To get started on your plan simply click on the planner sub menu option. You will notice that it’s empty. Click on the Add Product button. A pop-up box will appear with two options, these being to select an existing product(s) from the drop-down menu by site level or to add a custom product.
We can try both options so that you can see the process. First select a couple of products from the drop-down menu. Add them to your plan. Then click on the + symbol located above the line items and select the custom product option. A custom product is when you can’t add a product from the existing list and you’d like to offer something more unique for your client.
From the pop-up box you will need to fill out the following information and save:
- Site
- Product name
- Device
- Classification - optional
- Position - optional
- Ad format
- Ad size
- Buy type
- Billing Type
Now that we have added products to our plan, we need to configure them accordingly.
Let’s start by identifying what can be edited and how:
- Targeting - simply click on the field and a pop up box will appear. The options available will vary depending on what the publisher has made accessible to select
- Start and End Date - click on the field and a calendar picker will appear for you to select a date
- Frequency Capping - once you click on the field a drop down option will appear allowing you to enter in the impressions per criteria
- Goal - click the field to enter in a value - this must be a whole value without commas
- Rate - click the field to enter in a value - this must be a whole value without commas
- Discount - click the field to enter in a value - this must be a whole value without commas
- Buyer Commission - click the field to enter in a value - this must be a whole value without commas
- Purchase Cost - click the field to enter in a value - this must be a whole value without commas
Once you have finished your edits remember to save them by clicking on the save button.
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