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Setup & Onboarding
Setup & Onboarding
Account setup for administrators and implementation managers
12 articles in this collection
Written by
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
Alex O'Donahoe
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
Alex O'Donahoe
Updated over a week ago
User Settings
Adjust your personal settings to your preferences
Written by
Alex O'Donahoe
Updated over a week ago
Billing and Payment by Credit Card
View past billing receipts and pay by credit card
Written by
Alex O'Donahoe
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
Plan Fields
Plan-level fields can be used to specify a custom attribute per plan, which can then be used in Plan Naming Conventions
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
Alex O'Donahoe
Updated over a week ago
Restricting Fields & Tags
Restrict the visibility of certain tags to certain users
Written by
Alex O'Donahoe
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
Alex O'Donahoe
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
Alex O'Donahoe
Updated over a week ago
Template Fields (Text Calculations)
Learn how to calculate a text field based on inputs in other cells
Written by
Alex O'Donahoe
Updated over a week ago
Conditional Calculations
Use IF, THEN functions to create more flexible calculations
Written by
Alex O'Donahoe
Updated over a week ago