Customers

The “Customers” training video is part of the “Content and Scheduling” playlist:

• 1 of 5: Ad Copies
• 2 of 5: Categories
• 3 of 5: Campaigns
• 4 of 5: Customers (below)
• 5 of 5: Events

Customers: Outlines how to create a customer resource, and book campaigns from within it.

If you select “Customers” from the resource tabs on the left, then right-click anywhere in the work area, you will see this menu:

• Add Customer: Opens the Add Customer Wizard.
• Edit Customer: Opens the Customer Properties dialogue box.
• Add Customer Folder: Opens the “Add a folder” dialogue box.
• Edit Folder: Opens the Customer Folder Properties dialog box. Customer folder properties are identical to campaign folder properties. See Campaigns – Folder Properties, Contacts and Notifications.
• Batch Campaign: Opens the Batch Campaign Wizard. See Batch Campaign Wizard.
• Batch Add Frames: Opens the Batch Add Frames Wizard. See Batch Add/Drop Frames.
• Batch Drop Frames: Opens the Batch Drop Frames Wizard. See Batch Add/Drop Frames.

For general information about adding, editing and deactivating resources, see Resources – Overview.

To add a customer, use one of the following methods:

• Go to the Schedules ribbon, and then select the “Customer” icon.

• From the resource tabs on the left, select “Customers”. Then, right-click anywhere in the work area. From the contextual menu, select Add Customer.

By default, the Add Customer Wizard contains the following pages:

• Welcome: Name the configuration.
• Locale Selection: Select the language and country for your customer.

To edit a customer, use one of the following methods:

• From the list panel, select a customer. Then, from the view bar, select Edit.

• From the list panel, double-click on a customer.

The General Section

• General: Find the resource ID, edit the customer name, and deactivate the resource, if you want.
• Locale: Edit the language and country (used to configure currency).
• Taxes: Apply any regional taxes.
• Defaults: Here you can specify default separation categories and full screen properties for this customer. If set, all campaigns created beneath this customer will inherit these properties. This avoids having to set these properties repeatedly on each bundle in each campaign the customer has. Note that these properties only apply to newly created campaigns; changing these properties will not affect existing campaigns.

The Footers Section

• Insertion Report Footer: Specify the default insertion report footer for orders.
• Affidavit Report Footer: Specify the default affidavit report footer for orders.

The customer resource is the repository for a client’s ad copies, campaigns and orders. Each of these resources is subordinate to the customer.

Customer folder properties are identical to campaign folder properties. See Campaigns – Folder Properties, Contacts and Notifications.

In the list panel of explorer view, each resource has a column selector menu. With this menu, you can configure the list panel to display information you want.

To access a resource’s column selector menu:

1. From the view bar, select Explorer view.
2. In the list panel, hover your pointer over the panel header.
3. Right-click, and the column selector menu will appear.
4. Select as many column options as you want.

• Id: Indicates the unique ID number of the resource. See Resources – Overview.
• Active: Indicates whether the resource is in an “active” or “inactive” state. See Resources – Overview.
• Domain Id: Indicates the unique ID number of the domain. See Domain Properties – The General Section.
• Locale: Indicates the locale of the customer (language and country). See Customers – Add a Customer.
• Affidavit Footer: Indicates whether or not you have associated an affidavit footer with the customer. See Orders – Add an Order.
• Insertion Footer: Indicates whether or not you have associated an affidavit footer with the customer. See Orders – Add an Order.
• Default Category Id: Indicates the unique ID number of the campaign’s default category, if applicable. See Categories and Triggers – Edit Properties.
• Default Fullscreen: Indicates whether the you have set the custom geometry of the campaign as full screen or not. See Campaigns – Booking – Geometry.
• Folder Id: Indicates the unique ID number of the resource folder.
• Default Priority: Indicates whether the customer has a default preemptible value set or not. See Book a Campaign – Preemption.

After you have created a customer in your network, you can then move on to other basic steps:

• Contacts: A contact represents any person involved with, or interested in, the network. See Contacts.
• Orders: A customer’s orders are used to keep track of media buys on the digital signage network. See Orders.