Explore Line Item Configuration Panel in Media Plans

The Line Item Configuration panel in a media plan enables media planners to manage the configuration of ad placements and services that are part of the media plan. The panel consists of a set of tabs such as Line Item Details, Delivery, and Attribute. Each tab enables the media planner to configure a specific aspect of ad placements and services.

Tip Advertising Sales Management provides a set of tabs by default on the Line Item Configuration panel. Based on the requirements of media planners and sales reps, the admin can add custom tabs to the panel. See Line Item Panel Tab Customizations.

If the admin has used the reference decision tables to configure the Line Item Configuration panel, then here are the list of tabs that are available for ad placements and services:

Product Type	Tabs Available
Simple ad placements	Line Item Details Delivery Attribute Ad Spaces and Creatives Targeting
Bundled ad placements	Line Item Details Bundle Items
Services	Line Item Details Attribute

Auto Save in the Media Plan Side Panel

To avoid losing your updates when you work in the media plan side panel, Salesforce uses auto save to protect your changes. If you have unsaved changes and attempt to close the side panel, Salesforce displays a confirmation dialog.

Note While Salesforce automatically saves configuration changes as you navigate between most tabs, this auto-save behavior excludes the Targeting tab and any custom tabs. To save data, make sure that you manually save your progress before switching away from these specific tabs.

To use this feature, enable it on the Ad Availability View Configuration record. For information, see Media Plan Customizations with Ad Availability View Configuration.

• Line Item Tab of Line Item Configuration Panel
  On the Line Item tab, media planners can configure primary details and price of ad placements and services. The options that are available on the tab for pricing vary based on whether the line item is an ad placement or a service.
• Delivery Tab of Line Item Configuration Panel
  On the Delivery tab, media planners can configure the various details about how ad placements are served on the media properties of the publisher. The Delivery tab isn't applicable for ad placement bundles' root products and services.
• Attribute Tab of Line Item Configuration Panel
  On the Attribute tab, media planners can view the preset attributes and configure the attributes that are available for media planners to set for an ad placement.
• Ad Spaces and Creatives Tab of Line Item Configuration Panel
  On the Ad Spaces and Creatives tab, media planners can select the ad spaces where ad placements are planned to be served. Along with the ad space, the media planner can also select the creative sizes for the ad placements. The Ad Spaces and Creatives tab isn't applicable for ad placement bundles and services.
• Targeting Tab of Line Item Configuration Panel
  On the Targeting tab, media planners can configure the targeting criteria for ad placements. The Targeting tab also displays the preset targeting criteria for ad placements that the ad sales admin has configured.
• Bundle Items Tab of Line Item Configuration Panel
  On the Bundle Items tab, media planners can choose the simple ad placements and the ad placement bundles that they want to include in media plans. For example, if bundle consists of three simple ad placements and two ad placement bundles, media planners can choose to include only two simple products and one ad placement bundle in the media plan.
• Instant Pricing Quick Action on Line Item Configuration Panel
  Media planners can instantly review how their changes to ad placement configurations impact the price of placements. The Instant Pricing quick action automatically executes the ad sales pricing procedure with the latest placement configuration and updates placement prices on the Line Item Configuration panel. Before saving their latest configuration changes, media planners can view the updated price of the placement and then save their changes.