10.3 How can I set up my Media Plans?

Challenge

As a Media Planner I would like to set up my Media Plan to send it to the client for approval. After approval I want to share the plan with my colleagues so that they can take them further.

Solution

With ADvendio you can set up your Media Plans with their details, send them to internal and client approval, get visual overviews of your planned budgets per channel and create concrete Media Campaigns for them.

Setting up a Briefing record

You can save Briefings from clients calls or meetings in your system which were done to clarify details about the Media Plan. These Briefings can be linked to your Media Plan to make sure all information is shared and linked.

You can open them from App Launcher > Briefings or with the Sales Flow from the Account.

Setting up Media Plans

You can choose two ways to create a Media Plan.

You can go to the clients Account page for whom you’d like to create the Media Plan. From here you can access the “Sales Flow” action to start a guided process. After filling in all relevant details you can hit Next to finish the creation of the Media Plan.

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You can also set up a Media Plan by going to the App Launcher and looking for “Media Plans”. You can open the Media Plan object and hit the “New” action to start filling in the details of your Media Plan. Hit Save.

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Fill Plan Details

Now that you have created the Media Plan you have the basis to continue setting up the plan for this client. Navigate from your Media Plan to the “Related” tab of the page to start filling in your Plan Details. These are the concrete budgets per channel and timeframe that should be spent.

Hit “New” to start creating your first position for this Media Plan. Fill in a name, timeframe, budget, stage and Media Type/Channel for this position.

Hit Save & New and repeat the process until all the positions you would like to include in this Media Plan were added.

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Now you can work with approval processes to make sure that the finalized Media Plan gets internally and externally approved. For this simply use the “Submit for approval” action on your Media Plan which will start the dedicated Approval process.

OmniBudget Overview

After you create your plan you can check OmniBudget overview report to analyse your budget and impressions according to the plan details throughout the year.The OmniBudget Overview provides a visual timeline and budget overview for media plans. It helps users understand how budgets are distributed across months and media types using an interactive, color-coded table, offering a clear view of campaign timing and financial allocation.

The Omnibudget Overview offers a clear, interactive way to manage media plan budgets. It features color-coded timelines to show campaign periods by month and provides a summary of revenue and impressions by media type. Users can navigate across years, filter by media type, and expand or collapse rows to view details or summaries. Budgets are automatically formatted in the correct currency, and the component checks for the required license access.

Key UI elements include an open budget display, year navigation buttons, a media type filter, an interactive table, a manual refresh button, and loading spinners to indicate data is being fetched.

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Additionally, the component provides a monthly budget summary, allowing you to clearly see how your budget is distributed throughout the year making it easier to identify gaps, optimize spending, and align with campaign goals.

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Ps: Do not forget to use refresh button on the right hand side after you update media plans.

Purpose

This component serves as a centralized budget planning and monitoring tool, enabling users to:

• Visualize budget distribution across 12 months

• Filter and group data by media type

• Monitor open budgets and total allocations

• Navigate across multiple years (past, current, future)

• Expand or collapse media type rows for high-level or detailed views

Open Budget Information

On the Media Plan details page, you will now find an "Open Budget" field. This field displays the remaining budget, calculated as the difference between the Media Plan budget and the sum of all Plan Detail budgets. The "Open Budget" field is automatically updated when the Media Plan budget or Plan Detail budgets change. If no Media Plan budget is entered, a message will display next to the "Open Budget" field: "Please enter Media Budget to see the open budget information." This field is not editable.

Now you can work with approval processes to make sure that the finalized Media Plan gets internally and externally approved. For this simply use the “Submit for approval” action on your Media Plan which will start the dedicated Approval process.

The "Open Budget" information, as described above, is also displayed at the top of the OmniBudget Overview page, aligned to the left side, ensuring consistent budget tracking across the Media Plan.

Create Detailed Offers/Media Campaigns

Once your Media Plan got approved the process needs to continue with more detailed plans. For this you can continue using the Sales Flow with the “Detailed Offer” option. Here you can fill in all details for the Media Campaign to be created and hit Next. This will create your Media Campaign.

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Continue from here with the standard Campaign Item and Buying Order creation.

Setup

To set this feature up please consider the following:

• Activate the “Sales Flow” flow provided by ADvendio and create a new Action on the Media Plan object to open this Flow. Once created, add the action to the Account layout.

• You can add custom fields to each object. Feel free to add them to Media Plan and Plan Detail objects.

• Please set up approval processes towards your needs. Use Salesforce Help to understand how they can be set up.