Since Clients & Profits
X was designed especially for the advertising industry, you'll
probably feel familiar with it after only a few days. It's made
to move you smoothly through the steps that every job goes through:
estimating, trafficking, costing, and billing -- the same steps
you go through now. But instead of using a manual system of job
jackets and forms, everything will be in Clients & Profits
X.
 Media
Calendar The Media Calendar is a useful tool for
managing media. Media calendar entries can be entered at
any time to help users remember important media-related dates,
such as client presentations, vendor meetings, conferences,
and planning sessions.
Media
Briefs (campaigns) A media brief is a worksheet that
the media department can use to define and document the media
process your agency follows to purchase media. It helps outline
what needs to be accomplished by the media purchased.
Media
Estimates A media estimate can contain one or more
media buys. Each media buy appears separately as a line item
on the printed media estimate. The media buy is customizable;
you can enter custom headings for each of the buy's five fields.
Since the media estimate is designed primarily for print media,
the standard column labels are: publication, issue date, close
date, ad number or caption, and ad size.
Broadcast
Media Plans Like a print plan, a broadcast media
plan is similar to a job ticket: it is opened for one client,
has a number to track it, can be changed many times as needed,
and printed for a client's approval. A broadcast media plan
is made up of one or more media buys. A broadcast spot buy
is made for each station that is part of the media plan.
Print
Media Plans A print plan is similar to a job ticket:
it is opened for one client, has a number to track it, can
be changed many times as needed, and printed for a client's
approval. A print plan is made up of one or more media buys.
A media space buy is made for each publication that is part
of the print plan. A print media plan can contain dozens
of space buys. Each space buy features up to twelve different
insertions for each month of the year.
Insertion
Orders / Broadcast Orders Print
insertion and broadcast orders account for purchases you
make from vendors on a client's behalf. They are not required
by Clients & Profits X, but give you control over your
media buys. That's because media orders provide written verification
for the print ads and tv/radio spots you order. Anyone can
add their own media orders, up to a user-defined dollar limit.
Media orders have at least one job and task, but can contain
several for better cost accounting.
Media
Traffic The Media Traffic window gives media planners
and buyers a one-stop place to check upcoming deadlines for space
closings and materials due.
Stations Clients & Profits
X keeps a detailed table of the stations you use on broadcast
media plans. A broadcast media plan is composed of different
spot buys for a two-week period. Each program/time is added
as a separate spot buy on a broadcast media plan, along with
the number of spots that will run each day of the flight.
Publications Clients & Profits
X keeps a detailed listing of the publications you use for
media print buying. Each publication belongs to a vendor in
the Vendor table. One vendor can have dozens of publications,
each with its own collection of various ad sizes and rates.
Media
Billing Goals... The Media Group Performance - Trend
Analysis report compares actual media spending for each kind
of media with the media department's billing goals. For these
reports to work properly, the shop's billing goals for each
media kind must be entered in the Media Goals window. |
|
|
|
 A
media estimate is added in two parts,
much like adding a job ticket. First, open
the new media estimate, which includes the
estimate number, client, campaign name, and
description. Next, add media buys for each
time an ad will run for this estimate.
 Print
Media Plans can be
created for three kinds of
periods: daily (for newspapers),
weekly (for newspapers, journals,
etc.), and monthly (for magazines).
 Adding
Broadcast Orders Radio,
Cable, and broadcast tv spots
ordered on behalf of a client
should be tracked with broadcast
orders. They can be created
one-by-one or from broadcast
media plans.
How
Clients & Profits X Manages Media
Clients & Profits
X features powerful media
ordering and tracking capabilities.
They let you create detailed
media estimates, broadcast
orders, and print insertion
orders. Broadcast orders
and insertion orders are
used for job tracking,
just like purchase orders.
In Clients & Profits,
these orders can be easily
and automatically billed
to clients. This short
tutorial provides a brief
overview of the media functions
in Clients & Profits
X.
Insertion order disclaimer saves you time
If you need the same instructions printed on every media
insertion order (i.e., "Please return all final artwork
to agency" or "Do not place beside or opposite to competitor"),
don't type them in each time. Instead, use the IO's disclaimer.
(Choose Setup > Preferences > Insertion Orders.)
Enter standard instructions, along with your disclaimer,
in the Disclaimer field. The instructions are included
on every new insertion order, whether it's created automatically
from a media plan, a media estimate, or added manually.
Do you earn different
media commissions from
different clients?
How can you ensure the right media commission is used
when you're adding insertion orders or media plans? Enter
a client's media commission percentage in the client's
Billing Information window. It's then copied to
each job task for that client. From there, it goes
exactly where you need it - the client's insertion orders
and media plans.
Media estimates speed
up entire media process
What's the fastest way to show clients numerous run dates
in numerous publications for their media buys? Create
a C&P Media Estimate for your clients' approval.
Once approved, create insertion orders with no keying
of information. Then, prebill those IOs with no rekeying
of information. Didn't you just enter those buys for
their approval? Hey, that is fast!
|
|
|
|
|
