MMT Mercury is a campaign planning and managing tool, optimising the approval flows and offering a general overview of all the existing expenses and KPI's to ensure a failure-free execution and time optimisation. 



2. creating an offer
3. attributing the campaign to the offer

4. how to save and recall views

5. using kpi monitors

6. using filters/ export excel

 

1. Campaign management


All the campaigns in Mercury are assigned to a category (client, product category or product) as a organisational optimisation.


Creating a new campaign:

  • To create a new campaign, please click on the  ⊕Category button in the relevant category/subcategory section.
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  • In the "New campaign" window, fill in all the mandatory information (marked with *)
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    Name: each campaign should have a name

    The same name can only be used under different subcategories/root categories and should have unique accounting numbers.

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    Comment: this is an optional field which can be used to specify some additional details about the campaign, client, KPIs or other notes for the accounting team.

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    Runtime: dates specified in this field will define the period during which plan items can be planned and implemented. This means that campaigns cannot contain plan items with runtimes that start earlier or end later than the campaign’s runtime.
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Accounting system IDs are used clearly identify campaigns in the internal accounting system

Please note that you will not be able to book plan items unless this field is completed.

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External IDs are used to clearly identify campaigns in external invoicing systems. The ID that was assigned to the campaign in the external invoicing system (e.g. Ad’visor) is saved here. 

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Buffer for technical costs is used to mitigate the costs of potential over-deliveries. When calculating the expected technical costs in a media plan (e.g. for using ad servers or ad verification tools), the buffer is added to the expected volume.
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This value might be prefilled with the percentage which was set up on category level and can be overwritten.
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VAT rate applies to all plan items in the campaign. You don’t have to define a VAT rate if your plan does not contain metrics that include VAT.
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There can be only one valid VAT rate per campaign. Campaigns that run in countries with different VAT rates may have to be split into several campaigns.

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  • Click on Create campaign.


Editing/deleting campaigns:


  • To edit a campaign, access the relevant category tree and click on the ▼ symbol near its' name and choose the edit option from the drop-down menu.
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  • Edit all the necessary data and click on Save Campaign.
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  • To delete a campaign select the delete option from the same dropdown menu.
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    Note: If the trash bin icon is not displayed, you will have to delete all the campaign’s scenarios first and refresh the page. To delete a scenario, click on the campaign name and then on the dropdown menu button for that scenario, select the delete option.

2. Using scenarios for campaign planning


Using scenarios to implement or preview different planning variations when creating a campaign, is a great way to compare the outcomes for the same budget and select the most optimal one.
As an example, based on the desired performance (financial, awareness, engagement rate), experiments with different budgets, target-groups coverage or click-through rates could be set up.

Offers which are created at a campaign level are available for all scenarios, which enhance different planning variations.


Default scenario:


A standard scenario is automatically created each time a campaign is created. Additional scenarios as required for different planning variations (optional) can be created manually.

Master scenario:


Is the scenario which was picked by the client to be implemented and will be marked with bold text for easier scrolling.

This feature requires at least one plan item in the scenario to be approved externally. That means that the client has approved the plan item for booking and the relevant planning can be implemented.

Once a scenario is approved externally, all other scenarios in the campaign are blocked for external approval and therefore for booking.

Managing scenarios:


Scenarios can be created, edited and deleted.


  • To create a scenario, navigate till the needed campaign and click on it.
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  • In the upper bar click on the ⊕ sign and select ⊕ Scenario
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  • Fill in the name for the new scenario and save your changes.
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  • To edit a scenario click on the dropdown menu sign near it's name and select the edit option
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  • To delete a scenario click on the dropdown menu sign near it's name and select the delete option
If you delete a scenario, all plan items in the scenario will be lost! Offers in the relevant campaign will remain unaffected.


3. Managing the agency offers in a campaign


Every campaign in Mercury is divided in two sections, Offers and Plan.
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Every line displayed in the above table is an Agency offer, if the line is coloured yellow, that offer is a preferred one and should be used primarily.


Adding offers to a campaign:


There are a few ways to add an offer to a campaign:


  •  From the agency offers page:

    If some certain offers are generally applicable for a category with multiple campaigns, they can be added in the agency offers section and then attributed to all the related campaigns.

    More details regarding global offers creation can be reviewed here.

    - To add a category to a global agency offer, navigate through the existing agency offers till you reach the relevant one and click on ADD CATEGORY.
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  • From the scenarios page in a campaign:

    If an offer applicable for all scenarios of a campaign it should be added from the scenarios page of the campaign by clicking on the ⊕ sign and selecting ⊕ Proposal
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  • From a certain scenario from a campaign:
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    If the offer is only relevant for one scenario it should be added to the campaign directly in that scenario
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    - To add an agency proposal to a scenario click on the ⊕ sign
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4. Managing plan items

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All the plan available in a campaign can be reviewed in the plan section of it. 

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  • To add a plan item to a campaign, click on the checkbox afferent to the relevant agency offer and then select ⊕ Create plan items
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    After clicking on Create plan item the offer will disappear from the offers list and will be available in plan items list.
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Other operations with plan items:


To review all the actions which can be with a plan item, please click on the dropdown menu afferent to each line.
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  • Ignore: this action will deactivate the line in the plan, therefore its' costs and others KPI's will not be reflected in the general total amounts.
  • Allow/Disable automatic ad server performance data updates: selecting this option will start/stop the synchronisation for this plan line between Mercury and the Adserver.
  • Allow/Disable automatic ad server cost data updates: selecting this option will start/stop the costs synchronisation for this plan item between Mercury and the Adserver.
  • Edit: this action will redirect the user to the Plan item form to edit the data in this plan item
  • Assign to Adschedule: this action should be taken on each plan item to attribute an unique Adserver Tracking ID to it, which will be later user to upload the trafficking data back to Mercury from the Adserver.
  • Copy: will create a duplicate of the plan item below
  • Logs: will take the user to the Logs (Actions History page) where all the actions ever taken on this plan item will be displayed.
  • Delete: enables the user to delete the plan item