December 14, 2022 New Features
Digital Media Rate Cards
We now support product-based Digital Media specific rate cards.
To set up the new rate cards, go to Settings > Products > Rate Card & Ad Setup. At the bottom of the rate cards tab, you’ll see a Digital Media section. Click the + icon to add a new rate card. On each digital media rate card, you’ll be required to set a name, and publications the rate card will be used on. You also have the choice of entering start or end dates, as well as a description.
The start and end dates determine when the rate card can be used for creating line items. For example, if a rate card’s end date is 12/1, and you are creating a new line item on 12/5, that rate card will not be available to select in the add line item popup.
After setting at least the required fields, you’ll be able to choose which products to use on the rate card. The products available to choose from are dependent on which publications you chose. Click Save to create the rate card and move on to setting up the rates.
On the Rates setup, you’ll be able to set specific rates for each product on your rate card, based on channel and publication. These rates will override the default product rate, as well as the channel specific rates that can be set up on certain product types, as long as the rate card is selected on order entry.
Along with this change, you should also review the new system configuration ‘Require Digital Media Rate Cards’. By default this is set to No, which makes the rate card field on the line item add/edit popup optional. When set to Yes, users will be required to choose a rate card for every digital media line item they add to an order.
We have also updated the Sales Package setup to account for digital media rate cards. In particular, when adding a new product to a package, there is a new rate card field for digital media items. This field will be required if your system configurations are set up that way.
External Reporting/Analytics Link
A new text field has been added to ticket pages called ‘External Reporting/Analytics Link’. This field is designed to link a user or contact to an external ad campaign or analytics report. It is an optional field on tickets, and when set will be accessible from various locations within MagHub, as well as the Client Center.
A new ‘Campaign Report’ link has been added as a column on all ticket search pages and production reports. When clicked on, it will open the URL set on the ticket’s External Reporting/Analytics Link field.
The ‘Delivering’ page in the Client Center has been updated and re-labeled as ‘Analytics’. It now includes all items synced with Broadstreet or GAM, as well as any line items with the new External Reporting/Analytics Link field set. The link can be clicked on in the client center to open the URL set on the ticket.
Along with these changes, there is also a new ticket API endpoint to retrieve the External Reporting link value on tickets.
Two-Step Expense Report Approval
There is a new option to allow for a two-step expense report approval process, rather than one.
To turn this on, set the new system configuration Enable Two-Step Expense Sheet Approval to yes. This configuration determines if you would like a one or two step approval process for your employee expense reports. If set to No, when employees file expense reports, they will be sent directly to final HR approval. If set to Yes, expense reports will first get sent to the user the employee reports to for a manager level approval. Once approved by the user’s supervisor, the report will be sent to HR for final approval.
Due to this change, some user permissions had to be re-worked.
What was previously called ‘Expenses (All Users)’ is now called ‘Employee Expenses’, and grants you access to the Employee Expenses page.
There’s a new sub-permission to view all users on the report. Without the sub-permission, you’ll only be able to view your own data, and data for users who report to you.
The ‘Approve Expense Reports’ permission has been relabeled ‘Final Approve Expense Reports’, and is specifically for the final, HR level of approval. If the configuration for two-step approval is turned off, this is the only level of approval needed.
And finally, there is a new permission that is only visible when the two-step approval configuration is enabled, called ‘Manager Approve Subordinate Expense Reports’. This permission gives users the ability to approve expense reports only for users who report to them, at the manager level of approval. If approved at this stage, the report will automatically get filed and sent to final HR approval.
December 14, 2022 Improvements
Set Monthly Impression Amounts
Previously, if an Impression Digital Media line item spanned multiple months, the impressions would be split evenly across all of the selected months. Now, there is the ability for users to specify the impressions per month when creating the line item.
When a date range is selected that spans more than one month, there will be an edit icon next to the Units field. When clicked, it will open a popup showing a monthly breakdown of the impressions. By default, the impressions will be split evenly, but the user can edit and adjust the impressions each month as needed.
Each month must have at least one impression, and the totals must equal that of the line item as a whole.
If the run dates or units are changed after the monthly breakdown is set, the monthly breakdown will be reset.
Digital Media System Configurations
With all of the recent changes to digital media that our team has been making, this release we decided to create a new ‘Digital Media’ specific section in the system configurations. A sub-section under ‘Sales’, the section contains all the configurations you need for your digital media products and modules.
We created some new system configurations for this change:
Use Impression Products
Use Targeted Display Products
Use Slot Products
Use Reserved Products
Require Digital Media Rate Card
Pending Digital Media Items Count Against Inventory
We’ve also moved some configurations into the Digital Media section from other sections. These configurations have not changed, they have just moved locations.
Require Channel on Impression and Targeted Display Items
Require Channel on Reserved Digital Media Items
Add placements, channels, and sizes directly to digital media products
Finally, a new ‘Enable Digital Ad Sales’ configuration has been added to the ‘Orders’ system configuration section. This configuration provides the ability to enable or disable digital advertisement sales.
For more information about what each of these configurations do, please reference the System Configuration section of the help center or contact the support team.
Pro-Rate Free Form Installments
There is a new ‘Multi-Publication Distribution’ field available when creating free-form installment invoices, that you may wish to use if your team utilizes the DataWarehouse and Metabase. If set to Yes, this option will weight the amount of the invoice in the DataWarehouse Analytics Invoices table proportional to the revenue of each publication on the order. This adjustment is only captured within the DataWarehouse reporting. If you wish to set this field to Yes by default, please contact the support team. Otherwise, it will default to No, but can be manually set to Yes when creating free-form installment invoices.
Additional Improvements
A new ‘Bulk Add Categories’ action has been added to each digital media product search page.
A Delivery Date search filter has been added to the Consolidated Snapshot Report.
Users now have the ability to make timesheet notes a required field. By setting the new system configuration Timesheet Notes Required to Yes, notes will be required on any time entry. This applies to adding hours to the Timesheet directly, as well as using the dock Timer. If set to No, the notes field will be optional.
The Analytics Goals table in the DataWarehouse has been updated to show results for sales reps who have sales data unassociated with a goal. Previously, data would only display if there was a goal created.
The multi-selects on the placement, channel, and size fields on digital media product setup pages have been updated.
A Project filter has been added to the Timesheet Report, allowing you to find timesheet entries for one or more projects.
A new ‘Invoice Amount’ column has been added as an option on the company Orders tab. To add this field to your Orders display, go to the My Preferences page and check the Invoice Amount box.