Static Campaigns
The Static Campaigns module allows you to manage your static and transit campaigns on the Broadsign Platform.
Static Campaigns Module
The Static Campaigns module allows you to sell traditional campaigns faster, keep your teams in sync, and stay on top of creative requests with the only end-to-end solution for static out-of-home advertising.
- Create static campaigns with real-time inventory availability showing site and panel information.
- Centralized asset data to customize your workflows, giving you greater visibility on day-to-day operations.
- Keep teams in sync with real-time work order status and stock levels.
- Efficient management of design activities – from warehouse to posting.
The Static Campaigns module is made up of four sections, each with their distinct uses.
See Campaigns.
Campaigns is a streamlined version of Operations for your sales team. It streamlines the process of creating, managing, and executing out-of-home advertising campaigns, making it easier for sales teams and advertisers to collaborate effectively. It provides a structured workflow for campaign creation and management, from proposal generation to campaign execution.
- Creating Proposals – Sales users can initiate the campaign process by creating proposals in Campaigns. These proposals outline the details of the advertising campaign, including target locations, dates, and other specifications.
- Checking Availability – One of the critical tasks in Campaigns is ensuring the availability of advertising sites and locations. Sales users can check if the desired sites and locations are available for the proposed campaign.
- Change Requests – Campaigns allows users to manage change requests. This feature is essential when modifications to the campaign need to be accommodated, such as adjusting dates or locations.
- Uploading Designs – Sales users can upload advertising designs and creative content as part of the proposal. This ensures that the necessary materials are ready for the campaign.
- Work Order Preparation – Campaigns helps prepare work order information for the operations team. This includes details on what needs to be executed to make the campaign happen, such as installing signage or displays.
- Balancing Availability – Sales users can balance changes in availability between different clients. This ensures fair allocation of advertising space and locations among multiple advertisers.
- PDF Proposal Generation – Once the proposal is ready, Sales users can generate PDFs of these proposals and send them to their customers for review and approval.
- Contracted Campaigns – Proposals that are accepted by clients and approved by sales managers can progress to the Contracted state. This forms the foundation for executing the actual advertising campaign.
- Advertisers and Contacts – Campaigns allows users to manage information related to advertisers and contacts. This ensures that the right stakeholders are involved in the campaign process.
- Avails – The system provides information on available advertising opportunities or "avails" based on site availability and other factors.
Use Campaigns to manage the following tasks:
- Proposals
- Advertisers
- Contacts
- Avails
Accounts
The Accounts portion of the Static Campaigns module, located in Campaigns, allows you to add and edit information such as contacts and accounts.
See Operations.
Operations is an enterprise resource planner specifically designed for advertising purposes, with a primary focus on managing static out-of-home (OOH) advertising campaigns. Here are the key functions and features of Operations:
- Managing OOH Advertising Campaigns – Operations is primarily used to manage static OOH advertising campaigns. It provides tools and features to oversee the entire campaign lifecycle, from planning to execution.
- Ensuring Site and Location Availability – One of the core functions of Operations is to ensure the availability of advertising sites and the specific locations within those sites. This is crucial for determining where and when campaigns can be executed.
- Change Requests – Operations allows users to handle change requests effectively. When modifications to a campaign are required, such as changes in dates or locations, Operations provides a structured workflow to manage these requests.
- Design Upload – Users can upload advertising designs and creative content within Operations. This ensures that all the necessary materials are readily available for the campaign.
- Work Order Preparation – Operations facilitates the preparation of work order information. This includes specifying the tasks that need to be executed by the operations team to implement the campaign, such as installing signage or displays.
- Balancing Availability – Operations helps balance changes in availability among different clients or advertisers. This ensures fair allocation of advertising space and locations when multiple clients are involved.
- Integration with Campaigns – While Campaigns is often used for proposal creation and initial campaign planning, Operations takes over when the campaign is accepted by clients and approved by sales managers. It converts these proposals into fully contracted campaigns.
- Face Booking – Operations allows for the booking of advertising faces. This is a critical aspect of managing static OOH campaigns, as it involves reserving specific advertising spaces for client campaigns.
- Chartist Usage – Typically, chartists (individuals responsible for managing and optimizing advertising campaigns) use the Operations module to ensure that campaigns are executed smoothly and according to plan.
Use Operations to manage the following tasks:
- Campaigns
- Assets
- Designs
- Pricing
Refresh System Data
The Refresh System Data feature clears the browser cache for the Operations module. However, if the browser is caching a process underway, or there are other tabs with processes underway, it may be best to close all tabs within them as well.
See BMS.
BMS
Static Campaigns
BMS is a powerful Windows program that consolidates the features and capabilities of both Operations and Campaigns. This means it can handle tasks related to managing static out-of-home (OOH) advertising campaigns, including site availability, design uploads, change requests, work order preparation, and more
BMS goes beyond the functionalities of Operations and Campaigns by providing specialized administrative tools. These tools are designed for users who need to perform tasks related to system administration, configurations, and settings that are not typically part of daily campaign management.
BMS is not intended for all users within an organization. Most users, such as chartists and sales team members, do not require access to its administrative tools. As such, user access to BMS should be restricted to individuals who have specific administrative responsibilities or tasks that necessitate access to these advanced features.
While BMS is primarily a Windows program, Mac OS users can also use its full range of capabilities. However, Mac users need to run BMS within virtual machines running Windows on their Macintosh computers. This allows Mac users to access and utilize BMS effectively.
BMS manages the following tasks:
- Taxes
- Advanced fields (such as illumination, reasons for face retirement)
See Admin.
Admin takes care of all the administration tasks in the Static Campaigns module.
Admin manages the following tasks:
- Creating offices
- Creating teams
- Custom fields (attributes)
- Creating Sales Markets
See POST App.
The POST app is used by the crews installing the static campaigns to document that the work was accomplished by posting photographs.
The POST app manages the following tasks:
- Bill Posters review work orders
- Bill Posters take proof of performance photos
Sales users use Campaigns to create proposals by checking for availability, and then send those proposals in PDFs to their customers. Sales managers approve the contracts and any special discounts that may be offered.
The Chartist builds the campaign in Campaigns by converting the data entered by the Sales users when authoring the proposal. They ensure that the campaign reflects current availability, and creates the data records needed to organize the campaign. This includes preparing the work orders for the operations teams and uploading the designs.
The Operations Manager reviews the work orders in Operations and manages the work crews to ensure that the copy is posted correctly.
Bill Posters report to the operations manager. They use their own mobile app called POST to upload their photographs to the system to prove campaign performance.
The client can review performance by means of POP tool. POP allows them to ensure that the campaign was delivered by installing static designs.
Some of the default terminology in the Static Campaigns module may differ from your company’s.
Site refers to the location where the advertising is located. A typical example might be the civic address of a building with a billboard. If it had two sides there would be two faces. Faces might be called units at your company.
Packs are groups of faces. Packs may be breakable or unbreakable.
Note: It is not required that faces be in packs. Therefore, searching for avails or inventory in packs may not show all of the faces that are available.
Segments are a grouping of ads that have a sales market, a purchase type, and a start and end date. Your company may use terms such as flight or line contract item.
Booking and Scheduling do not refer to the same thing. A booking is the reservation of a face. The scheduling is when the ad is to be displayed.
Designs are what is to be shown. For static ads, the actual printed matter to be posted is traditionally called copy.
Sales Markets are groups of geographic areas. These reflect the sales and marketing strategies of each customer, and how they divide and report on their sales territories. For example:
|
|
|
|
|
|
Note: Contact Offices are linked to Sales Markets.