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The below list details the setups required for Booking Deals and Media Intercompany. Select the link for details. Setup.. Learn More Here.. Booking Deal Setup Media Intercompany Setup

Creating, amending and tracking media campaign/s and their respective bookings is covered in this chapter.  Media Buyer Dashboard In the Media module, there are various ways in which a user can navigate to view and open campaigns, bookings and navigate to ot...

Customer List Vendor List

Once the user is logged in, the dashboard for that specific user is displayed as the central workspace. This dashboard provides a clear, real-time overview of the user’s activity and responsibilities within the system. Recent plan activity is shown on the lef...

The general MEplan workflow structure is as follows:    A ‘New Plan’ (Campaign) is created. The ‘Plan’ view houses a topline view of each medium’s schedule that has been created for that particular campaign/plan.   The Plan holds the schedules. A user can ...

Each page within MEplan includes a question mark (?) icon located on the top ribbon. This icon provides users with instant access to the built-in Tour Guide for that specific page. When selected, the Tour Guide launches an on-screen, step-by-step walkthrough ...

MEplan offers multiple intuitive ways for users to navigate through the system efficiently. The main navigation tabs are displayed on the left-hand side of the screen and provide access to key areas of the system, such as the Dashboard, Plans, Overviews, and ...

Each plan contains a set of tabs and sub tabs that organises all information and actions related to that specific plan or campaign. General: Schedules: Contains all schedules associated with the plan. Profile: Displays the core plan details, includi...

Creating a New Plan A user can create a new plan from multiple entry points within MEPlan: Selecting the blue plus icon () from the dashboard Navigating to Plan > Create New Plan from the left-hand menu Creating a plan directly from the plan li...

Modifying a Plan Plan Details An existing plan can be edited by selecting the plan's options menu (  ) on the plan and choosing Edit Plan. The user may update the campaign name, date range, objectives, target market, and other plan details. An option is ava...

Deleting a Plan A plan can be deleted from the plan view by selecting the plan's options menu () in the top-right corner and choosing Delete Plan. Note: A plan cannot be deleted unless all plan lines and schedule headers associated with the plan have first...

Copying a Plan MEplan allows users to copy an entire plan to streamline campaign setup. Navigate to the plan list, select the black options menu () next to the relevant plan, and choose Copy Plan. A pop-up window will appear where the brand and product (if ...

Creating Schedules Once a plan has been created, a blank schedule automatically opens in the plan view. The user must complete the required schedule header information, including: Brand Master Medium Type Medium Type Division Code Any...