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Uploading a Media Plan from Worksheet

If you have an existing plan in Excel, you can convert that plan into the Bionic template and upload it to the plan in Bionic.

You can also export plans already in Bionic, make changes and load it back into Bionic.

Get Bionic Media Plan Template

To begin, you need to download the media plan worksheet specific to the campaign that you are working with.

  1. In Bionic, you can either create a new campaign or open an existing one
  2. Setup and add any custom picklists you may need to your plan – these will be included on the downloaded worksheet
  3. Setup and add Production Costs, Agency Compensation, and Delivery Costs applicable to this media plan
  4. Setup any KPIs you want to track
  5. Click the More button in the upper right corner of the plan
  6. Select Upload Worksheet from the menu
  7. Download the media plan worksheet from the link provided (shown below)

upload.gif

Worksheet Instructions

The media plan worksheet has two tabs.

The Data Sheet tab contains the information that will be uploaded to Bionic.  If you have exported a plan already in Bionic, the sheet will be populated with that data.  If you are starting with a blank campaign (to load your existing Excel spreadsheet), you will need to translate the data to this template.

NOTE: Each column in the Data Sheet is required for the upload to work properly.  You can hide columns or leave individual cells blank but do not delete any columns from the media plan worksheet.

 

The Instructions tab provides a list of the columns on the Data Sheet tab with definitions for each field you can refer to.

 

Completing Placement details

  1. Columns B & C - These fields are automatically populated by Bionic.  For new plans being loaded, leave these blank.  Do not change the IDs for plans exported.
  2. Enter Program name in column I (optional) and Program ID in column J.  If you are importing from an existing media plan in Excel, you will need to get the Program IDs in Bionic to map the program to the associated data card in Bionic.  You can use the Search in the upper right corner to search by program name.  The ID will be presented with the Program Name in the search results.
  3. Enter any additional information you have in columns K-AI+ (Gross Media Cost and Net Media Cost are informational and will be overridden by Bionic calculations)
  4. Save your changes to the worksheet
  5. Upload worksheet into Bionic

If you have exported a plan from Bionic, simply change or add information as needed.

Follow the steps below to handle flighting, packages & roadblocks, and flighted packages & roadblocks.

For A Placement With Flighting

  1. (Skip this step if you have exported a plan from Bionic) Create a new placement following the steps above.  This will create the first flight of your placement.
  2. To add flights, copy and paste the entire row for the placement as many times as you need flights (eg: If you need 4 flights for the placement, copy and paste until there are 4 rows for this placement)
  3. Enter an alphanumerical value in the Placement ID field for each row to identify that all flights are part of the same placement
  4. Edit dates to reflect dates of each flight (there should be no overlapping flight dates)
  5. Edit other information for each flight as needed (rate amount, quantity, picklist columns)
  6. Save your changes to the worksheet
  7. Upload worksheet into Bionic

flight.gif

For A Package or Roadblock

  1. Add a row in the worksheet for the Package/Roadblock Header, leaving columns B-D blank
  2. Enter an alphanumeric value in the Group ID field to identify the Package or Roadblock
  3. In the Group Type field use the dropdown list to select Package or Roadblock
  4. Enter Program, Program ID, Rate Amount, Rate Type, Quantity and any other information for the package/roadblock header
  5. Add rows in the worksheet for each Package/Roadblock member, leaving columns B-D blank
  6. In column E, enter the same Group ID as you did in Step 2 above
  7. Leave column F blank for package/roadblock members
  8. Enter any other information you have in columns H-AI+
  9. Save your changes to the worksheet
  10. Upload worksheet into Bionic

package.gif

Flighting at the Package/Roadblock level

  1. Create a Package/Roadblock by following steps 1-8 above
  2. Create a flighted placement by copying an existing package member row and inserting a new row below that (do this however many times you need your package to be flighted)
  3. Edit the dates for the flighted rows to represent how you need the flights broken up
  4. Use the Placement ID field to identify that there will be a flight by entering an alphanumeric value into the field (ex: Flight1 or 1234 or FBFlight, etc.). Enter same value into Placement ID field for each flighted row.
  5. Copy the Placement ID value and paste it into the Flight Group Using field at the package/roadblock header row - this will identify the flighted placement that will be used flight the package/roadblock at the header level
  6. Upload worksheet into Bionic

flighted_package.gif

Itemized Costs

If you have Itemized Costs (Production Costs, Agency Compensation, and/or Delivery Costs) in your plan, you may opt to Include or Exclude specific costs for each placement.  If you need to override default costs, you must do this from within the Bionic media plan directly.

  1. Costs will begin at Column AD.
  2. For each cost, select Include or Exclude from the menu.  You may use Copy/Paste to populate multiple lines at once.  Excluded fields will be highlighted in RED.

KPIs

All KPIs included in the media plan will be included in the worksheet.

  1. KPIs are listed after the Costs and Landing Page URL (column will vary)
  2. The "Cost Per" for each KPI will be displayed for informational purposes.
  3. Enter the Goal for each KPI you want to track for each placement.
    • Entering 0 will translate literally to 0
    • A blank field will exclude the KPI for that placement
  4. Upon loading the worksheet, the "Cost Per" will be automatically calculated based on the Goal entered.

Custom Picklist Columns

If you have included Custom Picklist Columns in your media plan, they will be included in the worksheet.

  1. Enter the value for each Custom Picklist Column, or select from the available Picklist items in the menu.

Checksum

This field is for Bionic internal use only.  It is used to help Bionic identify which placements have changes made to them, in turn, making the upload process faster, especially if limited data was modified.  Any changes to this field, or removal of the data, will result in Bionic processing an update to the placement, even if nothing changed, resulting in longer processing time.

Uploading your worksheet

  1. If you aren't already on the Upload page, go to the applicable campaigns, click More and select Upload Worksheet.
  2. Find and choose the Excel file for the worksheet you have created
  3. Click Import

After uploading your worksheet

  1. Close out of the Upload Complete pop-up (if it is not done loading when you click close a Try Again button will appear, click that until upload is complete)
  2. You will receive an email from Bionic with the results of you upload
  3. Open the spreadsheet that is attached to the email – here you will see that a new column “Results” has been added. This column gives details on whether your placement(s) were created, updated or failed to be created or updated.
    • Details are provided as to what was updated or created or what failed to be created or updated
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