Plan Setup & Brief

Learn how to create a plan, control plan settings, and write a brief that everyone can refer to

Aydin Ismailov avatar
Written by Aydin Ismailov
Updated over a week ago

Plan Settings

You can manage your Plan Settings, from the Settings tab in your toolbar.

Plan Settings is accessible to Admin users only and has been divided up into the following categories:

  • Conventional Naming: If enabled, the Plan naming convention will automatically be used as the Plan name and it will not be possible to edit the name in the plan set up. The name can only be edited by changing the conventional name or disabling conventional naming in the plan settings.

  • Media Entries: This option allows you to determine if entries can be made outside the date range set in the plan. The default setting allows entries outside the date range.

  • Tags: This option allows you to view all tags by category when creating a new plan.

  • Targets: This option is only displayed when the Targets plug-in is enabled. If enabled, it requires you to select and add a target measure in the plan set up steps.

  • Brief: This option is displayed only when the Brief plug-in is enabled. If enabled as required, a plan cannot be created without text in the Brief section.

Create a New Plan

Creating a new plan involves a set of steps, based on your organization's Plan settings. You can either create a new plan from scratch or copy an existing plan.

Option 1: Create a New Plan from Scratch

Step 1: General settings

Plan Name, custom fields & plan colour.

Custom fields will be displayed here, if there are active plan fields on your account.

If enabled, the conventional name generated throughout step 1 - 4, will be used as your plan name.

Step 2: Tags & Media Types

Select the tags and media types you want to use in your plan.

As tags are selected, they will be displayed at the top of the selection.

Step 3: Brief

If Brief is enabled as required, this step will be displayed, and you can select a template if available on your account.

When Brief is disabled, this step will not be displayed.

Step 4: Targets

This step is not displayed if require targets is disabled.

In the example below, Planned Spend is required (as set in the plan settings) and cannot be removed. Whereas Actual Impressions have been selected from the drop down at this step and can be deleted.

Option 2: Copy an Existing Plan

You can copy an existing plan either from the "Create a Plan" option or from the Plan Set Up page.

From the "Create a Plan" option, select the plan you want to copy, choose a new start date, and click Copy. You’ll be taken to the Plan Set Up page, where you can make any adjustments and edit the name if necessary.

Alternatively, you can navigate to the Plan Set Up Page of the plan you want to copy, select Copy from the bottom left, choose a new start date, and information on how many days forward all entries will be moved will be displayed.

Option 3: Create a Private Plan

A plan can be toggled between Private and Public view in

  • Create new plan steps

  • Plan set up

  • Media views - Calendar view, Sheet view, Delivery plan

A user must be a plan user in order to set a Plan to Private view. The user who creates the plan is automatically added as a plan user.

When creating a private plan, all contained data won't aggregate to the subsidiary or parent account unless made public by navigating to the plan settings and changing the view.

Some considerations when working with Private Plans:

  • A plan needs to be public if you're working with approvals.

  • Once a plan enters any approval status it cannot be marked as private afterwards.

Plan Set Up Page

Targets, Brief, and Tracking have been moved to separate views. You can view these fields by clicking on the headings. If the Targets and Brief plug-ins are not enabled, these fields will not be displayed. You can also add an image to your plan from this section.



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, 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.

Delete a Plan

To delete a plan, head to the Delete Plan section at the bottom left of your Plan Set Up Page. 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 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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