To create a performance package, under the media schedule section click the add button at the bottom right corner and select the performance package option:
You will then see the screen below:
First, enter the following package details:
- Package name
- Publisher name (performance package placements must all be for the same publisher)
- Site name (performance package placements must all be for the same site)
- Start and end date
- Buy type and goal (the goal relates to the the buy type selected. For example if the buy type is CPM the value entered in the goal field is the number of impressions, if the buy type is CPC then the value entered in the goal field is the number of clicks)
Once you have filled in the details above you will see the table on the right update:
Once the package has been created, you can create the placements by navigating to the placements tab:
Select the location, format and creative type and click the plus (+) button.
You can search for the location and format by typing in the dropdown box:
You can also arrange for specific location(s) and format(s) to appear each time you select a specific 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 publisher, site, location and format.
For each placement you can then add devices and SOV.
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.
You also have the option to manually edit the placement name by un-ticking the auto-generate button:
Once all the placements have been created, click the add button at the bottom right corner or complete the optional details in the following sections:
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 be 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 in the screenshot above:
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 the relevant 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.
For each placement created in the package, you can assign a tracking type and enter the targeting comments:
Depending on the tracking type selected, you can then enter the tracking rate in the relevant rate box and this will then be applied to the value entered in the package goal field. If for example the tracking type selected is ad tag (standard) then the tracking rate would be in the ad tag (standard) box. The sub total will be updated based on the goal (100,000 in the following example):
Because you may select different tracking types for the individual placements you have the option to enter the tracking type rate for all tracking types:
4th party trafficking fees is applicable to Integrated Ad Science (IAS) placements and requires IAS to be selected in the 4th party dropdown under the campaign details section and is 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 this section 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.
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 click here.
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.
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 campaign lifetime basis.
When 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. Once your package has been successfully created you will see the message below: