Foundational classes

Digital teams session one - Learn to build campaigns navigate features including understanding how to easily work with sellers workflow

This class covers; 

• Overview
• Navigation
• Building a campaign
• Working with RFPs
• Generating and monitoring orders

Digital teams session two - Continue the learning journey with maintaining digital campaigns including how to maximize the time spent working in campaigns

This class covers; 

• Sending creative to the ad server from placements
• Updating financials details to the accounting system
• Working with changes and the impact
• Reporting

Invoices for finance accounts payable - Learn how to create invoices in buyers workflow which feeds into the campaigns created across the organization

This class covers; 

• Navigation
• Working in invoices
  • Incomplete
  • Pending
    • Multiple orders to one invoice
    • Multiple invoices to order
  • Pending credit
    • Credit memo
    • Cash receipt
  • Pending adjustment
  • Rejected
  • Audit to zero
• Reporting

Discrepancy resolution for digital teams - Learn how to resolve discrepancies in order for finance to clear payment to the vendor

This class covers; 

• Reconciling in campaign management and invoices
• Impact of not generating orders
• How to work with
  • Multiple orders to one invoice
  • Multiple invoices to order
  • Understand working with invoice amount versus override versus weighted
• Working with status
  • Incomplete
  • Pending
  • Pending credit
  • Pending adjustment
  • Rejected
  • Audit to zero
• Reporting

Sellers workflow - Digital - Understand how teams can generate RFPs and orders through buyer workflow saving time

This class covers; 

• RFP modules

• Order revisions

Webinar via GoToWebinar (50min) 

Specialty classes

Integration for social and search teams - Learn how to work with integrated DSP/non-DSP platforms to reduce time and mitigate risk

This class covers; 

• Navigation

• Impact of generating orders

• Social - How to create programmatic packages with integrated accounts

  • Non-DSP: Facebook

  • DSP: DV360/MediaMath/ The Trade Desk

  • Social partners: Twitter/Amazon

• Search – How to build an integrated search order with Google Ads

• Updating financials to the accounting system

New – coming soon! Print in buyers workflow - Learn to build campaigns and navigate features for traditional print in buyers workflow

This class covers; 

• Navigation

• Creating a campaign and link to financial information

• Managing insertions

• Generating insertion orders

• Updating financials to the accounting system

• Reporting

Actualization - Learn how to work with actualization enabled at your agency to specify which delivery numbers you want to pay on and what to do with any variance within the campaign (how to redistribute it)

This class covers; 

• Why are we actualizing?

• Navigation

• Working with actual scenarios

• Impact on campaign budget

• Updating financials to the accounting system

Multi invoice feature - Learn how to resolve discrepancies with multi invoices to one order scenarios

This class covers; 

• Reviewing resolving discrepancies with the multi Invoice Scenarios in both campaign management and invoices 

On-Demand/Recorded Webinar (35 minutes)