Setup & Onboarding

Account setup for administrators and implementation managers

11 articles in this collection
Written by Josh Spencer and Alex O'Donahoe

Structure & Settings

Account Types & Structures

Select the structure, hierarchy, and level of interconnectedness that will work best for your organization

Written by Josh Spencer
Updated over a week ago

Organization Settings

Discover the various account settings you have access to as an admin; user management, sheet view settings, integrations, and more.

Written by Josh Spencer
Updated over a week ago

User Settings

Adjust your personal settings to your preferences

Written by Josh Spencer
Updated over a week ago

Billing and Payment by Credit Card

View past billing receipts and pay by credit card

Written by Josh Spencer
Updated over a week ago

Media Types, Vehicles, and Fields

Configuring the Sheet View

Learn how to control your layout and the various media types, vehicles, field, and tag settings of your planning sheets

Written by Alex O'Donahoe
Updated over a week ago

Tags

Tags

Learn how to use tags for improved data integrity and reporting

Written by Josh Spencer
Updated over a week ago

Restricting Fields & Tags

Restrict the visibility of certain tags to certain users

Written by Josh Spencer
Updated over a week ago

Conventions and Calculations

Conventional Code Builder

Easily generate unique text strings such as UTM codes based on established conventions - within a plan or from anywhere in Mediatool!

Written by Josh Spencer
Updated over a week ago

Plan Naming Conventions

By creating custom naming conventions, every one of your plans will auto-generate its own unique plan name

Written by Josh Spencer
Updated over a week ago

Template Fields (Text Calculations)

Learn how to calculate a text field based on inputs in other cells

Written by Josh Spencer
Updated over a week ago

Conditional Calculations

Use IF, THEN functions to create more flexible calculations

Written by Josh Spencer
Updated over a week ago