How to add items to your planner

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.