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Design and Manage Your Media Plans (Managed Package)
Learn how to create and manage media plans in Advertising Sales Management. Media Plans help you organize your ad sales opportunities into quotes that then go into contracts and orders.
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
Before creating media plans, be sure that you Configure Advertising Sales Management (Managed Package) and Set Up Media Ad Sales Data (Managed Package).
Ad sales in Advertising Sales Management are powered by Industries CPQ. Before creating media plans, familiarize yourself with Order Capture in Industries CPQ.
Media Plans Overview
Media plans help you organize your ad sales process by providing a step-by-step path that links the entire sales process together. Let's look at the sales process in detail:
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Create Media Opportunity. This is a prerequisite for the media-planning process.
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Create Media Plan. From the opportunity, create a media plan and specify ad placement selections. The media plan represents the quote for the sales opportunity.
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Approve the Quote and Generate a Contract for Signature.
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Create and Submit the Order. Once the order is signed, use Industries Order Management to route the media plan's line items to ad servers.
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Process the Order. Send the order through an Order Management orchestration plan. Order line items are sent to the ad server, along with all targeting criteria and details about the ad placement.
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Add Creatives. Add creatives to ad servers using Ad Operations.
To get started designing and managing media plans in Advertising Sales Management, follow these instructions:
- Create a Media Opportunity
The first step in the order capture flow is to create an opportunity in Advertising Sales Management. An opportunity represents a pending deal. After you create an opportunity, you can create a media plan and submit the quote for approval. - Create and Submit a Media Plan for Approval
Create a media plan to organize your ad sales process in Advertising Sales Management. Submit the media plan quote for approval before generating the order. - Approve Quotes and Generate Contracts
When a media plan quote is submitted in Advertising Sales Management, it must be approved before you can submit the order. - Create and Submit an Ad Sales Order
After your quote is approved and your customer has signed the contract, create an order in Advertising Sales Management to track the ad products they purchased. - Revise an Ad Sales Order
Learn how to revise an Advertising Sales Management order that's in the In Progress or Approved state. If necessary, you can add or delete placements or even modify the quantities of different placements in your media plan. - Create Media Plan Bundles
With Advertising Sales Management, create media plan bundles with mandatory and optional placements for digital and program or packaged linear media plans. - Create Programmatic Media Plans in Advertising Sales Management
Learn how to create a media plan in Advertising Sales Management and specify the deal type. - Manage Your Invoices with Salesforce Billing in Advertising Sales Management
Salesforce Billing integrates with Advertising Sales Management to facilitate timely and seamless billing for your services. - Target Ad Sales Customers with Categories and Segments
Target customer groups in Advertising Sales Management using categories and segments. You can customize these categories and segments or create your own for more specific targeting.
