mediamind smart planning getting started guide
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MediaMind Smart Planning Getting Started Guide. Shelley Hen | Solution Specialist January 2011. MediaMind Smart Planning. Smart Planning Offering. Animation if needed Is “Fade - very fast”. Research (Planning) - PowerPoint PPT PresentationTRANSCRIPT
© 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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
Research Module
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
Analyze Sites Using Different Views
© 2010 MediaMind Technologies Inc. | All rights reserved
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.
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
Saving Your Research
Save Research for later use or save existing one with a new name
© 2010 MediaMind Technologies Inc. | All rights reserved
Opening a Saved Research Let’s you open a saved research Available from left menu and Research module
Share research with colleagues
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
Start Negotiating in the Buying Module
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Buying Module
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
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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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
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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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
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Agency Signature
Option to sign in Preview IO
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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
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
Generate Request for IO (by Planner)
From Proposals tab:Option to generate Request IO from Publisher
© 2010 MediaMind Technologies Inc. | All rights reserved
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
© 2010 MediaMind Technologies Inc. | All rights reserved
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.
© 2010 MediaMind Technologies Inc. | All rights reserved
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 …
© 2010 MediaMind Technologies Inc. | All rights reserved
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…
© 2010 MediaMind Technologies Inc. | All rights reserved
Thank you!