icon in the table next to the desired setting to change or select the line item's name to land on Step 1 above. The name and dates can be edited in this step. Alternatively, click Details in the first column to navigate to Step 1 of that line item.
Editing a line item name
After clicking the edit icon next to the line item name in the table or during Step 1 of line item editing, the previously entered line item name will be visible.
To edit the name here, change the name in the field and ensure that it is different from other line items in the campaign. Click Save or Continue before exiting.
Editing a line item retailer
In Step 1 of line item editing, the previously selected retailer is visible. The input field under the retailer box is greyed (disabled). This is because the selected retailer cannot be edited for the line item after launching it.
To select another retailer, we recommend setting up a new line item with the new retailer and product(s).
Editing line item start and end dates
Click the edit icon next to the line item dates in the table, or in Step 1 of the setup workflow. You’ll see the dates under the Schedule box.
To edit the dates, select new dates and save. Today’s date or any date in the future for the start date can be chosen. For the end date, select either “None” or a specific date. Click Continue or Save before exiting.
Note that a change in line item dates can cause a change in its status as well.
Edit Budget, Caps, and Pacing
Editing a line item budget
Click on the edit icon next to the line item budget OR in Step 1 of the line item workflow to edit the budget.
There are two options available for editing the budget:
Uncapped budget:
Select Uncapped. The line item will spend freely from the funds available at the campaign level. The available funds are determined by the campaign budget and can be capped or uncapped.
The line item will stop spending once the campaign budget is reached. At this point, The line item status will switch to Budget Hit.
Capped budget:
Click Capped and select either Increase by or Decrease by from the dropdown to enter the amount to add or remove from the current remaining budget.
The new remaining budget is visible at the bottom of the Line Item Budget box.
The line item might not spend the entire amount. The amount is used as a cap and the line item will stop spending when it is reached.
Editing a daily pace
Click the edit icon next to the line item daily pace OR in Step 1 of the line item workflow to edit the pacing of budget delivery.
A daily pace can be helpful to ensure the budget lasts for the duration of the line item's schedule.
To edit a daily pace, there are two options:
Strict amount:
Click the amount line and enter an amount.
This amount will serve as a daily cap. Every day, the line item will stop serving ads and switch to Budget Hit status when this amount is reached. The line item will automatically reactivate at the start of the next day (if there are funds available).
Automate:
Enter a line item end date and a total budget or a monthly pace to be able to activate the Automated option. The Automated option will adjust the daily pace at the beginning of each day based on the line item end date and remaining budget.
This option is helpful if the line item does not reach its daily spend, but you want to ensure it can still spend the full budget.
Editing a monthly pace
Click the edit icon next to the line item monthly pace or in Step 1 of the line item workflow to edit the pacing of your budget delivery.
Click the “amount” line and enter a new amount. Click Continue or Save before exiting.
This amount will serve as a monthly cap. During the month the line item will stop serving ads and switch to a Budget Hit status when this amount is reached. The line item will automatically reactivate at the start of the next month (if there are funds available for it to spend).