If an agency is on the new cost model, when a user clicks the add button under the media schedule section of a campaign the following three options will be available:
This article contains instructions for creating a single placement. For information on creating a sponsorship or performance package refer to these articles:
When choosing the single placement option the following screen will appear:
You have the option of either selecting a site or a publisher first, depends entirely on your preference. Both fields are searchable. So if you search by site, then available publishers will appear against that site. If you select publisher first, then available sites will appear.
If the publisher or site you need is not available in the drop down lists, contact firstname.lastname@example.org to request set up.
Next select the site location and format. If the format or location is not available, you will be given the option to create this yourself by clicking on 'Would you like to add':
You can also arrange for specific location(s) and format(s) to appear each time you select a particular publisher and site. This ensures locations and formats are entered consistently, especially when trading with multiple publishers and sites. In order to set this up, please contact the Adslot support team here with relevant placement details, including the publisher, site, location and format.
If packages already exist on the media schedule, you will have the ability to add the new item to an existing package by selecting that package in the drop down list.
You can also select relevant devices and enter a landing page.
Symphony allows you to elect if devices should be mandatory when creating placements. To enable this feature please contact the Adslot support team by clicking here.
Next enter the dates, goal and costs for the item. The goal relates to the buy type you select, for example if you select CPM the goal will be the number of impressions, if you select CPC the goal will be the number of clicks, if you select CPV the goal will be the number of views.
As you start to fill in these details, the side panel will update from this:
To the screen below, giving an indication of which fields need to be completed:
The same will happen to the cost panel:
You can edit the placement name by un-ticking the auto-generate button and editing the name field as well as entering audience targeting details:
There are two types of comments that can be added to your placement.
- General comments: This field appears for both placements and packages in the user interface and Symphony templates (import/export). It is used for additional communication that might be required for downstream reporting purposes.
- Targeting comments: This field is used for communicating targeting options such as demographic information, geographical details or specific channel attribution information.
The details tab contains the mandatory fields to create a placement but you will see there are other tabs where you can fill in other details as necessary:
Some agencies may have the mandatory classification feature enabled. If this is the case this tab will be highlighted in red and you will not be able to create the placement using the add feature unless the classifications have been selected:
Classifications are custom fields and will vary for different agencies. All you need to do is select the relevant classification(s) from the dropdown lists:
The next tab in the add window can be used if you need to create multiple flights within a placement. If for example the placement is only going to live on weekends or certain days of the campaign you can use this feature to manage this. To create flights, tick the goal box under the flighting tab:
By ticking the goal box, you can then create flights by selecting flight dates and giving the flight a goal. The goal will depend on the buy type selected under the details tab. If the buy type selected is CPM the goal will be impressions, if the buy type selected is CPC the goal will be clicks, if the buy type selected is CPV then the goal will be views.
Enter the goal in the box in red below and click the plus button (also in red) to create a flight:
Your flight will then be visible below the flighting parameter boxes:
To create an additional flight, simply repeat these steps.
The next section is the Traffic tab which is where the trafficking tracking type and associated fees are managed:
3rd party trafficking fees can be applied as a rate or as a percentage of the the total cost for the placement by selecting either the rate or client cost % radio button.
The tracking type and creative type combine to determine the placement type when trafficking to the adserver. Click here for a list of the Symphony creative and tracking type combinations and the Sizmek placement type they produce. For instructions on what to select to create a placement that will traffic to DCM as in-stream video click here.
4th party trafficking fees are applicable to Integral Ad Science (IAS) placements and requires IAS to be selected in the 4th party dropdown under the campaign details section:
The 4th party tracking fees are applied on a CPM, CPC or CPA basis.
The Costs tab is the area where agency commission, negotiated discounts and fees can be managed.
The total cost from the following section in the placement details tab will be pulled through from:
This screen is split into two sections (agency and client) as highlighted below:
The first section allows the agency to enter a discount to the base cost in the field below which will automatically be applied to the client cost:
The next section is where agency commission is managed, this is also automatically applied to the client cost. You will see that the net cost gets updated below the commission box:
The third section is where any fees and discounts can be managed. These can be applied to either the agency section or the client section or both. Some agencies may have the ability to add multiple surcharges and fees depending on how their Symphony account is configured. It is also possible to give the fees and discount fields custom labels so rather then seeing Surcharge1 it might be labelled according to an individual agencies unique surcharge naming conventions.
The next tab is titled Forecast and is where the expected performance of the placement can be managed:
You can select either the Value or Rate radio button to edit. By enabling value you can enter the expected number of clicks, acquisitions or views and Symphony will calculate the CTR, CVR and VTR. By enabling the Rate radio button, you can edit the CTR, CVR and VTR and Symphony will calculate the number of clicks, acquisitions and views. This is an optional feature, to learn more about custom forecasting options click here.
You can also set up parameters so that an error message is displayed when a value that is out of range is entered (see below as an example). Please contact the Client Services team here to enable the ability to validate forecasting metrics.
The final section is titled More and contains the following:
The Purchase Order dropdown box can be used to assign the PO number to be applied to this placement for billing purposes if multiple PO numbers have been provided for the campaign. Purchase Order numbers are managed under the campaign details section. Click here to read more.
The default Billing Source is ordered which will apply the monthly billing splits according to what is on the IO. This can be changed to 1st party, 3rd party or other.
The Trafficking box should be ticked if the placement needs to be excluded from trafficking, that is it does not need to be trafficked to the agency adserver.
Impression frequency capping can be applied on a minute, hour, day, week or placement lifetime basis.
Once all relevant sections have been filled in click the blue add button at the bottom right hand corner of the pop up window to add the placement to the campaign media schedule.