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SMART PLANNING

SMART PLANNING. AGENDA. SP Introduction SP Proposals SP Insertion Orders Moving Placements to Traffic SP Best Practices. SMART PLANNING INTRODUCTION. Media Plans & Smart Planning. All Media plan entries should be added and edited using the Smart Planning tool

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SMART PLANNING

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  1. SMART PLANNING

  2. AGENDA • SP Introduction • SP Proposals • SP Insertion Orders • Moving Placements to Traffic • SP Best Practices

  3. SMART PLANNING INTRODUCTION

  4. Media Plans & Smart Planning • All Media plan entries should be added and edited using the Smart Planning tool • Media plan should not be trafficked from Smart Planning into the platform until it is fully approved • Adding Media Plan Classifications can be done by exporting Media plan, adding classifications to the excel document and Importing back into platform NOTE: All placement edits should be done in the Smart Planning Tool, this will ensure that all placements in the platform are correct and relevant to the campaign

  5. Smart Planning Offering • 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

  6. The Research Process

  7. Publishers’ ProcessThis is how the publishers see it

  8. Smart Planning Workflow Without the RFP… Without the IO…

  9. Smart Planning Workflow The Full Process… Without Research …

  10. Smart Planning Tab • 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.

  11. SMART PLANNING PROPOSALS

  12. Proposal Form Proposal Details Option to indicate Advertiser Approval manually Proposal Cost, ‘Cost Based on’ and discounts as automatically calculated according to the proposed placements ‘Cost Based on’ - will affect the cost displayed in the proposed and booked placements

  13. Proposed Placements • Includes all proposed placements 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 change

  14. Import Proposal

  15. Import Proposal

  16. Import Proposal

  17. Import Proposal

  18. Import Proposal

  19. 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

  20. Proposal Tab | Historical Data Historical cost and performance from Research Module / past campaigns Indication when proposed cost exceeds previous cost paid

  21. Import Proposal • Option to import a proposal received in MM Excel template • Users can export a proposal and upload it any time they want 1. Select the relevant Excel template By default, the proposal will be associated with the first site in the Excel Option to associate the proposal to different site by un-checking the checkbox and selecting a site 2. Click ‘Upload’

  22. Import Proposal | Mismatches • In some cases, one or more of the sites or sections will not be recognized by MediaMind. • In such cases, there is a need to map the site/section to an existing one, by selecting it from the list, or alternatively, by creating a new one The drop down suggests sites or sections for mapping, from MediaMind There is also an option to add a new one

  23. Draft Media Plan • Another option to view placements • Provide the planners an option to see all placements from all proposals (and IOs) in one view to create their media plan in a more effective way • The planner can ‘play’ with the tool and decide which placements to keep and which to exclude Placements Summary updated according to the Placements Details Placements Details- All placements are automatically populated here with all their details *Note :Also available from Sites Overview tab

  24. Placements Summary • Provides a summary of the Draft Media Plan by Sites, Placements, Cost, Impressions and more Option to view the Summary according to selected site

  25. Placements Details Option to add new placement It will be added only to the Draft Media Plan. No association to Proposal Exclude placement(s) will affect the Summary calculations (once saved) Excluded placement(s) will be grayed out. Option to include it back with same button

  26. SMART PLANNING INSERTION ORDERS

  27. Request for IO Process Electronic Signature

  28. Generate Request for IO From Proposals tab: Option to generate Request IO from Publisher

  29. Site Contacts Add site’s recipients for this IO Select site’s contact from list or add new. The contacts are saved under the Campaign Contacts and in the site’s account in MediaMind Option to send a copy to your email

  30. Once Sent… • An email is sent to the publisher. • The sender is the planner • Includes: • Link to upload the IO and e-signature • Demo and help files

  31. Publisher IO • The publisher can upload the IO as an attachment and/or add notes • The publisher can sign the IO electronically

  32. Alerts • Planner will receive when publisher signs • Publisher will receive when planner approves

  33. Agency Signature The attachment can be viewed from the Preview as well Option to sign in Preview & Sign

  34. Move To Trafficking • Planners can seamlessly move proposed placements to trafficking in MediaMind • Placements will be added to the Media Plan tab in the campaign flow • Note: In case of a Publisher IO, it should be done from the Proposal tab • In some cases, one or more of the sites or sections will not be recognized by MediaMind. • In such cases, there is a need to map the site/section to an existing one, by selecting it from the list, or alternatively, by creating a new one • The Resolve mismatch process is done through a wizard process where the user is asked to select Sites, then Sections etc. *Note- The mismatch process is the same as the process of importing a Media Plan

  35. IO Statuses 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 • In order 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

  36. Summary • Upload by publisher or by planner • Seamlessly move to trafficking • E-signature

  37. Proposal - Excel Template • BEST PRACTICES • Packages – Only list actual media placements that we will be issuing tags/code packages for on the proposal. • Proposal Names - every placement must have a proposal name. • Package Names - every placement within a package should have a name but not every placement should have a package name.

  38. MOVING PLACEMENTS TO TRAFFIC IN SMART PLANNING

  39. Move To Trafficking • Provide the planners an option to 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. • BEST PRACTICE – ONLY MOVE PLACEMENTS TO TRAFFICKING ONCE THE PUBLISHER HAS SIGNED IO & CONFIRMED BUY DETAILS. • DO NOT PREMATURELY MOVE PLACEMENTS TO TRAFFICKING.

  40. Media Plan All the placements with all the details are populated in Media Plan tab, ready to for the serving phase

  41. Draft Media Plan | Excel Options • Excel include import and export 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 sites-placements hierarchy (all proposals) • Export to Proposal- creates an empty template • Export to Flighting Plan - creates a media plan with Gantt chart

  42. Buying/Trafficking Placements & Updates • Once a placement is moved to trafficking- any update in the Buying module will not affect the trafficking and vice versa • To update a live campaign with updated placements, edit the IO/ proposal, approve with publisher, and move the placements to trafficking • Once moved to trafficking it will override the existing one with limitations: • Booked impressions cannot be less than actual impressions served • Sites cannot be changed • Start/end dates of placements cannot be changed if they are more than three months in the past)

  43. Offline Proposal | Export Options - Proposal • Provides an empty proposal template with option to fill in offline and import back • Option to include more than one proposal in one Excel by indicating ‘Proposal Name’ for each placement • The name is the proposal identifier • The advantage is being able to manage each one separately and generate an IO for each proposal separately later on The placements will be allocated to proposals according to the proposal name

  44. Offline Proposal

  45. Placements /Proposal Statuses Not synced with IO Moved to Trafficking IO status Proposal / Placement cannot be deleted if an IO has been associated with it or if one of the placements has been moved to trafficking

  46. Confused? Available Options Some options are available from more than one location in the Proposal Tab

  47. SMART PLANNING BILLING

  48. Export Options | Billing Report • Provide summary of costs by site and months (only relevant days of month are included) • Includes all sites and all placements • The Initiative LA account billing settings are NET. Please enter as Net Cost.

  49. Analytics- Billing Summary Report • The new Billing Summary report provides media cost data, showing planned and actual media costs per site. • The report is based on the placements' cost settings, and has nothing to do with MediaMind's billing system

  50. Billing Report - New Metrics • Actual Units – The number of units counted during the serving up to date. • For Flat Fee, Time-Based Sponsorship, and Zero Cost cost models, the actual units refer to impressions. • Planned Media Cost -How much money the agency planned to spend until this date, regardless of the amount of impressions/clicks/actions. • Spending Media Rate – How much out of the budget was actually spent out of the planned budget.

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