MediaPlanHQ - November 2017

We are pleased to announce this new release of MediaPlanHQ.

Here are the features: 

General enhancements

Feature #1: Execute bulk actions on ALL items

Previously, the list views in all modules allowed to do bulk actions on selected items or all items on the current page.  To do the same action on all items of all pages, you had to manually do the actions page-by-page.

Now you can select the scope of the bulk action: Selected items or All items.

• Selected items: It's exactly the same as before - the action is done on the items you select.

• All items: The select checkbox are disabled and the action is done on all items of all pages.

Feature #2: Tutorials

Tutorial content are now easily accessible in the top header.

Currently, 2 documents are available:

• Onboarding Guide: This guide presents a series of HOW-TO articles that follows a typical workflow of a marketing team.  Each article contains an exercise to learn the different concepts and features.
• Cheat Sheets: A set of annotated screenshots of the main modules with description of where to find all primary information and actions.

 This is where we plan to eventually add HOW-TO presentations and videos.

Administration enhancements

Feature #3: Math formula field

Math formula fields enables to define an expression that uses any number fields to compute a result.

The math expression uses auto-complete to assist in finding possible number fields:

This can be use to compute a wide range of analytical information such as CPC, CPM, GRP, etc.

The math expression is computed on saving an item (e.g. media insertion, creative project, etc.)

Feature #4: Display field description on field name mouse-over

When putting a description on a field

A help icon with a tooltip will appear next to the field name that displays the description. 

In forms...

In views...

In lists...

Calendar enhancements

Feature #5: Max items per day + X more

The number of items per day can now be configured in the calendar.

A "+ X items" is displayed when the number of item is bigger that the limit per day.

Clicking on the "+ X items" shows the remaining items.

Clicking on the "- X items" hides the extra items again.

This provides minimal control on the calendar layout when higher volume of items.

Feature #6: Calendar by campaign  

The calendar can now be displayed by campaigns:

The calendar details displays all the media for the campaign:

Planning enhancements

Feature #7: Ignore "Cancelled" media insertion in budget/expense calculations   

Media insertion statuses now have a flag to determine whether the cost of media insertion in a given status  should be included in the budget/expense calculation.

Feature #8: Display invoice status in blocking chart  

The blocking chart now displays invoice information for each media insertion: 

A popover of the invoice detail is displayed on mouse-over:

Feature #9: Media commissions   

Media commission management can now be enabled with a default commission % in the Administration module:

When creating a new media insertion, the commission rate will automatically be set to the account default commission rate.  The default commission rate can be overwritten for each media insertion:

Every time the "Net Media Cost" or the "Commission %" is modified, the "Total Media Commission" and "Total Media Cost" are automatically adjusted.

When a Media Authorization is generated, the "Total Media Cost" is used to display the cost paid by your clients.

When an Insertion Order is generated, the "Net Media Cost" is used to display the cost you pay the media vendor.

3 new columns are available in the Planning module:

- The "Commission %" is the commission rate applied to the media insertion

- The "Total Media Commission" is the amount of the commission

- The "Total Media Cost" is the "Cost" + "Total Media Commission".  It's the cost of the media for your clients.

Feature #10: Generate media authorization by media plan/organization 

Professional Media Authorization pdf can now be generated in the Planning module:

The system generate a Media Authorization for each organization and media plan/campaign combo in the selected subset of media insertions.

Each Media Authorization contains a unique M.A. # and is stored in the corresponding media plan or campaign grouped by organizations in the "Media Plans" module:

When re-generating a Media Authorization creates a new revision that is stored to keep complete traceability with your changes.

Note that the PDF content and layout is completely customizable.  Contact the support center if you are interested to mimic your current template.

Feature #11: Generate insertion order by media plan/media vendor 

Professional Insertion Order pdf were enhanced:

The system now generates an Insertion Order for each media vendor and media plan/campaign combo in the selected subset of media insertions.

Each Insertion Order contains a unique I.O. # and is stored in the corresponding media plan or campaign grouped by organizations in the "Media Plans" module:

Re-generating an Insertion Order creates a new revision that is stored to keep complete traceability with your changes.

Note that the PDF content and layout is completely customizable.  Contact the support center if you are interested to mimic your current template.

Organization enhancements

Feature #12: Organization contacts

Organizations can now have contacts in the "Organizations" module:

The organization contacts are displayed in the organization popover when you mouse-over an organization name:

Media enhancements

Feature #13: Media files

Media can now have files in the "Media" module:

The files are displayed in the media popover when you mouse-over a media name.

Feature #14: Merge media

2 media can now be merged together:

The merge will copy the files, formats, contacts, and markets of the source media into the destination media and delete the source media.

All items (media insertions, creative projects, etc.) using the source media will be updated to use the destination media.

This is useful when you accidentally create 2 versions of the same vendor and don't want to lose all the information.

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As always, don't hesitate to give us feedback and/or ideas for new features !