Create a plan

You can create a new plan from a few different places:

  1. From the HUB page, by selecting create a new plan

  2. From any Advertiser Account page, by selecting Create plan under the Plans section

  3. From any page, by using the Omni-Create button, which is the large green plus symbol at the top center portion of your screen (see GIF below)

OmniCreateButton.gif

Select a plan-building option

When creating a plan you're presented with two options:

  • Create new plan

  • Copy existing plan

When choosing to Copy an Existing Plan, select the plan that you want to copy from the drop-down menu. You can choose the latest or a previous version. Select a new start date for the plan and all media entries will be moved as many days forward as your new start date differs from the original plan. Edit and enter all other relevant information in the fields provided and press Copy Plan at the bottom of the screen to finalize your plan.

When choosing to Create a New Plan, you will configure your plan from scratch.


Configure a Plan

Name

Provide a given name for your plan.

If you have configured a Planning Name Convention and would like to use that generated name as the plan name; first, create the plan with a placeholder name. After creation, the convention name will generate and will be available for use by navigating back to the Plan Setup page and copy/pasting it into the Name field.

Period

The plan period established the date range that is acceptable for the start and end dates of media entries within the plan.

Any media entries whose dates fall outside of the established period will be highlighted in yellow. Also, a notice will display towards the top right of your screen that says "some entries outside of date range".

The period is meant to be a reminder and safety mechanism that ensures no media entries stray from the plan period.

Tags

In the plan setup, you have the option of pre-selecting standardized tags, which will then auto-populate for every media entry. This is a great time-saving feature when a tag should be uniformly applied to an entire plan.

For example, if you have a tag category called Market and the entire plan is relevant to just one market, EMEA, you could select EMEA in the plan setup to have every line item automatically tagged with EMEA.

Carefully consider whether the tag category will change from media entry to media entry. If the tag will not apply uniformly to all entries, do not select this tag in the plan setup. Instead, media planners should enter the varying tags manually as they differ line by line.

Do note that you can only choose one tag option per tag category. After selecting a tag in one category, you will notice that other tags in the same category will no longer appear as options when attempting to apply more tags.

Finally, you are able to select and apply tags in the plan setup that aren't actually columns included in a media type's sheet view. So, when referring to our previous example, even if the tag category titled Market is not present in the Paid Social media type, all entries will still be tagged with EMEA if we select this tag in the plan setup.

Media Types

In the plan setup you have the option of limiting your plan to only include certain media types. This can help limit your plan to only the channels that are relevant to your specific campaign, avoiding the distraction that comes with blank sheets.

If you do not select any media types, your plan will include every media type that has been configured within the organizational account.

By selecting specific media types, your plan will be limited to those media types.

Targets & Budget

If you're creating a new plan with no previously established targets, you can select multiple targets for your plan directly within the Brief section. Simply select the field you'd like to establish a target for, enter the target value, and then save the plan. This target will then display in the Targets section.

If you would like to add a new target or edit an existing target for an already created plan, it's best to make those changes directly in the Targets section.

Appearance

You can set a plan image that will be viewable on the hub page and when viewing the brief. Feel free to upload an image that best represents your plan.


Brief

Purpose

Whether you start from scratch or from a previously saved briefing template, adding a brief to your media plan will provide an opportunity for conversation and alignment amongst your internal team and partner agencies.

Briefs are added in the Plan Setup and made viewable to all users within the Media Plan section so that they can be viewed in context with media planning work.

Create and view a brief

Use the rich text editor within the Plan Setup to create a brief. Just remember to click save at the bottom of the page before navigating away.

To view your brief after creation, users can click on the conversations icon from any page in the Media Plan section (calendar, dashboard, sheet view, or delivery plan) and then toggle over to the Brief tab.

Save a Template

The structure of a brief within an organization will tend to remain the same, even as the content changes. So, to avoid repetitive work, you are able to save briefs as templates.

We recommend outlining the various section headers and prompts that should be filled so that it is clear and instructive to each user who will need to create a plan in Mediatool.

Once you are happy with your outline, click Save as Template, which appears as a button towards the top right corner of the brief section. You will be required to provide your template with a name.

Once saved, a second button will always appear in the brief section of the plan setup labeled Show Templates, which will allow a new user to scroll through existing templates to use as a starting point.

Creatives / Files & Materials

All files and materials that are uploaded in this section will be visible in a carousel view in the Creatives section of the plan setup.


Tracking Section

Generated UTI

Every plan generates its own unique tracking identifier (UTI), which can be copied/pasted into other third-party platforms to associate that data with this particular plan.

To learn more about the possibilities of data tracking/matching and UTIs, refer to our article here.

Custom Tracking Codes

If you have chosen to match results data back to a particular plan in mediatool, enter the unique keyword(s) that will identify the corresponding results in this section. If there are multiple keywords, make sure they are entered on separate lines.


User Section

Add a user to a plan to notify them about its creation and subscribe them to all conversations taking place inside the plan. They will receive notifications within Mediatool and via email.

The Users section will keep a record of every person who has been added to a plan and their respective roles; admin, editor, or viewer. The creator of the plan will also be listed.


Danger Zone: Delete a Plan

To delete a plan, head to the Danger Zoner section. You'll be asked to re-enter the plan name and press the "delete plan" button to confirm.


Get Support

Have questions or need help? You can reach us directly via the messenger on Mediatool.com or the contact support button located in the top right corner of the Mediatool App.

Learn More

Not a Mediatool user but interested in learning more? Book a demo with the Mediatool team today and start being more productive with your marketing.

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