In Mercury, campaigns are always assigned to a category. It does not matter whether the category is assigned as a client, product category, product or no type.
Below the campaign, scenarios are used to map the actual media planning. Scenarios allow the user to create different plan variants in a campaign. As soon as a plan item in one of the scenarios is approved externally, this scenario becomes the main scenario. All other scenarios that may still exist in this campaign are thus blocked for external approvals as well as for booking and execution.
- In the category tree, navigate to the category in which you want to create the new campaign.
- Click on the button "⊕ Campaign",
- fill out the form:
A name must be given to each campaign. If necessary, observe company-specific naming conventions when entering the name.
- Comment (note for accounting)
All comments entered here will also be included in the media order (MA1 & MA2) in the e-mail to the accounting department.
The runtime of the campaign defines the framework in which plan lines can be planned and executed. This means that there cannot be any plan lines in the campaign whose runtimes start earlier or end later than defined via the campaign runtime.
- Accounting system ID
Mandatory field in which the billing system ID from the external billing system must be entered. This ID is also sent to the marketers in the booking emails so that they can refer to this ID in their invoices for clear allocation. If there is no ID from your external accounting system, you can also use your own ID.
Important! A billing system ID must always be unique and may not occur more than once within your Mercury tenant.
- Purchase order ID
Optional field to record a Purchase Order ID, if one exists. This ID is also transferred to the accounting department in the e-mail when the media order is created (MA1 & MA2).
- External ID (Strategic Planning System)
The External ID is used to uniquely identify the campaign in optionally other existing external systems. The ID that is assigned to the campaign in the external system is therefore stored here.
- Buffer for technical costs
The buffer for technical costs serves to "cushion" possible overdeliveries on the cost side. When calculating the forecast for technical costs in the media plan, for example for the use of ad servers or ad verification tools, the buffer is added to the expected volume. The buffer in percent, which is entered at the campaign level, is transferred to the plan line as the default value when new plan lines are created, but can optionally still be overwritten with a different value there.
Changes to the buffer value on the campaign level do not affect existing plan lines.
Only one VAT rate is valid per campaign. This means that campaigns that are carried out in countries with different VAT rates may have to be split into several campaigns. The VAT rate applies in all plan lines of the campaign. Even if metrics with VAT should not play a role in the further course, a value for these must be stored when creating the campaign.
- and click on the button "Create campaign".
- Your campaign is now created, and you will be taken to its scenario page.