Campaign Manager - Publish Media plan

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.”

7. 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).

Media Plan Publishing Process

Step 1: Select and Confirm Media Plans

• On clicking Publish, a popup will open with Step 1.
• The popup will list all the selected media plans (maximum one per section) with their versions.
• If multiple media plans are available but only one is selected, only the selected plan and associated MBA will be sent for approval.
• If the Publish action is triggered from the three-dot action instead of the main button, only that media plan will be listed.

Form Fields

• Client Final Approver (Mandatory): Free email field to enter the email address of the final approver.
• CC Field (Optional): Dropdown list displaying users who have access to Campaign Manager - MMP tool and advertiser access.
• Subject(Optional): Default text “Media Plan and MBA Received for Approval - <campaign_id>”.
• Description(Optional): Text area for additional comments.
• Add Approver: Clicking this will add another field above the CC field to capture a second approver's email.
  • The first approver will be labeled Client Approver 1.
  • Additional approvers will be labeled Client Approver 2, Client Approver 3, and so on, with the last one labeled Client Final Approver.

Navigation Options

• Next: Captures the information entered and proceeds to Step 2.
• Cancel or Close: Discards any changes and closes the popup.

Step 2: Upload Supporting Documents

• Users can upload additional supporting documents as needed.
• Upload validations will apply, ensuring the same rules as other supporting documents.
• Users can select or unselect previously or newly uploaded documents to attach to the campaign.
• Newly added documents will also appear under the Documents tab in the campaign.

Navigation Options

• Next: Captures the documents uploaded or selected and proceeds to Step 3.
• Cancel or Close: Discards any changes and closes the popup.

Step 3: Select Disclosures

• Users will select applicable disclosures for the campaign.
• OMG Disclosure will be pre-selected and disabled.
• Other available disclosures include:
  • OMnet
  • OMG Rich Media
  • Ad Serving (Non-disclosed)
  • Programmatic (Non-disclosed)
• Based on the selection, the relevant disclosure text will display below the options.

Navigation Options

• Publish: Initiates the publishing process.
• Cancel or Close: Discards any changes and closes the popup.

Publishing and Approval Process

• On clicking Publish:
  • An email will be sent to the first approver (Client Approver 1 if multiple approvers, or Client Final Approver if only one).
  • CC'ed users will receive a notification.
  • Attachments will include:
    • Media Plan File
    • MBA PDF
    • MBA Appendix File
  • The process will be asynchronous.
  • Approval links will expire in 30 days.
  • The media plan and MBA status will change to Pending Approval.
• If a section already has a media plan in Pending Approval, Queried, or Approved status:
  • The previous media plan status will change to Cancelled.
  • The state will change to Archived.
• Media plans in Draft or Archived state will remain unchanged.
• If multiple media plans are published together, all selected plans will be marked Pending Approval.

Activity Log

• The log will capture the event with the following message:
  • “Media Plan and MBA Published: sent the Media Plan version <version_no> and MBA for approval to Tier 1: , Tier 2: , …”

Toast Notification

• “Published, Media Plan and MBA published successfully and sent for approval.”

Error Handling

• In case of email delivery failure, the requesting user will receive a notification.
• Subject: “Error sending Campaign <campaign_id> for approval”
• Body: “There was an error ‘error_details’ while sending the campaign <campaign_id> for approval. Please try again later or contact our helpdesk for support here.”
• Email will follow the Skynet standard template.
• The media plan status will remain unchanged in case of an error.

Approval Process

• Approvers will receive an email with an approval link.
• On clicking the link, they will need to verify their identity using a Multi-Factor Authentication (MFA) code sent to their email.
• After verification, they can view the campaign for approval.

Actions Available

• Approve: A popup will prompt the approver to enter their:
  • Name
  • Job Title
  • Comments On clicking Confirm, the campaign will be approved.
• Reject: The approver can provide a reason and reject the campaign.
• Query: The approver can ask for clarification by submitting a query.
• Cancel: If the approver cancels, they will return to the previous state without making changes.