Template Upload

The Template Upload function for MBAs allows users to create their MBA outline in excel and upload directly into the platform. 

• Select Create from Template.  Within the MBA listing page, select the drop down next to the 'Create MBA' button. Select Create from template option.
   
• Download Template.  Down the excel template and populate with your campaign details.
   
• Populate Campaign Summary.  Populate mandatory summary fields. MBA Type, Primary Client Code, Brand, & Campaign are mandatory fields. Remaining fields are optional. 

Agency, Currency & Contact Name will auto populate based on the client settings & uploader name if left blank.

• Populate Media Lines.  Populate mandatory media line fields. Start Date, End Date, Master Media Type & Media Type are mandatory fields. Net Media is the only cost input field currently supported. Remaining fields are optional.

When applying any fees, the fee type will need to be selected alongside the percentage or rate applicable. Any fee settings associated with the client code in the platform client settings will be be auto applied if fields are left blank. Adding fee's will overwrite associated fees in the platform client settings.

• Upload Template.  Upload your populated template by clicking within the upload box, or drag & drop your template file.
   

• Click Confirm.  Click confirm button. You can cancel the upload at anytime by clicking the cancel button.

You will be redirected to your draft MBA automatically ready to publish.