Media Buying Wiki Test - 2024_03.pdf

What is a Media Buying solution? Are you looking for a solution to sell third-party inventory and have it all synced back to your reports? We have the solution for this! Our Media Buying solution provides core features to manage media buying campaigns, including easy creation of buying orders and it...

What is a Media Buying solution? Are you looking for a solution to sell third-party inventory and have it all synced back to your reports? We have the solution for this! Our Media Buying solution provides core features to manage media buying campaigns, including easy creation of buying orders and items, tracking delivery data and performance metrics, monitoring budget, Invoicing, and creating accounting records. Our latest version offers a range of essential features that empower you to manage your media buying campaigns efficiently. Let's explore what our Media Buying Beta has to offer: 1. Easy Creation of Buying Orders and Items: The interface allows you to effortlessly create Buying Orders and Items. Input the necessary details, such as campaign objectives, start and end dates, and budget allocation, to set up your Buying Orders. You can also add specific buying items, specifying targeting criteria and ad specifications. 2. Tracking Delivery Data and Performance Metrics: It enables you to monitor delivery data, including actual media spend, impressions, clicks, conversions, and other key performance metrics. 3. Budget Monitoring: It provides real-time budget tracking, allowing you to monitor your spending and ensure it aligns with your allocated budget. 4. Invoicing Based on Actual Spend: Accurate and transparent invoicing is a priority in media buying. Our version simplifies this process by generating invoices based on the actual spend recorded in the system to eliminate manual calculations and minimize errors. 5. Accounting records: Accounting Records are created using existing Invoice Items and delivery data for your Campaign Items to populate the necessary accounting information for your ERP and accounting system. Media Buying creation Every Buying order has to have a linked Campaign item. So we suggest the following flow: Create a Media Campaign and a Buying Campaign item as a placeholder Add a Buying order/s and Buying Item/s Set a Targeting Submit Your Buying order/s Synchronize Buying Item Status Sync delivery data from the AdServers Create a new Media Campaign To Create a Media Campaign Access the app launcher, type "Media Campaign" and fill out the necessary fields. Go to the related page of the media campaign. Click on "Add Items." Open Screenshot 2023-11-03 at 13.03.41.png Select the buying campaign item, click "Start Campaign Builder," fill out the necessary fields, and then click "Save." Open Screenshot 2023-11-03 at 13.57.22.png Click on the campaign item that has been added to the related page. Add Buying Order by using the action button in the new Buying Order-related list on the Campaign Item. Open Screenshot 2023-11-03 at 11.09.54.png Buying Order creation component Select the Record Type and Connection for your Buying Order The layout will open with the fields that were configured in the Buying Configuration for this connection Fill out the necessary fields of your Buying Order Open Screenshot 2023-07-04 at 15.31.51.png After Selecting the Record Type and Connection of your Buying Order, Press Save Add a Buying Item to the Buying Order Click the Add Buying Item button at the bottom. You can add multiple Buying Items in one Buying Order Fill out the necessary fields for your Buying Item and press Save at the top right. Open Screenshot 2023-07-04 at 15.39.35.png Add multiple buying orders In the Buying Order creation component, you can add multiple Buying Orders on a single page. Click the Add Buying Order button on the top right corner (in the header) Fill out the necessary fields for your Buying Order Repeat the process until you have added all your desired Buying Orders and Items, Press Save at the top right. Open Screenshot 2023-07-04 at 15.43.20.png Delete orders and items Click the Delete button on the small drop-down menu on your right for the Buying order or Buying item you want to delete. Open Screenshot 2023-07-11 at 11.49.58.png Copy orders and items Click the Copy button on the small drop-down menu on your right for the Buying order or Buying item you want to copy Define how many copies of orders or items should be created. Open Screenshot 2023-07-11 at 11.53.46.png Buying Item creation when a buying order is created and saved A buying Item will be created automatically when you save your Buying Order which doesn't include any Buying Item All data that is available for buying orders will be copied and filled into the according Buying item fields After confirming the creation you will be able to save the Buying Order Submit Buying Order Multiple Buying orders can be submitted from the Campaign item Buying order component which is on the layout by pressing Submit an order to the AdServer Open Screenshot 2023-07-11 at 12.03.26.png Once you click on the "Submit Buying Orders to AdServer" button, you will be redirected to a new page. Open Screenshot 2023-07-11 at 12.04.56.png The following steps are similar to the process for submitting a single buying order. Or on single the Buying order object by submitting Submit an order to the AdServer. Open Screenshot 2023-07-04 at 16.10.25.png Submit Buying Order User Interface steps Choose items From the Buying Order that you want to submit, press the button Submit all selected Open AXFNOI9BVNcpHXaM03zpMP7acpLVs36XI90o4zcCOs6jhEjwVvoFp4v-3U0spV5scOf3Z WVHLrONtI90x36s8oDCPfoxQmbXzQPFo_ZGDAHXPM0uBkRuhIkju8Gr-srIQZ8j9b7O1M TkhSotrEvobEg You will get the result if the submission was successful or an error occurred: Open iODwFrnYeS_6i_rU5-f0D2KZunYVn-OaH2XkrtdljQeZ_Ezm72v-tf8lw4m43qMuE-QzVpUZz aUXlHihgqELK78_m0qpJWOlcmKioE458QNwUMdfWeIHJLoaUaf9j-hgLLDpTJAfXLCJ8zt KrroVcio Open f-STKmO3NAjunn20Y5her-3Y4fI1jRSM-MVGcJGCo9cDQYFEksd1xCBGmRBdtCxLlzG9q mZYJBvaDPx6Nhg1vHlb0XcvKTRk8-1upIQiGd5Mq1Z72eMuuGt7fy6DySeY9fi4JXzEIluA SJAPa3H6aX0 You will find the last submission date and status in the buying item object. Sync delivery data from the AdServers Delivery Data can be synced back to the Buying orders by pressing the Sync Delivery information on the Campaign item Schedule the AdServer to Sync Delivery Information for your Buying Orders and Buying Items The sync may take some time, depending on the AdServers and the volume of data Open Screenshot 2023-07-04 at 16.19.06.png Check delivery data Check delivery data in the Buying Item Navigate to the Buying Item object. Check the delivery data for your Buying Orders and Buying Items. Ensure that the delivery data matches your expectations. Open Screenshot 2023-07-05 at 16.16.44.png Buying data roll-up Total Delivery data on the Buying Item is rolled up to the field displayed on the Buying Item object Total Delivery data for a Buying object is displayed on the Buiyn object Actual media spend and represents the total actual spend of all periods for all Buying items On the Campaign item revenue schedule, the Total of all related buying order delivery data is rolled up Schedule delivery data From the App launcher access the Delivery Report Center Press Plan Delivery report and in the Report Type drop-down menu Select Lifetime Buying Report, press Next Choose the desired schedule by Select Starting Time Type the email of the Recipient to schedule delivery data for your Buying Order Save your schedule. Open Screenshot 2023-07-05 at 16.07.41.png Open Screenshot 2023-07-05 at 16.11.47.png Add manual Buy Data on Buying Item Navigate to the Buying Item-related page On the Buy Data button click New Enter the necessary information for your data purchase ○ Type = Monthly ○ Date = first day of the period Press Save. Open Screenshot 2023-07-04 at 16.26.24.png Sync Buying Item Status from the AdServers There are two options to obtain the latest status of buying items from AdServers: Schedule the AdServer to Sync Status Information for your Buying Items Open the Buying Order Record and start the Status Import Open Screenshot 2023-07-11 at 12.19.16.png Open Screenshot 2023-07-11 at 12.32.35.png Check status data Check status data in the Buying Item: Navigate to the Buying Item object. Check the Status data for your Buying Item. Ensure that the Status data matches your expectations. Open Screenshot 2023-07-11 at 12.31.24.png Buying Order Targeting component To access the Buying Order Targeting component In Campaign Item access Buying Orders select the existing Buying Order or Press New to create one You will see the Targeting Component displayed under Buying Orders Creation next to the tab Standard Select necessary targeting under Buying Order and Buying Item Press Save. Open Screenshot 2023-06-14 at 09.09.55.png 10.3 Media Buying Limitations ​ ​ ​ Owned by Liga Bandere Last updated: 2023-11-29 by Oksana Vinkarklina (Unlicensed)2 min read Campaigns Module Limitations Campaigns Module Limitations Buying Configuration based on Record Types New Component to Separate Buying Orders Lists from Campaign Items Finance Module Limitations Monthly Buy Data Summed Up into Revenue Schedules Improved budget invoicing based on Actual Spend with limitations General Limitations Buying Configuration based on Record Types Customization of fields beyond the provided options is not possible, and a trigger prevents storing records with the same Record Type and Active True selected. New Component to Separate Buying Orders Lists from Campaign Items A new component has been introduced for Buying Order-related lists. It provides details such as Buying Order Name, Start Date, End Date, Budget Amount, and Record Type. Also, Action buttons for adding or editing orders are available. View All mode shows all orders on a separate page. Finance Module Limitations Monthly Buy Data Summed Up into Revenue Schedules Monthly Buy Data from Buying Items are summed up in Campaign Item's revenue schedules to create invoices based on the Actual Media Spend. Improved budget invoicing based on Actual Spend with limitations We've made improvements to budget invoicing based on Actual Spend, which means you can now invoice budget campaign items according to the actual amount spent without going over the item's budget. You can also store monthly actual spend amounts in the revenue schedule records. Keep in mind that there are some conditions that need to be met, like selecting the budget billing category. General Limitations The name field in the system has a maximum limit of 80 characters. Currently, in the Buying Order and Buying Item components, we support only the Budget Type - budget amount. But we are planning to introduce Budget Impression which will allow us to set a budget based on impressions per buying order and items. Mass creation or mass editing of Buying Orders and Items is not currently supported. However, we are planning to improve this process in the future. Optimizer is not supported for Buying orders Certain fields in Buying Order and Buying Item can be pre-filled, as enabled from the Administration Settings. Efforts are being made to enhance automation in the future. The reconciliation feature is coming soon Packages are currently being worked on to enable support of the budget billing category