Creating a Media Plan on Marketing Panel

Modified on Thu, 10 Aug 2023 at 12:00 PM

Navigate to:

1. About a media plan

2. Steps to create a media plan

3. Editing an existing media plan

4. Planned vs actual spends

5. Planned vs actual spends - accessing from the home page


1. About a media plan

Planning a marketing or media activity drives a successful business. It's always good to create a blueprint of any marketing or media plan, decide on a certain budget and set an expectation in terms of the expected results from these active activities and this helps you to do further analysis based on the actual outcomes.

In the marketing panel, you will be able to create a media plan which will do an analysis based on your expectations (in terms of lead conversion, cost per site visit, cost per booking, etc.) and actual conversions.

This article will help you out:

  1. How to create a media plan and set out a budget against a source?
  2. How to edit an existing campaign?

2. Steps to create a media plan

I. Go to the media plan section.

II. Click on ‘Create Plan’ if you need to create a new plan. Or click on the edit button if you need to edit an existing plan. Name the media plan ('TestPlan' in the below screenshot). 

III. Turn the media plan ‘ON’.

IV. Add a date range for the media plan (01 Aug - 01 Sep in the screenshot below) and then click on ‘save’.

3. How to edit an existing media plan? 

I. Click on the edit button. Click on ‘+' if you want to add a new row to the media plan. Select a row and click '-’ if you want to delete a certain row.

II. If you want to copy/paste the media plan from an excel sheet, simply copy, click on the leftmost cell of the media plan, and paste.

III. Enter the media plan details.

IV. Source and Subsource should be selected from the dropdown - if a certain source and Subsource is not in the overall list of source and Subsource, it’ll be marked in red.

V. Once done, click ‘save’ and then ‘close'.

4. Planned vs Actuals Spends

I. To see planned vs actuals in the source-wise report, click on the menu button on right and click on ‘all’ or ‘totals’ under the Media plan.

II. Actuals is the first value of the cell. Planned is the first value in the dashed rectangle. The second value in the dashed rectangle is the deviation between planned vs actuals in percentage.

III. You can click on download to download this data and then further analyze it on excel if you need.

5. Planned vs Actual Spends - Access from the Home Page

You can access the planned vs actual spends from the home section also.

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