Direct Sales Managers can place a hold on specific inventory in the Campaign Builder while they finalize a campaign with a customer. This ensures that the inventory in question cannot be booked by another sales person for a defined period of time. Once the hold period expires, the inventory is released.
You can hold a campaign for the number of days specified in the Domain Settings in the Campaign hold expires at field
Note: Guaranteed Campaigns settings are available only to users assigned the Admin or Direct Sales Admin role.
Campaign Hold Approval
Your Admin may have enabled the Campaign Hold Approval feature
If your campaign has a shared goal (see Use Shared Goals), you cannot add or edit a shared goal once the campaign hold is requested.
For more details, see Hold a Campaign.
This section describes how to perform a standard hold on a campaign.
If your Admin has enabled the Campaign Hold Approval feature, you do not have the permission to reserve inventory without approval. Your hold request will be sent for approval. The user with the hold/renew request approval privilege will need to approve or reject the hold request before the inventory is reserved.
The Campaign Hold Approval is based on your privileges. Typically, you do not need approval if you are the owner of the campaign and you have the privilege to hold requests without approval. By default, the Admin and Direct Sales Admin roles do not need approval for their holds.
For more information, see Set up Campaign Hold Approval.
To hold a campaign:
Guaranteed Campaigns
- Create a Guaranteed Campaign.
- At the bottom of the screen, click the Hold button.
- In the Availability check window, click Hold.
The Campaign Builder performs an availability check with the screens or packages that you have selected.
If screens are partially available or unavailable, click the See the blocking campaigns link to see the list of campaigns that are already booked on them. See Availability Check Feature for more details.
Tip: If you need a hold request approval, the Request Hold button is available instead. When clicking this button, the hold approval request is sent to the user with the hold/renew request approval privilege, who will need to approve or reject it.
Tip: If the Hold or Request Hold buttons are not available, that may be because your admin has prevented users from reserving inventory when there is partial availability. You can click the See blocking campaigns link to view which campaigns have partial availability. See Blocking Line Items Window for more details.
When holding a campaign, the following occurs:
- The resources that the campaign would use are no longer available.
- On the main Guaranteed Campaigns page, the campaign has a status of Held.
- Once your scheduling team promotes the line item (campaign), in the Content and Network Management solution, it appears in the Campaigns resources tab in a Held state. See Campaigns - Editing - The General Section in the Content and Network Management documentation.
When a campaign hold is requested, the following occurs:
- The campaign will remain in the Hold Requested status until the request has been approved or rejected. You will receive an approval or rejection email notification.
- You cannot modify the line items that are part of the campaign.
- You cannot delete the campaign until it is approved or rejected.
- You cannot add new line items or clone existing line items of the campaign.
If your Admin has enabled the Hold Request feature, and you have a hold request in the approval queue, you can cancel that hold request by clicking the Cancel Hold Request button. Canceling this hold request will remove it from the approval queue.
If you are editing a held campaign (see Edit a Guaranteed Campaign), the number of days left in the current hold pattern is displayed on the left of the buttons. You can renew the campaign holding time for the number of days specified in the Domain Settings in the Campaign hold expires at field
Renew Hold Duration
Your Admin may have enabled the Renew Hold Duration feature in the Domain Settings page
You have three options:
- You can renew the campaign hold on the current day, by the end of the day.
- You can renew the campaign holding time for the number of days specified in the Domain Settings in the Campaign hold expires at field
- You can renew the campaign hold up to a specific date that you can select in a calendar picker.
Note: If you need a renew hold request approval, the Campaign Hold Renewal window does not display. The request is sent to the user with the hold/renew request approval privilege , who will need to approve or reject it. You will receive an approval or rejection email notification.
If your Admin has enabled the Hold Request feature, and you have a hold request renewal in the approval queue, you can cancel that hold request renewal by clicking the Cancel Hold Renewal button. Canceling this hold request will remove it from the approval queue.
A campaign can be in a partial hold status when the following specific events occur:
- An existing campaign is in a Held status.
- You edit this campaign by adding one or more line items.
- These line items are not put on hold yet (their status is Saved), for example, if you have not yet received confirmation from your client.
- You click the Done button. In that case, the campaign is listed on the main Guaranteed Campaigns page with a status of Partially Held.
Once you receive confirmation from your client that you can also reserve the new line items, you can put the whole cancel on hold by renewing the hold (see Renew a Campaign Hold). The Campaign Builder performs an availability check with the line items with the Saved status. All line items that are in the Saved status are now with the Held status. The holding time is reset. See Availability Check Feature for more details.
If you are editing a held campaign (see Edit a Guaranteed Campaign), you can release one or all line items from hold.
- If you release a specific line item, the campaign has a status of Partially Held and is listed on the main Guaranteed Campaigns page with the Partially Held status.
- If you release all line items, the campaign has a status of Saved and is listed on the main Guaranteed Campaigns page with the Draft status.
You can hold takeovers, which means reserving screens for a specific point in time, for the hold expiry date as set in the Domain Settings in the Campaign hold expires at field
The following happens:
- The Line Item page shows the availability as 0.0%. The Fill Rate shows 100% if the takeover is 100% and the selected Type of Buy is Takeover as well. Otherwise, the fill rate can show greater than 100% until the takeover is submitted.
- The Fill Rate shows 100% if the takeover is 100% and the selected Type of Buy is Takeover. Otherwise, the fill rate can show greater than 100% until the takeover is submitted.
- Any existing or affected campaigns that are currently scheduled on the selected screens still run normally.
- When the takeover campaign is submitted for booking, any other existing or affected campaigns that were scheduled on the selected screens are automatically rebalanced to other screens to ensure that their goals are still met.
- The takeover campaign takes up the screen time percentage and flight duration that has been defined in the campaign.
You can hold a campaign that has a shared goal (see Use Shared Goals). The following happens:
- If the shared goal cannot be achieved, you cannot book or hold the line item.
- If one of the selections is not available, you cannot book or hold the line item.
- Line items associated with a shared goal that is deemed completely unachievable cannot be booked or held..
- If a held campaign has both shared goal and stand alone line items:
- Line items that share the same goal are held as a unit.
- Independent line items are held as in Hold a Campaign.
