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Publisher, Media, Zone and Leaf are Key concepts in Adtoma Fusion and together they create a hierarchy called a Media Zone. A Media is generally the top level domain, and/or the media property you own and operate. A Zone, in turn, is a part of a Media such as a subsection of a site. The smallest part of a Media Zone is called a Leaf and it is a subsection of a Zone or a Media. The leaf represents the page itself and contains the inventory counters of a Zone or Media. Adding inventory is necessary in order to be able to add ad assets, to be able to complete an order and ultimately run campaigns. For more information on how to administer Media, Zones and Inventory, please check Advanced Tasks in Adtoma Fusion.

If the proposal is already open then proceed to Selecting a Zone otherwise do the following:

Opening a proposal

  1. Search a proposal using the Global Seeker.

  1. Double-click the proposal to open it.

This action will open the Order panel to the left and the Media Selector panel to the right.

Selecting a Zone

  1. Click the appropriate Zone in the Media Selector panel. (The Zone will change colour to indicate that it is selected. Zones containing Leaves indicate this using an icon.
  2. Double click the Zone to view associated Leaves.
  3. Click on the Zone or Leaf to select it.

The available Products will automatically be added to the Inventory (Heatmap) panel which is located beneath the Media Selector.

Tip: At the top of the Media Selector panel the media hierarchy is easily accessible.

Searching for a zone

  1. Select the Search Zone field and enter a search word.
  2. Select the desired Zone from the drop-down menu.

 

The available Products will automatically be added to the Inventory (Heatmap) panel which is located beneath the Media Selector.

Selecting products

  1. Select the Inventory (Heatmap) panel by moving the cursor towards the bottom of the workspace.

This action will bring the Inventory (Heatmap) panel to the front of the workspace and displaying the available products to the left and a calendar to the right.

 

 

  1. Locate the desired product and time range in the calendar.
  2. Click the start date of the campaign then drag the cursor to the end date and release the mouse button or Shift+click.

The time interval will change colour to indicate that it is selected.

Tip: To select multiple products and time ranges use Ctrl+click.

 

 

  1. Click Add .

 

This action will add the selected product to the proposal and each product added to the order corresponds to a campaign.

Selecting non-media products

  1. Select the Inventory (Heatmap) panel by moving the cursor towards the bottom of the workspace.

This action will bring the Inventory (Heatmap) panel to the front of the workspace and displaying the available products to the left and a calendar to the right.

 

  1. Locate the Non-media product field at the bottom of the Inventory (Heatmap) panel and enter a product name.
  2. Select the product name from the drop-down list.

This action will automatically add the selected product to the proposal and each product added to the order corresponds to a campaign.

Note: The non-media product must exist in order to be added. For information on creating non-media products please read: Adding goods and services.

 

Setting product values

  1. Locate the Name field and enter a campaign name.

Tip: Finding a standardised naming convention can be a powerful tool in administering and evaluating campaigns. Valuable information to be included in a campaign name could be: specific campaign name for example product or service, creative format, week and year. The exact formatting will naturally vary between companies and reflect the different business requirements that apply.

 

 

  1. Verify that the Imp (impression target) is correct.
  2. Verify that the Gross, Discount and Commission values are correct.

 

The Gross value is dependent of what type of campaign that is being booked. The campaign type is dependent on the price setting for the product. The pricing is set using the Administration panel.

  • A CPM campaign requires an impression target and it is set in the Qty field.
  • A Day or Week campaign does not require an impression target since the campaign type will automatically take all impressions booked for the specified product and date interval.
  • A “Share of” campaign SOH, SOD, SOW or SOM requires a percentage value.
  • The Users value corresponds to the number of unique users desired for a campaign.

 

  1. Verify that the Users value is correct.
  2. Click Save .

To change a value select the corresponding field and fill in a new value.

Changing the number of impressions

In order to adjust the number of booked impressions for a product do the following:

  1. Locate the Qty heading
  2. Select the field below the Qty heading and enter a new impression target.
    Note: The Qty value is entered and displayed in thousands, 15 corresponds to 15000 etc.
  3. Click Save .

Issuing a proposal

Note: There are fields that will not be editable after the proposal has been issued, for example the Contact and the Currency fields. Verify that the proposal information is correct before issuing it.

 

 

  1. Click Next (Issue/Approve Order) at the bottom of the order panel.

This action will open the Issue/Approve dialog box.

  1. Select a Sales Probability percentage from the drop-down menu.
  2. Click Not Reserved once to reserve the booked impressions.
  3. Select the number of days the proposal should be valid from the Validity menu.
  4. Select Issued from the drop-down menu then click OK.

 

Reserving impressions in proposal will change it into a quotation and the icon will be changed accordingly.

 

 

Approving a proposal

Note: Approving a proposal will change it into an order. There are some values that can not be changed after approving a proposal for example the Contact and Salesperson settings. Furthermore, once a proposal has been approved, it is no longer possible to change its status except deleting or archiving it. The order will be added to the personal Scorecard panel automatically.

 

  1. Select a proposal or quotation.
  2. Click the Next (Issued / Approve Order) arrow at the bottom of the workspace.

  1. Select Approve from the drop-down menu then click OK.

This action will open the Assignments panel where you will be able to add creative units to the campaigns outlined on the order.

 

  1. Click Save .

 

If you are responsible for booking ads then please read Assigning ad assets to complete the order, otherwise continue by Creating a new order.

Prolonging a proposal

 

  1. Select a proposal or quotation.
  2. Click Next (Issued / Approve Order).
  3. Select Prolong validity from the drop-down menu.

This action will load the Validity drop-down menu.

  1. Select the number of days of prolonged validity and then click OK.

This action will change the proposal’s Validity value.

  1. Click Save .

Canceling a proposal

Note: Canceling a proposal or order will make it invalid and this action can not be undone! A declined proposal or order can not be restored once it has been canceled. The only permitted action on a canceled proposal is archiving it.

 

  1. Select a proposal or quotation or order.
  2. Click the Next (Issued / Approve Order) arrow at the bottom of the workspace.
  3. Select Cancel from the drop-down menu then click OK.

 

This action will open the Confirm cancellation dialog box.

  1. Click Yes in the confirmation dialog.

 

To prevent canceled proposals and orders from being listed in the Personal scorecard it is possible to archive these items.

  1. Right-click the order icon in the top-left corner.
  2. Select the Archive order check box.

Note: Canceling a proposal or order will make it invalid and this action can not be undone!

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