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Feature Guide - Media (1.88MB) Resources:
Media FAQs

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Media briefs allow users to create and organize media campaigns for easy use in media plans, media estimates and media orders.

Media briefs (which are also used as campaigns) allow media and account services people to see all of a client’s media campaigns in one window. Users are able to see quickly and clearly the theme, status (approved, pending, etc.), start/end dates, and objective for each media campaign.  

Each media brief can contain details about the campaign for analysis later on. Information about the target audience, media options, and exhibits can be entered for each campaign, as well as media budget amounts for each media type.

Media briefs can keep on working for you. A lookup window for media briefs can be used by Media Buyers so they can quickly attach a media campaign to a print media plan, broadcast media plan, print media estimate, insertion order or broadcast order.

Anyone with access privileges to media can add, edit, delete, and print media briefs.

To use media briefs

1 Choose Media > Media Briefs.

The Media Briefs (Campaigns) window opens, listing each media campaign and it’s client, campaign code, campaign name, start and end dates, and status. All media briefs, including completed briefs, are listed by client. Media briefs can be sorted by client, campaign code, name, date, or status by clicking on a column heading.



You can filter the media briefs by client by entering a client code then clicking the Find button. To see all media briefs, enter the word "ALL" in the "find client" field then click Find.

To see a media brief

1 Double-click on a media brief from the list to open the Edit Media Brief (Campaign) window.

Clicking the previous and next toolbar buttons will highlight a media brief.

To add a media brief

The Add Media Brief (Campaign) window lets you create a media brief/campaign for use by media plans, media estimates, and media orders. Media briefs (which are also used as campaigns) allow media and account services people to see all of a client's media campaigns in one window. Click here for step-by-step instructions.

To edit an existing media brief

1 Double-click on a media brief from the Media Briefs (Campaigns) list.

The Edit Media Brief window opens, displaying the media brief and its details.

2 Make your changes, then click Save.

To delete an existing media brief

If a media campaign isn’t going to move forward from the planning stages, you can always delete it from the Media Briefs window.

1 Click once on a media brief in the Media Briefs (Campaigns) list to select it.

2 Click the delete button or choose Edit > Delete Media Brief.

To clone an existing media brief

If you’re working with a client that will have several media campaigns, and the details do not fluctuate very much, save some time by cloning (i.e., duplicating) an existing media brief.

1 Click once on a media brief in the Media Briefs (Campaigns) list to select it.

2 Click the clone button.

The Clone Media Brief window opens, displaying the new copy of the media brief you selected. All of the existing media brief's details are copied to the new brief except for the campaign ID, which you'll need to enter. (The campaign ID must be unique for each media brief).

3 Enter the new media brief's details, then click Save.

To print a media brief

The printed media brief summarizes the campaign's details, including its budget and description, in a one-page form that can be distributed to the client, production/traffic department, and account services.

The form shows the media brief's campaign ID (code), the title/name of the media campaign, the name of the client, who the agency media rep is, initials/name of the account executive for this client, the start and end date of the campaign, the description of the media campaign’s goals and objectives, the status, and the initials of the user who added this media brief. The media budget is broken down by type (i.e., Broadcast, Cable, Radio, Newspaper, Magazine, Outdoor, Interactive, and Other). Additional information will also show up on this report if you entered any details about the target audience, types of media and preferred scheduling for this campaign, and/or any supporting exhibits.

1 Click once on a media brief in the Media Briefs (Campaigns) list to select it.

2 Click the print brief button, or choose File > Print Brief.

At this time, the media brief can't be e-mailed as a PDF file.

To print a media brief report

A report listing all media briefs can be printed that groups open and closed media briefs together by clicking the print reports button. The Media Brief List report will show you the campaign ID (code), the client’s name and code, name of the media campaign, start and end dates, and each one’s status.

1 From the Media Briefs (Campaigns) window, click the print reports button.