The Media Search helps you to find the products you would like to add to your campaigns. Our new Media Search offers customizable fields which allow you to use an optimized search.

How to use the Media Search

You can access the new Media Search Lightning from the following:

• The Add Items button on the Campaign Item list

• The Commercial Optimizer

• The Booking Calendar

• Access the button "Media Search" at the top of any Media Campaign record page:

Open

After opening the Media search you should be able to see two different sections:

1. Search for products

   1. The first section offers you a “Quick Search” field in which you can directly search for the name of your Product, Site, Placement, etc. From ‘Quick Search' you can proceed directly with step 6. “Start media configuration”. You can add multiple items to the basket from the same search term. When the box ‘Keep search term’ is ticked, it's activated and you can start using it. Note: If you do not see this option at all, please ask your administrator to add it.

      Open

      

   2. The second section offers many filter fields which can be customized by your Administrator. You can choose multi-select lookup options in the Site, Placement, and Ad Type fields. You can add several options one by one in every lookup. Selections will be added to your basket.

      1. If the Media Campaign in question has an assigned Rate card, this will be pre-filled in the Media Search filter fields.

      2. If a Rate card filter is added or it is predefined, other fields such as the Site or Placement lookups will offer only the inventory that is connected to this Rate card. 

      3. Only Ad Specs with the filtered Rate card can be added to the Media Campaign.
         
         

2. After selecting all relevant criteria please click the filter button.
   
   

    

3.  Check results: The results section will show you results found according to the selected filters. Please check the results and click + for any Ad Spec you would like to add to the basket. Alternatively, you can add all Ad Specs items by ticking the box beside the “Ad Spec Name” field.

4. After selecting the Ad Specs you will notice that they have been added to your “Media Basket” on the right side of the screen.
   
   

5. You can remove selected Ad Specs from the basket by clicking the trash symbol. Or you can remove all data from Media Basket if you click the “Unselect all” button.

6. If you are satisfied with the products added to your basket you can press the “Start Media Configuration” button. Alternatively, navigate “Back to the Media Campaign” by using the link on the left.
   
   

    

7. Arrived in the Media Configuration you can proceed with this article: 4.3 Media Configuration.

Packages

With version 2.115 we offer you the possibility to filter your search for packages only. Once you set this option, only packages will be shown as a result.

The Media Search gives you the possibility to view your packages with their components. If you have a package header in your result list you will recognize it by the dropdown sign which appears next to the name. As you can see on the screenshot you will then be able to collapse a view of the package components to get a full overview of the package directly in the Media Search results list.

Check Availability

If your administrator has enabled the Check Availability feature for Media Search, you can check availability after filtering and before adding items to the basket.

Upon selecting a time period and pressing the Filter button, the Ad Prices are checked against the filters, and the results indicate their availability in the last column.

A green toast notification at the top of the page will notify you when Availability Check is completed.

The displayed results are organized according to your Ad Prices, showcasing availability based on the type of Ad Price or Ad Spec.

Depending on the Setup of this feature you probably start the Media Search on the Media Campaign object.

The Media Search feature may already have preconfigured filters set up by your Admin. You can simply enter the search with these filters applied and add any additional filters you wish. The interface may resemble something like this:

Content filtering

When you are filtering for contents and adding prices to the basket the filtered Contents will be preselected in the Media Configuration. You will also be able to see the selected contents in the basket already.

If the Availability Check is enabled you will see the number of available Contents in the Availability column.

The Content filter field also accepts comma-separated lists of record IDs to paste the values. Those record IDs can be put into it like this: 

or with different kinds of quotes like this:

Paste the values into the field and click somewhere out of the field next to it.

Then the values (if found) will be pasted into the selection.

How to filter by Targeting Groups

Setup

This feature enables you to have an audience-based search for products which means that the search for the best-suiting products can be made a lot easier for the Sales Reps.

To use this feature your administrator would need to set up Targeting Groups in your system first and connect them with your products. 

Example Targeting Groups are different interests (Sports, Foodies, Shopaholics) or different Age groups (Age 15-24, Age 25-34,...). 

Please have a look at our Wiki to see how to set those Targeting Groups up: 3.9 How to target my ads to Target Groups/Audiences (Targeting Groups)

After that, the filter would need to be added to the Media Search so that the users can set the filter. Here is the setup article for that: How to configure a target group-based filter in Media Search.

Use the Targeting Groups filter

After the setup is done by your administrator you can very easily use it.

When opening the Media Search from your Media Campaign you can see the filter for Targeting Groups.

Select as many Targeting Groups as you would like to and all the other filters you want to be taken into account. 

After hitting the filter button you will see the results matching your filter selection. From here you can very easily select your desired items and see the connections to Targeting Groups also in your basket.

These values will then also be taken over into the Media Configuration.