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Feature Guide - Media (1.88MB)

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Media FAQs

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Print plans can be created for many kinds of newspaper, magazine, periodical, or Internet-based media buys.  

A print plan is similar to a job ticket: it is opened for one client, has a number to track it, can be changed many times as needed, and printed for a client’s approval.

A print plan is made up of one or more media buys. A media space buy is made for each publication that is part of the print plan. A print media plan can contain dozens of space buys. Each space buy features up to twelve different insertions for each month of the year.

The print media plan window shows the plan’s number, client, title, budget, and space buys. For each space buy you’ll see its publication code, publication name, ad/caption, gross cost, and the amount that’s been ordered so far.

To find a print media plan

1 Choose Media > Print Media Plans to open the Print Media Plans window.

The Print Media Plans window opens, listing the last-added print media plan.



2 In the find number field, enter the print media plan number, or choose a recently viewed print media plan from the history pop-up menu.

You can find print media plans by number, client, title, campaign, start date, or sequence (i.e., the order in which they were added). To find a print plan for a selected client: Click the Find button, then choose Client from the pop-up menu. Enter the client number, then click Find. The first print plan for the chosen client appears.

3 Click Find.

Click the Next or Previous button to browse through other print media plans.

To add a print media plan

Print plans can be created for many kinds of newspaper, magazine, periodical, or Internet-based media buys.  A print plan is similar to a job ticket: it is opened for one client, has a number to track it, can be changed many times as needed, and printed for a client's approval. Click here for step-by-step instructions.

To clone a print media plan

Print plans can be cloned from any existing print media plan.

1 From the Print Media Plans window, click the clone button.

The Clone Print Media Plan window opens, displaying the details of the print media plan you are cloning.

2 Change the plan's number, client, title, budget, and space buys as needed. For each space buy you'll see its publication code, publication name, ad/caption, gross cost, and the amount that's been ordered so far.

3 Click Save.

To edit a print media plan

1 Choose the print media plan you wish to edit, then click the edit button.

The Edit Print Media Plan window opens.

2 Make your changes, then click Save.

To add a space buy

The print media plan is incomplete without buys for ad space. Space buys indicate exactly which ads are running on each publication during each of the plan's twelve months, weeks, etc.   Click here for step-by-step instructions.

To remove a space buy

1 From the Print Media Plan window, select the space buy you wish to remove by clicking once to highlight it.

2 Once the space buy is selected, click the remove buy button.

3 An alert appears, asking you to confirm the removal of the space buy.

To make an insertion order from a print media plan

Insertion orders can be created automatically from print media plans. This option can save hours of data-entry time, since there's nothing to reenter. Instead, the information from the media plan is copied directly to the new insertion orders. Click here for step-by-step instructions.

	Learn how to add and edit media print plans in this Clients & Profits classroom video training session. Running time: 3:49