Table of Contents
Overview
Scheduling refers to the process of adding a schedule to a campaign in OneStrata. This is where specific details for a campaign are defined, using validated data and automated calculations. The information entered is used throughout the lifecycle of the campaign, from schedule entry to buying, campaign execution and actualization.
OneStrata Schedule Terms and Concepts
Schedule Grid Line Types
When a new line is added to the Schedule Grid, there are five options:
- Placement
- Media Package
- Cost Package
- Entered Fee
- Central Fee
| Media Type | Line Type | Description |
|---|---|---|
| Media | Placement | Represents an ad unit, with one format and one set of flight dates. |
| Media | Media Package | A collection of Placements, grouped by Supplier, with the same rate or cost per unit. |
| Media | Cost Package | A collection of Placements and Media Packages, grouped by Order Partner, with a fixed total cost. Each Placement or Media Package can have their own set of flight dates. |
| Non-Media | Entered Fee | |
| Non-Media | Central Fee |
"Commit" vs. "Send"
Committing is the process of indicating in OneStrata that lines in the media schedule are ready to move from a draft stage to real state with financial implications. Once Committed, a line is available throughout the rest of the platform.
Sending is the process of sending a committed order to an Order Partner contact for Confirmation and updating the Order Status accordingly in OneStrata.
Media Campaigns > (Specific Campaign) > Schedule Tab UI Reference
The Schedule tab displays a list of a campaign's media placements.
Schedule Tab UI Elements
Item | Description | |
|---|---|---|
| 1 | Campaign Header | |
| 2 | Schedule Option Status | The status of the selected schedule:
For more information, see Manage Schedule Drafts. |
| 3 | Schedule Option List | A list of the campaign's schedule options, if multiple options exist. Click to select which schedule is displayed in the Schedule Grid. |
| 4 | Grouping Options | Click to select how Schedule Grid lines are grouped:
|
| 5 | Filters icon | Click to open the filter pane and filter through the list of schedule lines for the selected schedule. |
| 6 | Columns icon | Click to customize the columns displayed within the Schedule Grid. |
| 7 | Schedule Summary icon | Click to open the Schedule Summary pane, which displays any required approvals and spend information.
|
| 8 | Undo / Redo buttons | Click to undo or redo any changes to the Schedule Grid that have not been saved yet. |
| 9 | Advertiser View button | Click to access Advertiser View, an advertiser-friendly view of the schedule where Agency and Advertiser approvals can be set. |
| 10 | Import / Export button | Click to import or export the schedule, using the OneStrata Excel template. Only available if the Enterprise or Agency has enabled the Import/Export Allowed setting: Administration > Application Settings > Media Schedule > (Specific Application Setting record) |
| 11 | Save Changes button | Click to save any changes made to the Schedule Grid. |
| 12 | Schedule Grid | A list of the selected schedule's media and non-media buys. For more information, see Schedule Grid Reference. |
| 13 | Add Row icon | Click to add a new Schedule Grid line:
|
| 14 | Discard Draft button Inactive Active | If no Draft - X Schedule Grid lines are selected, the Discard Draft button is inactive. If one or more Draft - X Schedule Grid lines are selected, the Discard Draft button is active. Click to discard changes to the selected draft Schedule Grid line(s):
|
| 15 | Cancel button Inactive Active | If no Committed Schedule Grid lines are selected, the Cancel button is inactive. If one or more Committed Schedule Grid lines are selected, the Cancel button is active. Click to flag the selected line(s) for cancellation:
|
| 16 | Duplicate button | Click to duplicate the selected Schedule Grid line(s). Duplicated lines are created at the top of the Schedule Grid, and have the status Draft - New. |
| 17 | Commit button Inactive Active | If no Schedule Grid lines are selected, the Commit button is inactive. If one or more Schedule Grid lines are selected, the Commit button is active. Click to commit the selected Schedule Grid line(s). |
Schedule Grid Reference
Note: Data and functionality available in Schedule will vary based on Agency user access/permissions, Agency Administration settings, and OneStrata environment configuration.
List of Schedule Field Types
Field Type | Description |
|---|---|
| Calculated | OneStrata calculates and populates several fields with a variety of formulas and rules to increase efficiency, reduce errors, and handle complex pricing scenarios. These include:
|
| Triangulated | Editable fields with triangulation rules such as rate, unit cost, and cost where changing one value updates the others. |
| Concatenated | Concatenated fields auto-populate with data from other fields according in the format defined by a formula. Often used to apply naming conventions quickly and easily, these fields auto-populate based on other field values according to a formula. The formula and ability to manually edit or reapply the formula depends on Agency configurations. |
| Generated | Automatically generated by OneStrata. |
Text | Text fields can be typed in manually with a few variations:
|
Selected | Data is entered by selecting from a pre-defined list, typically in a drop-down menu. |
List of Schedule Grid Columns
A non-exhaustive list of the most common Schedule Grid columns. Depending on how an Agency or Enterprise has been configured, the Schedule Grid may contain additional columns, in a different order.
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| Required by OneStrata | Column Type | Column Name | Description |
|---|---|---|---|
| N/A | Checkbox | Checkbox | Click to select one or more Schedule Grid lines. |
| N/A | Selected | Line Type | The type of Schedule Grid line:
|
N/A | Generated | Status (Schedule Line Status) | The status of the Schedule Grid line:
|
N/A | Generated | ID | The unique, OneStrata identification number of the Schedule Grid line. |
Yes | Selected | Start Date | The start date of the Schedule Grid line. By default, the Start Date value of a newly created Schedule Grid Line is the start date of the campaign. |
Yes | Selected | End Date | The end date of the Schedule Grid line. By default, the End Date value of a newly created Schedule Grid Line is the end date of the campaign. |
| Yes | Selected | Supplier | The Supplier assigned to the Schedule Grid line. |
Yes | Selected | Order Partner | The Order Partner assigned to the Schedule Grid line. |
Yes | Selected | Payee | The Payee assigned to the Schedule Grid line. |
| Yes | Selected | Estimate ID | The unique, OneStrata identification number of the Estimate associated with the Schedule Grid line. |
| No | Text / Concatenated | Name | The user-given name of the Schedule Grid line. |
Yes | Selected | Format | The Format assigned to the Schedule Grid line. |
No | Selected | Format Dimension | The Format Dimensions assigned to the Schedule Grid line. Automatically fills out, based on the Format value, but can be customized. |
Yes | Selected | Cost Category | The Cost Category assigned to the Schedule Grid line. |
No | Selected | Cost Method | The Cost Method assigned to the Schedule Grid line:
|
| Yes | Selected | Rate Type | Pricing model by which the Schedule Grid line is being purchased, such as CPM (Impressions), CPC (Clicks), Fixed, etc. The Rate Type value determines the type of Unit represented in the Units value. Rate Type is required before entering rate/units/cost information in a line. |
| No | Triangulated | Units | Three fields with number of units, unit cost or rate, and cost are linked by a triangulation rule. When two values are entered, OneStrata automatically calculates the third. The default rules for Units/Rate/Cost are:
However, the rules and relationships between Units/Rate/Cost may vary depending on Agency or Enterprise settings. Calculated and displayed in Vendor Currency (VC). |
| No | Triangulated | Vendor Net Rate (VC) | |
| No | Triangulated | Vendor Net Cost (VC) | |
Yes | Selected | Unit Calendar | The Flights Periods and Billing Periods of the Schedule Grid line. For more information, see Unit Calendar. |
No | Selected | Fee Assignments | The Fees assigned to the Schedule Grid line. For more information, see Assign a Fee to a Placement. |
No | Selected | Technology Assignments | The ad server assigned to the Schedule Grid line. For more information, see Assign an Ad Server to a Placement. |
No | Calculated | Client Commission Rule | The default Commission rule is automatically applied. Additional Commission rules may be available, based on the configured Commission records and selections made within the Campaign and Schedule Grid line |
No | Calculated | Client Commission Cost (CC) | Calculated and displayed in Client Currency (CC). |
No | Calculated | Client Total Cost (CC) | The amount that the client is charged, after any discounts are applied and commission is added, but before any taxes are added. |
No | Calculated | Client Net Cost (CC) | The amount that the client is charged for the media purchases, after any discounts are applied but before any commission or taxes are added. |
No | Calculated | Margin Percentage | The difference between the cost of a media purchase (Vendor Net Cost) and the price at which it is sold (Client Net Cost), as a percentage of the price at which it is sold (Client Net Cost). Margin Percentage = (Client Net Cost - Vendor Net Cost) / Client Net Cost |
No | Calculated | Other Income Cost (VC) | The difference between Vendor Net Cost (VC) and Client Net Cost (VC) for margin lines. |
No | Calculated | Allocated Amount (CC) | Client budget allocated to a cost line in the schedule which includes both the media cost and the fee costs. |
No | Calculated | Allocated Fee Cost (CC) | Client net cost of any fees applied to the media line which are based on the Allocated amount. If the fee is applied to more than one line, this is the portion of the fee in relation to this media line. |
About Advertiser View
Advertiser View provides a separate view of a schedule that Agency users can share with a Client for review and sign off.
Use Advertiser View to export campaign information in a client-friendly format and handle Advertiser approvals as required in the schedule. Agencies can customize Advertiser View via templates set up in Administration to suit different advertiser or agency needs.
Access the Advertiser View of a Schedule
To access the Advertiser View of a particular schedule, do the following:
- Navigate to the Schedule tab of the campaign that contains the schedule: Campaigns > Media Campaigns > (Specific Campaign) > Schedule.
- Optional: If the campaign has more than one schedule, change the schedule that is displayed in the schedule grid by selecting it in the Schedule List dropdown.
- Click the Advertiser View button.
Schedule Tab > (Specific Schedule) > Advertiser View UI Reference
Advertiser View summarizes essential campaign information to facilitate review and approvals with the client. It provides the following sections and functions depending on agency customization.
Item | Description | |
|---|---|---|
| 1 | Campaign Approvals section | Any required Advertiser Approvals and Agency Approvals. Use this widget to action these approvals and download approval documentation. Approval requirements are enabled via Application Settings in Administration. |
| 2 | Campaign section | General campaign information |
| 3 | Client - Agency section | Client and Agency details such as contact information and logos. |
| 4 | Schedule section | Schedule details, with expandable and collapsible displayed cost lines. |
| 5 | Summary section | Aggregated costs, based on number of months in the campaign. |
| 6 | Terms & Conditions section | Click to download a copy of the Terms & Conditions. |
| 7 | Close button | Click to exit Advertiser View and return to the schedule. |
| 8 | Download button | Click to download Advertiser View information. |