Create a Guaranteed Campaign
This page describes how to create a guaranteed campaign.
Note: The Guaranteed Campaigns module is available to users with the Admin, Direct Sales Admin, Direct Sales Manager, Direct Sales Coordinator, or Direct Sales role. See User Permissions for more information.
To create a campaign:
Guaranteed Campaigns
Creating a campaign in the Guaranteed Campaigns module involves the following steps:
- Step 1 – Start the Campaign Creation Process
- Step 2 – Create Shared Goals (Optional)
- Step 3 – Select Category Exclusions (Optional)
- Step 4 – Create a Line Item
- Step 5 – Assign Creative Bundles
- Step 6 – Upload a Picture (Optional)
- Step 7 – Add a Description (Optional)
- Step 8 – Finish the Campaign Creation Process
Guaranteed campaigns are created in the Campaign Builder.
To start the campaign creation process:
Guaranteed Campaigns
- Access the Guaranteed Campaigns Module.
- Click the New Campaign button at the top right corner of the Guaranteed Campaigns page.
- Enter a name for the campaign (required before you can save it). Then, enter your client's information.
This creates a blank campaign.
The remaining information is optional.
Tip: You must at a minimum enter a name before you can save the campaign.
Field | Description |
---|---|
Campaign Name | Give your campaign a name. The campaign will appear with this name across your domain. You can edit the name until you have booked the campaign. |
Client ID |
Enter an ID# for your client. Use this to track revenue for billing purposes. Optional. If you are an Admin user and want to export revenue data, see Export Revenue Data. Note: Guaranteed Campaigns will leave the client ID off of the final PDF. |
Contract ID |
Enter a contract ID, if applicable. The ID can be any combination of alphanumeric characters, must be unique, and must belong to a single campaign at a time. This ID is associated with all line items in the campaign. The ID is not case sensitive so, for example, Contract ID "contract123" is the same as "CONTRACT123". Your Administrator may have defined the Contract ID as mandatory. For more information, see Make the contract ID field mandatory. When submitting a campaign for booking, each line item is converted to an individual campaign in the Content and Network Management solution with the same Contract ID and Proposal ID, but with their own Proposal Item ID. Once a campaign is submitted, it is no longer possible to modify the Contract ID, except by specific users with special privileges. In that case, the new Contract ID is propagated to the Content and Network Management solution. For more information, see The Contract Info Tab in the Content and Network Management documentation. |
Full Name | Enter a contact name for your client. Optional. |
Company Name | Enter the company name of your client. Optional. |
Phone | Enter your client’s phone number. Optional. |
Enter your client’s email address. You can enter multiple email addresses, separated by the ";" character. Optional. | |
Address | Enter your client’s mailing address. Optional. |
Ownership |
Users with the Direct Sales Coordinator, Direct Sales Manager, Direct Sales Admin, or Admin role can assign the current campaign to a user with the Direct Sales role. This Direct Sales user will be able to edit the campaign. See User Permissions. A green check mark icon indicates that the ownership assignment is successful. |
Shared Goals
Guaranteed Campaigns
The Shared Goals feature allows Sales people to fulfill a campaign request from their clients that specifies blocks of time during the day where campaigns need to be active. They can then configure the right product with its associated overall goal and check its availability to fulfill their client’s request, without the need to specify how the goal is distributed throughout the different blocks of time.
When creating a campaign for a client, you can create a goal on your campaign that can be associated with several line items. The goal can be impression-based or repetition-based. For this example, we will create a goal to reach 30,000 Impressions.
You will be able to associate this goal when creating a campaign from the Campaign Builder.
The following procedure is summarized here:
Creating a shared goal is optional.
To create a shared goal:
Guaranteed Campaigns
- Scroll down to the Set Shared Goals section of the Campaign Builder.
- Click the Create Goal button.
- Enter the name "Impressions Goal" in the Goal Name field.
- Select Impressions in the Type of Goal drop-down menu.
- Set the Enter Goal Target field with "30000" impressions.
- Click Create.
The Create a Goal window opens.
The goal can be impression-based or repetition-based.
The target will differ depending on the Type of Goal that you have selected. For instance, if you have an impression-based goal, you will need to define the target amount of impressions for your goal.
The Goal is created and listed in the Set Shared Goals section of the Campaign Builder. It can be used by any line item that is part of the same campaign.
You will use that shared goal in Step 4 – Create a Line Item.
Note: Shared goals apply to digital screens.
The exclusions allow you to block screens from being selected in campaigns that have unmatched category exclusions.
Using category exclusions is optional.
The Category Exclusion list can be defined by your Admin in the Guaranteed Campaigns domain settings, in the Import & Export section. For more information, see Set Up Category Exclusions.
To select category exclusions:
Guaranteed Campaigns
You are now ready to add content to your campaign by creating one or more line items.
A campaign can contain any number of packages In the Guaranteed Campaigns module, a package is a ready-to-sell bundle of screens. You can create packages that reflect your rate card., screens, screen groups In the Guaranteed Campaigns module, a screen group is used to sell multiple screens as a single entity, as opposed to individual screens. This allows you to sell quantity over specific screens, and sell inventory as groups., and faces The advertising surface. For example, a billboard may have one face. If the billboard has rotating images, there may be three faces. Face is one of two mandatory hierarchy levels for assets (see Sites and Hierarchy). Faces can be grouped into Packs for convenience.. Each selection is called a line item In the Guaranteed Campaigns module, line items are within each campaign. These are the guidelines that you give the Guaranteed Campaigns module. You can have multiple line items per campaign..
You can do the following:
- Select Packages – A package is a ready-to-sell bundle of screens. The selected packages are displayed in list form on the builder, each row representing a line item.
- Select Screens Dynamically – Dynamic screen selection involves choosing available space from a targeted pool of screens while respecting the campaign criteria. The selected screens are displayed in list form on the builder, each row representing a line item.
- Select Screens Manually – Manual screen selection allows you to select the screens that you want in your campaign. The selected screens are displayed in list form on the builder, each row representing a line item.
- Select Faces Manually – Select which static faces to include in the campaign. The selected faces are displayed in list form on the builder, each row representing a line item.
For more detailed information, see Create a Digital Line Item or Create a Static Line Item.
Optionally, you can manage the creatives (ad copies) that are assigned to the campaign.
Clicking Assign Creative Bundles opens the Creative Management Tool. See Creative Management for more information.
Note: The creatives will be assigned to all line items in your campaign.
At the bottom of the builder, you can upload a picture that will appear in your campaign PDF (sometimes called the "hero shot"). See Download a Campaign PDF.
Uploading a picture is optional.
We recommend using a photo from your sales collateral.
Note: You can generate a PDF without uploading an image in the Campaign Builder. The Guaranteed Campaigns module will use the image associated with the first screen in the campaign's screen list.
Note: For best results, we suggest using a picture that is 600 pixels × 400 pixels. Although the maximum height is 400 pixels and the maximum width is 1500 pixels, we maintain aspect ratio, so we will try to make the image fit within 1500 pixels × 400 pixels. If you use a smaller resolution, image quality will deteriorate.
At the bottom of the builder, you can add a campaign description. Whatever you add here will appear in the final campaign PDF. See Download a Campaign PDF.
Adding a description is optional.
When everything is ready, you can hold your campaign or submit it for booking.
To finish the campaign creation process:
Guaranteed Campaigns
- Select one of the following options:
- Delete – Deletes your progress from your domain. You will be unable to retrieve your work.
- Done – Saves the campaign. Considered an "explicit" save of your changes.
- Hold – Holds the campaign for the number of days specified in the Domain Settings in the Campaign hold expires at field (see Campaign hold expires at).
- Submit for booking – Submits your campaign to your scheduling team for booking.
- Book Campaign – If you have assigned creatives to the campaign, starts your campaign immediately without going to the Content and Network Management solution to promote it.
- Hold a campaign or submit it for booking.
- If screens are partially available, click the See blocking campaigns link in the availability check window to see the list of campaigns that are already booked on them.
- Click Hold or Book in the availability check window, depending on the action that you are performing.
- Line items that share the same goal are held or booked as a unit.
- Independent line items are held or booked as usual.
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.
For more information on campaign holds, see About Inventory Holds.
When holding a campaign or submitting a campaign for booking, the Campaign Builder performs an availability check with the screens or packages that you have selected.
When holding a campaign or submitting a campaign for booking that has a shared goal, there is a visual indication that shows whether the goal can be reached. The shared goal must be achievable and all inventory in the line items contributing to the goal must not be completely unavailable to proceed with the hold or book.
If a campaign has both shared goal and stand alone line items:
Tip: If the Book, 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 a campaign is booked and managed by the Guaranteed Campaigns module, it is converted to individual campaigns in the Content and Network Management solution. If you generate the Campaign Performance Report in the Content and Network Management solution, you will see that the report currently does not take into account the Guaranteed Campaigns way of handling goal delivery (e.g. per-screen saturation changes). The planned repetitions and the allocation of impressions do not come from the Guaranteed Campaigns module. For more information, see Campaign Performance Report in the Content and Network Management documentation.
Suggested Price
Guaranteed Campaigns
Based on the prices that you assigned to the screens or packages selected, a sub-total is displayed beneath the Line Item grid. You can manually add an Adjustment or change the Total.
In the Campaign Builder, the summary bar provides high-level details of your campaign.
The following table describes each item of the summary bar:
Component | Description |
---|---|
The number of screens and screen groups that your campaign will target, based on the current package and screen selection. See Create a Digital Line Item. | |
The price of your campaign, based on the current package and screen selection. The price is derived from the rate card details. See Add and Edit Rate Cards. | |
The first-party audience data of your campaign, based on current package and screen selection. See Update the Audience Information. | |
The "cost per thousand" (CPM) of your campaign, based on the current package and screen selection. | |
Downloads a polished PDF version of your campaign that you can send to your client. See Download a Campaign PDF. |
In the Contextual filter, screens must have a valid Latitude and Longitude to be targetable. You can check and edit this information at the Display Unit level in our Content and Network Management solution. For more information, see Display Units in the Content and Network Management documentation.
Screens must also be located in a country that is supported by the Guaranteed Campaigns module. The following countries are supported:
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Yes ! You need to start by applying a Contextual filter and then apply criteria filter on top of that.
Also, we will bring criteria targeting inside the Contextual filter in the coming months to facilitate that workflow.
Yes.
In the Guaranteed Campaigns module, a screen can refer to a single screen, a single frame on a screen, or a group of screens, for example, a video wall.
A screen is not defined in the Guaranteed Campaigns module.
Display Units, Frames, and Day Parts that your admin has set up in the Content and Network Management solution are translated into screens when imported into the Guaranteed Campaigns module. For more information, refer to On-Board Screens in the Guaranteed Campaigns Module.
It is possible to sell multiple screens as a single entity, called screen group, as opposed to individual screens. This allows you to sell quantity over specific screens, and sell inventory as groups.
Screen groups are created in and imported from the Content and Network Management solution. They cannot be created in the Guaranteed Campaigns module. They are display units (screens) that have been assigned the same display unit criteria type. The type must be Grouping. All other criteria types are not supported. You must also associate one or more display units to a particular criterion. For example, the grouping criteria could be called Car 12345. For more information on how to create a screen group, see the Screen Groups tutorial in the Content and Network Management documentation.
Note: If a screen is assigned to a Grouping Criteria, it will stop appearing as an individual screen in the Guaranteed Campaigns module.
The price of a line item depends on the type of buy used.
The Suggested Price calculation for a Budget Goal-based line item is given by the budget value and calculates the possible achievable impressions using the CPM (Cost per thousand impressions) value set at the rate card level of each screen. For more information, see Add and Edit Rate Cards.
The Suggested Price calculation for Frequency-based line items uses the screen rate card price value, and prorates it based on the Ad Settings and the rate card specification. For more information, see Add and Edit Rate Cards.
Example 1:
Given the following rate card attributes for Screen A:
- Ad flight = 14 Days
- Ad duration = 10s
- Price = $100
The estimated price for a Screen A, for an ad with the following attributes, is $50:
- Ad flight = 7 Days
- Ad duration = 10s
- Frequency = 1 Play per loop
Example 2:
Given the following rate card attributes for Screen A:
- Ad flight = 14 Days
- Ad duration = 10s
- Price = $100
The estimated price for a Screen A, for an ad with the following attributes, is $150:
- Ad flight = 14 Days
- Ad duration = 15s
- Frequency = 1 Play per loop
Example 3:
Given the following rate card attributes for Screen A:
- Ad flight = 14 Days
- Ad duration = 10s
- Price = $100
The estimated price for a Screen A, for an ad with the following attributes, is $200:
- Ad flight = 14 Days
- Ad duration = 10s
- Frequency = 2 Plays per loop
The Suggested Price calculation for an Impressions Goal-based line item uses the CPM (Cost per thousand impressions) value set at the rate card level of each screen. For more information, see Add and Edit Rate Cards.
For example, given the following information:
- Screen A CPM = $5
- Screen B CPM = $7
When the impression goal that you set is 500,000 impressions and it is distributed 300,000 on screen A and 200,000 on screen B, based on the available impressions, the total suggested price would be $2,900 ($1,500 for screen A + $1,400 for screen B ).
The Suggested Price calculation for the Play Goal uses the fixed price of the rate card associated with the screen selection.
To calculate the price, the system calculates the price of a single play using the following information:
- fixed price
- flight duration
- ad duration on the rate card
- loop duration set on the screen
Let’s take for example a screen with a loop length of 180s, and a rate card with the following information:
- Ad flight = 1 day
- Ad duration = 10s
- Price = $100
If the Play Goal that is set is 480 plays, the Suggested Price for that screen is $100.
The Suggested Price calculation for Fixed SoV-based line items uses the screen rate card price value, and prorates it based on the Ad Settings and the rate card specification. For more information, see Add and Edit Rate Cards.
Example:
Given the following rate card attributes for Screen A:
- Ad flight = 1 Day
- Ad duration = 10s
- Price = $100
The estimated price for a Screen A, for an ad with the following attributes, is $100:
- Ad flight = 30 Days
- Ad duration = 10s
- Share = 16.67% (1 Play per loop)
See Fixed SoV.
The Suggested Price calculation for Average SoV-based line items uses the screen rate card price value, and prorates it based on the Ad Settings and the rate card specification. For more information, see Add and Edit Rate Cards.
Example:
Given the following rate card attributes for Screen A:
- Ad flight = 1 Day
- Ad duration = 10s
- Price = $200
- Screen has a 60s loop length
Given the following rate card attributes for Screen B:
- Ad flight = 1 Day
- Ad duration = 10s
- Price = $100
- Screen has a 60s loop length
By booking a 50% Share of Voice with 10 seconds ad duration, the result is 3 Plays per Loop (PPL).
- Screen A – 3PPL x $200 = $600
- Screen B – 3PPL x $100 = $300
This gives a total of 900$.
Note: Availability and distribution are not taken into account when calculating the Suggested Price for one day.
See Daily Average SoV, Daily Average Per Screen SoV, and Campaign Average SoV.