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Collection summary
Allocating budgets effectively, anticipating campaign performance, and aligning strategies with business goals are all possible through planning and forecasting tools. Equally important is setting up insertion orders (IOs) and campaigns correctly from the start, as missteps can lead to missed opportunities.
The “Media planning and campaign setup” collection is your guide to understanding how well your strategies can scale, and building well-structured campaigns that drive results from day one. Refer to this article’s content catalog to discover each of the resources that are available in this collection.
Planning and forecasting
Gain powerful insights into your media plans’ or campaigns’ potential reach and impressions once targeting rules are layered onto your campaigns. You can pre-optimize your audiences and targeting details to help ensure each strategy spends in full–all without allocating resources to test-and-learn campaigns.
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All articles
Review this resource to learn more about forecasting directly from a campaign:
Article | Description |
Dive into Campaign Estimations concepts and requirements, and learn which campaign parameters affect forecast calculations. | |
Generate projections for a campaign’s Reach, Impressions, and Audience Size. |
Review these resources to create data-backed media plans:
Article | Description |
Dive into Planner inputs, outputs, and requirements, and learn how Planner forecasts can help ensure your campaigns scale effectively. | |
Add your targeting criteria to a new Planner media plan; or edit, download, or duplicate one you’ve already created. | |
Transition from planning to execution by activating your plan and generating its campaigns. | |
Address and resolve factors that may block your ability to create or manage Planner proposals. |
Insertion orders (IOs)
The primary function of an IO is to provide an effective means of organizing and managing campaigns that share similar traits. It’s also a means of managing the budgets of those campaigns.
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Review these resources to learn more about IO concepts, creation, and management:
Article | Description |
Dive into IO concepts and requirements, and learn how they provide an effective means of organizing and managing campaigns. | |
Uncover the differences between budget-based and impression-based IOs to help inform which one you should create for your ad campaigns. | |
Create an impression-based IO; edit, duplicate, or delete an existing one; or add new or existing campaigns to it. | |
Create a budget-based IO; edit, duplicate, or delete an existing one; or add new or existing campaigns to it. | |
Uncover answers to common IO questions including those related to budgets, creation, and management. |
Campaigns
While IOs function as an organizational framework, campaigns include your individual strategies and contain a set of targeting parameters, an ad format and versions, bidding strategies, and any other targeting settings that you specify.
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All articles
Review these resources to learn more about campaign concepts, creation, and management:
Article | Description |
Dive into campaign concepts and requirements; and learn how they define how, when, and where ads are placed. | |
Use this resource as a companion guide while you build your campaigns, and review each required and optional campaign targeting element to determine which settings make the most sense for your campaign. | |
Create a new campaign; or pause, edit, duplicate, delete, or optimize an existing one. | |
Uncover the purpose of campaign scheduling and learn how your scheduling settings are executed. | |
Set a weekly schedule to determine when your ads will be displayed and ensure your message reaches the right users, and at the right time. | |
Discover how a campaign’s priority settings allow you to take control of the way an IO’s individual campaigns deliver impressions. | |
Apply or change an IO’s campaign priority settings. | |
Uncover answers to common campaign questions, including those related to targeting, budgets, creation, and management. |
More resources
This page includes all of the articles that you’ll find in the “Media planning and campaign setup” collection.
Refer to the “Locate more resources” section at the bottom of each article that you review to uncover more, relevant information about the same topic or workflow.