SMART PLANNING

© 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


SMART PLANNING INTRODUCTION


▸ 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


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


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


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


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


RFP

• Send RFP to publisher

Draft Media Plan

• Publisher uploads proposal


Trafficking


Without the IO…


Smart Planning Workflow

Research


RFP


Draft Media Plan

• Import offline proposals


IO


Trafficking


The Full Process…

RFP


Draft Media Plan

• Publisher uploads proposal


IO


Trafficking


Without Research …


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.


SMART PLANNING PROPOSALS


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


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


Import Proposal


Import Proposal


Import Proposal


Import Proposal


Import Proposal


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


Proposal Tab | Historical Data

Historical cost and performance from Research Module / past campaigns

Indication when proposed cost exceeds previous cost paid


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


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


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


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


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


SMART PLANNING INSERTION ORDERS


Request for IO Process

Planner

• Send Request for IO

Publisher

• Uploads the IO

Electronic Signature


Generate Request for IOFrom Proposals tab:Option to generate Request IO from Publisher


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


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


Publisher IO

The publisher can upload the IO as an attachment and/or add notes

The publisher can sign the IO electronically


Alerts

▸ Planner will receive when publisher signs

▸ Publisher will receive when planner approves


Agency Signature

Option to sign in Preview & Sign

The attachment can be viewed from the Preview as well


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


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


Summary

▸ Upload by publisher or by planner

▸ Seamlessly move to trafficking

▸ E-signature


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.


MOVING PLACEMENTS TO TRAFFIC IN

SMART PLANNING


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.


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


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


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


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


Offline Proposal


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


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


SMART PLANNING BILLING


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.


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


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.


SMART PLANNING BEST PRACTICES


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


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


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)


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)

SMART PLANNING

Documents

mediamind technologies

smart planning toolmedia

entire media

offline media plan option

site data

proposal cost

site ratings

month import proposal