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            Create Programmatic Media Plans in Advertising Sales Management

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            Create Programmatic Media Plans in Advertising Sales Management

            Learn how to create a media plan in Advertising Sales Management and specify the deal type.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            Advertising Sales Management supports the following deal types:

            Direct Sales
            Direct sales are ad transaction completed on a one-to-one basis, according to negotiations made between advertisers and publishers.
            Programmatic Guaranteed
            Programmatic guaranteed deals are deals where the advertiser agrees to purchase a certain portion of the publisher's ad inventory for a fixed price.
            Preferred (non guaranteed)
            Preferred deals enable publishers to grant certain advertisers priority access to ad impressions generated by their digital media inventory.
            Note
            Note

            Media Plans created in Winter '24 and later require you to specify a Deal Type in the Opportunity record. Use the DealType field to specify whether a deal is for Direct Sales, Programmatic, or Preferred deals. Once this value has been set, it cannot be changed. If no selection is made, the Opportunity is automatically marked as Direct-Sales.

            Media Plans created before Winter '24 are automatically marked as Direct-Sales, when you click Configure Media Plan.

            To create a programmatic media plan in Advertising Sales Management, follow these instructions:

            Create an Ad Buy Server Account

            A Buyer account is mandatory for programmatic planning. Create an Ad Buy Server account in Advertising Sales Management, and associate it with your programmatic deal

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            1. In App Launcher, search for and click Ad Buy Server Account.
            2. Click New.
            3. Enter values in the following fields, and then click Save.
              Field Description
              Name A name for the Ad Buy Server account.
              Ad Buy Server Account The buyer account. This account must already exist in Advertising Sales Management.
              Ad Buy Sever Account Identifier The account identifier.
              Account Type The type of account. Ensure that Buyer is selected.

            Create Programmatic Media Plans for Digital Placements

            When you create a media plan in Advertising Sales Management, specify a programmatic deal type.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            Before you begin, ensure that the Buyer account is created in Advertising Sales Management.

            Note
            Note The custom setting to support pagination interferes with this feature. If you use this feature, don't enable pagination.
            1. In your Advertising Sales Management org, navigate to the Opportunities tab and click New.
            2. Enter values in the following fields, and click Save.

              After you click Save, you are directed to the Opportunity details page.

            3. To get started with creating your media plan, click Create Media Plan.
            4. Enter values for the following fields and then click Next.

              Account Name. This field is automatically populated, based on the details in the opportunity page.

              Owner. This field is automatically populated, based on the details in the opportunity page.

              Plan Name. Enter a unique name for the plan.

              Plan Budget. Enter the budget for the media plan.

              Start Date. Enter the date on which the campaign is expected to begin.

              End Date. Enter the date on which the campaign is expected to end.

              Deal Type. Use the drop down list to specify the deal type.

              Description. Enter a description for the media plan.

              Note
              Note At present, Advertising Sales Management supports programmatic planning only for digital ad products. If you've selected a deal type other than direct-sales, then the tabs for the other media types are hidden from the Configure Media Plan screen.
            5. Enter the Ad Buy Server Account ID in the Buyer ID field.
            6. Add Digital Ad Placements to Your Media Plan.

              In programmatic planning, an additional column is available in the Configure Media Plan grid, to specify the Placement Name. In this field, you can specify values based on the Placement details (including the AdSpace Name, Product Code, and so on).

              There are changes in the available targeting attributes for preferred deals: frequency capping is not available for programmatic deals, Estimated Quantity and Impressions under Goal Settings are populated, and Rate Type is restricted to only CPM.

              Note
              Note

              For Standard priority type, the contracted quantity must not be greater than the Ad Requested Quantity.

              For Sponsorship priority type, the Impression Unit must not be greater than the Ad Requested Quantity.

              When you add a digital audio or video product to your media plan, to successfully integrate with downstream external ad servers, ensure that you provide the following information:

              1. Under Attribute Settings, specify Max Duration and Skippable.
              2. In Targeting Configuration, specify Video Positioning and Inventory Type targeting.
              3. (Optional) Use Companion Association to associate companion creatives to the primary creative selected in the media placement.
            7. Submit your media plan for approval. See Create and Submit a Media Plan for Approval.

            Modify Programmatic Media Plans

            Modify programmatic media plans that are in review or have already been approved by the buyer.

            Managed Package Icon This is an Advertising Sales Management on Managed Package feature. For Advertising Sales Management on Salesforce Platform, see Advertising Sales Management on Salesforce Platform.

            With Advertising Sales Management, you can:

            • Revise a programmatic media plan after it's been sent to the buyer for approval, but has not yet been approved.

            • Modify a programmatic media plan after it's been approved by the buyer.

            1. For the Service Home page, navigate to the quote page for the order that you want to modify.
            2. Click Modify Media Plan. The original quote is cloned to create a new quote.
            3. From the new quote record page, click Configure Media Plan.
            4. Enter the Start date and end dat for the media plan, and then click Next.
              After you've begun the process to modify a media plan, if the start date is in the past, then the Start Date is no longer editable. You can, however, edit the End Date of the plan. If the start date and the end date are, both, in the future, then you can edit either or both of the dates, as the case may be. If the Start Date and End Date are both in the past, then the media plan cannot be modified.
              Note
              Note The dates entered at the media plan level are not reflected in Google Ad Manager. To modify the dates, make the changes at the placement level.
            5. Use the edit icon to modify the Quantity, Pricing Model, Ad Space, Ad Space Size, and Priority fields for a particular media placement.
              Note
              Note Changing the Priority Type automatically updates the Goal Setting values in Advertising Sales Management. You can also manually update the Goal Setting values from the Configure option in the quick action menu for the media placement. This change in the Goal Setting values is also reflected in Google Ad Manager after the Modify Plan workflow is complete.
            6. From the quick action menu for each placement, click Check Availability to ensure that the required quantity is available on the ad server.
              Note
              Note If you are unable to use the quick action menu to perform the Check Availability action, click Save and Exit, then click Configure Media Plan, and try to perform the Check Availability action again.
            7. If required, you can add more placements to the media plan. See Create and Submit a Media Plan for Approval.
            8. If you have added new placements to the media plan, the media plan remains in Inactive state on your external ad server. You must add the corresponding creatives to the line items in your external ad server before the media plan can be activated.

            The existing media plan is updated to include the new media placements and modified existing placements.

             
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