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Media Plans

As an Advertiser, you can use the Media Planner to streamline your Campaign planning and execution. While Publishers can create comprehensive Media Plans (detailed proposals outlining an advertising strategy), you can also design your own plans tailored to your specific goals and target audience. This gives you greater control, transparency, and efficiency over your Campaigns, allowing for easy adjustments and potentially uncovering more cost-effective solutions.

What is a Media Plan?

Think of a Media Plan as a roadmap for your advertising journey. It typically includes:

  • Multiple Campaigns: A Media Plan can encompass several individual Campaigns, each with its own specific goals and targets.

  • Creative Placement: Details on where your ads will appear.

  • Campaign Schedule: A clear timeline for when your Campaigns will run.

  • Target Audience: Information about who will see your ads.

How Media Plans benefit you

  • Clear Overview: See your entire advertising strategy laid out in a single plan.

  • Create and Control Your Campaigns: Design your own media plans from scratch and make changes anytime.

  • Review and Respond to Publisher Proposals: Review detailed proposals from Publishers, make edits if allowed, and approve or reject them.

  • Streamlined Payments: Pay for individual Campaigns or the whole plan at once.

  • Full Transparency: Track the progress of your Campaigns and see how your budget is being used.

Understanding Media Plan Statuses

Media Plans have different statuses depending on who created them. These statuses help you track their progress.

Status

For Plans Created by a Publisher

For Plans Created by You (Advertiser)

New

The Publisher has shared a proposed plan with you for review.

(Not applicable)

In Review

You are currently examining the Media Plan.

(Not applicable)

Draft

(Not applicable)

The plan is currently being created by you and has not yet been launched.

Accepted

You have approved the plan, and it is ready for checkout.

(Not applicable)

Pending

You have purchased one or more Campaigns, and they are ready to start.

You have purchased one or more Campaigns, and they are ready to start.

Active

At least one Campaign from the plan is currently active.

At least one Campaign from the plan is currently active.

Completed

The Campaigns outlined in the plan have concluded.

The Campaigns outlined in the plan have concluded.

Creating a Media Plan

  1. Click "New Media Plan" on your dashboard.

    Screenshot of the 'Media plans' page highlighting the 'New media plan' button.


  2. You will be redirected immediately to your Media Plan workspace. The Platform automatically creates a default name (formatted as "Media Plan - Date") and pre-fills your account details.

  3. Customize your proposal details inline at any time by editing the Media Plan name, description, and settings directly in the left zone of your workspace header.

  4. Review your Hero Metrics (Total Budget and Flight Dates) displayed prominently in the right zone of your header to keep track of your proposal's scale.

  5. Add Campaign Line Items to your plan. For each item, define its budget, dates, and targeting.

  6. When you are ready to purchase, select your campaigns and click Add to Cart on the actions bar.

Screenshot of the 'My Winter Campaign' media plan details page, showing the campaign setup, schedule, and budget information, with the 'Add to cart' button highlighted.

Interactive High-Density Workspace

Your Media Plan workspace is designed to let you build and audit proposals rapidly:

  • Targeting Icons & Tooltips: A set of compact icons next to each campaign name represents its Product Type, Geo-targeting, and Audience parameters. Hover over these icons with your mouse to instantly view exact targeting details (e.g., "Geo: United Kingdom") without needing to open the row accordion.

  • Draft Metric Note: If a campaign line item is still in a "Draft" or "Scheduled" state, performance metrics (Clicks, CTR, completions) will display a clean en-dash (–), signifying that the metrics are not yet applicable.

image-20261022-134945.png


Tip: Use the three-dot menu to copy existing Campaigns within the plan to speed up the process.

Reviewing and Approving a Media Plan

When a Publisher sends you a Media Plan proposal, you will receive an email notification. You can access the plan by clicking the link in the email or by finding it in your Media Plans listing within the platform.

Screenshot of the 'Media plans' list page, displaying multiple plans with various statuses such as New, Accepted, Pending, and Completed.
Media Plans listing

Actions on the Details Page

Once you open the Media Plan details, you should review all aspects of the proposal. Based on its status and the permissions set by the Publisher, you will have several actions available:

Action

Description

Generate PDF

If enabled by the publisher, click the Generate PDF button to download a formatted summary of your Media Plan. The file details your total budget, Campaign specifications, flight dates, and targeting criteria.

Accept the Plan

If you are satisfied with the proposal, click the Accept button.

Screenshot of the 'Accept Media Plan' confirmation pop-up, with options to Cancel or Accept the proposal.

Reject the Plan

If the plan does not meet your needs, you can reject it and provide feedback to the Publisher.

Screenshot of the 'Reject Media Plan' confirmation pop-up, showing a field for a rejection reason and buttons to Cancel or Reject.

Create Campaign

If enabled, this button allows you to add new Campaigns to the proposal yourself.

Manage Creatives

A Creatives button or section allows you to review, upload, or manage the creative assets for the Campaigns in the plan.

Screenshot of two navigation buttons labeled 'Create Campaign' and 'Manage Creatives'.

Managing Campaigns in Bulk

When reviewing your Media Plan details, you can manage Campaigns collectively by selecting the checkboxes on the left side of the Campaign table and selecting an option from the bulk actions toolbar.

image-20260629-104942.png
  • Check availability: Simultaneously runs an inventory availability check across all checked Campaigns.

  • Send to advertiser: Batches and sends the selected draft Campaigns to the advertiser for review.

  • Add to cart: Places all selected Campaigns directly into your active cart for a single checkout transaction.

  • Delete: Permanently removes the selected Campaigns from your Media Plan.

Exporting and Reviewing Rates

  • Download Media Plan PDF: Click Export to PDF in the top action bar to download a professional, printer-friendly document containing your entire Media Plan proposal. It includes a complete breakdown of budgets, Line Items, schedules, and targeting specifications. If your Media Plan was built from a Deal, the PDF automatically displays your agreed-upon target audiences and custom labels.

    image-20260929-080736.png
  • Bonus Impression Discounts: If a promotional discount has been applied to a specific Campaign, its Line Item will highlight the rate reduction with a green INCLUDES BONUS IMPR. badge and display the New CPM next to the crossed-out original price.

Additional Media Plan Features

  • Video Campaign Statistics: For planned video Campaigns, a dedicated Video Statistics column is now visible in the video listing table to track metrics directly from your Media Plan.

  • Description Field Requirement: Depending on the publisher's Platform settings, the description field for a new Media Plan may be set as optional or mandatory during setup.

Actions from the Media Plan Listing

You can also perform key actions directly from the main Media Plans list. A three-dot menu next to each Media Plan provides quick access to functions like Accept, Reject, Edit, Copy, and Add to Cart.

Screenshot of the actions menu for a media plan, highlighting the options to Add to cart, Accept, Reject, Edit, and Copy.
The three-dot options menu

Accepted Plans

Accepting the plan allows you to proceed with payment. After successful payment, the Publisher will launch your Campaigns according to the agreed-upon schedule.

Depending on the permissions granted by the Publisher, you may be able to make certain edits to an accepted Media Plan, such as modifying Targeting, adjusting budgets, or even adding new Campaigns. However, you cannot delete existing Campaigns from an accepted plan.

Frequently Asked Questions

Q: What is the difference between a Media Plan I create and one sent by a Publisher?
A: A Media Plan you create starts in Draft status and gives you full control. A plan from a Publisher arrives as a proposal in New status, which you must then Accept or Reject.

Q: What does it mean to 'Accept' a Media Plan?
A: Accepting a Media Plan signifies your approval of the Publisher's proposal. It moves the plan to the Accepted status, which then allows you to proceed with payment for the Campaigns within it.

Q: Can I change a Media Plan after I have accepted it?
A: Possibly. The Publisher may grant you permission to make certain edits, like changing the Targeting or budget, or adding new Campaigns. However, you cannot delete existing Campaigns from an accepted plan.