MediaMind Smart Planning Getting Started Guide

© 2010 MediaMind Technologies Inc. | All rights reserved

Shelley Hen | Solution Specialist

January 2011

MediaMind Smart PlanningGetting Started Guide

© 2010 MediaMind Technologies Inc. | All rights reserved© 2010 MediaMind Technologies Inc. | All rights reserved

MediaMind Smart Planning


Smart Planning Offering▸ Research (Planning)

Get a comprehensive understanding of thousands of sites and advertisers, and tens of thousands of site sectionsProvides 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 processCreate and send RFPs, receive proposalsIntegrated historical dataDigital signing of IOsFlexible module supporting different negotiation processes Ad server agnosticPublisher friendly


Research Module


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 negotiatio

n


How Do We Get There?

From left menu

From an existing Research

From the Campaign flow Smart Planning tab Opens the research module with option to assign sites directly to this campaign

Create New Research is accessible from a few locations and opens in a new browser window


MediaMind Research ModuleGet 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

List of Returned

Sites

Check the best sites in the Research tab to add them to the Selected Sites tab


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


Search for sites based on media cost data, as set up for placements in past campaigns, or according to effective cost metrics

Filters and Search Criteria Cont.

Search according to campaign objectives and audiences as classified by planners for past campaigns

Provides shared insights from your peers


Analyze Sites Using Different Views


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

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

Let’s you add relevant sites and sections to a campaign, and start the negotiation process with them


Start Negotiating in the Buying Module


Buying Module


Research

• Search for sites

best suited

to campai

gn goals

Add Sites

• Add sites to

the negotiat

ion phase

• Overview of

site’s buying

progress

Send RFPs to publishers

• Formal standard RFP

form• Reques

ted placem

ents

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


Add site options:• One by one• From saved research • From existing

campaign

Create RFP Option to select one site and create RFP for itAllows selecting more than one

Sites Overview Tab


Different Ways to Create New RFP(s)

From RFP tabCreate 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

Due date to submit proposal andSpecial instructions

By default- includes instructions regarding the proposal Excel template

Objectives and Audience according to the campaign brief

Populated automatically from the campaign setup

Option to change and add more info


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


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


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

Very few mandatory fields

Easy and straight forward process

Upload directly from Excel

No need for the publisher to log in to any application

1. Enter placements2. Validate and

amend 3. Submit and

resolve mismatches


Back in the Agency… in the 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


Proposed Placements Includes all proposed placement 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 make the change

Proposal Excel export options

Move To Traffickingoption to seamlessly move proposed placements to trafficking in MediaMind


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 DetailsAll 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

Status Description

IO Created IO created in MediaMind

IO Sent Sent to publisher

IO Signed Signed by one party

IO Approved Signed by both parties

IO declined Declined by publisher (with reason)

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)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


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

Sites Overview


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

Research

• Select sites to

suit your

campaign brief

RFP

• Send RFP to publish

er

Draft Media Plan

• Import offline

proposals

• Build media plan

The Full Process…

RFP

• Send RFP to

publisher

Draft Media Plan

• Publisher uploads

proposal • Build

media plan

IO

• Generate and

approve IO

Without Research …


Smart Planning is Flexible to Suit Your Work Process

Research

• Select sites to

suit your campaign

brief

Draft Media Plan

• Import offline

proposals• Build

media plan

IO

• Generate and

approve IO

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

Without the IO…


Thank you!

MediaMind Smart Planning Getting Started Guide

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