A Simple Guide To Setting Up A Media Plan

Create placement without using Ad Server and Rate Card

Required fields are prefixed with * on the column header, they are: Publisher, Start/End Date, and Ad Unit.

Create placement and auto populate Ad Serving fee using Ad server Rate Card

The additional required fields are: Ad Server, Ad Tag Type, Creative Media Type, and File Size if the formula varies depend on the file size. 

Tip: On rate card screen, the Creative Media Type can be multi select, so you can create 1 entry Ad Server Rate and multi select the Creative Media Type if same formula apply. The Min File Size and Max File Size can be left blank; when they are blank, the program will not take the File Size into consideration when determine which formula to use on the placement line.

Create placements that will be pushed over to Ad servers:

DCM:

1. Estimate: When setup the Estimate, the Landing Page Name and URL are required.

1. Media Plan additional required fields are:
   1. Ad Server - select DCM
   2. Ad Size - Ad Size cannot be blank
   3. Ad Srv. Placement Type - Will be auto populated with default value when Ad Server is selected, change as necessary. If you don’t see this column on Show/Hide column, that means DCM has not been synced and not ready to push placement to DCM. A user who has Ad Server Setup screen permission need to finish all 4 sync steps for DCM on Ad Server Setup screen, DCM tab.

1. Can push campaign on the date that the campaign starts.
2. Make sure the Client and Publisher are mapped before push to DCM

Sizmek:

1. Estimate: When setup the Estimate, the Landing Page Name and URL are not required.
2. Media Plan additional required fields are:
   1. Ad Server - select Sizmek
   2. Ad Size - Ad Size cannot be blank
   3. Ad Srv. Placement Type - will be auto populated with default value when Ad Server is selected, change as necessary.
   4. Section - Section cannot be blank

1. Can push campaign on the date that the campaign starts.
2. Make sure the Client, Publisher and Users are mapped before push to Sizmek

Media Plan screen - Scheduling tab

Below are a few fields which may require further explanation:

Start Date - Start Date of a placement

End Date - End Date of a placement. The End Date of a placement cannot be changed to earlier than a matched invoice End Date

Sponsorship - This column is used to support client’s need of matching 1 month invoice to multiple months’ schedules.

1. • The value of Sponsorship indicates a placement will be billed and paid at the first or last month; Sponsorship flag should only apply to Vendor Type: Publisher.
   • If an Ad Server or Alternate Ad Server is schedule on its own placement line, user cannot change the Sponsorship flag.
   • Once it’s flagged and has a matched invoice attached to it, the Start and End Date cannot be changed, even to the unmatched month.

Rate Type - Supported rate types are: CPA, CPC, CPE, CPL, CPM, CPT, CPMV, CPV, CPCV, and Flat Rate. CPE and CPT are not supported by any Ad Server, and cannot be trafficked via any Ad Server API.

Def. Clt. % -

• When creating new placements, the Net %, Client Gross % and Client Net % will default to the values setup on the "Client Information - Default Costing %” screen, and the Def. Clt. % will be default to True (selected).
• When copy and paste placements/packages from existing ones, either within the same estimate or into a different estimate, the Def. Clt. % to be set to True (selected) and all cost fields will be calculated according to the Net %, Client Gross % and Client Net % values setup on the "Client Information - Default Costing %” screen,
• When create a new package (by package), the Def. Clt. % will always be selected.
• When check-in an estimate from the excel spreadsheet into the SBMS, the Def. Clt. % will be default to TRUE on all new lines, the Net %, Client Gross % and Client Net % will use the values from the "Client Information - Default Costing % screen", all costing fields will be calculated accordingly.
• When check-out an estimate to the excel spreadsheet, if the Def. Clt. % had a value on the existing placements, the value will remain. For instance, if a placement’s Def. Clt. % was False (un-selected) when the estimate was checked-out to the excel spreadsheet, when user check-in the estimate, the Def. Clt. % value will not be changed.

Media Group - The Media Group will be auto populated for an Ad Unit if the Ad Unit was assigned to a Media Group in the Ad Unit screen in File Cabinet.

eCPM - is available on the Summary grid. The eCPM = Total Net Cost / Total Purch. Imps(000) without consider rate type.

Flights -

• A read only field displays all flights of a placement or package. When double clicking on the Flights field on a placement or package, a new Flight Manager screen will open to allow user create flighting.
• IMPORTANT NOTE: all estimates that had been first billed before 19.7 will be restricted from flighting.
• The fields on Flight Manager can be turned on/off via the Show/Hide Columns screen. By defaults, all fields are shown.
• Access to the buttons on the Flight Manager screen can be controlled by security.
• The Flight Manager screen and all buttons are available to Strata Default Users by default.
• The Flights field is read-only on the Media Plan screen; the flights can only be edited on the Flight Manager screen.
• Users can create flights on both Package (by package) and placement level.
• The program will track flights revisions
• When placement Start Date or End Date has changed, the flights dates will be re-populated accordingly. For instance, if the End Date of the placement is extended, the End Date of the last flight will also be extended.
• When copying and pasting placements/packages within the same estimate, the Flights data will be carried over to the new placement or package. Flights will not be carried over when copy placements/packages from a different estimate.
• All flights will be cleared off when the placement is changed to a sponsorship placement.

Flight Manager Screen

• All header information is populated with placement data
• Flight - An editable field that allows the user to enter a flight name for reporting purpose. It defaults to "Flight [a sequential number]”.
• Start Date - An editable field that allows the user to enter the Start Date of the flight. Start Date of the first flight is the also the beginning of the placement, it’s not editable on this screen. Placement Start Date should only be updated on placement line in any case.
• End Date - An editable field that allows the user to enter the End Date of the flight. End Date of the last flight is the also the end of the placement, it’s not editable on this screen. Placement End Date should only be updated on placement line in any case.
• % of Placement Units - An editable field that allows the user to enter a % which indicates the percentage of the total placement units will be allocated in this flight period. If the "Units” field is entered, this "% of Placement Units” will be auto calculated accordingly, the value will be (Units of the flight / the total units of the whole placement) * 100%.
• Units - An editable field, it states the amount of imps/clicks/… that will be run in a time period. It can be either entered by a user or auto calculated based on the entered "% of Placement Units”.
• Net Cost - It’s a read-only field, equal to "Units of the flight * Net Rate of the placement”.
• Gross Cost - It’s a read-only field, equal to "Units of the flight * Gross Rate of the placement”.
• Clt. Net Cost - It’s a read-only field, calculated based on the Gross Cost, Clt. Net % and Clt. Gross % of the placement.
• Clt. Gross Cost - It’s a read-only field, calculated based on the Gross Cost and Clt. Gross % of the placement.
• Add Flight button - Clicking on this button will add a new flight line below where the cursor was, the user can enter either a % of Placement Units or Units. When neither % of Placement Units nor Units are entered, all cost fields will be auto calculated based on the days of the flight, though user can then update the % of Placement Units or Units to a desired value. For the first flight only, if the user enters an End Date, the program will auto populate all remaining fields base on the days of the flight, user can change the "% of Placement Units” or "Units” to a desired value. In order to maintain the data integrity, the last flight will be auto calculated based on all previous flightings. Except Start Date, all fields for the last flight are read-only.
• Flights can across month, but no overlapping is permitted between flights.
• Delete button - When clicked, the selected flight will be deleted. We do not allow the user to change Start and End Date of a placement on the Flight Manager, the program will also prevent the user from deleting the first and last flight. If the user intends to do so, a warning message will appear "The first and last flight cannot be deleted, if you want to delete all flights, please use the Delete All Flights button”. When a flight has been deleted, the allocated Units and Costs should be transferred to the last flight. If there is a matching invoice against the flight, the selected flight cannot be deleted, a warning message would appear "The schedule is associated with a matched invoice and cannot be deleted.”
• Clear All Flights - When clicked, the flights will be restored to the original placement Start Date and End Date; all additional flighting will be deleted. A warning message will appear to allow user to confirm the deletion.
• Save button - When selected, the flights on the screen will be saved.
• Cancel button - When selected, it will exit the screen without saving.

Packages
User can group individual placements into package. A package can be either Schedule & Invoice Based on Package or Schedule & Invoice Based on Detail. Below are rules when add or remove placement(s) into a package:

The program will not allow user add a placement into a package, if:

• It’s a canceled placement
• It’s a billed placement
• It’s purchased from MEDIA Concierge
• It has matched/ok to pay/cleared invoice

The program will not allow user add or remove placement(s) from existing package/roadblock, if

• The package (Schedule & Invoice Based on Package) has matched invoice
• A detail line in the package (Schedule & Invoice Based on Detail) has matched invoice

Media Plan screen - Fees tab

User can reference Knowledge Base Article "Adding Digital Fees” for how to add a fee.

Fees in estimate with flighting

Here are a few notes about fees that associated with flighting. Estimate and Vendor level fees will not be impacted by flighting. Only the following placement level fees will be impacted base on flighting of the placement:

• Fee Type: Flat, Frequency: Monthly - Fees are calculated based on month that has activity, but not account for the % of Placement Units in each flight.
• Fee Type: Flat, Frequency: Monthly Allocation - Fees are calculated based on activity, and account for the % of Placement Units.
• Fee Type: Calculated, without additional Flat Fee - Fees are calculated based on activity, and account for the % of Placement Units.
• Fee Type: Calculated, with additional Flat Fee - The total fee amount will be calculated based on activity, and account for the % of Placement Units.