Campaign Line Items

Numbers in the Grid

Beneath the campaign header (Campaign Setup node on the left side navigation) are the line items details. You can view the line items in several ways by selecting different views in the Numbers in Grid dropdown.

The default view upon opening up the campaign will be dependent upon characteristics of the campaign and line.

• If it is a flexible campaign, the default will be to always display to the "Display Estimated Net Amounts" as shown in the screenshot above.

• If it is a performance campaign, the above will be the default if none of the lines have begun serving...meaning the campaign has 0 total ad server actual impressions. If the campaign is a performance and has > 0 total ad server impressions, the default view will be "Display Seving Details"

Below are example of all the views available on a performance and flexible campaign and how you might use them -

Performance Campaign

1. Ad Serving Details - This view is mostly only relavant for the Digital cost per something lines, though you will see print lines on the list too if they are present on the order. This allows a user to see how much has been served so far and what still remains to be served. User can also see when it was last updated from GAM. If it is running on GAM, the user can also see the Google Status

2. Estimated Quantities - This view shows how many (something) are estimated for each line item. For print ads, this simply displays the number of insertions per month. For Digital "cost per" lines, the Estimated quantities view will show the Actuals for past months, and the estimate quantities for current and future months. For flat fee digital, it will just show 1 in each month, and total number of months in the total.

3. Estimated Gross Amounts - This view shows the gross prices for each month (meaning total amount before agency commission). For Digital lines, the past months will be the actual amount (since the estimates get updated during the reconciliation process), and future months will show the estimated price.

4. Estimated Net Amounts - This view will be the same as #3 above if there is no agency commission on the order. If there is an agency, then this will display the prices net of agency commission.

5. Actual Quantities - For print & flat fee digital lines, this will be the same as the estimated quantities. For digital cost per something lines this will only show the actual quantities, so future lines will display as 0. Current month will also be 0 until the reconciliation process has been run.

6. Actual Gross Amounts - For Print lines and digital flat fee lines, the actual will be the same as estimated. For digital "cost per" lines, this will display only actual gross amounts, so this will display what actually has been/will be billed for a line. It gets populated during the reconciliation process, so future, unreconciled lines will be 0.

7. Actual Net Amounts - Same as #5 above if there is no agency commission on the order. If there is an agency, then this will display the prices net of agency commission.

8. Sales Rep Assignments - This view will display the reps for each line on the campaign. The Order rep, Original Rep and Brand Reps are all displayed.

Flexible Campaign

1. Serving Details - This view is mostly only relavant for the Digital cost per something lines, though you will see print lines on the list too if they are present on the order. This allows a user to see how much has been served so far and what still remains to be served. User can also see when it was last updated from GAM. If it is running on GAM, the user can also see the Google Status

2. Estimated Quantities - This view shows how many (something) are estimated for each line item. For print ads, this simply displays the number of insertions per month. For Digital "cost per" lines, the Estimated quantities view will show the Actuals for past months, and the estimate quantities for current and future months. For flat fee digital, it will just show 1 in each month, and total number of months in the total.

3. Billing Gross Amounts - This displays the gross revenue to be recognized in each month (before agency commission)

4. Estimated Net Amounts - This displays the net revenue to be recognized in each month (net of agency commission)

5. Sales Rep Assignments - This view will display the reps for each line on the campaign. The Order rep, Original Rep and Brand Reps are all displayed.

Selected Lines Options

Bulk Update Targeting on GAM Lines

On a campaign with multiple lines, the Google Ad Manager (GAM) targeting can be updated across all (or select) lines simultaneously. Below is a quick gif depicting the workflow.

Important things to remember:

• Selected Lines must be for the same product

• It must be a product that goes to GAM.

• Any Targeting items that need to be copied across to the other lines must be checked

• From the line items screen, select the applicable line items. The first one selected will be assumed to be the one you want to display, but you can change that to another line if desired.

Split Selected Lines

For lines with more than one insertion date (print/issue-based digital) or month (digital), this will allow for splitting a line into two or more lines. This can be used to split the lines as of a certain date, to split unbilled lines or to split all. Once run, this process is not reversible. Only use this process if you know what you are doing!

Split Type - Options here are Split on Date, Split Billed Portions, or Split All**

Split Lines After - only displayed when Split on Date is selected. The date selected here will be the last date on the original line. Everything AFTER the date entered here will be moved to a new line.

Selection Type - options here are selected lines (meaning only lines with a checkmark along the left side), or Select all lines on the campaign.

** info on "Split All" option:

Issue-based lines will split by issue, and digital lines will split by month if this split type is selected.

The use case for this is primarily around digital lines. It was desired by some of our clients to split campaigns that are sent to GAM to that the ops users could better control the monthly allocations and not fulfill long running campaigns too soon. There is an option to split lines at the product level, but that splits the lines as soon as the order is created. It was causing extra work then for the ops users to set targeting and creatives on all the separate lines. The Split All option will allow the sales user to create a single line as a quote or reserved order, have all the targeting and creative linking be done on a single line, and then have ops split the line just prior to changing the status to send to GAM.

Delete Selected Lines

This will delete the selected line, but only if the line has not started billing yet.

Change Package Name

Campaign lines which were bought via package will display the package name. It may be desirable to change the package name for display on confirmations and invoices. Select the lines you wish to change, or select all and then select the option "Change Package Name" in the selected Lines Options:

User can enter the desired name of the package and click Apply. Even lines which were not entered as packages might have been sold as a bundle, so it doesn't have to have an existing package name to be able to add/edit the package name.

Price Change - Bottom Line Override

There are a couple of ways to override the price of a campaign (campaign must be in Quote or Reserved status). You can click on the Gross (or Net) Price link at the top of the Campaign lines screen or select one or more lines from the list of lines and then select Price Change - Bottom Line Override in the Line options dropdown:

Window will open displaying the Current total and the new total as well as the selected line items (or all lines if user simply clicked on the Gross/Net Amount link on the campaign. User can select Gross or Net from the Override Type dropdown if they selected line items and chose the Price Change - Bottom Line Override from the Selected line options dropdown.

Enter desired campaign override price and click "Run Calculation" button:

Adjustments will be proportionately created for each line item. If there are any existing bottom line overrides on the order already, it will automatically be removed and added back with the new price. You can only have one bottom line override on an order line.

This new feature is meant to replace the earlier function to add a campaign header discount after lines were created and allow that to copy to the lines. That earlier function wasn't designed to work with adjustments and so this method will correct that and properly work with adjustments. Going forward, if a campaign level discount is added, it will only affect new lines added to the campaign.

Occasionally, there can be rounding issues, especially if multiple issues are on a line or multiple lines on a campaign, where the bottom line might be a penny or two off from the desired total. When that happens, user can manually split the line to have one issue date on a line by itself and then adjust the bottom line on just that line to resolve.

Insert / Trigger Change History

Interface Link (IL) is often triggered on changes to a campaign line. It is watching the History of Changes tab, and when a new change is recorded, IL will look at the affected Line ID and will send/re-send the affected lines to downstream systems.

Sometimes, users need to re-send items to Interface Link manually for a variety of reasons. We have added an option on both the Campaign Line Item, and the Material Record, to trigger a manual history entry. This saves the user the hassle of opening the line and making a fake change just to trigger the feed.

On the line item, the function is accessed here:

The user can select one or more line items and then select the Insert/Trigger Change History. A dialog box will open with a prompt for the user to enter a comment for the change

Any comment will be added to the History of Changes in a new "Comment" column, which will only be seen when there is a comment in there.

Similarly, on a material record, the user will also have the same option and prompt. This can be used when a material is edited directly in Material Maintenance, rather than through the line item.

When changing from the material record, a single material could potentially be used on multiple order lines across multiple campaigns. The trigger will update all campaigns' order lines with issue dates of today or later. It will not affect items in the past.

Override G/L Type for Line Item

To better support AdCellerant orders for one of our clients, this option is available to Update the G/L Type on the selected campaign line items. (AdCellerant orders cannot be opened for editing in Full Line Entry)

This option feature still honors the Group security settings related to Updating G/L Type. So if you do not have permission to override the G/L Type in Full Line Entry - you won't see the option here. AND if your security filters G/L Types to only display those which are defined as overrides for the product, you will see a filtered list here as well. With the filtered G/L Type enabled for the user, the G/L list will only show overrides which are common among the selected products.

Update Affidavit Information

Use the Selected Line Options "Update Affidavit Information" option to update the affidavit details across several line items simulataneously.

This was added to assist users to add affidavit details when then campaign was booked in the Booking Wizard and the user forgot to enter affidavit details and saved the line. If the campaign was then opened later when they realized that the affidavit was missing, the order was opening in full line entry and not longer easily editable in the booking wizard.

Using Ad Types - Definitions

When entering a line on a Campaign you must enter an Ad Type for the line. The Ad Type controls certain behavior of the line.

Cost Per Column Inch/Cm/Mm – Most commonly used for print display advertising. It provides more flexibility for charging than flat fee/ modular sizing. User populates two fields in campaign entry: The number of columns and the size in inches, centimeters or millimeters. The inch/cm/mm unit of measure is set at the product setup level.

Cost per Column Agate Line – Most commonly used for print liner/classified advertising. In campaign entry, user will select columns and agate lines for pricing.

Cost per Agate Line – There are 14 agate lines to an inch, pricing is per agate line and an ad with larger font sizes, borders or images included will price according to the amount of space used by any data in the ad. In campaign entry, user will select columns’ number and enter the ad text lines for pricing in the Material node of the line item entry. The window on the right side displays the insertion preview.

Cost per Visible Line – This print line type is priced according to actual lines of text in the ad even if it takes up more space. Images and borders will be excluded from pricing and can be priced separately using adjustments.

Cost Per Word – Most commonly used for print liner/classified advertising and most often calculated directly from the liner text entry. System automatically prices the ad based on the number of words entered.

Flat Fee – May apply to print or digital and is used to price ads based on a flat amount. For digital ads, this pricing does not require actuals. For print ads, the page layout dimensions are derived from the size table and Ratecard. A Flat-Fee Ad type does not prompt a quantity to be entered on the line; user is required to add a fee. If a Flat-Fee line spans more than one month then you can choose to split the fee by month. Note that on a Performance Campaign you won’t be asked this because it always splits by month. The monthly amount can be based on an even split per month or proportioned by the number of days in a month. Flat Fee Ad Types cannot be used for E-newsletters or Run of Network Ads

Production Fee – The production fee pricing type applies as a Flat Fee on the line. Lines that are Production type are filtered out of other features such as flowing to Naviga Plan, GAM, and omitting from Actuals Reconciliation.

Cost Per Thousand – Most often used for digital lines based on actual number of impressions. On a digital performance line, this pricing type requires an actual count, not only an estimate. May also be used for print inserts and for E-newsletters.

Cost Per Day – Most often used for on website advertising and can be used for events or e-newsletters.

Cost Per Click – Most often used for digital advertising where pricing is based on responses to the ad. On a digital performance line this pricing type requires actuals to be entered in the lines to allow for billing.

Cost Per Unit – May be used for any pricing that requires a multiplier such as a cost per attendee for webinars or a cost per response on a digital ad. On a digital performance line this pricing type requires actuals to be entered for billing.

Note that in AD Type Setup, there is a flag to control whether this is a continuous type where Digital ad type cost per day enforces contiguous days to allow user to run and bill the client for a digital campaign for specified continuous days from the line start date and not any time throughout a range of the start and end dates. This is controlled by a security flag to allow user to choose between the continuous days or date range days. When you set the flag, the Quantity is tied to the dates / total number of days. If the flag is not set, then the Quantity is unrelated to the dates/ total number of days. This applies only to day line ad type.

AdCellerant Campaigns

If using AdCellerant integration, please see AdCellerant Setup documentation for instructions on setting up and booking campaign.

Override Campaign Price (Gross or Net)

In 2023.5, we introduced the concept of Overriding the Campaign price by clicking on the Gross Amount link on the campaign lines screen and typing in the price. The system thens determine how much discount to apply to each line. Agency commission would be calculated after that bottom line override of the gross price. For some of our magazine clients who work almost exclusively with agencies, all their quoting and negotiation is done at the net price, so it was cumbersome to have the reps then calculate the gross price to put the override amount into the system. So, as of 2024.1 we support both Gross and Net price overrides.

User can click the Net or Gross amount override at the top of the screen:

Or they can select one or multiple lines at the bottom of the screen and select Price Change - Bottom Line Override from the line items options dropdown:

In either case, the screen will open up and the user will be able to override the gross or net price. if the user clicked on the Gross Price link at the top, the override type will default to gross, if the user picked the Net Price link at the top, the override type will default to net. If the user selected multiple lines at the bottom and chose Bottom Line Override from there, the default will be gross, but the user can manually select net from the override type dropdown (shown below)

Adjustments will be proportionately created for each line item. If there are any existing bottom line overrides on the order already, it will automatically be removed and added back with the new price. You can only have one bottom line override on an order line.

Occasionally, there will be rounding differences, especially if multiple issues are on a line or multiple lines on a campaign, where the bottom line might be a few pennies off from the desired total. The reason this happens is due to the fact that we cannot bill someone for fractions of a penny, so each issue must come out to a whole penny. If there are multiple issues on a single line, with each issue rounding to a whole penny, there could be rounding differences. When that happens, user can manually split the line to have one issue date on a line by itself and then adjust the bottom line on just that line to resolve.