How To Configure Your Plan

How to Access The Planner 

1. Select the desired campaign you wish to configure by navigating to “Campaigns” in the top category section located near the user icon.


2. When a campaign is chosen, select the “Plan” -> "Draft Plan" tab which is located next to the media schedule.

3. Here you will find products that Publishers have submitted in response to your brief or products you added from the Adslot Marketplace. 

Editing In The Planner

• To edit a line item in the Planner, you can click on any cells from the Placement category onwards.
• By hovering the mouse over any cell, a pencil icon should appear.
• Please note, you can not edit the Publisher or Site category.
  
  
  
  What Can Be Edited In The Planner 
   
• Placement name
• Flight Dates
• Frequency Cap
• Goal: Impressions for CPM products, days for CPD products.
• Type: Select the billing metric on impression-based products, from CPM, CPMv, qCPM (valid impressions), Fixed or Bonus.
• Rate: Negotiate your CPM, CPMv, qCPM or CPD rate in this column.
• Purchase Cost
• Notes: Add optional line item notes.

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 Editing With The Navigation Bar

Select the checkbox to the left of each line item and choose from the icons within the navigation bar:
A. Forecast: Re-forecast all selected line items.
B. Package: Bundle line items into one package that must be signed off on as a set.
C. Multi-Flight: Breaks the line item into editable flights (monthly by default).
D. Flight Dates: Edits flight dates for all selected line items.
E. Frequency Cap: Applies a frequency cap to each selected line item.
F. Notes: Add any notes that you wish to apply to each line item.

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Finalising The Planner
 

• Click “Save” once you are happy with how your plan is configured. There will be an option to leave a comment to Publishers on the pop-up page that follows. If no Publishers are briefed, the comment window will not open.

Quick Tips

• Adslot products have a standard marketplace rate set by Publishers. You have the option to manually enter your own suggested rate. Publishers must then either accept that rate or negotiate via the Inbox tab.
• Publishers will only see the plan you are creating if they have been briefed, otherwise, they will not be able to see your campaign. Once a publisher has been briefed, any changes or configurations made to the Plan tab for that Publisher’s products will be visible to the Publisher.
• Sometimes the available impressions forecast will be blank. This is usually due to an integration error that needs to be resolved on the Publisher’s end.