Using the Order Form for Simpli.fi in SBMS Digital

Requirements and Setup

1. SBMS 22.3 and AQM Version 5.34.22.3 are required.
2. Let FreeWheel know if you'd like to be set up to use the Order Form or Ingest Metrics from Simpli.fi. 

SBMS Vendors - In order for the Order Form to display in the Media Plan screen, the vendor has to first be linked as a DSP vendor in the Vendor screen. This is only possible when creating a new vendor. 

1. Create a new DSP vendor.
   1. Enter the DSP vendor.
   2. Choose Simpli.fi as the DSP.
   3. Select New in the Vendor screen.
   4. Click the New DSP button.
   5. Choose Simpli.fi as the DSP option.
   6. Enter the Vendor Name.
   7. Click the New DSP button.
   8. Select Simpli.fi as the DSP option.

Media Plan

1. An Order Form icon displays to the right of the vendor call letters. Double clicking launches the Order Form in its own tab. 
2. External ID, Order Form Status, and Order Form Status Date were added in Show/Hide columns in the Schedule screen in SBMS.

Campaign Management

1. An Order Form icon will display to the right of the vendor call letters. Double clicking launches the Order Form in its own tab. 
2. External ID, Oder Form Status, and Order Form Status Date were added in Show/Hide columns in the Schedule screen in SBMS.

Order Form

1. Launch the order form by double clicking on Order Form icon in the Media Plan or Campaign Management screen.
2. The Order Form consists of these panels:
   • Products and Contacts
     1. If the email address for the Vendor is incorrect, this can be updated in the Application Settings under Simpli.fi Order Form Email.
     2. If the Buyer email address is incorrect, this can be updated in Security Settings under Users.
   • Campaign Details
     1. Order Name: Enter the Order Name/Campaign Name here.
     2. Start and End Dates: These pull from the Placement Line but can be manually updated in the Order Form if needed by double clicking on the date. Note that updating on the Order Form does not update SBMS.
     3. Campaign Type: Defaults to Premium Video.
     4. Optimize By: Defaults to Budget, but can be manually updated to Impressions. This informs the Vendor to either spend to budget (and not go over) or spend to impressions.
     5. Total Net Budget: This is populated by the Total Net Cost in SBMS. If it needs to be changed, update the cost in SBMS and it will update the Order Form even if the Order Form has already been sent.
     6. Impressions: This is populated by the Units in SBMS. If it needs to be changed, update the units in SBMS and it will update the Order Form even if the Order Form has already been sent.
     7. Planned CPM: This is populated by the CPM in SBMS. If it needs to be changed, update the CPM in SBMS and it will update the Order Form even if the Order Form has already been sent.
     8. Target Audience: In SBMS Spot and Network, this is populated by the Estimate Demo. In SBMS Digital, it's not populated and can be manually entered.
     9. Audience Description: Use this space to include any additional Audience information the vendor needs. This does not pull from SBMS and can be manually updated at any time.
     10. Location: In SBMS Spot and Digital, this is populated by Market. It can be manually changed or updated at any time in the Order Form. If Market is updated in SBMS Digital, it will update the Order Form even if the Order Form has already been sent. Many users use this space to include zip codes, addresses for Geo Fencing, or specific geo information.
     11. Creative URL: This is not required but available if you have a URL.
     12. Creative Comments: This is not required but available if you want to communicate any information about creative/traffic.
     13. Special Notes: This is not required but available if you have any additional information to communicate to Simpli.fi. Some agencies have used this to communicate flight information as well, give specific direction to the vendor, or detail out any revisions and changes to the Order Form.
   • Inventory
     1. Select from the list of premium video packages.
        1. Multi-selection of packages is allowed.
        2. eCPM range is estimated. Contact Simpli.fi directly if you have questions or concerns.
   • Revisions
     1. Revisions can be sent at any time.
     2. Budget, Impressions, and CPM must be updated in SBMS.
     3. If Budget, Impressions, or CPM are updated in SBMS it will automatically update the Order Form and change the status to Revised.
     4. It's recommended the Order Name get updated to include REVISED and any specific instructions and details on changes be included in Special Notes.
   • Saving and Sending the Order Form
     1. The Order Form can be saved at any time by clicking the Save button at the bottom of the Order Form.
     2. In the Digital Module, the order form must be in an Approved/Revised status to enable the Send button. Spot and Network allow for the Send button to be enabled at any time.
     3. Sending the order form creates insertion orders for Simpli.fi, which is a financial liability.
   • Order Form Status
     1. In the Show/Hide columns order form, Status and Order Form Date were added to the Media Plan and Campaign Management screens.
     2. The Order Form Status will update the color of the Order Form icon in the Media Plan and Campaign Management screens.
        1. Not Entered = Gray
        2. Saved = Yellow
        3. Revised = Purple
        4. Sent = Blue
        5. Failed = Red, Double Click on "Failed" for the failure message from the AQM Log file. This is incredibly helpful to give to FreeWheel Client Services if your Order Form is failing.

• Ingesting Metrics
  1. Daily Metrics are available to be downloaded into the SBMS Digital Module, provided the correct setup has been done to enable metric downloads for Simpli.fi.
  2. The Simpli.fi Tactic Campaign Number should be manually entered in the External ID column in the Media Plan screen in order for SBMS to apply daily Simpli.fi metrics.
  3. Simpli.fi Metrics are viewable by right clicking in Show Actuals in the Campaign Management screen or selecting Edit Units, which displays daily/placement totals for metrics and Total Ad Spend.
  4. eCPM is calculated by Impressions and Total Ad Spend.
  5. Total Ad Spend and eCPM was added in the Show/Hide columns under Actual Units.
• Invoicing
  1. Raw Served $ and In-Flight Served $ will be changed to Raw Total Ad Spend and In-Flight Total Ad Spend in Show/Hide columns and in the Reconciliation and Matched Grids.
  2. The Total Ad Spend will have values only if the vendor has the DSP flag is set to true and Reconciliation is set to 3rd Party/Publisher in the Media Plan.
  3. The Capped Cost is reflecting the Total Ad Spend if the selected Vendor is Simpli.fi.
  4. Amount to Pay value in Matched grid is verified against Total Ad Spend, invoice cost, and the financial control settings.