Do you already know our Booking Calendar Lightning? If not you can check it out on this Wiki page: 4.22 How to Book Campaigns with our Booking Calendar Lightning?

If you are selling Ad Specs exclusively, it’s important to check thoroughly if a booking is possible or not to prevent double bookings. Before using the booking calendar please set up your 3.1.4 Ad Prices and mark them exclusive or limited. 

With the help of the Booking Calendar, available, offered, booked, and over-booked inventory is displayed.  Additionally, you can use the 4.4.3 Check Availability for Exclusive Products to manage exclusive items (Version 2.83 and up). 

Your administrator might need to adjust the booking calendar to your needs please refer to this page 7.2.4 Setup Booking Calendar

Open the Booking Calendar

Navigate to the App Launcher and search for Booking Calendar. You can also open the booking calendar from the Overview Tab, the tab bar or out of a media campaign: 

1. Add exclusive products to your Media Campaign

After creating a new Media Campaign the Booking Calendar is available as a button to see at a glance which inventory is available to be sold at a certain date.

Click the button Booking Calendar. The Booking Calendar opens and the field Media Campaign is automatically filled with the just created Media Campaign data.

If you can't find the Booking Calendar button, please contact your system administrator to add the button to the page layout.

You are able to go back to the Media Campaign via a link next to the Show button:

1.1 Working with the Booking Calendar

The Booking Calendar shows

Campaign Items which are marked as "exclusive".

1.2 Filter options

Time Columns:

The search results for the selected time column will show only the list results with the exact same unit or "shorter" units which can be converted. Longer max App Units are never converted to be used when selecting shorter time columns. I.e. Years will not be shown in Quarters. But Months can be listed in Quarters and Years.

Please take note that for Maximum Applicability unit of weeks no conversion is happening. 

  • Version 2.87 and up: The Booking Calendar hides Weekly and Monthly Applicability Units in the "Day".

  • Version 2.96 and up: You can also use Quarterly and Yearly Units.

Here you can see which smaller units on your AdSpec are converted and shown in the booking calendar if the following time columns are selected:

time columns → max AppUnit 

day

week

month

quarter

year

day

converted

converted

converted

converted

converted

week

-

converted

-

-

-

month

-

-

converted

converted

converted

quarter

-

-

-

converted

converted

year

-

-

-

-

converted


1.2.1 Reset filters

Version 2.108 and up

If you need to reset your filters as you changed the predefined fields you can use the Reset button next to the Show button.

Due to procedural implementation the filter Media Campaign will never be reset and would need to be cleared manually if desired.

1.3 Inventory Filters

1.4 Status Filters

The following checkboxes only work after you have searched and filtered some results:

Next, Click the button Show.

It is not recommended to display long time periods! The system administrator is able to create multiple preset chart types and add filter fields. 

1.5 Add Products To Basket

With the Booking Calendar, you see at a glance which inventory is booked, offered and available. You are also able to add inventory directly to your Media Campaign.

Select available inventory and add it to the basket:

  1. Select your available inventory, it is displayed in grey. You can select and deselect inventory by just clicking the table cells.

  2. Click the button Add to basket.

  3. A success message 'Basket successfully created' will appear on top of the Booking Calendar.

The inventory, as well as your selected dates, are automatically transferred, you can go directly to the media configuration to configure your new Campaign Items.

Note:

Clicking the 'i' icon next to the availability you will get further information where this inventory is offered or booked. The first number shows the booked inventory, the number in the middle the already offered and the last number the available inventory. Please keep in mind that the "until" date/day is excluded and viewed as available.

1.6 View Basket

The inventory, as well as your selected dates, are automatically transferred, so you are able to configure these new Campaign Items.

To configure your items:

  1. Click the button View Basket.

You are led to a view of your Media Basket: 

There are three different buttons:

  1. Click the button Start Media Configuration. to start to configure your items

  2. If you mark the select Checkbox for an Item and click the button DEL, this item will be removed from your basket

  3. Click the button Back to go back to your Booking Calendar View

After finishing the media configuration you are back into your Media Campaign.

1.7 View Basket (Media Search Lightning)

Version 

2.115 and up

Supported Adservers

n/a

With version 2.115, you are now also able to use the Media Search Lightning in the Booking Calendar. See 8.4.5 Setup and Configure the Media Search for Lightning (BETA) for detailed steps, on how to activate this feature.

2. Create a NEW Media Campaign using the Booking Calendar

If you have started the booking calendar directly you also have the option to create a new media campaign directly in the booking calendar. Available in Lightning from /wiki/spaces/SO/pages/811270145 onwards.


  1. All you need to do is select your line items in the calendar

  2. Press 'Create Media Campaign'

  3. A popup will appear where you can enter the information for your new Media Campaign


  4. Press Save. You will be brought directly to the Media Configuration

Attention:

We're currently facing problems, that a user creates a Media Campaign for the first time, the process doesn't finisher properly and leads to the Media Campaign Page instead of the Media Configuration with the selected items. This happens only the first time and afterwards, everything works as expected.

Salesforce limitations:

  • This feature is not usable in Lightning when combined with auto-number fields. In order to use this feature, do not display such fields in the page layout

  • There are limits in searching for Records in a Lookup Field. 

  • Help texts within the popup don't display information