They are designed for collaborative working, with customised workflows allowing different steps to require approval or not. The main steps in the Media Planning process are:
1. Create a plan - complete the basic details
2. Add a placement for each adaptation you require
3. Submit the placements - they may require review, if not this moves you onto the next stage
4. Creative allocation - select the assets and customise them to your requirements
Creating a New Media Plan
To create a new media plan:
Click Media plans from the Left Hand Navigation, or use the New content plan button from your dashboard view
Click Create
Click New content plan
Complete the form fields as required
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Click Save
Adding a Placement to a Media Plan
Click ADD YOUR FIRST PLACEMENT
Complete the media placement details as required then Click SAVE
Mandatory fields
For each type of media plan deliverable there are a number of mandatory fields that must be completed for each item that you add.
If you click on the message showing the number of fields that need to be completed, you will see a list of the fields. They are marked on the Media Plan with an *
As you fill in the fields, you number of fields needing your attention will be reduced and the list will update to show just the remaining mandatory fields.
Clone a placement
Add a new placement
If your Media Plan changes, you can add more Placements by clicking ADD PLACEMENT
Complete the media placement details as required then Click SAVE
Submitting media plans for approval
Once all of the media placements have been added to the plan, you will then need to select all of the placements using the check box against the row and SUBMIT SELECTED FOR REVIEW, which will move the plan into the next stage of approvals:
Click the check box against the row you want to submit.
Click SUBMIT SELECTED FOR REVIEW
Depending on the whether your media information requires approval, the status will either update to:
- Media review - if the media information requires approval, a task will be sent to the reviewer and the status will show as Media Review. Once they have reviewed the information, the status will change to approved
- Approved - if the media information doesn't require approval, the status will change to approved and you can do Creative Allocation
Creative Allocation
Creative allocation is where you can select the Master Template you want to base your artwork on. Different Templates allow you to customise different parts of the artwork, allowing you to create an adaptation to meet your requirements, whilst maintaining brand guidelines.
You can do Creative Allocation before or after your placements are approved. Click on the Creative Assets tab on the Media Plan page.
Click 2. CREATIVE ASSETS
Click SELECT ASSETS on any placement to start Creative Allocation.
You will be asked to choose the Master Template to adapt from, which in this case is showing 2 x master video assets. Click the Full Screen expand icon to view Master Template
Click the Select asset Checkbox to choose Master Template
Click NEXT
Customisation
Each Master Template can contain different customisation options. These will be split up into different tabs at the top of the customisation process, depending on what type of customisation is available. In the example below, there is image, text and video customisations available for the selected master.
Text customisation
Click the FOR THE TASTE OF CHERRY text field to edit the copy.
Video customisation
Click the Select asset field.
Once all the selections have been made, the finish customisation button will become active.
Click FINISH CUSTOMISATION then click SAVE
After clicking Finish customisation, you will see a summary of your selections to confirm. If anything needs to change, you can edit the selections to be taken back to the Customisation screen.
If your Creative Allocation doesn't require approval and your Media Plan placement has been submitted/ reviewed, selecting your assets will automatically start the rendering process for your adaptation.
If your Creative Allocation requires approval please follow the steps below
Click SUBMIT FOR REVIEW then Click SUBMIT
Editing an existing Media Plan
You can edit or amend an the Placements on an exiting Media Plan within the Media Plan page.
In order to make changes, simply click hamburger icon on the row you want to edit.
Edit row
The edit row function provides several different ways in which you can make changes to the Media Plan.