Planning

Add inventory to your project

In Planning, the Inventory view is used to collect all of the placements that are available to be added to your plan.

You can add placements to your project at any time. Publishers can also offer placements when they respond to a request for proposal (RFP). This article describes how you add placements to your inventory for a project.

You can also create credits in the Inventory view. Learn more about creating credits

Add inventory

There are three main ways to add inventory to a project:

  • Import an existing campaign from Campaign Manager when you create the project
  • After you’ve created the project, add inventory either manually or in bulk, by importing it from a spreadsheet
  • Create an RFP to ask for placements from a publisher

You can import an existing campaign from Campaign Manager when you create a project. Learn more about creating a project and importing a campaign from Campaign Manager.

Learn more about creating an RFP and asking for placements from a publisher.

Learn more about adding inventory in bulk by importing it.

To manually add inventory to your project:

  1. Navigate to your project, and click Inventory in the left menu.
  2. In the Inventory view, click New to add inventory.
  3. In the inventory table, fill out or edit the following fields for each placement you add:
    • Name for the placement
    • Site name for where you want the placement to run. This will be mapped to a Campaign Manager site if the placement is executed to Campaign Manager.
    • Start and end dates
    • Packaging for a package of placements
    • Flighting
      1. The "Default" flight will be the same as your start and end dates
      2. To enter custom flight dates, click the pencil icon
    • Compatibility for the type of media where your ad will run (web, app, or video)
    • Dimensions of your ad. Choose an existing size from the dropdown list or create a new one.
    • Payment source to specify who will pay for the placement
    • Cost structure to specify the type of pricing used for the placement
    • Rate to specify the price in your Campaign Manager account's currency you want to pay for each unit of inventory (such as 1000 impressions, each click, each conversion, or enter a flat rate)
    • Units to specify the number of units of inventory you want to purchase
    • Cap cost>None, Monthly, or Cumulative to specify if you want the placement’s cost capped monthly or not at all
    • Estimated clickthrough rate is used in your scorecards
    • Estimated conversion rate is used in your scorecards
  4. Once you're done adding placements, click Save to add the placements to your project.

These placements are now available in your project and can be added to your plan.

After the new placement appears in your project’s inventory, three new columns appear on the right, Negotiation, Execution, and Order. These columns are used to assign placements to negotiation and execution channels or to an order, respectively.

You can use this view to perform different actions on placements:

  • Group multiple placements as a package or roadblock. Learn more about packages and roadblocks.
  • Set a placement as the primary placement that will receive attribution for clicks on a roadblock

You can click the placement’s name to view and edit any of its information in a pop-up window.

Inventory summary

You can sort the display by any of the first columns:

  • Placement name
  • Site name
  • Start or end date

When you click a placement’s name, it will bring up a panel on the right where you can edit the placement’s properties.

Click the icon immediately to the left of a placement’s name to add it to a plan. This creates a plan with the name of the placement.

Using the buttons at the top, you can do any of the following:

  • Assign one or more placements to an execution channel, a negotiation channel, or to an order
  • Import inventory via spreadsheets
  • Export selected items to a spreadsheet in .xlsx or .csv format
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