Post on 30-Dec-2015
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© 2010 MediaMind Technologies Inc. | All rights reserved
SMART PLANNING
© 2010 MediaMind Technologies Inc. | All rights reserved© 2010 MediaMind Technologies Inc. | All rights reserved
▸ SP Introduction
▸ SP Proposals
▸ SP Insertion Orders
▸ Moving Placements to Traffic
▸ SP Best Practices
AGENDA
© 2010 MediaMind Technologies Inc. | All rights reserved© 2010 MediaMind Technologies Inc. | All rights reserved
SMART PLANNING INTRODUCTION
© 2010 MediaMind Technologies Inc. | All rights reserved
▸ 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
Media Plans & Smart Planning
© 2010 MediaMind Technologies Inc. | All rights reserved
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
▸ BuyingStreamline 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
© 2010 MediaMind Technologies Inc. | All rights reserved
The Research Process
Filter & search
Review the sites’
results
Drill into site details & ratings
Select sites &
save your research
Assign sites to a
campaign
Begin negotiation
© 2010 MediaMind Technologies Inc. | All rights reserved
Publishers’ ProcessThis is how the publishers see it
Receive RFP email
with details
Fill in Placements’
details
View Proposal Summary and add
notes
Validate and fix errors
Submit and resolve
mismatches
© 2010 MediaMind Technologies Inc. | All rights reserved
Smart Planning Workflow
Research
• Select sites to suit your campaign brief
Draft Media Plan
• Import offline proposals
• Build media plan
IO
• Generate and approve IO
Trafficking
• Move to trafficking
Without the RFP…
Research
• Select sites to suit your campaign brief
RFP
• Send RFP to publisher
Draft Media Plan
• Publisher uploads proposal
• Build media plan
Trafficking
• Move to trafficking
Without the IO…
© 2010 MediaMind Technologies Inc. | All rights reserved
Smart Planning Workflow
Research
• Select sites to suit your campaign brief
RFP
• Send RFP to publisher
Draft Media Plan
• Import offline proposals
• Build media plan
IO
• Generate and approve IO
Trafficking
• Move to trafficking
The Full Process…
RFP
• Send RFP to publisher
Draft Media Plan
• Publisher uploads proposal
• Build media plan
IO
• Generate and approve IO
Trafficking
• Move to trafficking
Without Research …
© 2010 MediaMind Technologies Inc. | All rights reserved
Research
•Search for sites best suited to campaign goals
Add Sites
•Add sites to the negotiation phase
•Overview of site’s buying progress
Send RFPs to publishers
•Formal standard RFP form
•Requested placements
Receive proposals from publishers
•Publisher can upload proposal
•Negotiation
•Draft Media Plan
Sign IO with publisher
•Electronic signature
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.
© 2010 MediaMind Technologies Inc. | All rights reserved© 2010 MediaMind Technologies Inc. | All rights reserved
SMART PLANNING PROPOSALS
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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
© 2010 MediaMind Technologies Inc. | All rights reserved
Proposed Placements Includes all proposed placements details from the excel
Option to add new placements
Option to edit any detail in any placement without having to wait for the publisher to change
Proposal Excel export options
Move To Traffickingoption to seamlessly move proposed placements to trafficking in MediaMind
© 2010 MediaMind Technologies Inc. | All rights reserved
Import Proposal
© 2010 MediaMind Technologies Inc. | All rights reserved
Import Proposal
© 2010 MediaMind Technologies Inc. | All rights reserved
Import Proposal
© 2010 MediaMind Technologies Inc. | All rights reserved
Import Proposal
© 2010 MediaMind Technologies Inc. | All rights reserved
Import Proposal
© 2010 MediaMind Technologies Inc. | All rights reserved
Proposals Tab
Option to add new proposal
Proposal Excel Import and export options In case the publisher did not upload the proposal
Link to proposed placemats
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
Link to Draft Media Plan
© 2010 MediaMind Technologies Inc. | All rights reserved
Proposal Tab | Historical Data
Historical cost and performance from Research Module / past campaigns
Indication when proposed cost exceeds previous cost paid
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Import Proposal
1. Select the relevant Excel template
2. Click ‘Upload’
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
Option to import a proposal received in MM Excel template Users can export a proposal and upload it any time they want
© 2010 MediaMind Technologies Inc. | All rights reserved
Import Proposal | MismatchesIn 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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
Placements Summary
Option to view the Summary according to selected site
Provides a summary of the Draft Media Plan by Sites, Placements, Cost, Impressions and more
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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
© 2010 MediaMind Technologies Inc. | All rights reserved© 2010 MediaMind Technologies Inc. | All rights reserved
SMART PLANNING INSERTION ORDERS
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Request for IO Process
Planner
• Send Request for IO
Publisher
• Uploads the IO
Electronic Signature
© 2010 MediaMind Technologies Inc. | All rights reserved
Generate Request for IOFrom Proposals tab:Option to generate Request IO from Publisher
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Site Contacts
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
Add site’s recipients for this IO
Option to send a copy to your email
© 2010 MediaMind Technologies Inc. | All rights reserved
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
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Publisher IO
The publisher can upload the IO as an attachment and/or add notes
The publisher can sign the IO electronically
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Alerts
▸ Planner will receive when publisher signs
▸ Publisher will receive when planner approves
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Agency Signature
Option to sign in Preview & Sign
The attachment can be viewed from the Preview as well
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
IO Statuses
Status Description
IO Created IO uploaded by Publisher
IO Sent Sent to publisher
IO Signed Signed by one party
IO Approved Signed by both parties
IO Canceled Canceled by agency
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
© 2010 MediaMind Technologies Inc. | All rights reserved
Summary
▸ Upload by publisher or by planner
▸ Seamlessly move to trafficking
▸ E-signature
© 2010 MediaMind Technologies Inc. | All rights reserved
Proposal - Excel Template
BEST PRACTICES1. Packages – Only list actual media
placements that we will be issuing tags/code packages for on the proposal.
2. Proposal Names - every placement must have a proposal name.
3. Package Names - every placement within a package should have a name but not every placement should have a package name.
© 2010 MediaMind Technologies Inc. | All rights reserved© 2010 MediaMind Technologies Inc. | All rights reserved
MOVING PLACEMENTS TO TRAFFIC IN
SMART PLANNING
© 2010 MediaMind Technologies Inc. | All rights reserved
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.
© 2010 MediaMind Technologies Inc. | All rights reserved
Media Plan All the placements with all the details are populated in Media Plan tab, ready to for the serving phase
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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)
Brief
Planning
Buying
Booking
Trafficking
Monitoring
Analysis
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
Offline Proposal
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
Button In Proposal Tab
In Proposed Placements
In Draft Media Plan
•For the entire proposal •Excluded disappear
•For selected placements •Excluded grayed out
•For selected placements •Excluded grayed out
•For the entire proposal
•For selected placements
•For selected placements
•All •Proposal is filled in
•No export Proposal •No Import
•All•Proposal is empty
Confused? Available OptionsSome options are available from more than one location in the Proposal Tab
© 2010 MediaMind Technologies Inc. | All rights reserved© 2010 MediaMind Technologies Inc. | All rights reserved
SMART PLANNING BILLING
© 2010 MediaMind Technologies Inc. | All rights reserved
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.
© 2010 MediaMind Technologies Inc. | All rights reserved
Analytics- Billing Summary Report Brief
Planning
Buying
Booking
Trafficking
Monitoring
Analysis
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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.
© 2010 MediaMind Technologies Inc. | All rights reserved© 2010 MediaMind Technologies Inc. | All rights reserved
SMART PLANNING BEST PRACTICES
© 2010 MediaMind Technologies Inc. | All rights reserved
Summary
▸ Proposal Uploading by a Publisher can save valuable time and work for the planner
The Planner can make changes as needed without having to wait for the publisher
Export to DFA/Atlas- to help the planners in their work – MM as a comprehensive tool
Export offline media plan - to import one media plan with all proposals
The advantage is being able to manage each one separately and generate an IO for each proposal separately later on
Supports multi processes
Same options are available from many locations
Seamlessly move to trafficking
© 2010 MediaMind Technologies Inc. | All rights reserved
Summary
▸ Draft Media Plan
One comprehensive view that includes all placements from all
proposals that can help in creating the media plan
Allows the comparison of proposals
Saves time combining all proposals
© 2010 MediaMind Technologies Inc. | All rights reserved
FAQs
Is it possible to upload proposals if the RFP was not sent via the system?
Yes, Export empty proposal excel template (from Draft Media
Plan or Proposals tab)
Fill in the Excel template with the proposal details
Import this excel (from Proposals tab)
© 2010 MediaMind Technologies Inc. | All rights reserved
FAQs
What should I do if I received a proposal from the publisher, and it is not in the MediaMind format?
Create an offline proposal and import it to MediaMind:
Export empty proposal excel template (from Draft Media Plan or Proposals tab) Fill in the Excel template with the proposal details from the publisher proposal Import this excel (from Proposals tab)