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MediaMind Smart Planning Getting Started Guide. Shelley Hen | Solution Specialist January 2011. MediaMind Smart Planning. Smart Planning Offering. Animation if needed Is “Fade - very fast”. Research (Planning)
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MediaMind Smart PlanningGetting Started Guide Shelley Hen | Solution SpecialistJanuary 2011
Smart Planning Offering Animation if needed Is “Fade - very fast” • Research (Planning) • Get a comprehensive understanding of thousands of sites and advertisers, and tens of thousands of site sections • Provides site performance and spend benchmarks based on historical data • See site ratings based on feedback from planners • Get insights into site data using different visual aids • Buying • Streamline the entire media buy process • Create and send RFPs, receive proposals • Integrated historical data • Digital signing of IOs • Flexible module supporting different negotiation processes • Ad server agnostic • Publisher friendly
How Do We Get There? • Create New Research is accessible from a few locations and opens in a new browser window From an existing Research From left menu From the Campaign flow Smart Planning tab Opens the research module with option to assign sites directly to this campaign
MediaMind Research Module Get better site candidates for your media plan, based on past performance and historical media costs Search based on historical performance data for sites and sections used in past MediaMind campaigns, across agencies and advertisers, and historical media costs from your agency only Filters and search criteria Check the best sites in the Research tab to add them to the Selected Sites tab List of Returned Sites
Filters and Search Criteria Verticals associated with your advertiser - can be more than one Search according to specific date ranges, a market, sites or sections. Choose your source data Search for sites based on media cost data, as set up for placements in past campaigns, or according to effective cost metrics Search according to ad media types/ ad formats used in past campaigns
Filters and Search Criteria Cont. Search for sites based on media cost data, as set up for placements in past campaigns, or according to effective cost metrics Search according to campaign objectives and audiences as classified by planners for past campaigns Provides shared insights from your peers
Site Details and Rating • Click on the site’s name to see more site details 5-star aggregated rating as entered by planners from different agencies for site’s service level Overall Site Performance, unfiltered and compared with the market benchmark Top 10 most visited sites, overlapping with this site. This data is based on the number of unique users who viewed the campaign across several sites.
Selected Sites • Let’s you save selected sites and sections as a consideration set, for negotiation in this campaign • Includes all functionality as in the Research tab (Export to Excel, Sort, Customize view, Table/bar/bubble graphs) • Includes the performance from the Research Tab
Saving Your Research Save Research for later use or save existing one with a new name
Opening a Saved Research • Let’s you open a saved research • Available from left menu and Research module Share research with colleagues
Assign Sites to a Campaign • Let’s you add relevant sites and sections to a campaign, and start the negotiation process with them Assign relevant sites and sections to the campaign, to start the negotiation phase Select the Advertiser and Campaign. Option to create new campaign The assigned sites will be added to the Smart Planning tab in the selected campaign
MediaMind Buying Module • Smart Planning was added as a 3rd tab in the Campaign flow • Streamlines the buying-trafficking-analysis process • Includes all buying and negotiation options • A flexible process lets you work according to your preferred workflow- no mandatory steps
Sites Overview Tab • Add site options: • One by one • From saved research • From existing campaign Create RFP Option to select one site and create RFP for it Allows selecting more than one
Different Ways to Create New RFP(s) From RFP tab Create single RFP or multiple • From Sites Overview tab, create RFP • For one site by selecting it from list • For more than one by selecting them from list • Create an empty RFP and enter the site details later on
RFP Form Budget assigned for this site Currency according to account settings Option to have more than one budget level Objectives and Audience according to the campaign brief Populated automatically from the campaign setup Option to change and add more info Due date to submit proposal and Special instructions By default- includes instructions regarding the proposal Excel template
Requested Placements • Option for the planner to request specific placement(s) from the publisher • These will be added to the proposal Excel sent to the publisher with the RFP
RFP Email Sent to the Publisher The RFP email includes: RFP in PDF format MediaMind proposal Excel template Any other attachment from the planner (brief/ terms and conditions, etc.) Links to demo and help files
MediaMind Proposal Excel Template Placement Details • The worksheet where the publisher enters all proposed placement details • Note: Columns order and names cannot be changed • Enter placements • Validate and amend • Submit and resolve mismatches • Very few mandatory fields • Easy and straight forward process • Upload directly from Excel • No need for the publisher to log in to any application
Back in the Agency… in the Proposals Tab • Proposals should be uploaded directly to the application by the publishers to save the planner time • The planners can also upload proposals • The planners have the option to make amendments as needed Option to add new proposal Proposal Excel Import and export options In case the publisher did not upload the proposal Link to proposed placemats Link to Draft Media Plan
Proposed Placements • Includes all proposed placement details from the Excel Proposal Excel export options Move To Trafficking option to seamlessly move proposed placements to trafficking in MediaMind Option to add new placements Option to edit any detail in any placement without having to wait for the publisher to make the change
Proposal Tab • Back and forth negotiation process • The publisher can submit a new proposal • The planner can apply changes in each placment within the application
Draft Media Plan • Another way to view placements • Provides the planners the option to see all placements from all proposals (and IOs) in one view to create their media plan more efficiently • The planner can ‘play’ with the tool and decide which placements to keep and which to exclude Placements Summary Updated and aggregated according to the placements’ details Placement Details All placements are automatically populated here with all their details *Note :Also available from Sites Overview tab
Draft Media PlanExcel Options • Import Proposals- import MediaMind Proposal Excel template • Export to DFA/Atlas Templates -to allow the import to other ad servers • Export to Billing Report- creates a summary report with costs by site and months (all sites) • Export to Media Plan – creates a media plan with a sites-placements hierarchy (all proposals) • Export to Proposal- creates an empty template
Offline Proposal - an example • An empty proposal template to fill in offline and import back • Include more than one proposal in one Excel by indicating ‘Proposal Name’ for each placement • The name is the proposal identifier • Manage each proposal separately and generate an IO for each one separately later on
Move To Trafficking • Planners can seamlessly move proposed placements to trafficking in MediaMind • Placements will be populated in the Media Plan tab in the campaign flow • Note: This phase is not mandatory here, it can be done also after IO Approval • In some cases, one or more of the sites or sections will not be recognized by MediaMind. • In such cases, you can map the site/section to an existing one, by selecting it from the list, or alternatively, by creating a new one. • With the resolve mismatch process you can use a wizard in which you are asked to select sites, then sections, and so forth. • The mismatch process resembles the process of importing a media plan Once a placement is moved to trafficking- any update in the Buying module will not affect the trafficking and vice versa
Generate & Create a New Agency Media IO From Proposals tab: Option to generate IO with all proposed placements From Media IO tab: Option to add new empty IO
Media IO Form IO details IO costs and discounts according to booked placements Terms and Conditions By default will be populated according to T&C in Account Settings *Note: Special permission is required to edit T&C
IO Email Sent to the Publisher • An email with an attachment is sent to the publisher. • The sender is the planner • The attachments include: • Link to the IO for e-signature • IO in PDF format • Any other file(s) attached in the RFP • Demo and help files
Agency Signature Option to sign in Preview IO
IO Statuses In addition, there can be also be a: • Change Order (CH) – when changes were made after the IO was sent (revised IO) • Cancellation Order (CO)- when the IO was canceled
Publisher IO • The planner can send a 'Request for IO' to the publisher • The publisher will receive it via email with a link • The publisher will log into the application and upload the IO • Both the publisher and the planner can sign it electronically In addition, there can be also be a: • Change Order (CH) – when changes were made after the IO was sent (revised IO) by the planner or in case the publisher uploaded a new IO • For the publisher to upload a new IO, the planner needs to send a new Request for IO • Cancellation Order (CO)- when the IO was canceled
Generate Request for IO (by Planner) From Proposals tab: Option to generate Request IO from Publisher
Sites Overview View all site’s RFPs, proposals and IOs Also view site’s details and rating Sites Overview –monitor the site’s status in selected campaign. Dates show when RFP was sent, proposal received, IO signed etc. Indicates when the due date for receiving the proposal has past
Summary • First of a kind innovative research module, providing site suggestions, site performance and pricing benchmarks based on historical data. • The research module complements other research services such as Nielsen and ComScore, completing the picture by recommending sites based on actual performance and pricing data. • Flexible and easy-to-use buying module that fully manages and streamlines the buying and negotiation process. • Historical cost and performance data is available for the negotiation stage as well.
Smart Planning is Flexible to Suit Your Work Process The Full Process… Without Research …
Smart Planning is Flexible to Suit Your Work Process Without the RFP… Without the IO…