Exhibition Orders on an Ad Campaign

This document describes how to create performance and flexible campaigns which include exhibition orders and how to bill them. There are several benefits of including an Exhibition order in a Campaign. You can bundle Advertising items with an Exhibition Booth/Stand order in Digital First. And you can use the e-signature feature with Quote Status Proposal Campaigns which doesn't exist in the Exhibition Module.

Exhibition Order Management

Exhibitions order management is now available as part of the Campaign entry in the Digital First system. This allows user to create a campaign with all product types as in the Classic version of multi-media orders.

Exhibition Product Setup

Exhibitions are still setup through the Exhibition Module in the Digital First platform if user has access to both Exhibition and AD modules.

Navigate to the Exhibition Module, menu Setup -> Exhibition Setup for info on setting up the show.

Exhibitor Setup

Setup the customer account with the required exhibition settings by navigating to the menu Customers -> Advertiser/ Agency Maintenance -> Exhibition Setup.

Choose the details such as the Exhibitor Type which determines which rates display during order entry, contact name for the exhibition, billing details such as the tax applied, terms of payment and method of invoice delivery. Click the Divisions tab which displays the brands available for use in the exhibition campaign entry. Save the settings.

Billing

If the Exhibition order is part of a performance campaign, then the billing takes place from within the Exhibition module as a separately billed item. In this case, the system utilizes the Exhibition Billing Schedule.

If the Exhibition order is part of a flexible campaign, then the billing takes place from within the Advertising Module using the campaign’s billing schedule. When you attach an Exhibition Order to a Flexible Campaign, it will pull the billing schedule from the Exhibition, according to the Exhibition Setup, onto the Campaign. This is valid only if the billing schedule on the Exhibition is based on percentages, not specific amounts.

Packages

At this point, exhibitions are not part of packages or quick entry due to inability to assign a booth as part of the package.

Exhibition Line Item Entry

Performance Campaign

Create a new performance campaign and in the line item entry screen scroll to the section “Linked Exhibition Orders”. You can attach an existing order or create a new one. The existing order must match the advertiser, brand, order status, currency, and date range for the campaign.

Click the “Attach an Exhibition Order” and the screen displays orders that match the criteria for you to check and thus they become attached to the campaign.

Click “New Exhibition Order”. The exhibition entry screen displays where you can enter the details.

Save the header data and enter the space reservations details.

Save the line item. You can then click the node “Go to campaign #”, the screen displays the campaign header. If you confirm the campaign, the exhibition order status will automatically change to be confirmed. Note the exhibition order number.

Performance Campaign Proposals

You can now send a Performance Campaign (Quote Status) Proposal to the customer for signature approval. The Advertising Campaign order proposal/confirmation templates can be updated to include an order section for the Exhibition details AND you can now include the Exhibition order's Billing Schedule (since it will be billed separately in the Exhibition Module). Please note that the Merge Field Documentation has been updated to include these new fields as well.

Performance Campaign Billing

This is a performance campaign and thus requires that you perform the billing from the Exhibition Module. Navigate to the exhibition module’s billing screen and search for the exhibition order number.

Proceed to generate an invoice for the order.

When finished view the invoice.

Even if it’s a Live invoice, the details will not be attached in the campaign node “Invoices & Payments”. The invoices are attached to the order in the exhibition module.

Flexible Campaign

Create a flexible campaign with multiple product types, such as print, digital, and exhibition. The print and digital line items can be entered using the Quick or Full Line Entries while the Exhibition order can be entered using the Exhibition Entry section in the line item entry screen.

When finished with the Exhibition line entry, click on the node “Go to Campaign #”.

Flexible Campaign Billing

Click the “Billing Schedule” node and setup the invoice cycle. Save the settings.

Navigate to the Advertising module’s Billing menu and proceed to bill the campaign as one unit. The invoice reflects the total amount for all orders on the campaign including the exhibition.