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Campaign Manager (MMP)
Campaign Manager - Create Campaign and Upload DocumentsCampaign Manager - Publish Media plan Campaign Manager - MBA and Listing page OverviewCampaign Manager - Purchase Order Campaign Manager Complete Tutorial video

Campaign Manager - Create Campaign and Upload Documents

 

 

 

1. Create Campaign

  • Navigation: Click the Create Campaign button from the Campaign List page.
  • Campaign Creation Form: This takes the user to the campaign creation form, where most fields are dropdown menus.

2. Header

  • Empty State:
    • Displays "Create Campaign" with placeholder text ("Lorem Ipsum text").
  • Edit State:
    • Displays the following fields:
      • Status
      • Campaign ID
      • Advertiser
      • Campaign Name
      • Run Dates
  • Campaign ID:
    • The Campaign ID will be formatted as xxxx-xxxx.
  • Status:
    • The status reflects the status of the associated Media Plans:
      • If all Media Plans are in Draft status, the campaign status will be Draft.
      • If one Media Plan exists, the campaign status will match the status of that Media Plan.
      • If multiple Media Plans exist with varying statuses, the status will be ordered as:
        • X/Y Reapproval Required
        • X/Y Pending Approval
        • X/Y Queried
        • X/Y Approved
        • X/Y Draft
        • X/Y Cancelled
      • If all Media Plans have the same status, only that status will be displayed (without X/Y).
      • Tooltip:
        On hover, a tooltip will show the count of each status:
        • Draft: X
        • Reapproval Required: W
        • Approval Pending: Y
        • Approved: Z
        • Queried: U
        • Cancelled: V
        • Note: If any status has a count of zero, it will be excluded from the tooltip.

3.  Run Dates

  • Run Dates Calculation:
    • If all Media Plans have Draft status, the run dates will be based on the earliest start date and the latest end date from all Media Plans.
    • If Media Plans have different statuses, the run dates will be calculated based on the earliest start date and the latest end date of Media Plans with client approvers in Approval Pending, Queried, or Signed status.

4. Total Cost

  • Budget Calculation:
    • If all Media Plans have Draft status, the budget will be the total sum of all line items in all the latest Media Plans.
    • If Media Plans have different statuses, the budget will be the sum of all budgets of Media Plans with client approvers in Approval Pending, Queried, or Signed status.

5. Submission Date

  • Placeholder:
    • The submission date field will initially show as DD/MM/YYYY.
    • The date will reflect the date the Media Plan was first sent for approval.
    • The date will not change on edit.

6. Campaign Details

  • Advertisers:
    • Advertisers will be populated upon initial load, considering entity and homepage filters (if applied).
    • Agency dropdown will initially be disabled and auto-populate once an advertiser is selected. Users can change this selection.
  • Campaign Name:
    • Free text input for campaign name.
  • MBA Type:
    • A switch is provided to select whether the associated MBA will be Standard or Express.
    • Standard is selected by default. Once selected, the campaign type cannot be changed during editing.
  • Campaign Lead and Agency Contacts:
    • These will be populated based on the advertiser selection and users who have access to the advertiser and campaign manager tools.
  • Ref ID:
    • This is an optional free text input field.
  • Run Dates:
    • Disabled initially with placeholder text DD/MM/YYYY - DD/MM/YYYY. These dates will be auto-calculated from the earliest start date and latest end date from all Media Plans after upload.

7. Workflow

  • Documents Tile:
    • This section will list all active or latest documents attached, categorized under:
      • Documents
      • Media Plan
      • Media Booking Authorization
    • Each section will display the count of files attached.
  • Media Summary:
    • Initially empty until Media Plans are uploaded.
    • Data imported from the latest Excel file or Media Plans under Approval Pending, Queried, or Signed status.
    • Each Media Plan/MBA will be housed in a separate accordion, displaying:
      • Run dates (calculated based on line items)
      • Total CTC budget of all media lines
      • Total CTC including GST
      • Status of Media Plan with a tooltip showing approver details and signed date. Clicking on this will take users to the MBA tab.
  • Chart View:
    • Users can switch to a chart view with two tabs:
      • By Media Type
      • By Month
    • Clicking Close Charts will return users to the Media Summary details.

8. Footer Bar

  • Back to Campaigns:
    • Clicking this button will prompt a warning:
      "Changes you made will be lost if you navigate away from this page. Do you really want to continue?"
    • Clicking Yes will discard changes and return the user to the campaign listing page.
    • Clicking No will keep the user on the current page with all changes intact.
  • Save:
    • Clicking this button will save the changes to create or update the campaign.
    • For Create:
      • Activity log: "Campaign Created, <username> created the campaign."
      • Toast message: "Campaign Created, Campaign created successfully."
    • For Edit:
      • Activity log: "Campaign Updated, <username> updated the campaign."
      • Toast message: "Campaign Updated, Campaign updated successfully."
    • On error (validation or other), respective error messages will be shown.

9. Continue

  • Save:
    • Clicking this will save the campaign and redirect users to the Documents page to upload the required documents.

10. Publish

  • Publish Button:
    • Initially disabled during campaign creation.
    • Enabled only when there is at least one active Media Plan in Draft status.

Adding Documents and Additional Files to Campaign

11. Navigating to the Document Tab

  • Accessing the Document Tab:
    After saving the campaign overview, users will be able to add documents and files to the campaign.
    • Navigation:
      • Users are navigated to the Document Tab after clicking the Document section or pressing Continue on the Campaign Summary page.
      • Users can only navigate to the Document Tab after the campaign is saved.
  • Edit Mode:
    • If the campaign is being edited, previously added documents will be populated in their respective sections.
    • If a document is in selected state, it will be displayed accordingly.

12. Document Tab Sections

The Document Tab consists of two primary sections: Documents and Additional Files.

Documents Section

  • Add Folder:
    • Action: Click on Add Folder to create a new folder.
    • A popup will open asking for a Folder Name.
    • After entering the folder name, click Save to create the folder.
    • If the user clicks Cancel, they will be returned to the Documents page.
  • Multiple Folders:
    • Users can create one or multiple folders as needed.
    • After a folder is created, users can click to open the folder.
  • Adding Files:
    • Once inside a folder, users can add one or multiple files.
    • File Properties:
      • Maximum Size: The maximum file size allowed is 200MB.
      • Accepted Formats: Supported file formats are xlsx, pdf, docx, pptx.
      • File Icons: Upon uploading, each file will display an icon corresponding to its file type.
  • Action Icons for Files:
    Each file in the folder will have a three-dot action icon. Upon clicking, the following options will be available:
    • Rename: A popup will open allowing the user to rename and update the file name.
    • Move to Folder: A popup will open with a dropdown list of available folders. The user can select the destination folder for the file.
    • Delete: A confirmation popup will appear with the message: "Do you want to delete the document file?"
      • If the user clicks Yes, the file will be deleted.
  • Download All Files:
    • Once files are uploaded, a Download All button will be enabled.
    • Clicking on Download All will download a ZIP folder containing all the added files.

Additional Files Section

  • Upload Files:
    • Users can upload additional files to the campaign via the Additional Files section.
  • Action Icons for Additional Files:
    Each file in the Additional Files section will have a three-dot action icon. Upon clicking, the following options will be available:
    • Rename: A popup will open allowing the user to rename and update the file name.
    • Move to Folder: A popup will open with a dropdown list of folders. The user can select the folder to move the selected file to.
    • Delete: A confirmation popup will appear with the message: "Do you want to delete the document file?"
      • If the user clicks Yes, the file will be deleted.
  • Download File:
    • Clicking the Download icon next to any file will allow the user to download the selected file directly.

13. File Upload and Actions Summary

  • Uploading Documents:
    • Users can upload documents in both the Documents and Additional Files sections.
    • Folder Creation: Users can organize documents by creating one or more folders.
    • File Upload Features:
      • Drag and drop functionality is available for file uploads.
      • Maximum file size: 200MB.
      • Accepted file formats: xlsx, pdf, docx, pptx.
  • Managing Files:
    • Files can be renamed, moved between folders, or deleted.
    • A Download All option is available to download all files in the Documents section as a ZIP file.
  • File Management in Additional Files:
    • Files in the Additional Files section can also be renamed, moved, deleted, or downloaded individually.

14. Saving and Navigating Between Sections

  • Save Campaign:
    • Once documents or files are added, the campaign must be saved before any further changes can be made.
  • Continue to Next Section:
    • After saving, users can continue to upload more documents or navigate to other sections of the campaign.

 

15. Upload Media Plan

  • Initial State:
    In the empty state, there is only one Media Plan section named "Media Plan 1," which includes:
    • A File Uploader button.
    • An Add Media Plan link button below to add additional media plans.
  • File Upload Validation:
    When a file is uploaded:
    • The system will validate the file for the following criteria:
      • The file must be an Excel file.
      • The file size should not exceed 200MB.
      • The file must contain a sheet named "Skynet MBA".
  • Versioning:
    Versioning should work similar to the Forecast Plan.
  • Status Update After Upload:
    After uploading and validating the file:
    • An MBA (Media Buying Agreement) is created with Draft status.
    • The Media Plan will also have Draft status.

16. Display of Media Plans

Once a media plan is uploaded and validated, the file will be listed in a tile with the following information:

  • File Name
  • Uploaded Date
  • Version
  • Media Plan Status (Draft, Pending Approval, etc.)
  • Three-Dot Action Icon
  • Signee Details (if approved)
  • Pending Approval Details (if pending), such as the number of days remaining before expiration.

If a new media plan is uploaded while another is already published, the status of the already published media plan will not change.

  • Published Media Plans:
    The previously published media plan’s status remains unchanged until the new one is published to the client for approval.
    The status of older Pending Approval, Queried, or Signed media plans will change to Cancelled, and they will be displayed with archived styling.

17. Three-Dot Action Icon Options for Media Plans

Each Media Plan tile will have a three-dot action icon with the following options:

  • Publish to Client:
    • This action is enabled only for the latest or already published Media Plan.
    • Upon clicking, the system will allow publishing the media plan to the client.
  • Preview MBA:
    • Clicking this will open the Trader Preview in a new tab.
    • The preview will include the same view as the current trader preview with Disclosure as additional information under supporting documents.
  • Download MBA:
    • A toast message will be displayed: “Download Initiated. Your request to download the MBA has been initiated and will be sent to your email after completion.”
    • A ZIP file containing the MBA PDF and the Appendix file will be sent to the user’s email after completion.
    • The download process is asynchronous.
  • Download Media Plan:
    • Upon clicking this, the Media Plan Excel file will be downloaded instantly after confirmation.

18. Media Plan Status Update Process

To update the status of a Media Plan, the user can click the Update Status action. A popup will appear with the following options based on the current status of the Media Plan:

  • Pending Approval:
    • Clicking Update will display Step 3 to select disclosures. After clicking Publish, the status of the Media Plan and MBA will change to Pending Approval.
  • Queried:
    • Clicking Update will change the status to Queried, and a name and comment will be captured.
  • Cancelled:
    • Selecting Cancel from the dropdown will change the status to Cancelled after confirmation.
    • The activity log will capture: “Media Plan and MBA Cancelled: <username> cancelled the Media Plan version <version_no> and MBA associated.”
    • A confirmation mail will be sent to the campaign creator.
  • Reactivated:
    • Clicking will display a confirmation box. Upon confirmation, the status will change to Draft.
  • Approved:
    • Clicking Update Status will show the disclosures selected. After clicking Approve, the status will change to Approved.
  • Activity Log:
    Each status update will be logged, and a toast message will confirm the successful change of the status.

19. Expiry and Reminders

  • Update Expiry:
    • Enabled only for Media Plans with Pending Approval status.
    • Users can extend the campaign expiry by 30 days.
    • A toast message will confirm: “Expiry date extended for <Media Plan> for next 30 days.”
  • Send Reminder:
    • This option is available only for Pending Approval Media Plans.
    • Clicking Send Reminder will send an Approval Required email to all approvers.
    • The activity log will be updated with: “Reminder Sent: <username> sent the reminder for approval to <selected_date>.”
    • A toast message will confirm the reminder was sent.

20. Archive and Delete Media Plans

  • Archiving Media Plans:
    • If a new Media Plan is uploaded and published, the old media plans will be changed to Archived.
    • If the old Media Plan is in Pending Approval, Queried, or Signed status, it will be cancelled.
    • The activity log will capture: “Media Plan and MBA Archived: <username> archived the Media Plan version <version_no> and MBA associated.”
    • A toast message will confirm: “Archived, Media Plan version <version_no> and MBA associated archived successfully.”
  • Cancel Media Plans:
    • A confirmation will be asked before canceling the media plan. Only Media Plans with Pending Approval, Queried, or Approved status can be canceled.
    • Toast: “Cancelled, Media Plan version <version_no> and MBA associated cancelled successfully.”
  • Delete Media Plans:
    • A confirmation box will appear when trying to delete a Media Plan.
    • Media Plans with Draft status can be deleted.
    • If all other media plans are archived, the latest media plan will be changed to Active with Draft status.
    • The activity log will capture: “Media Plan Deleted: <username> deleted the Media plan version <version_number> and associated MBA.”
    • Toast: “Deleted, Media plan version <version_number> and associated MBA deleted successfully.”

21. Adding More Media Plans

  • To add another media plan, the user can click on the Add Media Plan button.
  • A new media plan section will appear with continuous numbering (e.g., Media Plan 2, Media Plan 3, and so on).

 

 

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