How to Use the Research Tab

The Research tab helps you to find advertising programs that may be useful to your clients, and easily incorporate that research into your RFPs or media plan. Each program will represent a brand, station, platform that offers advertising. Within that program, you can find helpful information about the brand, advertising options they offer, audience information, sales contacts, and the history of your past buys with them.

You will notice there is a Research tab available from your main dashboard, when you are looking at an Advertiser, and when you are in a Campaign. Each of these tabs generally work the same way. Differences are noted in the instructions below.


AI-powered Recommender

At the core of the Research tab is the AI-Powered Recommender. It provides you with suggestions for media programs that may be good options for this client (Advertiser) based on what they have used in the past. To learn more about the Recommender and how it works, check out this page.

From The Organization Level

In order for the recommender to provide recommendations for a particular client, you will to tell it which Advertiser to use. Also, because you will be able to add programs to media plans, you will identify the media plan to add them to.

By default, the most recent Advertiser and Campaign you have accessed with be selected.

Select the Advertiser you would like to do research for.

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Select the Campaign you would like to add programs to.

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From An Advertiser

When using the Research tab within a specific advertiser, that advertiser will automatically populate in the drop-down menu. However, from here, you can identify which campaign to add results to.

From A Campaign

After creating your campaign, you are immediately brought to the Research tab of the campaign. You can click on this tab for suggestions at any time.


Understanding the Results

The Recommender will build suggestions heavily based on media plans you have created for this Advertiser in the past. New Advertisers will need to develop history before recommendations will be geared toward them. Just like Netflix and Spotify type services, it improves as it learns more about you.

The results page will provide basic information about the Program, such as Vendor & Channels offered, as well as the number of placements that program has been included in for this Advertiser.

From these results, you generate RFPs, add programs to your media plan, Reject, and (Un)Endorse programs. This will help "teach" the AI preferences for this advertiser.

Adding Results to Your Media Plan

Add To Plan is a quick method of adding selected programs to your media plan.

In this example, I want to add "Car and Driver" and "" to my plan.


Place a check mark next to the Program(s) you want to add. Use the checkbox at the top to select all displayed Programs.

Press the Add to Plan button at the top.

A confirmation message will be displayed.


You can opt to continuing working in the Research Tab, or hop over to the media plan.

Placements will be added for each of the Programs to choose to add. Just finish adding the details.


You can learn more about entering media plan details here.

Create an RFP From Results

If you aren't ready to include specific Programs in your plan, but rather RFP the vendors first, you can create the initial RFPs with a click.

In this example, I am selecting "The New York Times" and "Golf Channel".


Place a check mark next to the Program(s) you want to RFP. Use the checkbox at the top to select all displayed Programs.

Press the Create RFP button at the top.

A confirmation message will be displayed.


You can opt to continuing working in the Research Tab, or go to the RFPs so you can start building your requirements.


From here, click through on each RFP to enter in the specific requirements.

You can learn more about the next steps for RFPs here.

Reject Results

Rejecting results is another way to help train the Recommender. By specifically identifying Programs that are a bad match for this Campaign, over time it will learn the types of Programs to not recommend.

In this scenario, I want to Reject "Yelp".


Place a check mark next to the Program(s) you want to Reject. Use the checkbox at the top to select all displayed Programs.

Press the Reject button at the top.

A confirmation message will be displayed.


Press Reject to confirmation. Or Cancel if you do not want to proceed.

Endorse / Unendorse Results

Endorsing Programs does not impact the Recommender and is not specific to the Advertiser. However, it does provide a method for recommending Programs and filtering on them.

Say, for instance, you've had a good experience with a particular Program in the past. The Endorsement will display to other users in your company. You can also use it to highlight Programs of interest and use it in combination with Filtering to limit results to Endorsed Programs.


Place a check mark next to the Program(s) you want to Endorse. Use the checkbox at the top to select all displayed Programs.

Press the Endorse button at the top.

The Program(s) will now show a "Thumbs Up" icon ThumbsUpIcon.gif

You can Unendorse Programs as well by using the same process outlined above to select Endorsed Programs.


Press the Unendorse button to remove the Endorsement.


Filtering & Expanding Results

You will start with the 10 strongest matches for this Advertiser. You can filter and expand results to explore options.

Premium vs Standard Listings

By default, your result set will filter to Premium listings. Although vendors pay for Premium listings, it has no effect on the strength of relevance. You can opt to only view Premium listings, or Standard listings.


To adjust the filter, drop down the menu.

Select the levels you want to view.

Press Apply.


The Level column will distinguish between Premium and Standard listings.

Search For Specific Programs

You can search for any Program name by title to pull it up in the results. Most relevant results will show up first.

Make sure other filters are set appropriately to avoid filtering out expected results.

Start entering the name of the Program you are looking for.


The results will sort based on relevance to your Advertiser. In this example, if your Advertiser typically used Facebook UK, that would be most likely to display first.

Press the X next to the search term to clear the filter.

Filter By Result Status/Type

Limit your results based on whether it's a Recommendation, in your plan, or an RFP. Or even look at Programs you have Rejected.


Searching Entire Database with enable you to search the entire directory of programs.

Filter By Endorsement

You can opt to limit results to just Programs you have endorsed.


Filter By Channel

If you only care to focus on specific channels, only select those you want to display.



Filter By Category

Each program has been categorized. These categories can be used to filter your results to look at specific topics or interests applicable to the program.


Filter By Dates

When you filter by date, it won't restrict which programs display. However, it will update the Spend and Placements to reflect total for that time period.

Below displays the all-time spend and number of placements.


You can apply a filter from the menu to limit the reported spend and placements.ResearchFilterDate.png

You can see that applying a date filter, it shows that for Last Month there was no spend or placements.



Filter By Program Status

Typically you will only care about programs that are Active. However, it is possible that a program you are searching for has been deactivated (it's gone out of business, for example). In that case, you can add Inactive to your filter criteria.




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