Foundational classes

Pre-launch & campaign management (1 of 2) - Building and maintaining campaigns

This class covers; 

• Introduction to campaign Management and interactive workflow  
• Establishing the campaign details  
• Working with proposals (RFPs)  
• Building a media plan 
• Sending estimated financial details to your accounting system (initiating the bill/pay process)  
• Sending and monitoring orders (IOs)  
• Sending placement details to the ad server 

Post-launch & optimization (2 of 2) - Reconciling invoices and campaign wrap-up

This class covers; 

• Review class 1  
• Optimizing existing placements  
• Analyzing ad server delivery data  
• Actualizing a media plan  
• Reconciling invoices  
• Reporting overview 

Specialty classes

Search campaign management - Launching search campaigns

This class covers;  

• Search integrated vs. non-integrated workflows 
• Building a media plan 
• Order approval 
• Managing billing details 
• Updating external parties with changes 

Social campaign management - Building and maintaining social campaigns

This class covers; 

• Social integrated vs. non-integrated workflows 
• Building a media plan 
• Order approval 
• Managing billing details 
• Updating external parties with changes 

Invoice entry and management - Uploading and reconciling different types of invoices 

This class covers; 

• Navigation and workflow 
• Navigating the invoices module 
• Downloading invoice list to Excel 
• Add the following for one or more insertion Orders 
• Invoice 
• Credit memo  
• Cash Receipt 
• Adjustment finance 
• Review the planner’s workflow after a financial adjustment/credit

Webinar via Go-To Webinar (2 hours) 

Sellers workflow - Digital - This recorded webinar reviews Sellers workflow utilizing RFP's and how to work with revisions 

This class covers; 

• RFP modules

• Order revisions 

Recorded/On-Demand Webinar (50 min)

Authorizations - This recorded webinar reviews authorizations from creation through to approval 

This class covers; 

• Creating authorizations

• Approving

• Allocating for a campaign budget 

Recorded/On-Demand Webinar (25 min)

Google Ads integration for existing users - Buyers workflow for adding and managing Google Ads bookings with integration

This class covers; 

• How to add a search order using Google Ads integration and common scenarios
• How to traffick to Google Ads
• How to actualise buys and reconcile

Facebook integration for existing users - Buyers workflow for adding and managing Facebook bookings with integration 

This class covers; 

• Creating new, and linking to existing Facebook campaigns using the integration
• Common scenarios
• Using the traffic view to push into Facebook
• How to actualize using Facebook data

DV60 integration for existing users - Buyers workflow for adding and managing DV360 bookings with integration

This class covers; 

• Creating new DV360 campaigns within Buyer Workflow
• Linking back existing DV360 campaigns to Buyer Workflow
• Using the order and traffic view relating to DV360
• How to actualize using DV360 data

The Trade Desk integration for existing users - Buyers workflow for adding and managing The Trade Desk bookings with integration

This class covers; 

• How to add a buy using The Trade Desk integration and common scenarios
• How to traffick to The Trade Desk
• How to actualise buys and reconcile

Reporting - This recorded webinar is suitable for all existing users and covers standard and customizable reporting for a campaign budget.

This class covers;

• Standard Reporting, Navigation/Filtering, Running/Scheduling
• Customizable reporting - Prisma Report Writer
• New Reporting Module Overview

Multiple invoices on one IO - This recorded webinar is suitable for Agency Digital Finance and Media Reconciliation Teams

This class covers; 

• How does finance create multiples invoices for one order
• Reconciling multiple invoices (Bottomline vs. Itemized invoice)